Auto-Populating Record Due Date on BP Workflow Auto-Creation

To ensure auto-created destination BP workflow records display a record due date at run-time, you can define either the Duration Element or Due Date Element during auto-creation setup. This applies to source business process (BP) workflow records that have a BP Creator Element to auto-create another BP record.

Except for S-step, the auto-created destination BP records (from source BP record) can be either:

The Due Date Element field displays those date picker elements that have been specified in the upper forms or detail forms.

Depending on the entries made in the uDesigner forms, Auto-creation Setup, Unifier Admin, and the source record in User mode, the Due Date field in the auto-created destination BP will be populated as described below.

Due Date Behavior in Auto-Creation Settings

uDesigner Auto-Creation Setup (Due Date or Duration Element)

Duration Value in Admin Mode (Auto-Creation Setup)

Due Date Behavior

Neither Due Date nor Duration Element is specified

Not defined

The system assigns a Due Date based on Workflow Settings of the auto-created BP record.

Neither Due Date nor Duration Element is specified

Defined

The Due Date is calculated based on the defined Duration days in Admin mode.

Due Date Element is specified

Defined

If the source record includes a Date Element, the auto-created BP record inherits the source record's Due Date.

Due Date Element is specified

Defined

If the source record does not include a Date Element, the Due Date is calculated based on the Duration value in Admin mode.

Duration Element is specified

Not defined

If the source record does not include a Date Element, the Due Date is calculated based on Workflow Settings of the auto-created BP record.

See Also

Business Processes

Workflow and Non-workflow BPs

Business Process Types

Business Process Step Editor

Business Process Dates and Calendars

Working with Quick Calendar Entry

Business Process Forms

Completing a BP Record Form

Creation Step

Update Step

View Step

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Viewing Messages or Cc'd Tasks

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk

Viewing the Import Audit Log

Filling Out a Business Process Form

Saving a Draft of a Workflow Business Process

Accessing Custom Business Process Help PDF File

Adding and Managing Line Items

Restricting Line Items by Using Copy with Conditions Option

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing Comments

Working with Query-Based Tabs

Working with File Attachments and Markups

About Linking Business Process Records to other Business Process Records

Working with Linked Mail

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding or Updating a Hyperlink

Viewing Referencing Records

Participating in a Workflow

About Email Notifications for Business Processes

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Updates on Document Attributes for Business Processes



Last Published Friday, April 11, 2025