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:
- Record to Record or
- Line-item to Record
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 Process Dates and Calendars
Working with Quick Calendar Entry
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
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
Working with File Attachments and Markups
About Linking Business Process Records to other Business Process Records
Attaching External Emails from the Project or Shell Mailbox to a Record
Sending Attachments for E-Signature
Adding or Viewing a Map (Geocoding)
Adding or Updating a Hyperlink
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