Properties: Specify Metadata for the Data Source

When you select Create in the Data Sources log, the Properties step of the Data Source Creation guided process displays.

Enter the following information about the data source being created:

1. In the Name field, enter a user-friendly name for the data source with a maximum length of 64 characters.
2. In the Description field, specify the purpose of the data source with a maximum length of 4000 characters.
3. From the Data Type list, select one of the following:
   • Activity Sheet
   • Line Item BPs (workflow and non-workflow)
   • Cash Flow
   • CBS Cost Sheet
   • Cash Flow and CBS Cost Sheet
   • Cost BPs (Line items with CBS Codes) with the following classifications:
     • Generic
     • Base Commit
     • Transfer (CBS Cost Codes)
     • Change Commit
     • General Spends
     • Payment Applications
   • Shell level Simple BPs
   • Shell Information if you want to select a Single Record BPs
   • Shell-level published data views (see Creating Data Views)

   When Cost BPs are selected as the data type, sources such as Upper Forms, line items, CBS Attributes, Shell, Company, Attachments, CBS Code related sources like Cost Sheet in Shell currency, and CBS code-related sources like Cost Sheet in Base currency display in the list.

4. Select the Enable Caching toggle to disable or enable caching for performance improvement.

   Caching can only be enabled if you selected a Line Item Business Process, Simple Business Process (Shell), Shell Information, Cash Flow, or CBS Cost Sheet in the previous step. See How Data Caching Works in Unifier.

5. From the Save menu, select any of the following options:
   • Select Save to save the entered information.
   • Select Save and Close to return to the Data Sources log.
6. Select Continue to proceed to Data Elements: Select Data Elements for the Data Source.
   • You can click Cancel in any step of the guided process to discontinue and return to the Data Sources log.
   • It is recommended to click Save in each step to avoid losing any unsaved information or selections made in that step.
   • You may receive an error message during Data Structure setup when you enter a valid Data Structure and a valid Data View. You can disregard the error and proceed with editing and saving the Data Structure.
   • If a data source is removed from a BP design or data view, update the data source before you create, view, or update the content based on that data source.