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.