Using Pickers for Data Entry

If enabled and applicable, use pickers to select data in the Main Form and Detail Form of a BP record. For example, use pickers such as BP Data Picker, Shell Data Picker, or CBS Picker.

Prerequisite

The business process (BP) is configured to support pickers.

Online Mode

To populate picker fields:

1. In the picker field, touch the Picker () icon.
2. Start typing in the field to filter results and select from authorized codes or values.

   For CBS Picker, use the Show CBS Hierarchy toggle to switch and display the code hierarchy when filtering.

3. Use the Information ( ) icon to view additional details for each picker value.

Offline Mode

The pickers are available if the referenced BP is already downloaded.