About Document Pickers

The Document Picker data definition (DD) controls how specific documents are uploaded, managed, and reviewed in workflow and non-workflow business processes (BPs). You can add Document Picker data elements (DEs) to the upper form of BP designs so users can upload Form Documents (that is, documents required for the BP) directly to designated fields, instead of the Attachments tab. You can also configure whether users can open or clear a document after they upload it to a BP record. After a record is submitted, these documents appear in a separate Form Documents group on the Attachments tab, distinct from Published Attachments and Unpublished Attachments, and they are also published to the Document Manager.

Review the following guidelines and limitations for the Document Picker DEs and related documents:

  • The picker supports Line Item, Cost, Simple, and Project/Shell Creation BPs.
  • You can add up to 10 Document Picker fields per BP form.
  • You can set fields to Required, Editable, or Read Only. You can also set fields to Reset to clear the field in cases where the BP is used in a copy or autocreation process.
  • You can specify whether documents are included as attachments in workflow notifications.
  • If the attachment count DE (uuu_attachment_count) is used in the design, the picker files are included in the count.
  • If a Publish Path location is used in the design, documents are archived to the specified location.
  • The picker supports uploading document only from a local system. It does not support adding documents from the Document Manager
  • If the pickers are editable and the user has permission to edit the form, files can be uploaded regardless of the BP design's attachment-related properties.
  • If the pickers are visible on a form and the user has permissions to view the form, attached files can be viewed regardless of BP restrictions for viewing and downloading attachments.
  • The picker does not support duplicate files between the Document Picker and standard attachments.
  • The picker supports integration with Microsoft Excel and CSV templates for project/shell-level record imports because these imports support attachments. Master Log and Bulk Update imports do not support attachments, so they do not support the picker. The picker also supports the Create BP Record with Attachment (V2) and Update BP Record with Attachment (V2) REST services at the project/shell level.
  • The picker does not support use with eSignatures or advanced formulas.