Data Picker Configuration Missing Additional Filter Settings (Doc ID 2268247.1)

Last updated on MAY 19, 2017

Applies to:

Primavera Unifier Cloud Service - Version N/A and later
Primavera Unifier - Version 9.7 and later
Information in this document applies to any platform.

Symptoms

On Unifier : Any Version

Settings associated to the Data Picker Configuration for a User Data Picker are missing. Instead of the settings outlined in the documentation being made available, only the 'Group Membership' setting is being made available.

From documentation, 'Configure a Data Picker for the Manager' section:

(Optional) Filter the returned records.
This filtering option appears on configurable manager attribute forms that contain user data pickers. This option will filter the list of groups or users that appear on the picker. Use the instructions in the table below to filter the returned records.

In this field: Do this:
Filter list of Users/Groups based on Project/Shell Membership Select this checkbox if you want to filter the list of users on the picker to show only those with project or shell membership. In operation, Unifier will auto-populate and reverse-auto-populate the data picker with all users or groups, regardless of this checkbox. However, at runtime, Unifier will filter the picker for the user if you select this checkbox.
Note: If you select this option, the rest of the filtering options will be disabled.
Group Membership Select the group from which you want to specify a user or users.
The drop-down list shows all the groups that are at the company level.
Project/Shell Membership If you want Unifier to add these users to the shell membership, select the Add user to Project/Shell checkbox. If you want to also add these users to the group under the shell, select the Add user as a member to the selected group checkbox
Note: To use this option, the user data picker must be on the upper form, not the detail form.

Data Picker Configuration for the User Data Picker when it is on a BP at the Company Level:

Cause

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