Auto Creation Does Not Occur When It Is Configured In Shell Template and Is Pushed To Project/Shell (Doc ID 2892137.1)

Last updated on FEBRUARY 22, 2024

Applies to:

Symptoms

There is an auto-creation process design that has the Business Process (BP) BP1 Line items on the "Detail1" detail form as the source and these lines should trigger the auto-creation of a BP2 record based on two conditions: 1) Condition1=Yes and 2) Condition2=status1, status2 or status3.

This auto creation is not working in a Project/Shell when the BP details are pushed using the shell template. When the administrator pushes the auto-creation setup via the shell template, the auto-creation only occurs when processing a new BP1 record, but does not work when it is an existing BP1 record.

If the Administrator deletes the auto creation setup in the project/shell and then recreates the same condition manually, then the auto-creation will work with either a new or existing BP1 record. The BP Auto-creations settings in the Shell Template have been removed and added back and then pushed to the destination shells again, but there has been no change in the functionality.

EXPECTED BEHAVIOR
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When pushing auto-creation configuration for two BP's to a project shell, the auto-creation should always work with both existing and new source BP records.

STEPS
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The issue can be reproduced at will with the following steps:

1. Log into the Unifier environment where the problem has been seen.
2. Navigate to Company Workspace > Admin Mode > Templates > Shells > Template sub-node > ShellTemplate1 template > Setup > Business Process > BP1> Push this to the destination Project/Shell "Shell1"
3. Navigate to the "Shell1"> Open BP1 record BP1-0001 > Enter required fields in the upper form.
4. Go to the "Detail1" tab/detail form > Enter required fields, note that "Condition 1" must be "Yes" that is one condition of the auto-creation > Save line items.
5. Go back to Upper Form and ensure that "Condition2" must be status1, status2 or status3 > Submit the record.
6. After a few minutes, check "Detail1" tab again, there is a data element called "DE Destination BP" that should display the BP-XXXX record number but it remains empty.

Changes

Cause

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