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Enhancement Request: How to Configure Unifier to Remove Documents From Document Management When Deleted From a BP Record (Doc ID 2905920.1)

Last updated on NOVEMBER 07, 2022

Applies to:

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

Symptoms

ACTUAL BEHAVIOR
---------------
When a user removes a document from a Business Process (BP), the record within the Document Manager is not deleted. 


EXPECTED BEHAVIOR
-----------------------
When deleting documents from BP records, the document should also be removed with the Document Manager.

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

  1.  Log into Unifier
  2. Navigate to the specific BP record
  3. Open BP record and navigate to the attachment tab
  4. Click on the gear tab next to the attachment that needs to be deleted
  5. Click on remove
  6. Navigate to the appropriate location in Document Manager where the document was stored
  7. Noticed the document was still there.

 

Cause

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In this Document
Symptoms
Cause
Solution
References


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