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A 'Shell Currency' Data Element Is Not Getting Auto-Populated Into New Records When Creating Records via CSV Import (Doc ID 2397829.1)

Last updated on DECEMBER 13, 2023

Applies to:

Primavera Unifier Cloud Service - Version 17.7 and later
Primavera Unifier - Version 17.7 and later
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR
-----------------
When creating Business Process records via CSV import, a field that is configured to get auto-populated from the same project's Project Information single-instance record is not getting populated.

However, when creating the record manually through the user interface, the field gets auto-populated as expected.

Design Details:
BP Type: Simple
Data Element Label: Shell Currency
Data Element: upckShellCurrency
Auto-Populate Source: Single Record BPs
Source Element: upckShellCurrency
Integration Form: The 'Shell Currency' element is set to BOTH.

EXPECTED BEHAVIOR
-----------------------
The Shell Currency field should get auto-populated when records are created via CSV import as they do when they record is manually created within the Unifier User Interface.

STEPS
-----------------------
The issue can be reproduced at will with the following steps:
1. Login as a user with access to create the BP records.
2. Navigate to the Project/Shell.
3. Open the BP Log.
4. File > Import
5. Import the CSV file that is populated with new record data.
6. Observe the 'Shell Currency' column for the new Record does not get auto-populated with any data.

Changes

 

Cause

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In this Document
Symptoms
Changes
Cause
Solution


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