When Clicking "Save" While Processing A Non-Workflow BP, Record Attachments Are Not Published To Document Manager
(Doc ID 2730228.1)
Last updated on DECEMBER 23, 2020
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.
When processing a non-workflow type Business Process (BP) record with attachments, the attachments do not publish to Document Manager when clicking "Save" versus when clicking "Submit".
In a workflow type BP, there is a distinct difference between using the "Save" button versus the "Submit" button when creating a workflow BP record. The Save button creates a draft of the record, while Submit creates a new permanent record.
In Non-Workflow BPs, these buttons both create a new permanent record. From a user's perspective, the only difference appears to be whether or not the record window remains open. The Submit button creates or saves record information and closes the record window. The Save button creates or saves the record information, but leaves the record window open. In this case, the issue is that Non-Workflow BP attachments are not auto-published when the non-WF BP record is Saved. However, the non-WF BP record attachments are published correctly when Submit is used. This distinction does not appear in any documentation, so we believe this is a product defect.
The customer expectation is that when processing a non-WF BP record with attachments, that when they click "Save" the attachments will be published to Document Manager (DM).
The issue can be reproduced at will with the following steps:
- Log into the Unifier environment.
- Create a new non-workflow business process record with a valid publish path defined on the form and user has adequate folder and document creation privileges in the Document Manager path.
- Add an attachment to the non-workflow BP record.
- Save the record.
- Note that the attachment is not published to DM folder.
- Submit the same record > The attachment is published to the DM folder.
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