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When Editing A User Defined Report (UDR) To Setup Scheduling, the Group Picker Does Not Display A Previously Selected User Group Properly (Doc ID 2920134.1)

Last updated on JANUARY 18, 2023

Applies to:

Primavera Unifier Cloud Service - Version 23.1 and later
Primavera Unifier - Version and later
Information in this document applies to any platform.


When using the "User and Group Picker" to "CC" a user on a BP Record, the "Selected Items" column will display the users and groups that were already selected to be CC'd on that record. This seems to establish the expected behavior for this picker window.

However, when selecting Users/Groups to receive a Scheduled UDR, the previously selected users/groups are not displayed in the picker window under "Selected Items" and the User Group name is not displayed as it is in User Administration. Example, selecting "User Group 1" may be displayed as "A10" instead of "User Group 1".

The expectation is that the "User and Group Picker" window for UDR scheduling will work the same as other "User and Group Picker" windows for other purposes and display the users/groups in "Selected Items" that were previously selected. Also that User Groups will be displayed with the same group name as defined in User Administration nodes.

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

  1. Log into the Unifier environment.
  2. Navigate to the Project/Shell > Business Process > BP1 > Click "+Create" > Complete upper form required fields > Click "Send" > In the "Workflow Action Details" form, note that 'CC' field has both Users and Groups already selected > Click "Select" to open the "User and Group Picker".
  3. Note that the window is separated by "Available Items" and "Selected Items". The "Selected Items" on the right side displays the groups and users that are already selected. If a user/group is "Selected" they are still displayed in "Available" list. This establishes the expected behavior of this User and Group Picker window. Cancel and close the "Create New Action Items" window.
  4. Navigate to User-Defined reports node in a shell or company level > Highlight a UDR > In the right pane click on "Schedule" > Check "Auto-email as attachment to users and groups" > Click on Picker > Select User Group "User Group 1" > Done > Save.
  5. In the Schedule tab, in the "Auto-email as attachment to users and groups" field, the selected group is now displayed with the correct group name > Click Save.
  6. The field is still displaying a User Group, but the name has changed to some obscure reference like "A10" instead of "User Group 1".
  7. Click on the Select button again > Note that "Selected Items" does not display the Group Name that is displayed in Schedule tab. This would seem to be different behavior than what is seen in the other example above.




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