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Custom Print Of the Source Business Process (BP) Is Not Attached To The Auto-created BP Record (Doc ID 2952940.1)

Last updated on JUNE 07, 2023

Applies to:

Primavera Unifier Cloud Service - Version N/A to N/A [Release NA]
Information in this document applies to any platform.

Symptoms

ACTUAL BEHAVIOR

Source Business Process (BP) record information does not attach to the auto-created destination BP record when setting the source BP "Default Record Format for Notification and Document Manager" to a Custom Print instead of a PDF.

When setting it to a PDF, the source BP record info will be copied to auto-created destination BP record as an attachment automatically.

EXPECTED BEHAVIOR

Expect the Custom print attachment also can be attached to auto-created BP record.

STEPS TO REPRODUCE

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

  1. Project Admin Mode > Setup > Business Process > Source BP > Workflow Setup > General tab > Default Record format for notification and Document Manager > Custom
  2. Also at any other step enable the 'Save Record Information to Document Manager' setting
  3. Create a source BP record and route it through the workflow until the conditions to auto-create the destination record are met
  4. Check the destination BP record and find that there is no attachment from the source attached
  5. Navigate to the Document Manager > Documents and open the source BP folder and confirm the source BP record information is auto-published with the Custom Print format
  6. Also confirm in the document properties that the same file is only linked to the source BP but not attached to auto-created destination BP record
  7. Project Admin Mode > Setup > Business Process > Source BP > Workflow Setup > General tab > Default Record format for notification and Document Manager > PDF
  8. Create a source BP record and route it through the workflow until the conditions to auto-create the destination record are met
  9. The source BP information will be added to auto-created destination BP record as attachment in PDF format
  10. Also in the Document Manager, the same file has been linked to both the source BP record and the auto-created destination BP record

Cause

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