Incorrect Record Information Content from Source Record to Destination Record Attachments Via Excel/CSV Import, Using Record to Record Auto Creation (Doc ID 3044386.1)

Last updated on SEPTEMBER 06, 2024

Applies to:

Symptoms

ACTUAL BEHAVIOR:

Bulk creation of multiple Business Process (BP) records via Excel/CSV Import and using Record to Record auto-creation, causes the destination record's Line Item attachments to have incorrect Record information content from the respective Source BP record. E.g. The first destination record has data from the first source record but the second destination record has data from the first record and not the second record. Likewise, the third destination record also has data from the first source record, and so on.

EXPECTED BEHAVIOR:

The destination BP record's Line Item attachments should have the Record information content for the respective source records created. E.g. The first destination record has data from the first source record and likewise the second destination record has data from the second record, and so on.


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

1. Log in to Unifier.
2. Navigate to the desired Project > BP_XYZ_Node > Actions > Import > From CSV Template... or From Microsoft Excel Template...
3. Note:
   1. The CSV or the Excel template is populated to create multiple BP_XYZ records.
   2. BP_XYZ is configured to 'Save Record Information to Document Manager'.
   3. BP_XYZ is also configured via Record to Record auto-creation to create corresponding BP_ABC records to include the Record information content as an attachment.
4. After the import is completed successfully, observe that the destination records that are auto-created have incorrect Record information content within the attachments.

WORKAROUND:

Download the Record information PDF from the source BP_XYZ records created after the import and manually add these attachments to the auto-created destination BP_ABC records.

Cause