Propagation Management
- Matthew Garrett
- Luke Robinson (Deactivated)
Propagation is the process of automatically copying field values from one field to another. It is designed to run via the use of triggers, configured via a database table.
Based on the settings made on this screen, when a particular field is entered in a job within a Hierarchy, that data will automatically populate the same field in the child jobs.
Example
In Framework ECM, Job # 766017 is an Estate job. Within the Hierarchy, it has a child Estate Stage job, and that Estate Stage has four Land & Building jobs.
We want the Land Developer to automatically be set for the Estate Stage and four Land & Building jobs when it is selected for the Estate.
To do this we create a Propagation field record that associates this action to the table.
In this example, we are saying that when the Land Developer is allocated to a job, if that job has a child in the hierarchy, this allocation will be applied to the child as well.
Refining the Field Criteria
Rules can be set for populating the fields, depending on the state of the data.
Source Field Criteria | |
|---|---|
Propagate if cleared? | If the data is removed from the Parent, should it be removed from the child? If set to Yes, a value for the child will be removed when that value is removed from the parent. If set to No, the value for the child will remain if the value for the parent is removed. |
Destination Field Criteria | |
|---|---|
Must be Empty? | If set to Yes; only propagates from the parent if the child currently has no value for the field. If there is any content, the field will not propagate. |
Must be < New Source or Empty? | If set to Yes; only propagates if the child field is less than the parent. |
Must be > New Source or Empty? | If set to Yes; only propagates if the child field is greater than the parent. |
Must Match Original Source Value? | If set to Yes; only propagates if the value of the child matched the original parent value. |