🔗 Sub UIs / Sub Flows — BizFlowEngine

BizFlowEngine provides a powerful mechanism to create linked UIs, enabling hierarchical document flows such as Demand Note → Purchase Order → Delivery Note. This setup allows users to build structured workflows across multiple interfaces.

🧱 What Are Sub UIs?

Sub UIs are linked interfaces that depend on a parent UI. When creating a new record, the system first asks for the main UI reference before proceeding.

📌 Example Hierarchy:

• Demand Note → base document
• Purchase Order → linked to Demand Note
• Delivery Note → linked to Purchase Order

🛠️ Step-by-Step Setup

1. Create Base UI: Demand Note

• Design the UI
• Grant access rights via SysAdmin

2. Create Linked UI: Purchase Order

• Design the UI with formulas:
  • Amount = Quantity * Rate
  • Total Amount = SUM(Amount)
  • Total Quantity = SUM(Quantity)
• Activate and assign access rights

3. Link Purchase Order to Demand Note

• Open Purchase Order in Edit Mode
• Select Demand Note as the Main UI
• Save the design

✅ When creating a new Purchase Order, the system will prompt for a linked Demand Note.

📄 Document Trail Panel

After linking:

• A Document Trail panel appears at the top of the UI
• Shows the hierarchy of linked documents
• Available in both Create and Display modes

🔐 Workflow Integration

• Apply workflows to both UIs
• Only authorized Demand Notes will be available for linking in Purchase Order

📦 Create Delivery Note (Linked to Purchase Order)

Steps:

1. Export Purchase Order design
2. Create new UI:
   • Group: Inventory
   • Caption: Delivery Note
3. Import Purchase Order design into Delivery Note
4. Open Delivery Note in Edit Mode
5. Set Purchase Order as the Main UI
6. Save, activate, and assign access rights

✅ Delivery Note will now show linked Purchase Order and its associated Demand Note in the Document Trail.

✅ Summary

• Sub UIs allow hierarchical document flows
• Use Import/Export to replicate and extend UI designs
• Document Trail provides visibility across linked records
• Workflows ensure only authorized records are used in downstream UIs

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