Single-record business processes

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Single-record business processes

Single-record business processes store information that you use repeatedly in your projects. Think of them as file cabinets where you keep things like: industry standards; federal, state, and local regulations and statutes; policies; and FAQs. You can have multiple single-record business processes in a project, each with its own information focus. From these single-records you can auto-populate fields in business processes, including constant values.

To facilitate single-sourcing of your data, create the single-record business process in the project or shell template prior to creating your project from the template. When you clone a project or shell template, you have the option to select BP Setup, which not only copies all business process setups, but all single-record business process records and their data.

Data copied from single record business processes includes:

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Attachments to records and line items, if applicable

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All data pickers (Business Process, Configurable Managers, Shell Manager, User Attributes)

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Any other pickers except business process pickers

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Linked elements

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Permissions associated with the single-record business process

Copying a single record business process does not include:

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Business process pickers

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Linked records

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Linked mail

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General comments

You can also use CSV or web services to clone a shell or project template that contains the single record business process.

To create a single-record business process

Before you begin:

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Ensure you have Setup permission for the business process. See Edit user or group permissions using Access Control

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Follow the directions to set up a non-workflow business process. See Basic set up in General tab and Settings tab

Go to the Company Workspace tab and switch to Admin mode.

Click Templates in the left Navigator.

In the left Navigator, click Projects (Standard) > [project] or Shells > [shell] and on the right pane, open the template in which the single-record business process resides.

In the left Navigator, click Information > General.

On the right pane, open the single-record business process record and complete all required fields.

Click Save or Finish Editing, as appropriate. Both actions save the record, but Save leaves the record in Edit mode, and Finish Editing leaves the record in a read-only state.

Caution: If you click Finish Editing and the record is in a terminal status you will not be able to edit that record again.

Assign record permissions as appropriate. See Granting Business Process Record Permissions.

Oracle Corporation