If you have created a business process template for a BP, you can manually create BP records by copying the template. (For instructions on creating a template, see "Creating Business Process Templates and Scheduling Business Process Creation".)
Creating a BP record from a template is similar to copying an existing BP record. Any values in any of the form fields on the template (either manually entered or auto-populated) will be copied to the new record. Line items, file attachments, and attachments to line items will also be copied. Other attached information, such as general comments, linked records, and linked uMails, will not be copied to the new form.
To create a business process record from a business process template
| 1 | Open a business process log. |
| 2 | In the log, click the File menu and choose Template. The [BP name] Template List window opens, which displays the list of templates created for the selected BP. |
| 3 | Select a template from the list and click Open. The BP form opens. Data is populated based on the template. You can modify the data or enter additional data. |
Note: You can save the record by clicking the Save button, which saves a draft of the record but does not affect the template. When the BP is ready to move to the next step, click Send.
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