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Creating Business Process Templates and Scheduling Business Process Creation

You can create templates for project- or shell-level and company-level workflow business processes. This allows:

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Easy creation of records for business processes that you use often or are recurring (for example, lease renewals or time sheets)

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Scheduling automatic creation of recurring BP records

This section discusses how to:

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Create and edit business process templates

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Schedule automatic business process record creation from the template

Note: When you create BP records from a BP template, 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.

Create a business process template

Change template status (Draft and Complete)

Schedule automatic business process record creation based on the template

Edit or delete a business process template

Edit or cancel a business process schedule

If the scheduled record creation fails

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