You are here: Primavera Unifier User Mode > Business Processes > Completing the Forms > Fill out the form

Fill out the form

To fill out the form

Navigate to the business process log from which you want to create a new record.

Click the New button, or click the drop-down arrow next to the New button and choose from the list of business processes.

For workflow business processes, the Select Workflow window opens. Choose the workflow schema to use and click OK. The business process form opens.

Note: Primavera Unifier will not display the Select Workflow window if there is only one workflow schema you can choose for this business process.

Complete the upper portion of the form. The fields may be text-entry, drop-down menus, radio buttons, or pickers. Required fields are marked with a red asterisk (*) and require input.

Some business processes might be designed with “trigger” fields that will change the value of other fields on the business process as you are working on it. For example, if the form contains a “Currency Amount” field and a “Total Contract Amount” field, the Currency Amount field could be designated as a trigger field that will prompt Primavera Unifier to recalculate the Total Contract Amount field. If you change the value in the Currency Amount field, it will dynamically update the value in the Total Contract Amount field.

Complete the content section:

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If this is a cost or line item type BP, add line items as necessary (see "Adding and Managing Line Items").

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If this is a document-type BP, attach the documents to the BP (see "Working with File Attachments and Markups").

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If this is a text-type BP, complete the text portion (for example, for an action item, include the instructions in the text box in the lower portion of the form).

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If this is a simple-type BP, this portion is not applicable.

You may add additional information, including:

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Add general comments or attach a file to a general comment (see "Adding and Managing General Comments").

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Add or review graphical markups to an attached document (see "Add or view graphic markups to a business process attachment").

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Provide a link to another completed BP form. Other participants will be able to click the link and view the referenced BP form. (See "Linking Business Process Records".)

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Send an e-mail notification to additional users or groups (if the BP is non-workflow and was designed with this option).

When you have completed the form, do one of the following:

If this is a non-workflow business process:

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Click OK to save your changes.

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Click Finish Editing.

Note: If the business process is in a terminal status, and depending on the design, the form may or may not be made editable again after clicking Finish Editing.

If this is a workflow business process:

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Select an action from the Workflow Actions drop-down list.

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In the Action Details area of the form, designate the next assignees (users or groups) who will receive the next step in the workflow as a task. You may also be able to designate the task due date for the next assignees.

Note: You can choose the next users to send the BP to if the BP has been set up this way. Some BPs have a fixed workflow. If this is the last step in the workflow, this is not applicable.

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(Optional) Add task notes for the next participants in the workflow. Task notes apply to the next workflow step only, and are not stored with the permanent record.

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Click OK to save your changes.

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Click Send to complete the creation step of the workflow and send it to the next step.

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