Manually create a business process from the Grid

A BP Creator field configured for automatic creation mode will appear as a read-only field on the grid. But if the field is configured for manual creation, you can set up the business process creation from the Grid. The new business process will be created when you finish editing the form, or send the form on to the next step in the workflow.

To manually create a business process from the Grid

1 Double-click the BP Creator field.

The field will display the words “Pending Creation.”

2 Click Close Window to close the Grid and return to the form.
3 On the form, click Finished Editing (if this is a non-workflow BP), or Send to send the BP form on to the next step in the workflow.

Primavera Unifier creates the new business process. After the business process has been created, this field will show a hyperlink to the new business process.

To prevent a business process from being created

1 Double-click the BP Creator field.

The field will display the words “Pending Creation.”

2 Double-click the BP Creator field again.

Primavera Unifier clears the text from the field, and will not create the business process.

 

 

 

 


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