You can add and update new business processes, or add additional business process setups to existing business processes.
The Update Project process runs in the background. Depending on the number of records and projects you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.
Notes:
About updating business processes and setups:
- BP Setup is identified by the unique combination of BP Name, Setup Name and Workflow Name.
- If the BP Name does not exist, it will be added to project with the BP Setup and permissions.
- If the BP exists, but the BP Setup does not, it will be added to the BP.
- If the BP and BP Setup exist, the Setup will be replaced with the new one.
- Users and Groups that are part of a BP setup as assignees are added/updated, but not permissions. If a group is created, it will be empty. Users must be added to the group separately through user administration.
- BP-related permissions are added/updated (for example, discussion groups, which are available in Classic View only).
To add or update business process setups using Update Project
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates>Projects (Standard) >All in the left Navigator. Open the project template to update.
- In the Project Template, navigate to the Setup >Business Process log.
- Add any new business processes, if applicable. (The BP must already have been imported into Unifier and configured at the company level.)
- To add or edit business process setups, select the BP to update in the Business Processes log. Click Open. The BP Setup log opens.
- Create a new setup or modify an existing setup. You may create as many setups as you wish to make available in the project(s).
- Select one or more setups from the BP Setup log.
- Click Update Projects and choose one of the following:
- Projects: allows you to choose which project(s) to update. You can use Find to search for specific projects to select from the complete list of projects. You can select as many projects as you want to update. The Page and Display fields display on the Project Update window, but are disabled in this case.
- All Projects: updates all active and on-hold projects
- History: allows you to view the update history from past updates or cancel a request before the update begins.
An Alert window opens, detailing the information that will be updated. Read the message carefully, as once a project is updated, this action cannot be undone.
- Click Yes if you want to proceed with the update, or No to cancel.
Workflow Setup for Workflow Business Processes
You have the ability to delete (Delete, or Edit > Delete) inactive Workflow setup for Workflow Business Processes in Project Templates.
Updating Record Properties tab in the BP Setups
When you push the BP setup to selected shells, or all shells, the users and groups who had restrictions to the Audit log and Workflow Progress tabs, the Record Properties tab of the BP setup (in shell template) will be pushed into the shells.
The confirmation message (when pushing BP setup into shells or projects from template) will have an additional information: "Users and groups permissions, in the Record Properties tab, are added to the shell and existing permissions will be updated."