Auto-creation uses details specified in the BP Creator element to create the record. If these details are not present in the BP Creator element, the auto-creation feature will use the following protocol to attempt to create the record.
For a Non-Workflow BP | For a Workflow BP |
|---|---|
Checks for owner specification: Checks the source BP setup Checks the destination BP setup If no owner can be identified, sends an error notification to those specified in source BP | Checks for owner specification: Checks the source BP setup Checks the destination BP setup If no owner can be identified, sends an error notification to those specified in source BP. |
Checks for status: Checks the destination BP setup If no status found, creates the record and puts it into "edit" mode for user to correct. | Checks for a workflow schema: Checks the destination BP setup If no schema is specified, the record will be sent as an I Step to the user’s Tasks log and the BP log to which the record belongs. The user must accept the task to manually launch the record. |
| Checks for an action specification Checks the destination BP setup If no action is specified, the record will be sent as an I Step to the user’s Tasks log and the BP log to which the record belongs. The user must accept the task to manually launch the record. |