A BP record can be launched directly from documents within the Document Manager. This function applies to any business processes (BPs) that support attachments directly to the form. This is not applicable to file attachments to comments.
For document-type BPs, the documents can to be added as line items, or they can be attachments to the form. For non-document-type BPs, the documents are added directly as form attachments.
Notes:
- Text-type BPs such as Action Items cannot be launched directly from the Document Manager. This is because text-type BPs, by design, can have file attachments only to the comments section, not the form itself.
- Only document-type BP can support folders. If you are trying to attach one or more folders to a non-document-type record, the files within the folders will be attached, but the folder structures will be flattened.
- You cannot attach multiple files with the same name to the same folder. If you select multiple files and there are two or more with the same name, none of those files will be attached. After the form is created, you can attach the correct files using the Add Attachment button.
- The business process list that you see in the drop-down menu is the list of all available active BPs in the project. Once you select a business process, a permission check will be run. You must have at least create permission on that business process to launch it from the Document Manager.
To launch a business process from the Document Manager:
- Select one or more files or folders in the Documents log.
You can also launch a business process record without selecting any documents or folders. In this case, the business process record will be created with an empty attachment area.
- Click New > Business Process and choose the business process to launch. The Select Workflow window opens.
Note: Unifier will not display the Select Workflow window if:
- This is a non-workflow process.
- There is only one workflow schema you can choose for this business process. - Choose the workflow schema to use and click OK.
- You can add additional documents to the record as you normally would.
- Complete the BP form and send. The attached documents are linked to the business process record.