Text BPs accommodate "discussion type" business processes such as requests for information (RFIs) or action items for collaborative situations where users need to discuss issue resolution. They make dialog-driven collaboration easy and visible because the response list area shows the dialog thread.
This type of BP contains a text entry area where the person initiating the business process explains the request or issue. Below this area, the BP will show a response list. This area is where participants can add and organize text comments or file attachments.
Design Requirements
For these business processes to work effectively in Primavera Unifier, you will need to create the following components in uDesigner:
- Upper form
- Text entry form
- Response list
- Workflow
- Log
Design Flow
The following table outlines the design steps necessary to create this business process.
Create a data structure(if necessary) | This structure will include the data elements to be used on the forms. (If the data structure has not already been created, see the instructions beginning with Creating a Data Structure.) |
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Launch the design | This step initializes the design process for the BP. See Starting a New Design (Edit Studio). |
Create an upper form | See the instructions beginning with Designing Upper Forms. |
Create a text entry form | |
Create a response list | |
Create a workflow (if necessary) | See the instructions beginning with Starting a Workflow. |
Create a log |