The following is a general procedure that can be used to create a new BP record from any BP log (Company and/or Project/Shell -- Company Logs and/or Logs).
To create a new BP record from Company BP log:
- Go to Company Workspace and switch to User mode.
- From the left-hand Navigator, click the Company Logs node to expand.
- Click to select a BP and open the BP log.
- Click the Create icon to open the New Record window. The value for Business Process Origin is read-only and set to Company Workspace.
The Create option is not available if you do not have the permission to create a record.
You can no longer create records of other business processes in a business process log (except in the Tasks log and Master Log - Business Processes node).
Example
You cannot create a Meeting Minutes business process record in an Action Items business process log.
- For the Select Business Process field, click the drop-down list and select a BP.
The New Record window, for a BP, has a Select Workflow field which displays value if:
- The BP is a non-Workflow BP.
- There is only one Workflow schema available that you can choose.
- When finished, click Create.
To create a new BP record from Project/Shell BP log:
- Go to your Project/Shell and switch to User mode.
- From the left-hand Navigator, click the Logs node to expand.
- Click to select a BP and open the BP log.
- Click the Create icon to open the New Record window. The value for Business Process Origin is read-only and set to Company Workspace.
The Create option is not available if you do not have the permission to create a record.
You can no longer create records of other business processes in a business process log (except in the Tasks log and Master Log - Business Processes node).
Example
You cannot create a Meeting Minutes business process record in an Action Items business process log.
- For the Select Business Process field, click the drop-down list and select a BP.
The New Record window, for a BP, has a Select Workflow field which displays value if:
- The BP is a non-Workflow BP.
- There is only one Workflow schema available that you can choose.
- When finished, click Create.