Manually Creating a New BP Record from a BP Log (Standard View)

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:

  1. Go to Company Workspace and switch to User mode.
  2. From the left-hand Navigator, click the Company Logs node to expand.
  3. Click to select a BP and open the BP log.
  4. 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.

  5. 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.
  6. When finished, click Create.

To create a new BP record from Project/Shell BP log:

  1. Go to your Project/Shell and switch to User mode.
  2. From the left-hand Navigator, click the Logs node to expand.
  3. Click to select a BP and open the BP log.
  4. 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.

  5. 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.
  6. When finished, click Create.

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Last Published Monday, April 11, 2022