If you have permission to create BP records, then you can go to the master log (Home > Master Log - Business Processes node).
Note: The name of the Master Log - Business Processes node can be customized.
Auto-population and reverse auto-population are supported for BP records that are created or edited in the master log, also.
Note: The default elements and fields (log layout, view, search, etc.) that are defined in the Standard Log, in uDesigner, determine the Standard user interface elements and fields of all logs.
The following BP records actions and functions are not supported in the master log:
- Import template
- Export template
- Permissions
There are specific conditions for creating workflow BP records and non-workflow BP records in the master log.
Creation conditions for workflow BP records:
- The BP must have an Active setup in the selected Project/Shell
If no active setups exist for the BP, the system will notify you.
- The selected Project/Shell controls the list of enabled workflow setups
- You must be an assignee on the Create step of the BP, within the selected Project/Shell
- If you save a BP record (during its creation) instead of sending it, the system lists the BP record drafts folder (Home > Drafts) and not the master log.
- After you create a BP record, the system lists the BP record in both the:
- Project/Shell BP log (Project/Shell > User mode > Logs)
- Master log (master log (Home > Master Log - Business Processes node)
Creation conditions for non-workflow BP records:
- The BP must have an Active setup in the selected Project/Shell
If no active setups exist for the BP, the system will notify you.
- You must be on the Creator list, for the BP, in the selected Project/Shell
- After you create a BP record, the system lists the BP record in both the:
- Project/Shell BP log (Project/Shell > User mode > Logs)
- Master log (master log (Home > Master Log - Business Processes node)
To create a BP record from the master log:
- Go to Home page and from the left-hand Navigator, click the Master Log - Business Processes node to expand.
- Click to select a BP and open the BP log.
- Click the Create icon to open the New Record window.
- Select a value for the Business Process Origin field. You can select a BP from Shells or Standard Projects.
The Details icon (
), next to the Select Business Process Origin field drop-down list in the New Record window, enables you to see a list of available options under Shells or Standard Projects. The list on the left-hand pane is displayed according to your permissions. After you select an entry from the list and click Select, your selected option becomes the value of the Select Business Process Origin field of the New Record window.The Select Business Process field displays the BP that you have selected to create a new record for.
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.