The Editor designation allows someone other than the assignee to edit the business process record. Editors can be added to the following workflow, or non-workflow, business process types:
- Line Item
- Cost (all types, including Lease and Line Item with Multiple Codes)
- Document
- Simple
- RFB
- Text
If you are designated as an Editor on a business process, it means that you are a user, or member of a group, who can open and edit a business process record without being granted explicit record-level permission.
If you are an Editor on a business process, you can open and edit any record that you can see listed in the business processes log, per your view access permission (View User Records, View Company Records, or View All Records).
Note: You must have at least one of the above permissions to be able to view the record in the log to access it to edit.
The editors cannot edit a Workflow Business Process record until the task assignee accepts the task and saves the draft.
Edits performed by editors are not audited.
Edits performed on the end step of a Workflow Business Process affect the record directly because no draft exists.
If there are multiple editors, the last Editor, who saves changes/edits, overwrites all other changes/edits.
If multiple editors and the assignee are editing the business process record at the same time, the data saved by the last edit overwrites all previous edits.
Example
If User 1 changes an amount field from 15,000 to 23,000 and saves the change, and User 2 changes an address field, but does not change the amount field on her copy of the form, when User 2 saves her change, Unifier will commit User 2’s edits and overwrite User 1's changes. In this scenario, the amount field value will be 15,000.
For information about responding to your tasks, see Working with Tasks and Completing Tasks via Email.