Business Processes with Redesigned User Interface

The redesigned Business Process user interface allows you to:

To use the redesigned user interface to view BP records, from the top toolbar click . To turn off the redesigned interface, click .

For information about internationalization and CSV files refer to Unifier General User Guide.

In This Section

Business Process Types with Redesigned UI

Creation Step

Update Step

View Step

Completing a BP Record Form

Adding and Managing Line Items

Working with Attachments

Adding and Managing Linked Records

Viewing Reference Records

Working with General Comments

Working with Linked Mail

Working with Query-Based Tabs

Working with Quick Calendar Entry

Document-Type Business Process Forms (Without Folder Structure)

Document-Type Business Process Forms (With Folder Structure)

Request for Bid (RFB) Type Business Process Form (Private)

User Picker and Group Picker

View User Profile

Cost-Type Business Processes

Text-Type Business Process

Simple-Type Business Process

Preventive Maintenance Business Process



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Last Published Monday, April 11, 2022