The Company Logs node is in Company Workspace, and the Logs node can be accessed in a project or shell. You can use the Company Logs node and the Logs node to access the business processes which you have permission for.
To access the business processes in Company Logs node:
- Go to your Company Workspace (User mode).
- Click Company Logs node to expand and see the business processes.
To access the business processes in Logs node:
- Go to your project or shell (User mode).
- Click Logs node to expand and see the business processes.
The following explains the log elements in both Company Logs and Logs nodes. The log in each node is divided into two panes, left and right.
The toolbar options and columns on the left-pane are:
Create | To create a new record and subsequently add attachments, add comments, and include link to other records. |
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Actions | To perform the following actions:
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View | To change the view of the log based on the following options:
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Edit View | To edit the current view. |
Refresh | To refresh the contents of the log. |
To print or export the contents of the log. | |
Search | Enables you to search in the record for a specific field. |
Find on Page | Enables you to find items on the displayed page. |
View Help Menu | Enables you to access the:
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The tabs on the right-pane are as follows. The information in each tab corresponds to the record that has been selected.
Note: Displaying a tab depends on the business process type, such as Workflow or non-Workflow.
Record Details | Enables you to see the details of the record that are selected on the left-hand page. The record details seen depend on the form that you have access to. |
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Workflow Progress | Enables you to see the details of the workflow progress which includes:
You have the option of filtering (Filter By) the information displayed on the workflow progress. |
Attachments | Enables you to access the record attachment, if available. For each attachment, you can click the gear menu to conduct the following:
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Additional View Form Accessibility in Record and Log Previews
When you view the record preview and the record details upon opening a record, the content seen depends on the form that you have access to. Your administrator may have set up restrictions to view certain form data and may have given access to a View form. This View form may be different from the View form associated with the workflow.
If you have View restrictions for multiple View forms, then the first View form from the View Forms list in the BP setup is displayed. If you do not have View restrictions, then the Step form is displayed. This is applicable for Record Owners, Record Editors, and Step Editors.
If the end form is an Action form and you have View restrictions, then the appropriate View form is displayed. However, if you do not have View restrictions, then the Action form is displayed.
If the end form is a View form and you have View restrictions, then the Restricted View form is displayed. However, if you do not have View restrictions, then the View form that is part of the end step of the workflow is displayed.
Record Content Impacted by Additional View Form Accessibility
The additional accessibility of View forms impacts all areas where you can open and view record content. These areas are listed below:
- Workflow BP and Task logs
- Reference Records
- Linked Records
- Dashboard Drill Down Records
- BP Picker, BP Data Picker, and BP Creator links
- Permission-driven Data Sources
- Cost Sheet, Funding Sheet, SOV Sheet, Schedule Sheet, etc.
- Email Notifications
- If you have View restrictions for the View form in the BP setup, then the email has the data elements that are part of the View form. In the case of a task assignee, if the previous checkbox is not selected, then the email has the Step form elements.
- HTML and PDF Print views
- If you have access to a Restricted View form, then the View form data is displayed.
- I-Step Records
- Mobile applications
Note: Additional accessibility is not applicable for Master logs since the BP setup is done at the project and shell levels.
When user is an I-Step Assignee, and the record is in the I-Step (initiation step), the existing form will be seen as read-only end-form for Workflow BP records and read-only action-form for Non-workflow BP records.
If the user is an I-Step Assignee but not the creator of the record, and the record is in post-creation step, then restricted view form will be seen if the I-step Assignee has access to restricted view forms.
When I-Step Assignees have access to restricted view form, the following rules apply:
User Name | User Role | Record Status | Form The form that will be seen upon opening the record, as well as in the Logs (BP log) Preview. |
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User A | I-Step Assignee | Initiation Step | Read-only Action Form/End Form |
User B | I-Step Assignee-Creator | Creation Step | Action Form |
User C | I-Step Assignee-Not a Creator | Creation Step | Restricted View Form |
Deleting View Forms
When you delete a View form, Unifier removes the View form from View Forms tab in the Business Process Setup window.
Important
When you delete a View form in the Staging environment and create a new View form, the new form:
- 1- Gets the ID of the deleted form (permissions, users, etc.).
Company Workspace > Admin mode > uDesigner > Business Processes > BP ... View Forms (delete or add new one).
- 2- Appears in the Business Process Setup automatically; meaning, it does not go through the regular way of creating a new form, deployment, and then added (within the BP Setup module).
Project/Shell > User mode > Business Processes Setup > BP ... (same as above) View Forms (Deleted or added new one)
When you open a Non-Workflow Business Process, Unifier checks to see if you have the appropriate permissions, or not.
Note: There are no changes to the Permissions tab in a Non-Workflow Business Process log and Access Control.
To be able to view Non-Workflow Business Process records, you must have the following permissions:
- Navigation-level access (left-hand Navigator) to view the Non-Workflow Business Process record.
- View All Records
- View Company Records
- View User Records
At the Non-Workflow Business Process log level, you must have at least the "View" permission in order to view the record content.
The Views setting of the Permission Settings block (View Forms tab) of a Non-Workflow Business Process sets the visibility of the data (including tabs) when you open the record.