Business Process Dates and Calendars

Unifier supports multiple calendars, enabling the Administrator to create a library of calendars that can be selected for use at the Company or project/shell levels. The multiple calendars enable you to have calendars to support varying work schedules (depending on locality) and to account for holidays and other non‐working days. For example, some countries in the Middle East have weekends that are other than Saturday and Sunday.

Calendars affect the calculation of both business process workflow due dates and task due dates, and formula calculations. When the calendar changes for the Company, or for the project/shell, any subsequent computation of dates will use the new or changed calendar. Dates are not affected for records that are in process. The Date Picker and the Date Only Picker will show the changed calendar.

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Forms

About Workflows

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Viewing Notifications (CC'd Tasks)

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Working with Permissions (Non-Workflow BPs)

Filling Out a Business Process Form

Saving a Draft of a Workflow Business Process

Accessing Custom Business Process Help PDF File

Adding and Managing Line Items

Restricting Line Items by Using Copy with Conditions Option (Standard View)

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing General Comments

Using or Viewing a Query-Based Tab

QBDE Evaluation Upon Creating Record From Query-Based Tab

Working with File Attachments and Markups

Linking Business Process Records

Linking Mailbox Messages to a Record

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding a Hyperlink

Viewing Referencing Records

Spell-Checking a Form

Participating in a Workflow

About Email Notifications for Business Processes

Participating in a Discussion Group (Classic View only)

Copying and Consolidating Comments and Markups

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Updates on Document Attributes for Business Processes



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Last Published Monday, April 11, 2022