About Workflows

The Unifier workflow engine routes a business process form through your company’s business protocols.

When you participate in a business process workflow, you are taking action on the form (for example, reviewing and approving an invoice, or responding to a request for information). Depending upon the workflow setup, you may choose the next recipient of the business process in the workflow, or this may be automatically selected for you. When you send the business process to the next step, it proceeds along the workflow and records each action taken at each step.

In the workflow example above, the form is created and filled out, and then sent for review. The reviewer has the option of sending the form for revision (after which, it is resubmitted to the reviewer), or sending it on for approval. The approver may send the form back for further clarification or revisions, may reject the form, or may approve the form. A rejection or approval status essentially ends the workflow. At the approval or rejection step, the business process is considered to be in a "terminal" status, and this status cannot be changed; however, comments and certain edits can still be made to the record. From a terminal status, the business process proceeds to the End step.

Note: A "terminal" status differs from a "terminated" status. A business process is at a terminal status when it reaches the final step (not the End step) in the workflow. A business process with a terminated status was stopped at some point before it reached the final step in the process.

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Dates and Calendars

Business Process Forms

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