You can create a business process (BP) record and access that record from any of the business process logs (Company Logs in Company Workspace or Logs in a project or shell).
Note: You must have the proper permissions to create a new BP record.
Important information
Once a workflow record is created by using any workflow schema (unique combination of Setup Name + Workflow Name), the workflow record continues to reference the workflow schema even if the Status of the workflow schema has been set to Inactive.
This condition includes workflow records that are in the following statuses:
- Draft
- Initiation Step (I-Step)
- Also, this condition includes any workflow record at any other step in the workflow.
If there is an Active BP Template, then the Template continues to create records referencing the Inactive workflow schema. For instructions on creating a template, see Create BP Templates and Schedule BP Creation.
A new BP record can be created in the following ways:
- Manually create a new BP record, starting with a blank form.
- Copy an existing BP record in the same log. The fields will be populated with the original record entries, which can be edited as necessary.
- Create a BP record from a template.
- Auto-create a BP record from another record at a specified step (S-Step) in a workflow.
- Auto-create a BP record when certain conditions are met or at a specified frequency.
- Create a BP record from the Master Log - Business Processes node.
- Create a BP record from within the Document Manager, selecting the documents or folders to include as attachments.
- Auto-create a BP record using the Scope Management feature of the Schedule Manager.
Before you begin
Be sure that you have the proper permission settings. All Unifier functions are controlled by fully configurable permission settings, including creating business processes. Contact your project or shell or company administrator regarding permission settings.
A business process (form and workflow) must be imported, configured, and set up by an administrator before it can be used.
You cannot create records of other business processes in a business process log (except in the Tasks log and Master Log - Business Processes node).
For a Workflow Business Process, when you create a new record, if the next step is match step Creation (per workflow setup), then the To list will be populated with the user who has signed in.
Gaps in Generated Business Process Record Number
Business Process (BP) record number is sequentially generated when you create a new record. The newly generated record number is locked so that other records (being created at the same time) cannot use that number. If the BP record cannot be created for any reason (for example, Cost Sheet rules or validations that exist at the SOV level), then Unifier only voids the generated record number and does not reset the record numbering sequence to allow another BP record to pick up that generated number. This operation generates gaps in BP record number generation.