Auto-created business processes can be scheduled for creation from setups created by an administrator, or you can create them dynamically.
To create new business process records using auto-creation
- Navigate to a business process log and open the source BP record to use for auto-creation.
- Choose File > Auto-create.
- Select the Enable Scheduled Runs checkbox.
- Under Frequency, choose how often you want the auto-creation to occur: Daily, Weekly, Monthly, or Yearly.
- Under Range of Recurrence, specify the date range during which the auto-creation should occur.
- Click OK.
After the new record is auto-created, there is a link in the source record to the newly created record. Click this link to access the auto-created record. The link always accesses the last record created by the auto-creation.
Once you create a new workflow record, Unifier sends it to the assignees as an initiation task (I Step) that will appear on their Tasks log and the Business Process (BP) log to which the record belongs. If a new record is sent as an initiation task, users must accept the task to manually launch the record.
Once you create a new non-workflow record, Unifier sends it to the designated creators as an initiation task (I Step) that will appear on their Tasks log and the BP log to which the record belongs. Users must accept the task to view the record.
Note: If your administrator has set up these business processes to bypass the I Step, the new records will appear in Unifier at different workflow steps, or in different statuses. For information about this, see Bypassing the Initiation Step (I-Step).