If you have permission to access the Document Manager node (<project/shell> > User mode > Document Manager), then you can create a business process directly from the Documents sub-node.
You can create a BP record from the Document Manager node by:
- Selecting the files/folders that have to be attached to the BP record.
- Not selecting the files/folders that have to be attached to the BP record.
The following explains how to create a BP record from Document Manager node without selecting the files/folders that have to be attached to the BP record.
In Standard View
- Click Documents sub-node (<project/shell> > User mode > Document Manager> Documents) to open the log.
- In the Documents log page, click Create (
) drop-down menu. - Click Business Process. to open the New Record window.
- Click the drop-down arrow in the field under Select Business Process.
- Select the business process type.
- Click Create.
Note: The format of the business process form changes depending on the availability of the standard forms (new user interface) option.
The name of the project/shell (for the Documentation Manager in which the business process is being created) appears under Business Process Origin.
The drop-down arrow in the field under Select Business Process lists business processes that you have permission to access.
Once you select a business process:
- For single workflow setup for the business process, the workflow name appears under Select Workflow.
- For multiple workflows setups for the business processes, the drop-down arrow in field under Select Workflow enables you to select a workflow setup for the newly created business process record, from a list of applicable workflow setups.
Note: The list of workflow setups appearing in the drop-down list depends on whether you (user) have been designated as an assignee, in the creation step, or not.
Standard forms (new user interface)
In the Standard View, only the following business process types support the standard forms (new user interface) format:
- Line Item type Business Processes
- Simple type Business Processes
From the top right-hand corner of the application, before User control panel which displays your name, click the standard forms (new user interface) icon (
) to turn the option on (
).
See Business Processes with Redesigned User Interface for details about the new user interface of standard forms.
If you create a business process that has the standard forms (new user interface) format, and selected files/folders when creating, then Unifier adds the files/folders as attachments for the business process record that you have just created.
- If you select one file, or multiple files, then the file, or files, will be included in the attachment tab.
- If you select one folder, or multiple folders, then the folder, or folders, then:
- For Document Manager business processes that do not support folder structure, Unifier displays an alert message and the documents from selected folders and sub-folders are attached without the folder structure.
- For Document Manager business processes that support folder structure, Unifier displays the folder structure.