Participating in a Discussion Group (Classic View only)

Any user who is part of a business process workflow can initiate a discussion group to solicit input from other project or shell team members. Eligible participants are pulled from the business process’ "add assignee" list. Invited members of the discussion group can contribute their own text comments and graphic markups.

Note: You cannot participate in a discussion group on the Create or End steps of a business process.

The task owner can select which, if any, of the comments and markups to use in creating final comments or markups for the task. The task owner can hide or delete these comments or consolidate them for use in creating the final comment or markup.

To consolidate comments received in a discussion group into a single, cohesive comment, see Copying and Consolidating Comments and Markups.

A discussion group can take place in one of two places:

Discussion groups end at the discretion of the task owner or when the task is completed.

See Also

Unifier Business Processes

Workflow Versus Non-Workflow

Business Process Types

Business Process Editor

Business Process Dates and Calendars

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

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

In This Section

Initiating a discussion group (Classic View only)

Closing a discussion group (Classic View only)

Participating in a discussion group (Classic View only)



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Last Published Monday, April 11, 2022