The following topics describe how to manage business process records.
See Also
Business Process Dates and Calendars
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)
About Email Notifications for Business Processes
Participating in a Discussion Group (Classic View only)
Copying and Consolidating Comments and Markups
Printing and Distributing BP Forms
Auto-Populating BP Data Picker on BP Auto-Creation
Updates on Document Attributes for Business Processes
In This Section
Transferring Ownership - Business Process Records
Granting Business Process Record Permissions