When a workflow business process (BP) is in route, depending upon your permission settings, you can add or edit information on the form. A non-workflow BP can be edited as needed, as well.
In Unifier, you can be designated as either a step editor on a specific step in a workflow, or as a record editor. As an editor, you must have at least the "View" permission to be able to view the record in the log and access it for editing.
- Step editors cannot edit a workflow record until the task assignee accepts the task, and saves the draft.
- Edits made and saved by assignees are not viewable until the assignee sends the record on to the next step; however, edits made, and saved, by record editors are viewable at any time.
- Edits performed on the end step of a workflow BP affect the record directly, as no draft exists.
For details about editing your tasks records, see Taking Action on your Task (Working with Tasks).