You can edit a Project/Shell BP record from the master log (Master Log - Business Processes node), provided that you:
Note: The name of the Master Log - Business Processes node can be customized.
- Are an active member of the project, shell, or sub-shell
- Have the appropriate permissions in the associated project or shell.
When you open a BP record from the master log, the record will open in either Edit or View mode, depending on the user permissions associated with that record in the Project/Shell.
For editing workflow BP records:
- After you open a BP record from the master log, the Project/Shell permissions are in effect.
- You can accept a task and take action on the workflow BP record by opening the BP record from the master log, if you are the assignee on the current workflow-step in the BP. If not, the BP record is opened in View mode only.
- You can add general comments, if you are a cc user on a particular step.
- You can add general comments provided that the current step has general comments option enabled.
- If you are not an assignee on a particular step, you must have Bulk Edit permission on the BP record, in the master log, in order to be able to edit data elements on the record.
For editing non-workflow Bp records:
- If you have Edit Data permissions for a non-workflow BP record, then you can open the record from the master log and proceed to edit the BP record.
- If you are an Editor of a non-workflow BP record, then you can open the record from the master log and proceed to edit the BP record.
To edit a BP record from the master log
- Go to Home page.
- Click Master Log - Business Processes node.
- Click to select the BP record that you want to edit.
- Click the gear menu ( ) and select Open to open the BP record.
- When finished editing, click Save.