Unifier transactions and collaboration are driven by business processes. Information is entered and stored in Unifier using electronic Business Process (BP) forms.
Each time you fill out a BP form, you are creating a new record in Unifier. These forms may be routed to project or shell team members or other Unifier users via workflows.
Non-workflow business processes will simply be stored as records.
BP records are stored in logs, which are accessible in the Navigator. You can think of these logs as filing cabinets, with each drawer storing a different type of BP.
The information that you enter into BP form fields may be used throughout Unifier. Each field corresponds to a Data Element (DE) that can be identified, reported upon, and tracked; some data element values may be rolled up to sheets such as a cost sheet or resource sheet.
The look and feel of a field (Data Element) is determined by the Data Definition (DD) on which the Data Element is based. The Data Definition determines whether the field is a text-entry field, a drop-down list of options, a checkbox that you can select, a picker that is used to select an existing Unifier record, etc.
BPs can be associated with specific Project or Shell (Project/Shell-level BP), or they can be applicable for the entire Company (company-level BP) and not to be specific to a Project/Shell. The Administrator (Project/Shell or Company) determines which forms are to be used and how the workflows operate.
Business Process forms are designed in uDesigner.
For information about internationalization and CSV files refer to Unifier General User Guide.
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
Creating BP Records and BP Line Items, in Bulk, by using Microsoft Excel Template
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
Participating in a Discussion Group (Classic View only)
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
Entering Value in Fields