Workflow Versus Non-Workflow

Business processes can be designed with or without workflows. A workflow specifies how a business process should proceed, from start to finish. Workflows define how records are routed and govern the behavior of each step in the business process. Each step uses the forms that were designed for it in uDesigner.

Most business processes will include a workflow or workflows; however, some business processes have a single purpose of storing data. These business processes are called non-workflow BPs. An example of a non-workflow BP is one or more forms that record contact and other general information about a company.

Once a workflow BP record is created by using any workflow schema (unique combination of Setup Name + Workflow Name), the workflow record continues to reference the workflow schema even if the status of the workflow schema has been set to Inactive.

This condition includes workflow records that are in the following statuses:

If there is an Active BP Template, then the template continues to create records referencing the Inactive workflow schema. For instructions on creating a template, see Creating BP Templates and Schedule BP Creation.

See Also

Unifier Business Processes

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



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Last Published Tuesday, April 1, 2025