You can create templates for project- or shell-level and company-level workflow business processes. This allows:
- Easy creation of records for business processes that you use often or are recurring (for example, lease renewals or time sheets)
- Scheduling automatic creation of recurring BP records
This section discusses how to:
- Create and edit business process templates
- Schedule automatic business process record creation from the template
Note: When you create BP records from a BP template, any values in any of the form fields on the template (either manually entered or auto-populated) will be copied to the new record. Line items, file attachments, and attachments to line items will also be copied. Other attached information, such as general comments, linked records, and linked Mailbox, will not be copied to the new form.