In Unifier, you can be designated as either an Editor on a specific step in a workflow, or as a Record Editor. As an Editor, you must have at least view permission to be able to view the record in the log and access it for editing.
Notes:
- 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 by editors are not audited; however, changes made by record editors are audited.
- Edits performed on the end step of a workflow business process affect the record directly, as no draft exists.
Concurrent editors in a business process
While a workflow BP is on a step, or a non-workflow BP is in Edit mode, Unifier saves edits to fields, but does not commit the changes. For example, if editor one revises fields 1 to 5 and then saves the record, and editor two revises fields 6 to 10 and saves, the record retains all 10 edits. However, if editor two revises field 4, and saves the record after editor one saved the record, then the data from editor two over-writes editor one's revision.
To edit a non-workflow BP that is already complete, click to open the BP and click Edit.
Note: If the BP is in a terminal status and you click Finish Editing, Unifier disables the Edit button and the form can never be edited again.
You can edit a workflow BP during the workflow process.
Note: If a view form is used on a terminal step, further editing is not possible.
You can add comments if you are not a task assignee, provided that you have the following permissions for business process records:
- View
- Add General Comments
In this scenario:
- You only can add general comments when the business process record is in View mode.
- You will not be able to hide comments. The Hide Comment option is available for task assignees who are working on an accepted task (an Action form associated with the workflow step).