Set up View Forms for Non-Workflow Business Processes

As an Administrator, for non-workflow BPs, you can set up different view forms so that details that are relevant to users are seen.

Note: Up until now, a non-workflow business process had only one form (Action form) that held all the data.

Assigning view forms to non-workflow BPs enables administrators to control the visibility of certain data to various users or groups.

You can create view forms for all:

Non-workflow BPs regardless of the type.
Non-workflow BPs existing at both Project and Company Level.
Non-workflow BPs of both Single Record and Multiple records.

Furthermore, the validations applicable to all:

Non-workflow BPs that only have one Action form.
Non-workflow BPs that have multiple view forms.

To add, remove, or edit view reports, open the non-workflow BP and follow the instructions in Set up View Forms for Workflow Business Processes.

If users have access to a deployed view form and that view form is deleted, at runtime, after a user opens the BP record, the system checks that user's permission to any of the BP view forms that exist in the setup. If the user does not have access to any of the BP view forms that exist in the setup, the system displays the Action form for that BP in view-only mode.

Additional information about View Forms for Non-Workflow Business Processes

If a view form that users have access to gets deleted, at runtime (when a user opens the Non-Workflow BP record), the system checks to see whether the user has permission to any of the view forms that exist in the BP Setup. If the user does not have access to any of the other view forms, the system displays the default form, the Action form, in view mode.

Last Published Wednesday, June 26, 2024