Workflow and Non-workflow BPs

A workflow specifies how a business process (BP) should proceed, which determines how records are routed and governs the behavior of each step in the process. Most BPs include at least one workflow. If a BP exists only to store data, it is called a non-workflow BP. An example of a non-workflow BP is a form that records a Warranty or Estimate. The log for a non-workflow BP includes an Edit Record column that indicates whether the record is in an editable state by displaying an Edit Record icon . A user can use the Create New View option and the Show Edit Records parameter to filter the log to display only those records that are in an editable state. For more information on setting up filtering, see Business Processes in Company Logs and Navigation Nodes.

See Also

Business Processes

Business Process Step Editor

Business Process Dates and Calendars

Business Process Forms

Completing a BP Record Form

Creation Step

Update Step

View Step

About Workflows

Viewing Messages or Cc'd Tasks

Accessing a BP Record from an External System

Business Processes in Company Logs and Navigation Nodes

Creating a Business Process (BP) Record

Viewing the Import Audit Log

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

Adding and Managing Line Items Using the Grid View Feature

Adding and Managing Comments

Working with Query-Based Tabs

Working with File Attachments and Markups

About Linking Business Process Records to other Business Process Records

Working with Linked Mail

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding an Image

Adding or Updating a Hyperlink

Viewing Referencing Records

Participating in a Workflow

About Email Notifications for Business Processes

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Auto-Populating Record Due Date on BP Workflow Auto-Creation

Updates on Document Attributes for Business Processes



Last Published Monday, April 14, 2025