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 Process Dates and Calendars
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
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
Working with File Attachments and Markups
About Linking Business Process Records to other Business Process Records
Attaching External Emails from the Project or Shell Mailbox to a Record
Sending Attachments for E-Signature
Adding or Updating a Hyperlink
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