Business Process Forms
The forms are consistent throughout the system, with a similar look and feel. When you send a workflow business process form to the next step, the assignee receives a task.
When you first open a task, it appears in "view" mode. Depending on your BP setup, the "view" version of this form might let you:
- Accept the task
- Decline the task
- Print the form
- Terminate the record
- Send Mailbox
- Transfer ownership of the record
- Add an assignee to the current step
- Copy users to the current step
- Audit the progress of the record
- Add a comment, if you have permission
If you accept the task, the form becomes editable. Depending on your BP setup, the editable, or "action," version of this form might let you:
- Undo task acceptance, which allows someone else to accept the task.
- Decline the task, which takes you out of the list of assignees.
- Select the step's next action.
- Add or edit form content
- Save a draft of the record
- Terminate the record
- Transfer ownership of the record
- Display the view form of the business process
- Audit the progress of the record
- Add attachments, line items, and so on
- Send the form to the next step
The form appears similar to a paper form—you complete the form by typing information directly into the form fields or choosing options through drop-down lists, pickers, or checkboxes.
Note: The section labels are determined by the design and may vary. The basic form functionality remains the same.
If a data element in a BP form contains a tooltip (associated in the design), at runtime a question mark (?) symbol appears next to that field. To view the tooltip, use your mouse to hover over the corresponding question mark.
After you are done working on a business process form, click Send to route the workflow business process to the specified recipients. You can click Save to save a draft of the form, so you can work on it again.
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Last Published Monday, April 14, 2025