Creating BP Templates and Scheduling BP Creation

You can create templates for project/shell-level and company-level workflow business processes. This allows:

This section discusses how to:

Note: When you create BP records from a BP template, any values in any of the form fields on the template (either manually entered or auto-populated) will be copied to the new record. Line items, file attachments, and attachments to line items will also be copied. Other attached information, such as comments, linked records, and linked Mailbox, will not be copied to the new form.

Related Topics

Creating a BP Template

Changing Template Status (Draft and Complete)

Scheduling Automatic BP Record Creation Based on a Template

Editing or Deleting a BP Template

Editing or Canceling a BP Template Schedule

Failed Scheduled BP Record Creation



Last Published Monday, April 14, 2025