About Non-Workflow BPs
Non-workflow business processes (BPs) store data and do not have routing capability. As with all business processes, they have an upper form and may, or may not, have line items. You can use them when you need to access a single source for your data. Non-workflow business processes comprise both single and multiple-type business processes. For example:
- A project may require a "gold-standard" data sheet; a single-type business process suits the purpose because you only need one record.
- A company may use many vendors; a multiple-type business process suits the purpose because you can create many unique records that collect similar data
A non-workflow business process does not generate tasks and is viewable in its business process log or in the Data Manager, provided you have permissions. When you save a non-workflow business you can save it in either edit mode or read-only mode. If the record is in a terminal status and you click Finish Editing to save it, the record becomes permanently read-only with no way to return it to edit mode.
A non-workflow BP log includes an Edit Record column that indicates whether a record is in an editable state by displaying an Edit Record status icon 
. If a record has a status such as submitted, terminal, or initiated, no icon is displayed. 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 Logs Nodes" in the Unifier Business Processes User Guide.
Notes:
- When you create a non-workflow BP record, you can only select a Status that is Active.
- If you update a non-workflow BP record for which the current Status has been set to Inactive, you must select a different Status to continue with the update.
Last Published Monday, August 28, 2023