Manually Creating a BP Record from the Tasks Log

  1. Go to the Home workspace and click the Tasks node.
  2. From the Tasks log click the Create icon to open the New Record window. When you create a BP record:
    • The Create option is not available if you do not have the permission to create a record.
    • You create records of other business processes in the Tasks log and Master Log - Business Processes grouping node, only.
    • In a BP log (BPs within the Master Log - Business Processes grouping node or within the Logs node), you can create records of that particular business process, only. For example, when you go to the Master Log - Business Processes grouping node to create a new Budget Change BP record for your Cost Management, when you click Create, the system does not allow you to select any other type of BP record other than a Budget Change BP record.
    • You generate tasks for assignees on the next step, and the tasks appear in the assignees' logs.
    • The newly created BP record (including the status) appears in the BP log, as the BP record moves through the workflow.
  3. Select a value in the Select Business Process Origin drop-down field.

    The Details icon (), next to the Select Business Process Origin field drop-down field, in the New Record window, lets you see a list of available options.

    The list on the left-hand pane is displayed according to your permissions.

    Select the option from the left-hand pane, then select an entry from the list (on the right-hand pane), and click Select. The list of business process names includes those business processes that you have the "Create" permission for.

    Your selected option becomes the value of the Select Business Process Origin field of the New Record window.

    If applicable and if you have the "Create" permission, select a workflow from the Workflow drop-down field.

  4. In the Select Business Process field, click the drop-down list and select a BP that you want to create a new record for.

    The New Record window, for a BP, has a Workflow drop-down field which displays a value if the BP is a non-Workflow BP.

    Note: There is only one workflow schema available that you can choose.

  5. When finished, click Create. The BP record is now created in the appropriate log.

Last Published Monday, August 28, 2023