Update Step

The following options are displayed when the form is in edit mode.

Toolbar Options

Description

Send

To route a workflow business process to the specified recipients. This option is displayed only for workflow BPs.

Save

To save a draft of the form. You can view your drafts under Home > Drafts.

Submit

Use Submit when you have finished editing a record. Displayed on all Non Workflow BPs when in Edit Mode.

Menu

The options you see under menu are based on the BP design.

  • Auto-Create: Displayed on any BP that can auto create other BPs.
  • Print HTML, PDF and Custom: Displayed on all BPs.
  • Export Line item template: Displayed on any BP that has detail form integration interface defined.
  • Terminate Record: Displayed on all BPs. This option is displayed only if the user has permissions to terminate records.
  • Transfer Ownership: Displayed on all BPs. This option is displayed only if the user has permission to transfer ownership.
  • Undo Accept Task: Displayed on all workflow BPs. This option is displayed only after the user has accepted a task.
  • View Map: Displayed on all BPs that support geo-coding.

See Also

Business Processes

Workflow and Non-workflow BPs

Business Process Types

Business Process Step Editor

Business Process Dates and Calendars

Working with Quick Calendar Entry

Business Process Forms

Completing a BP Record Form

Creation Step

View Step

About Workflows

Auto-Populating Fields in a BP Record

Reverse Auto-Populating (RAP) Fields in a BP Record

Viewing Messages or Cc'd Tasks

Accessing a BP Record from an External System

Business Processes in Company Logs and Logs Nodes

Creating a Business Process (BP) Record

Using Microsoft Excel Template to Create BP Records and BP Line Items in Bulk

Viewing the Import Audit Log

Working with Permissions (Non-Workflow BPs)

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

Adding and Managing Comments

Working with Query-Based Tabs

Working with File Attachments and Markups

About Linking Business Process Records to other Business Process Records

Working with Linked Mail

Attaching External Emails from the Project or Shell Mailbox to a Record

Sending Attachments for E-Signature

Adding or Viewing a Map (Geocoding)

Adding an Image

Adding or Updating a Hyperlink

Viewing Referencing Records

Participating in a Workflow

About Email Notifications for Business Processes

Managing Business Process Records

Printing and Distributing BP Forms

Auto-Populating BP Data Picker on BP Auto-Creation

Updates on Document Attributes for Business Processes


Last Published Monday, August 28, 2023