Project/Shell Creation Type BP
The Project/Shell Creation type business process form enables you to create new standard projects and shells from the upper form of the business process or from line items.
The data necessary to create projects/shells is provided by this business process.
In addition to creating a new shell, this type of business process form can also be designed so that you can choose the managers and employees who should be automatically assigned to the shell when it is created.
This type of business process form enables you to create projects and shells using the templates that have been designed in Unifier. You can use the Record Properties tab to define restrictions on who can view specific tabs, such as, Linked Mail, Attachments, Reference Records, and so on. The system copies the restrictions defined on the Record Properties tab of the Business Process setup from the selected shell template to the new project.
Project/Shell Creation type business process form can also work with the Planning Manager by automatically linking new projects/shells with planning items. That is to say, instead of linking a planning item to a project in the Planning Manager, the Project/Shell Creation type business process form can be designed to automatically create the link (when the project/shell is created) and roll up data to the Planning Sheet from the business processes in that project/shell.
If integration was defined in the business process, Unifier can export/import a CSV template for the Simple type business process form.
Last Published Monday, August 28, 2023