Document-Type Business Process Forms (Without Folder Structure)
A Document-type BP without folder structure does not maintain the folder structure of the attached documents and folders, and the files (within the attached folders and sub-folders) are listed in a flat list.
- Go to you Project/Shell, User mode.
- From the left-hand Navigator, click Logs and open a Document-type BP without folder structure.
- Open a record. By default, the record properties window (General tab) opens.
Note: Document BP without attribute form is not supported in the new user interface.
The following explains each tab.
General tab.
On the top right-hand side of the record window, you can Accept or Decline, and use the Menu Options icon (three horizontal lines) to perform and access the following:
- Add more assignees
- Auto-create
- CC more users
- Email as Attachment
- Print (HTML, PDF, Custom)
- AutoVue Review
- Terminate Record
- Transfer Ownership
- Help (record help and User Productivity Kit)
- Close
On the left-hand pane you have the following options:
- Record No.
- Status
- Title
- Revision no.
- Issue Date
- BP Creator
- Other fields
On the right-hand pane you have the following tabs:
- Comments
- Linked Records
- Linked Mail
- Workflow Progress
- Audit Log
- Reference Records
The Maximize icon is also available to expand the screen.
Line Items <line items> tab. The line items for Document-type BP are displayed according to the line item log designed in uDesigner.
On the top right-hand side of the record window, you can Accept or Decline, and use the Menu Options icon (three horizontal lines) to perform and access the following:
- Add more assignees
- Auto-create
- CC more users
- Email as Attachment
- Print (HTML, PDF, Custom)
- AutoVue Review
- Terminate Record
- Transfer Ownership
- Help (record help and User Productivity Kit)
- Close
On the left-hand pane you have the following toolbar options:
- View Comments by
- Download
- Refresh
- Search
- Find on Page
The following columns are also displayed:
- Name
- Record Comments (callout icon)
- Draft Comments (pen icon)
- Line Item Status
- Short Description
- Other fields
On the right-hand pane you have the following tabs:
- Line Item Details
- Attachments
- Linked Records
Refer to Unifier Managers User Guide for more details.
In This Section
Adding Attachments to the Line Item
Importing Attachments (Without Folder Structure)
Last Published Monday, August 28, 2023