Workflow and Non-workflow BPs
Business processes (BPs) can be designed with or without workflows. A workflow specifies how a business process should proceed, from start to finish. Workflows define how records are routed and govern the behavior of each step in the business process. Each step uses the forms that were designed for it in uDesigner.
Most business processes will include a workflow or workflows; however, some business processes have a single purpose of storing data. These business processes are called non-workflow BPs. An example of a non-workflow BP is a form that records a Warranty or Estimate. The log for a non-workflow BP includes an Edit Record column that indicates whether the record is in an editable state by displaying an Edit Record status icon . If the 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.
After a workflow BP record is created by using any workflow schema (unique combination of Setup Name + Workflow Name), the workflow record continues to reference the workflow schema even if the status of the workflow schema has been set to Inactive.
This condition includes workflow records that are in the following statuses:
- Draft
- Initiation Step (I-Step)
- Also, this condition includes any workflow record at any other step in the workflow.
If there is an Active BP Template, then the template continues to create records referencing the Inactive workflow schema. For instructions on creating a template, see Creating BP Templates and Scheduling BP Creation.
Editing the Due Date (due_date) Field
In the Workflow Settings field in the Workflow Setup of a BP, if the option Override Workflow Due Date field set as Yes, then you can edit the due date in the creation step.
In the Workflow Settings field in the Workflow Setup of a BP, if the option Override Workflow Due Date field set as No, then you cannot edit the due date in the creation step.
Also, you cannot edit the due date if:
- The work has started.
- The work has moved to the next step (is in-flight) in the workflow process.
See Also
Business Process Dates and Calendars
Working with Quick Calendar Entry
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
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
Working with File Attachments and Markups
About Linking Business Process Records to other Business Process Records
Attaching External Emails from the Project or Shell Mailbox to a Record
Sending Attachments for E-Signature
Adding or Viewing a Map (Geocoding)
Adding or Updating a Hyperlink
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