Accessing a BP Record from an External System

The system provides a data element for business processes that can display a URL for access to Unifier from an external system. If the business process contains this URL field, you can open a view-only copy of the record from that external system.

For example, you might have notifications from the system that are sent to email programs, such as Microsoft Outlook or Yahoo Mail. From that email program, you could open a view-only copy of the business process. Or, you might have an approval process that resides outside of the system. At a certain point in the workflow, the business process record data could be sent from Unifier to that external approval process. From that external system, you could open a view-only copy of the business process record.

Note: If this business process created records before this URL field was added to the form, those records will not show data in the URL field. Only new records will show data in the URL field. Any business process designed to be opened from an external system must be available in the Master Log - Business Processes grouping node.

To open a business process from an external system

You must be an active member of the project, shell, or sub-shell, and have at least view permission to the Master Log - Business Processes grouping node that lists/contains the business process record you want to view.

Use the URL to access Unifier. This URL will open the Sign In window. After you are signed in, the system will display the business process record in view-only mode.

Note: If the system has been configured to sign in users using single sign-on (SSO), the Sign In window will not appear.

Depending on what permissions you have, you can take the following actions from this view-only copy of the record:

Terminate the business process
Print the business process
Send Mailbox
Transfer ownership
View reference records
View the audit log
View record attachments, general comments, linked records, and linked Mailbox
Click line item tabs and open the line items in grid view
Use the Find feature to locate line items
Use any hyperlinked field, such as a picker, an image, or a URL, or the workflow progress link
View the assignees and cc'd users on the step

To open a business process from an external system

See Also