Creating a Business Process (BP) Record

You can create a business process (BP) record and access that record from any of the business process logs (Company Logs in Company Workspace or Logs in a project or shell).

Note: You must have the proper permissions to create a new BP record.

After a workflow 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:

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.

A new BP record can be created in the following ways:

Before you begin Creating a Business Process (BP) Record

Be sure that you have the proper permission settings. All functions are controlled by fully configurable permission settings, including creating business processes. Contact your project or shell or company administrator regarding permission settings.

A business process (form and workflow) must be imported, configured, and set up by an administrator before it can be used.

You cannot create records of other business processes in a business process log (except in the Tasks log and Master Log - Business Processes grouping node).

For a Workflow Business Process, when you create a new record, if the next step is match step Creation (per workflow setup), then the To list will be populated with the user who has signed in.

The users that have been removed from the group, and the newly added users, will not be displayed in the Workflow page, when you create a BP record manually, by way of a template.

Gaps in Generated Business Process Record Number

The Business Process (BP) record number is sequentially generated when you create a new record. The newly generated record number is locked so that other records (being created at the same time) cannot use that number. If the BP record cannot be created for any reason (for example, Cost Sheet rules or validations that exist at the SOV level), the system only voids the generated record number and does not reset the record numbering sequence to allow another BP record to pick up that generated number. This operation generates gaps in BP record number generation.

In This Section

Manually Creating a BP Record from a BP Log

Manually Creating a BP Record from the Master Log

Manually Creating a BP Record from the Tasks Log

Creating a BP Record by Copying an Existing BP Record

Copying a BP Record in Master Log

Visibility of Properties Tabs in BPs

Auto-Creating BP Records

Creating a BP Record in Document Manager

Creating a BP Record from a Template

Creating BP Templates and Scheduling BP Creation

Using CSV and Restful Services



Last Published Monday, August 28, 2023