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Creating a BP Record in Document Manager

If you have permission to access the Document Manager grouping node (<project/shell> > User mode > Document Manager), then you can create a business process directly from the Documents functional sub-node.

You can create a BP record from the Document Manager grouping node by:

• Selecting the files/folders that must be attached to the BP record.
• Not selecting the files/folders that must be attached to the BP record.

The following explains how to create a BP record from Document Manager grouping node without selecting the files/folders that must be attached to the BP record.

1. Click the Documents functional sub-node (<project/shell> > User mode > Document Manager > Documents) to open the log.
2. In the Documents log page, click the Create drop-down menu.
3. Click Business Process. to open the New Record window.
4. Click the drop-down arrow in the field under Select Business Process.
5. Select the business process type.
6. Click Create.

   Note: The format of the business process form changes depending on the availability of the standard forms (new user interface) option.

The name of the project/shell (for the Documentation Manager in which the business process is being created) appears under Business Process Origin.

The drop-down arrow in the field under Select Business Process lists business processes that you have permission to access.

After you select a business process:

• For a single workflow setup for the business process, the workflow name appears under Select Workflow.
• For multiple workflows setups for the business processes, the drop-down arrow in field under Select Workflow lets you select a workflow setup for the newly created business process record, from a list of applicable workflow setups.

  Note: The list of workflow setups appearing in the drop-down list depends on whether you (user) have been designated as an assignee, in the creation step, or not.

If you create a business process and select files/folders when creating, the system adds the files/folders as attachments for the business process record that you have just created.

• If you select one file, or multiple files, then the file, or files, will be included in the attachment tab.
• If you select one folder, or multiple folders, then the folder, or folders, then:
  • For Document Manager business processes that do not support folder structure, the system displays an alert message and the documents from selected folders and sub-folders are attached without the folder structure.
  • For Document Manager business processes that support folder structure, the system displays the folder structure.

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Last Published Monday, August 28, 2023