Business Processes
The following Business Processes (BPs) can be accessed through the mobile app:
- BPs used by field employees to record, or gather, data.
- Cost Type BPs used by executives, or approvers.
- BPs that require action.
In order for a Business Process (BP) to be accessed through the Unifier Mobile app for iOS, the following conditions must be present:
- The BP must be enabled for mobile application (Enable for Mobile Application) in the configuration window (General tab), in the business process configuration
- The forms, seen in the mobile app, are the forms designed in uDesigner.
- The Payment Application and Summary Payment Application Cost BPs can be enabled for mobile app, but you cannot create Line Items in those BPs.
- The Request for Bid (RFB), Resource, and Project/Shell Creation BPs are not supported in, and cannot be configured for, the mobile app.
Important!
The mobile app does not rely on the Enable design for Mobile Form Factor checkbox option that was set in uDesigner. The Enable for Mobile Application must be checked in the Business Process configuration window. The uDesigner option will only control the forms seen in the mobile app (standard form as opposed to mobile form factor forms).
The setting of this option will be exported to the created Configuration Package (Company Workspace, Shell template, and so forth).
You cannot view data related to Business Processes, and assigned tasks, without proper Unifier Mobile App configuration. Before you download the Unifier Mobile App for iOS, contact your Company Administrator and check if the required setup has been done, or not.
Last Published Wednesday, December 20, 2023