Set up View Forms for Non-Workflow Business Processes

As an Administrator, for non-workflow BPs, you can set up different view forms so that details that are relevant to users are seen.

Note: Up until now, a non-workflow business process had only one form (Action form) that held all the data.

Assigning view forms to non-workflow BPs enables administrators to control the visibility of certain data to various users or groups.

You can create view forms for all:

Furthermore, the validations applicable to all:

To add, remove, or edit view reports open the non-workflow BP and follow the instructions in the Set up View Forms for Workflow Business Processes section of this guide.

If users have access to a deployed view form and that view form is deleted in uDesigner, at runtime, after a user opens the BP record, the system checks that user's permission to any of the BP view forms that exist in the setup. If the user does not have access to any of the BP view forms that exist in the setup, the system displays the Action form for that BP in view-only mode.

Important information about deleting View Forms

As indicated in the Unifier uDesigner User Guide, you can design a BP form (in the Staging environment), add view forms associated with a BP form design to the Business Process Setup (View Forms tab), assign permissions to users and groups for the individual view forms, and deploy the view forms so they can be accessed through the record preview in the log (Logs and Company Logs) for viewing record details.

Due to the system limitations, an anomaly occurs when you delete a view form from the Business Process Setup. The following explains this anomaly:

You have created and deployed the following view forms for a BP form ABC:

You decide to delete one of the view forms. As a result, you navigate to uDesigner, delete the view form (for example, VF01), and ensure that the deleted view form has been remove from the Business Process Setup.

You decide to add a new view form (for example, VF04), for the BP form ABC, so you proceed to add the new view form in uDesigner and deploy the new view form, VF04.

At this point, due to the system limitations, the system will automatically add the newly created view from, VF04, to the Business Process Setup using the users and groups assignments originally assigned to the deleted view form, VF01. Furthermore, the availability of this added new view form (in the Business Process Setup) goes against the method that is used to deploy a new view form.

As an administrator, you must ensure that in such scenario, you open the newly created view form and assign appropriate permissions.

Additional information about View Forms for Non-Workflow Business Processes

If a view form that users have access to gets deleted, then at runtime (when a user opens the Non-Workflow BP record), the system checks to see if the user has permission to any of the view forms that exist in the BP Setup, or not. If the user does not have access to any of the other view forms, the system displays the default form, the Action form, in view mode.


Last Published Monday, August 28, 2023