Updating Shells - Setup Node, Business Process

You can add and update new business processes, or add additional business process setups to existing business processes.

The Update Shell process runs in the background. Depending on the number of records and shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.

The business process setup is identified by the unique combination of business process name, setup name, and workflow name.

If the business process name does not exist, it will be added to project with the BP Setup and permissions.

If the BP exists, but the BP Setup does not, it will be added to the BP.

If the BP and BP Setup exist, the Setup will be replaced with the new one.

Users and Groups that are part of a BP setup as assignees are added/updated, but not permissions. If a group is created, it will be empty. Users must be added to the group separately through user administration.

BP-related permissions are added/updated

To add or update business process setups using Update Shells

Go to the Company Workspace tab and switch to Admin mode.
Click Templates > Shells in the left Navigator.
Open the shell type template to update.
In the shell type template, navigate to Setup > Business Processes.
Add any new business processes, if applicable. (The BP must already have been imported into the system and configured at the company level.)
To add or edit business process setups, select the BP to update in the Business Processes log. Click Open. The BP Setup log opens.
Create a new setup or modify an existing setup. You may create as many setups as you wish to make available in the shell(s).
Select one or more setups from the BP Setup log.
Click Update Shells and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
Click Yes if you want to proceed with the update, or No to cancel.

Conditions for Creating a Business Process setup Configuration Package

When you include a Workflow Business Process setup for Configuration Package:

If it is a first time export, you must include the BP design in the configuration package.
For subsequent exports, you must include the latest BP design in the configuration package.

When you include a non-Workflow Business Process setup for Configuration Package:

If it is a first time export, you must include the BP design in the configuration package.
For subsequent exports, if you have included the Data Element used in the setup (for example, Auto Creation setup) in the configuration package, then:
- If published, then it will automatically be included in configuration package, by including the BP setup.
- If not published, then you must include the BP design as well.

At the time of import, the system transfers the setup information of the design object, irrespective of the Configuration status (Active/Inactive).

For best results, include your design object for Configuration Package after you change the configuration of your design.

Workflow Setup for Workflow Business Processes

You have the ability to delete (Delete, or Edit > Delete) an inactive Workflow setup for Workflow Business Processes in a Shell Template so that they are not included when a particular BP setup is included in the component list for a configuration package.

Updating Record Properties tab in the BP Setups

In a shell template, if users or groups have access restrictions to the Audit log, Workflow Progress tab, and Record Properties tab of the BP, then when you push the BP setup to the shells (selected shells or all shells) those restrictions will be pushed as well. Also, if users or groups with access restrictions are not included in the shell, then those users or groups will be added as the members of the shell.

The confirmation message (when pushing BP setup into shells or projects from template) will have additional information: "Users and groups permissions, in the Record Properties tab, are added to the shell and existing permissions will be updated."

Last Published Monday, August 28, 2023