Business Process and Workflow Setups

Business Process Setup

For specific modules, you can update the business process setup for workflow or non-workflow business processes information in the destination shell templates from a source shell template.

To do so, you can use the Update Shell Templates toolbar option. Once the update is completed successfully, then all of the selected destination shell templates will have the business process setup for workflow or non-workflow business processes information updated.

The modules that do not exist in the destination shell template will get added.

To access and work with the Update Shell Templates toolbar option:

Go to the Company Workspace (Admin mode) > Templates > Shells > Projects.
From the Projects Templates log or window, select and open a project.
From the navigation pane, click Setup to expand and click Business Process to open the Business Processes log or window.
Click to select one BP and open the record.
From the BP record log, click to select the BP record, and from the toolbar click Update Shell Templates to open the Update Shell Templates menu items. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History

The following explores each option in detail.

Note: If the Record Status defined in the source has been inactivated, an error is displayed that requires selection of an active Record Status to continue.

Shells Templates

If you select this option, then the Select Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns:

Project Number
Project Name
Status
Location
Project Type
Project Start Date
Project End Date
Administrator

Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.

Update Shell Template(s) with BP Setup(s)

- If BP does not exist then it will be added

- BP Setup(s) will be added or replaced

- User(s) and Group(s) will be added if they do not exist

- If Group is created then it will be empty

Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.

If you click Yes, you will return to the Update Shell Templates window which you can close to return to the log or window.

All Other Shell Templates

If you select this option, then a Confirmation window opens with the following message:

Update Shell Templates with BP Setups

- If BP does not exist then it will be added

- BP Setups will be added or replaced

- Users and Groups will be added if they do not exist

- If Group is created then it will be empty

- Users and groups permissions, in the Record Properties tab, are added to the shell templates and existing permissions will be updated

This will update shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update all of the shell templates, or click No, to cancel your update.

History

If you click the History menu item, then the Update Shell Templates: History window opens. This window shows the details of the submitted update requests. This window provides details such as:

Requestor's name (Requestor column)
Selected shell templates (Shell Templates column)
Date submitted (Submit Date column)
Start date and time (Start Date column)
End date and time (End Date column)
Status of the job (Status column)

In the case of business process setup for workflow or non-workflow business processes, the history details the actions performed as part of information push to the destination shell templates (all shell templates or the user-selected shell templates).

In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can click to select an item in the list and click Open, from the toolbar, to see the details about that item.

The following cases explain the results of sending various non-workflow and workflow BP setups to the destination shell templates.

When you select non-workflow BP setup to send or push to the destination shell template, and the BP setup does not exist in the destination shell template:

A new BP setup will be added, and the following information (from all of the tabs) will be added as part of the business process setup creation. The following tabs information will be added into the destination shell templates, upon successful push from the source shell template.

General tab

All of the information in the General tab (such as setup name, description, help file, default record status, etc.) will be added.

Any Groups or Users who are part of the BP setup will be brought over to the current shell template as members.

If Groups or Users do not exist in the destination shell template, then they will be added as shell template members. This could be both Owner Company or Sponsor Company or Partner Company or Member Company users.
If Users already exist in the destination shell template, then they will be added to the BP setup.

Record Editors tab

All of the record editors of the existing BP setup will be added.

The Groups or Users selected as record editors will be added as members to the destination shell template, if they do not exist.

View Forms tab

All of the View Forms that are associated with the BP setup will be added.

Record Properties tab

All of the record properties associated with the BP setup will be added.

Notifications tab

All of the options under the Notifications selected will be added in the BP setup that is created in the destination shell template.

Auto creation Setup

All the autocreation settings, including the autocreator, will be added in the BP setup that is created in the destination shell template.

Empty Groups will be added, if they do not exist. The permissions related to the BP setup will be added as part of this update or push. The Last Modified Date value in the BP setup log will be updated to show the latest updated, or added, date.

When you select non-workflow BP setup to send or push to the destination shell template, and the BP setup does exist in the destination shell template:

If the BP setup does exist in the destination shell template, then the existing BP setup will be replaced.

The tabs information will be replaced with the source shell template BP setup information.

Groups or Users who do not exist in the destination shell template will be added as part of the BP setup update, or push.

When you select workflow BP setup to send or push to the destination shell template, and the BP setup does not exist in the destination shell template:

If the BP setup does not exist in the destination shell template, then the BP setup information, tabs information, and autocreation setup information will be replaced.

All of the workflows associated to the BP will be added.

The following tabs information will be added into the destination shell templates, upon successful push from the source shell template.

General tab

All of the information in the General tab (description, help file, default record status, etc.) will be added.

Any Groups or Users who are part of the BP setup will be brought over to the current shell template as members.

Record Editors tab

All of the record editors of the existing BP setup will be added.

The Groups or Users selected as record editors will be added as members to the destination shell template, if they do not exist.

View Forms tab

All of the View Forms that are associated with the BP setup will be added.

Record Properties tab

All of the record properties associated with the BP setup will be added.

Notifications tab

All of the options under the Notifications selected will be added in the BP setup that is created in the destination shell template.

Auto creation Setup

Only the autocreation settings will be added in the BP setup that is created in the destination shell template.

You must send or push workflow BP setup separately.

By sending or pushing the BP setup, you can set up changes in other shell templates without the need to bring in the workflow setups.

For any new workflow BP that must be sent or pushed into shell templates, you can select the Update Shell Templates option from the workflow setup log. This enables the selected workflow, BP setup information, and autocreation workflow setup to be sent or pushed to the destination shell templates.

When you select workflow BP setup to send or push to the destination shell template, and the BP setup does not exist in the destination shell template:

If the BP setup does exist in the destination shell template, then the existing BP setup will be replaced.

The tabs information will be replaced with the source shell template BP setup information.

Groups or Users who do not exist in the destination shell template will be added as part of the BP setup update, or push. The permissions related to the BP setup will be added as part of this update or push. The Last Modified Date value in the BP setup log will be updated to show the latest updated, or added, date.

Workflow Setup

For specific modules, you can update the Workflow Setup information in the destination shell templates from a source shell template.

The modules that do not exist in the destination shell template will get added.

To access and work with the Update Shell Templates toolbar option:

Go to the Company Workspace (Admin mode) > Templates > Shells > Projects.
From the Projects Templates log or window, select and open a project.
From the navigation pane, click Setup to expand and click Business Process to open the Business Processes log or window.
Click to select one BP and open the record.
From the navigation pane, click the Workflow Setup functional node to open the workflow setup log for the selected BP.
From the BP record log, click to select the BP record, and from the toolbar click Update Shell Templates to open the Update Shell Templates menu items. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History

The following explores each option in details.

Shells Templates

Project Number
Project Name
Status
Location
Project Type
Project Start Date
Project End Date
Administrator

Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.

Update Shell Template(s) with BP Setup(s)

- If BP does not exist then it will be added

- BP Setup(s) will be added or replaced

- User(s) and Group(s) will be added if they do not exist

- If Group is created then it will be empty

Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.

If you click Yes, you will return to the Update Shell Templates window which you can close to return to the Access Control log or window.

All Other Shell Templates

If you select this option, then a Confirmation window opens with the following message:

Update Shell Templates with BP Setups

- If BP does not exist then it will be added

- BP Setups will be added or replaced

- Users and Groups will be added if they do not exist

- If Group is created then it will be empty

- Users and groups permissions, in the Record Properties tab, are added to the shell templates and existing permissions will be updated

This will update shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update all of the shell templates, or click No, to cancel your update.

History

Requestor's name (Requestor column)
Selected shell templates (Shell Templates column)
Date submitted (Submit Date column)
Start date and time (Start Date column)
End date and time (End Date column)
Status of the job (Status column)

The history details the actions performed as part of information push to the destination shell templates (all shell templates or the user-selected shell templates).

In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can click to select an item in the list and click Open, from the toolbar, to see the details about that item.

The following cases explain the results of sending various workflow setups to the destination shell templates.

When you select workflow setups to send or push to the destination shell template, along with the BP setup where the BP does not exist:

Upon successful completion of the push job, the destination shell template will have the workflow setups along with the BP setup.

New Groups or Users who are associated with either the workflow setup or the BP setup will be added and permissions related to the BP setup will be copied.

The last modified date in the BP setup log will be updated to reflect the newly pushed date.

When you select workflow setups to send or push to the destination shell template, along with the BP setup where the BP exists:

In the destination shell template, the BP setup will be replaced with the source shell template BP setup information

All of the existing workflow setups will be replaced with the workflow setups of the source shell template.

New Groups or Users who are associated with either the workflow setup or the BP setup will be added and permissions related to the BP setup will be copied. Similarly, the existing user's permissions related to the BP setup will be updated.

The last modified date in the BP setup log will be updated to reflect the newly pushed date.

Business Process Setup

Workflow Setup

See Also