Configuring Business Processes
Business process configuration allows you to configure and activate the company-level information for each business process you will use. After business processes are deployed, they are available for use. Configuring allows activation of the business process and specific workflow schema that can be used in projects, shells, or the company level.
Configuration consists of:
- Activating or deactivating a BP (deactivating an active BP will also deactivate all of its setups)
- Determining which BP log the BP records will be stored in (e.g., project logs, shell logs, company logs, Data Manager, etc.)
- Establishing the BP record numbering sequence
- For workflow BPs, activating the workflows that will be allowed for use with the BP
- Creating a custom-designed print layout that can be used to print BP records
Note: Configuration of the Data Picker and Data Elements (and when applicable: Unique and Auto Sequence settings) must be done in uDesigner.
Accessing Business Process configuration log
- Go to the Company Workspace tab and switch to Admin mode.
- Click Configuration > Business Process in the left Navigator. The Configuration - Business Processes log opens. The log lists the Business Processes that have been imported into the system.
The newly imported Business Processes are inactive by default and are activated during configuration. The ID column shows the short code used to identify the Business Process, as defined in uDesigner. During configuration, you can choose to include this identifier as part of the record number (for example, if a BP has an ID of uaici, individual record numbers created for the BP might be uaici-0001, uaici-0002, etc.).
In This Section
Configure a Query for a Query Based Data Element on a BP
Configure a BP Workflow (Workflow Tab)
Creating BP Log Views in Admin Mode
Configure Pickers in Admin Mode
Creating BP Mobile Log Views in Admin Mode
Customizing Email Subject Line
Last Published Saturday, July 13, 2024