Setting up a Workflow Business Process
The Business Process functional node contains the following sub-nodes:
- Business process <BP Name> sub-node
- The Workflow Setup sub-node
The next two topics will provide detailed information about the sub-nodes. The procedures in the subsequent topics are applicable to project, shell, and company-level workflow business processes.
Important information
After a workflow record is created by using any workflow schema (unique combination of Setup Name + Workflow Name), the workflow record continues to reference the workflow schema even if the Status of the workflow schema has been set to Inactive.
This condition includes workflow records that are in the following statuses:
- Draft
- Initiation Step (I-Step)
- Also, this condition includes any workflow record at any other step in the workflow.
If there is an Active BP Template, the Template continues to create records referencing the Inactive workflow schema. For instructions on creating a template, see "Creating BP Templates and Scheduling BP Creation" in the Unifier Business Processes User Guide.
In This Section
Basic workflow setup in General tab
Designate additional editors for Business Process records
Set up Email Notification for a Workflow BP
Set up auto-creation for a workflow BP
Workflow Setup in General and Setting Tabs
Define the Business Process Workflow
Set up View Forms for Workflow Business Processes
Set up Record Properties for Workflow Business Processes
Last Published Saturday, July 13, 2024