Settings for Auto-Create Steps

Some steps include the ability to auto-create other records, depending on the status of the previous step. It is displayed as a child node from which the link is drawn out.

Notes:

For document-type BPs, the auto-creation of BP records will also copy attachments from the original record.
Because a Summary Payment Application (SPA) BP contains two sub-tabs—Line Item and Cost Breakdown—on the Detail Form, the system does not support I-Step or S-Step auto-creation of line items from a non-SPA BP to an SPA BP.

In this field:	Do this:
Auto-create records	Choose one of the following: As per workflow design: Auto-create BPs that were configured as part of the design. Based on user selection during execution: During execution, user will be given a list of BPs that are selected under workflow design in uDesigner. User can choose which BP record should be auto-created. Process list: Select a list of BPs for which the system will auto-create records during execution.

In this field:

Do this:

Auto-create records

Choose one of the following:

As per workflow design: Auto-create BPs that were configured as part of the design.
Based on user selection during execution: During execution, user will be given a list of BPs that are selected under workflow design in uDesigner. User can choose which BP record should be auto-created.
Process list: Select a list of BPs for which the system will auto-create records during execution.

Last Published Sunday, June 8, 2025