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Editing a BP Record from Master Log - Business Processes Node

You can edit a Project/Shell BP record from the master log (Master Log - Business Processes grouping node), if you:

• Are an active member of the project, shell, or sub-shell
• Have the appropriate permissions in the associated project or shell.

  Note: The name of the Master Log - Business Processes grouping node can be customized.

When you open a BP record from the master log, the record will open in either Edit or View mode, depending on the user permissions associated with that record in the Project/Shell.

For editing workflow BP records:

• After you open a BP record from the master log, the Project/Shell permissions are in effect.
• You can accept a task and take action on the workflow BP record by opening the BP record from the master log, if you are the assignee on the current workflow-step in the BP. If not, the BP record is opened in View mode only.
• You can add general comments if you are a cc user on a particular step.
• You can add general comments provided that the current step has general comments option enabled.
• If you are not an assignee on a particular step, you must have Bulk Edit permission on the BP record, in the master log, to edit data elements on the record.

For editing non-workflow Bp records:

• If you have Edit Data permissions for a non-workflow BP record, then you can open the record from the master log and proceed to edit the BP record.
• If you are an Editor of a non-workflow BP record, then you can open the record from the master log and proceed to edit the BP record.

To edit a BP record from the master log

1. Go to Home workspace.
2. Click Master Log - Business Processes grouping node.
3. Select the BP record that you want to edit.
4. Click the gear menu (  ) and select Open to open the BP record.
5. When finished editing, click Save.

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Last Published Sunday, July 20, 2025