Creation Step

The create BP record form opens as a pop-up window. When you create a record, the list of values the form contains tabs (main form and line item tabs), and toolbar options. The main form is displayed as the first tab and each line item tab appears as subsequent tabs. The left pane displays the record details and line item details. The right pane displays additional tabs associated with the main form or line items. You can resize the left and right panes using the Resize icon.

Main form:

The main portion of the business process form contains information about the BP record, such as the name of the record, description, who created the record and when, and other general information. Additional informational blocks defined by your administrator are also displayed. You can collapse and expand these blocks.

Toolbar Option	Description
Save	To save a draft of the form. You can view your drafts under Home > Drafts.
Send	To route a workflow business process to the specified recipients. This option is displayed only for workflow BPs.
Submit	Use Submit when you have finished editing a record. Displayed on all Non Workflow BPs when in Edit Mode.
 Menu	The options you see under this menu are based on the BP design. Auto-Create: Displayed on any BP that can auto create other BPs. Print HTML, PDF and Custom: Displayed on all BPs. You cannot print draft records. Export Line item template: Displayed on any BP that has detail form integration interface defined. Reload: Displayed on all BPs. This option will reload the page. Help: BP specific help option. Your company or project/Shell administrator may provide a custom Help file to give you information about a specific business process. If a custom help file is available, it will be listed under the Help menu for the business process log or form. Close: Close the record.

The right pane displays the following tabs associated with the main form: Attachments, Comments, linked Records, and Linked Mail. For Portal BPs, Attachments and Comments tabs are displayed.

If the Attachments tab of the business process form contains any attachments, an Attachment  indicator is displayed. If the tab contains no attachments, the right pane is refreshed and the indicator is no longer displayed.

If the Comments tab of the business process form contains any comments, a comment indicator () is displayed. If the tab contains no comments, the right pane is refreshed and the indicator is no longer displayed.

Line Item form:

Line item tabs are displayed after the main form tab. All line items are displayed on the left pane, and the right pane displays the details form associated with the selected line item. The right pane contains the Details form, Attachments, and Linked Records. The Attachments tab is displayed only if the line item form supports the addition of attachments. Query based tabs will not be seen in the Creation step. The gear menu (  ) displays next to each line item on the left pane and contains all available actions you can perform on the line item. The following options are displayed on the gear menu (  ): Copy, Copy With Attachments (option seen only if attachments exist), Add to Group, and Remove. The Copy, Add to Group, and Remove options are displayed only if it is specified in the form design.

Toolbar Options	Description
Add	To add new line items. The Add button will be seen only if the form design allows for line item additions.
Actions	The following actions will be seen: Import Consolidate Line Items
 Refresh	Refreshes the line items. All unsaved manual edits will be lost.
 Print Print	Prints the list view. You can choose from: Print, Export To CSV, Export To Excel. Notes: For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols. If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).
 Search	Enables users to search for specific line items across all pages.
 Find on Page	Enables users to find items on the displayed page. When you click this option, the system inserts a row that lets you enter filter parameters.
 Collapse All Groups  Expand All Groups	To expand or collapse line items groups. These icons are displayed only when line item groups are present.

Main form:

Line Item form:

See Also