Completing a BP Record Form

For detailed instructions on creating a BP record, see Creating a Business Process (BP) Record.

To complete a Business Process (BP) form:

  1. Complete the Main form. Fields marked with a red asterisk (*) require an entry.
  2. Add line items, if applicable.
    • If this is a cost or line item-type BP add line items as necessary.
    • If this is a Document-type BP, attach any documents to the form.
  3. Add additional information, if applicable.
    • General comments.
    • Attachments to General comments.
  4. After you have completed the form, do one of the following:
    • If this is a non-workflow BP:
      • Click Save to save your changes. Saving the form for the first time will save a new BP record and subsequent saves just save changes incorporated in the BP record.
      • Click Submit to save and process the record data. The record will be displayed in view-only mode.

        After the non-workflow BP is 'submitted,' it can impact any of the following:

        - Roll up to the Sheets and Managers

        - Cashflow auto commits

        - Autocreation

        - RAP

        - Publish record info to DMS

      When you create a record, the list of values for Status only displays those that are marked Active. When you update a record for which the current Status has been marked Inactive, you must select a different Status. The system uses the status values to track the state of a business process record and any line items it may contain. For example, a Pending status generally means people are still working with the record, while a Closed status suggests the record is completed. Records in Closed status are typically marked as Terminal, meaning the record has reached a point where no further input is either required or desired. You can still access a non-workflow record in a terminal status as long as the record is in Edit mode. However, if you click Submit when the record is in a terminal status the record becomes permanently read-only and un-editable.

      Note: For non-workflow business processes, the system evaluates the specified upper form validations specified in uDesigner only when the BP record is submitted by clicking the Submit option.

    • If this is a workflow BP:
      1. When you have completed the form, click Send. The Workflow Action Details form is displayed.
      2. From the Workflow Actions drop-down list, select a workflow action. If there is only one possible action name, then this step is pre-populated.
      3. The Send For field displays the Step name. The step name is populated based on the selected Action name and is a read-only field.
      4. The To field displays the possible list of assignees for the workflow step. Use the User/Group picker to select an assignee, if not already preassigned.

        Note: If the Assignment Policy is set to Preassigned, the Additional Task assignees from record and tabs line is read-only.

      5. The CC field displays only if the workflow step allows CC users. Use the User/Group picker to select users who will receive notification on the BP record form. This field might be pre-populated based on the step setup.

        Note: If the Assignment Policy is set to Preassigned, the Additional CC users from record and tabs line is read-only.

      6. If the selected step has a due date, the details of the due date are displayed. If not already preassigned, you can choose from one of the following options:

        Set all task due dates as: Lets you set the same due date for all assignees.

        Set individual task due dates: Allows you to assign different due dates for each assignee one at a time.

        Click the Calendar icon corresponding to the option you chose. The Date picker opens. Select the month and year, and then click the date you want to select.

      7. Click Send.

In This Section

Editing Values on a BP Record Form

Supported Data Pickers


Last Published Sunday, July 20, 2025