Classic View User Interface Features Not Supported in Standard View

The following features will not be supported in the Standard View of the business processes forms:

The following explains each feature in detail:

Adding or Viewing of Task Notes

In the Classic View, notes that are specific to a task can be added to a BP form. They are temporary notes that can be used as comments for, or specific instructions to, the next user in the workflow. Task notes are not forwarded throughout the workflow and are not archived. You can think of them as sticky notes that stay with the form for one step in the workflow only. A task note only applies to the current task.

Task Notes

View Received Task option

In the Classic View, after a Task assignee accepts a Task, the form seen is based on the Action Form associated with the current step of the workflow. In the event that an assignee wants to see the received task, then the assignee can click the View menu option and select the "Received..." option.

Received

Uploading images from the toolbar

In the Classic View, if there are multiple image-picker fields in the form, then the Upload Images option in the toolbar can be used to upload images in bulk.

Upload Images

Summary Items in business processes that support Summary line items

In the Classic View, the Summary Items window enables you to group regular line items together, with the summary only appearing on the BP. The sub-line items are rolled up to other areas, such as the Cost Manager.

Summary Items

Spell-check feature in business process

In the Classic View, the spell-check feature is available for all BP forms, including the Cost, Document, Text, Simple, and Line Item BPs. You can spell-check information that you have entered in the text fields and any other text areas.

Spelling

See Also

Business Process Forms, Managers Attributes, and Shell Dashboards - User Interface

Classic View and Standard View Labels

Classic View and Standard View Tabs, Menus, and Actions

Classic View and Standard View Functions



Last Published Sunday, July 20, 2025