Creating a BP Record in Document Manager

If you have permission to access the Document Manager grouping node (<project/shell> > User mode > Document Manager), you can create a business process directly from the Documents functional sub-node.

You can create a BP record from the Document Manager by:

Selecting the files/folders that must be attached to the BP record.
Not selecting the files/folders that must be attached to the BP record.

The following explains how to create a BP record from the Document Manager node without selecting the files/folders that must be attached to the BP record.

Go to the project/shell tab and switch to User mode.
In the left Navigator, click Document Manager > Documents.
In the Documents log, click Create and select Business Process.
In the New Record window, select the business process type under Select Business Process.
Click Create.
Note: The format of the business process form changes depending on the availability of the standard forms (new user interface) option.

The name of the project/shell (for the Documentation Manager in which the business process is being created) appears under Business Process Origin.

The Select Business Process field lists business processes that you have permission to access.

After you select a business process:

For a single workflow setup for the business process, the workflow name appears under Select Workflow.
For multiple workflows setups for the business processes, the drop-down arrow in field under Select Workflow lets you select a workflow setup for the newly created business process record, from a list of applicable workflow setups.
Note: The list of workflow setups appearing in the drop-down list depends on whether you (user) have been designated as an assignee in the creation step.

If you create a business process and select files/folders when creating, the system adds the files/folders as attachments for the business process record that you have just created.

If you select one file, or multiple files, then the file, or files, will be included in the attachment tab.
If you select one folder, or multiple folders, then the folder, or folders, then:
- For Document Manager business processes that do not support folder structure, the system displays an alert message and the documents from selected folders and sub-folders are attached without the folder structure.
- For Document Manager business processes that support folder structure, the system displays the folder structure.

Last Published Sunday, July 20, 2025