Transferring Ownership - Business Process Records

If you are a BP record owner or creator, you can transfer ownership at any time in the workflow process, other than the creation step, or after its termination step. The new owner will have all privileges of a BP owner, and the originator name on the BP form and the log will show the new owner.

To transfer ownership within a BP form

  1. Open the BP form.
  2. Click the Menu Options (three horizontal bars).
  3. Select Transfer Ownership. The Transfer Ownership window opens to display the User Picker.
  4. Click Select () to the right of the text field, or type a User Name into the text box. If you start typing, a list of suggested users will appear below.
  5. If you clicked Select, click a user from the User Picker window and click Select.
  6. Click Transfer when done.

To transfer ownership from a BP log

  1. Open the BP log.
  2. Hover over a record and click the gear menu ( ).
  3. Select Transfer Ownership. The Transfer Ownership window opens to display the User Picker.
  4. Click Select () to the right of the text field, or type a User Name into the text box. If you start typing, a list of suggested users will appear below.
  5. If you clicked Select, click a user from the User Picker window and click Select.
  6. Click Transfer when done.

Alternatively, you can select Transfer Ownership in the Actions menu to complete the same process.


Last Published Sunday, July 20, 2025