Setting up Updates for Business Process Records
Business Processes (BPs) can be associated with a specific Project or Shell (Project/Shell-level BP), or they can be applicable for the entire Company (company-level BP) and not be specific to a Project/Shell. The Administrator (Project/Shell or Company) determines which forms are to be used and how the workflows operate.
To set up a BP record to receive updates in a Company or Project/Shell, do one of the following:
For a Company, switch to the Admin mode > Company Workspace > Business Process Updates
For a Project/Shell, switch to the Admin mode > Company Sponsored Shells > Business Process Updates
In This Section
Company Workspace and Business Process Updates
Project/Shell and Business Process Updates
Last Published Thursday, December 14, 2023