Business Process and Workflow Setups

Business Process Setup

For specific modules, you can update the business process setup for workflow and non-workflow business processes information in the destination shell templates from a source shell template. To do so, you can use the Update Shell Templates toolbar option. After the update completes successfully, all the selected destination shell templates will have the business process setup for workflow or non-workflow business processes information updated. The modules that do not exist in the destination shell template will get added.

To access and work with the Update Shell Templates toolbar option:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Shells > Projects.
In the Projects Templates log, select and open a project.
In the left Navigator for the project, click Setup > Business Process.
In the Business Processes log, select a BP and open the record.
In the BP record log, select the BP record, and from the toolbar click Update Shell Templates to open the Update Shell Templates menu. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History

The following explores each option in detail.

Note: If the Record Status defined in the source has been inactivated, an error is displayed that requires selection of an active Record Status to continue.

Shells Templates

If you select this option, the Select Shell Templates window opens, which displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns.

Select the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed.

Click Yes to update the selected shell templates, or click No to cancel your update.

If you click Yes, you will return to the Update Shell Templates window. In the Update Shell Templates window, click Close to exit.

All Other Shell Templates

If you select this option, a Confirmation window opens. Review the message that is displayed.

Click Yes to update all the shell templates, or click No to cancel your update.

History

If you select this option, the Update Shell Templates: History window opens. This window shows the details of the submitted update requests. In the case of business process setup for workflow and non-workflow business processes, the history details the actions performed as part of information push to the destination shell templates (all shell templates or the user-selected shell templates).

If the job is not successful for specific shell templates, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can select an item in the list and click Open to see the details about that item.

The following cases explain the results of sending various non-workflow and workflow BP setups to the destination shell templates.

When you select a non-workflow BP setup to send or push to the destination shell template and the BP setup does not exist in the destination shell template:

A new BP setup will be added, and the following information (from all the tabs) will be added as part of the business process setup creation. The following tabs information will be added into the destination shell templates, upon successful push from the source shell template.

General tab

All the information in the General tab (such as setup name, description, help file, default record status, and so on) will be added.

Any Groups or Users who are part of the BP setup will be brought over to the current shell template as members.

If Groups or Users do not exist in the destination shell template, they will be added as shell template members. This could be both Owner Company or Sponsor Company or Partner Company or Member Company users.
If Users exist in the destination shell template, they will be added to the BP setup.

Record Editors tab

All the record editors of the existing BP setup will be added.

The Groups or Users selected as record editors will be added as members to the destination shell template, if they do not exist.

View Forms tab

All the View Forms that are associated with the BP setup will be added.

Record Properties tab

All the record properties associated with the BP setup will be added.

Notifications tab

All the options under the Notifications selected will be added in the BP setup that is created in the destination shell template.

Auto creation Setup

All the autocreation settings, including the autocreator, will be added in the BP setup that is created in the destination shell template.

Empty Groups will be added, if they do not exist. The permissions related to the BP setup will be added as part of this update or push. The Last Modified Date value in the BP setup log will be updated to show the latest updated, or added, date.

When you select a non-workflow BP setup to send or push to the destination shell template, and the BP setup does exist in the destination shell template:

If the BP setup exists in the destination shell template, the existing BP setup will be replaced.

The tabs information will be replaced with the source shell template BP setup information.

Groups or Users who do not exist in the destination shell template will be added as part of the BP setup update or push.

When you select a workflow BP setup to send or push to the destination shell template and the BP setup does not exist in the destination shell template:

If the BP setup does not exist in the destination shell template, the BP setup information, tabs information, and autocreation setup information will be replaced.

All the workflows associated to the BP will be added.

The following tabs information will be added into the destination shell templates, upon successful push from the source shell template.

General tab

All of the information in the General tab (description, help file, default record status, and so on) will be added.

Any Groups or Users who are part of the BP setup will be brought over to the current shell template as members.

Record Editors tab

All of the record editors of the existing BP setup will be added.

The Groups or Users selected as record editors will be added as members to the destination shell template, if they do not exist.

View Forms tab

All of the View Forms that are associated with the BP setup will be added.

Record Properties tab

All of the record properties associated with the BP setup will be added.

Notifications tab

All of the options under the Notifications selected will be added in the BP setup that is created in the destination shell template.

Auto creation Setup

Only the autocreation settings will be added in the BP setup that is created in the destination shell template.

You must send or push a workflow BP setup separately.

By sending or pushing the BP setup, you can set up changes in other shell templates without the need to bring in the workflow setups.

For any new workflow BP that must be sent or pushed into shell templates, you can select the Update Shell Templates option from the workflow setup log. This enables the selected workflow, BP setup information, and autocreation workflow setup to be sent or pushed to the destination shell templates.

When you select workflow BP setup to send or push to the destination shell template and the BP setup does not exist in the destination shell template:

If the BP setup exists in the destination shell template, the existing BP setup will be replaced.

The tabs information will be replaced with the source shell template BP setup information.

Groups or Users who do not exist in the destination shell template will be added as part of the BP setup update or push. The permissions related to the BP setup will be added as part of this update or push. The Last Modified Date value in the BP setup log will be updated to show the latest updated, or added, date.

Workflow Setup

For specific modules, you can update the Workflow Setup information in the destination shell templates from a source shell template. To do so, you can use the Update Shell Templates toolbar option. After the update completes successfully, all the selected destination shell templates will have the business process setup for workflow or non-workflow business processes information updated. The modules that do not exist in the destination shell template will get added.

To access and work with the Update Shell Templates toolbar option:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Shells > Projects.
In the Projects Templates log, select and open a project.
In the left Navigator for the project, click Setup > Business Process.
In the Business Processes log, select and open a BP.
In the left Navigator, click the Workflow Setup functional node to open the workflow Setup log for the selected BP.
In the Setup log, select the applicable workflow, and from the toolbar click Update Shell Templates to open the Update Shell Templates menu. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History

The following explores each option in detail.

Shells Templates

Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed.

Click Yes to update the selected shell templates, or click No to cancel your update.

If you click Yes, you will return to the Update Shell Templates window, which you can close to return to the Access Control window.

All Other Shell Templates

If you select this option, a Confirmation window opens. Review the message that is displayed.

Click Yes to update all of the shell templates, or click No to cancel your update.

History

If you select this option, the Update Shell Templates: History window opens. This window shows the details of the submitted update requests. The history details the actions performed as part of information push to the destination shell templates (all shell templates or the user-selected shell templates).

If the job is not successful for specific shell templates, the history lists the shell templates where the update has failed and displays the reason for the failure.

You can select an item in the list and click Open to see the details about that item.

The following cases explain the results of sending various workflow setups to the destination shell templates.

When you select workflow setups to send or push to the destination shell template, along with the BP setup where the BP does not exist:

Upon successful completion of the push job, the destination shell template will have the workflow setups along with the BP setup.

New Groups or Users who are associated with either the workflow setup or the BP setup will be added and permissions related to the BP setup will be copied.

The last modified date in the BP setup log will be updated to reflect the newly pushed date.

When you select workflow setups to send or push to the destination shell template, along with the BP setup where the BP exists:

In the destination shell template, the BP setup will be replaced with the source shell template BP setup information.

All the existing workflow setups will be replaced with the workflow setups of the source shell template.

New Groups or Users who are associated with either the workflow setup or the BP setup will be added and permissions related to the BP setup will be copied. Similarly, the existing user's permissions related to the BP setup will be updated.

The last modified date in the BP setup log will be updated to reflect the newly pushed date.

Business Process Setup

Workflow Setup

See Also