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Business Process Node

The business process <BP Name> node lets you set up specific information about that BP.

When you click the business process <BP Name> node (listed under the Business Process functional node), the <BP Name> Setup log opens. When you open the BP listed in the log, the Business Process Setup window opens showing the following tabs, which let you enter set specific information about that BP:

General tab

To see the BP name and description. You can use this tab to:

• Add or remove a help file for that BP
• Select who to send the error notifications to

Settings tab

To select the record editors from the User/Group Picker.

View Forms tab

You can add View Forms to the BP setup (Add > Select View Forms) and assign permissions (Permission Settings) to the users and groups (Viewers > User/Group Picker) for each individual view form. This lets you set up and use a different view from the one that is assigned to the workflow step.

The users and groups will use the View Forms to preview a record and its details in the BP log.

A user or group having permissions to multiple View Forms:

• Will see the View Forms based on the sequence that is seen in the Forms list
• Can apply the View Forms settings for when the Task Assignees and CC'd users view records

If you select the Also apply View Form Settings when Task Assignees and CC'd users view records option in this tab, the system will override the view form of the workflow step design with the view form that the user has access to, through this setup.

Record Properties tab

To set up restrictions for Form Tabs and Attachments.

You can restrict the ability of a user or group to view certain record tabs or download record attachments. Groups restrictions will override Users restrictions.

Restricting the Workflow Progress and Audit Log options (under the Upper Form Properties) will result in the automatic update of the same options in the Permissions Settings (or Access Control). The same operation applies in reverse.

Click the Edit Restrictions option to open the Edit Restrictions window for the BP. Use this window to select users or groups and determine restrictions for the following elements within the BP. You can also remove the users or groups, and their restrictions, in this window.

• Hide All Upper Form Properties
• Attachments
• Do not allow download of Attachments
• Comments
• Linked Records
• Linked Mail
• Workflow Progress
• Audit Log
• Reference Records

Notification tab

To set up the details for the following elements:

• Send Notifications to:
  • Notify Creator on Record Modification
  • Notify Assignee on Record Modification
  • Notify Cc on Record Modification
• Notification Triggering Events:

  Record Modification

  • Edit Upper Form
  • Add General Comments
  • Add/Remove Attachments
• Attachments:
  • Include both record and line item attachments
  • Include record information as attachment
• Custom Notifications:
  • Personal Tasks:
  • Decline Tasks:
  • Overdue Personal Tasks:
  • Messages:
  • Record Workflow Complete:
  • Record Modification:

Auto Creation tab

Use this tab to:

• Set up the auto creation specifications for the BP. You can determine the action (Setup:), select users or groups (Creator:), and set up the specific action that the system must take (Action:).
• Set up auto creation of other Business Process records or line items.

More information about the tabs, and the fields within each tab, is provided in the preceding and following topics.

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Last Published Thursday, December 14, 2023