Using the BP Visualizer to View Business Processes

Most organizations use a significant number of business processes (BPs) to facilitate business logic within Unifier. In addition to looking at a BP in uDesigner, which is where they are created and modified, you can use the BP Visualizer to see how a BP is set up. You can use the BP Visualizer to view information about BPs deployed in an environment and detailed information about each one, including their statuses, forms, logs, workflows, references, integrations, data elements (DEs), data definitions (DDs), and general information. You can view the cross-references between BPs and various objects, such as DEs. You can also use the BP Visualizer to compare different versions of a BP to examine the changes that have been made to it, which might be useful if you are responsible for determining whether a new version is ready for deployment or for identifying a change that caused a BP to stop working in the expected manner.

To access BP Visualizer node, you must have the View permission, which can be granted by an administrator.

To set the View permission:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select User Administration, and then select Access Control.
  3. In the right pane, expand Administration Mode Access, expand System Information, and select BP Visualizer.
  4. In the Module Permission Settings window, click the Add button.
  5. In the Permissions Setting for <selected item> dialog box, click the Add Users/Groups button.
  6. In the Users/Groups window, select the intended users and/or groups and click the Add button.
  7. To return to the Permissions Settings for <selected item> dialog box, click OK.
  8. In the Select Users/Group section of the window, select the users or groups, and then select the View level of access for the user or group in the Permissions Settings section.
  9. To save your selections and return to the Module Permission Settings window, click OK.
  10. Click Apply to save changes and keep the window open, or click OK to save changes and close the window.

To access the BP Visualizer:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select System Information, and then select BP Visualizer.

    The Business Process list is displayed.

    You can scroll through the list of BPs, use the up and down arrows next to the headings to sort information in an ascending or descending order, or use the Filter option to refine the display (for more information, see Filtering the List in the BP Visualizer). You can click any BP in the list to see detailed information about it, such as forms, logs, and workflows.

The BP Visualizer log includes information for each BP ranging from the ID and name through the date that it was created and the date on which it was last modified. After you select a BP, the page for that BP provides the following tabs:

Tab

Description

General

Provides high-level information about the BP, such as the ID, Name, Version, and Type.

Statuses

Identifies the statuses available for the BP, such as Completed, and indicates whether the status is a Terminal one.

Forms

Lists the forms that are part of the BP, such as Upper, Detail, and View, and provides access to details about each form.

Logs

Indicates the logs that are updated as part of the BP and provides access to details about each log.

Workflows

Lists the workflows that the BP can follow and lets you view the workflow itself. For non-workflow BPs, this tab is empty.

References

Lists the cross-references that might involve the BP, ranging from a BP that might result in the automatic creation of the selected BP to all the pickers, data elements (DEs), and attributes.

Integrations

Provides data integration information, such as the labels and DEs, and indicates whether data flows in one direction or both.

Data Elements

Provides detailed information about each DE used in the BP.

Data Definitions

Provides detailed information about each data definition (DD) used in the BP.

Compare Versions

Lets you compare any two versions of the BP and view all changes or filter to show only information that was changed, added, or removed.

In This Section

Filtering the BP Visualizer List

Examining Forms

Examining Workflows

Examining References

Comparing BP Versions


Last Published Monday, March 31, 2025