Loading a Business Process

Loading the business process is part of setting it up. In this step, you will be loading the configured business process into the area where it should reside—the Company Workspace or a project/shell. This step filters the business processes by company, shell, or project level, thereby narrowing the number of BPs so that the users do not have to sift through your company's entire list of BPs.

When you load a business process, you also load the permission infrastructure and the ability to grant permissions for this BP.

To load a business process:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select one of the following:
    • To load a BP into the Company Workspace, select Company Workspace, and then select Business Process Setup.
    • To load a BP into a shell, select Company Sponsored Shells, select the [shell type], and open the [shell instance]. In the left Navigator, select Setup, and then select Business Process.
    • To load a BP into the templates for a shell, select Templates, select Shells, select the [shell type], and open the [shell template]. In the left Navigator, select Setup, and then select Business Process.
  3. Click New.

    The New Business Processes window opens, showing the business processes that are available for loading.

  4. Select the business process you want to load and click OK.

    The system displays the business process in the right pane.


Last Published Friday, June 6, 2025