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Setting Up a Non-Workflow Business Process

This procedure is applicable to project/shell and company level non-workflow business processes. Be sure you have added the business process to the log first.

In This Section

Basic Non-workflow Set Up in General Tab and Settings Tab

Set up email notification for a non-workflow BP

Set up auto-creation for a non-workflow BP or planning item

Set up record and line item copy options

Single-Record Business Processes

Set up View Forms for Non-Workflow Business Processes

Set up Record Properties for Non-Workflow Business Processes

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Last Published Friday, June 6, 2025