Single-Record Business Processes

Single-record business processes store information that you use repeatedly in your projects. Think of them as file cabinets where you keep things like industry standards; federal, state, and local regulations and statutes; policies; and FAQs. You can have multiple single-record business processes in a project, each with its own information focus. From these single-records you can auto-populate fields in business processes, including constant values.

To facilitate single-sourcing of your data, create the single-record business process in the project/shell template prior to creating your project from the template. When you clone a project/shell template, you have the option to select BP Setup, which not only copies all business process setups, but all single-record business process records and their data.

Data copied from single record business processes includes:

Attachments to records and line items, if applicable
All data pickers (Business Process, Configurable Managers, Shell Manager, User Attributes)
Any other pickers except business process pickers
Linked elements
Permissions associated with the single-record business process

Copying a single record business process does not include:

Business process pickers
Linked records
Linked mail
General comments

You can also use CSV or web services to clone a project/shell template that contains the single record business process.

These BPs are excluded from the Logs list in the left Navigator for the applicable project/shell; however, they are included in the General section listed under Information in the left Navigator. You can also update the User Mode Navigator to list them under the Home workspace in the Location bar. For more information, see Configuring the User Mode Navigator in the Unifier General Administration Guide.

To create a single-record business process:

Before you begin:
- Ensure you have Setup permission for the business process. For more information, see Edit User or Group Permissions Using Access Control in the Unifier General Administration Guide.
- Follow the directions to set up a non-workflow business process. For more information, see Basic Non-workflow Set Up in General Tab and Settings Tab.
Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template] in which the single-record business process resides.
In the left Navigator, select Information, and then select General.
On the right pane, open the single-record business process record and complete all required fields.
Click Save or Submit, as appropriate. Both actions save the record, but Save leaves the record in Edit mode, and Submit leaves the record in a read-only state.
Notes:
- When you create a non-workflow BP record, you can only select a Status that is Active.
- If you click Submit and the record is in a terminal status, you will not be able to edit that record again.
Assign record permissions as appropriate.
When you change settings in the Permissions window, the Save button is enabled. After you click Save, a spinning wheel appears while your changes are saved and then the Save button is dimmed.

Last Published Friday, June 6, 2025