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.
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, click Templates > Shells > [shell] and on the right pane, open the template in which the single-record business process resides.
- In the left Navigator, click Information > 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 Wednesday, June 26, 2024