Creating a Business Process Design

To create a business process (BP) form:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, click uDesigner > Business Processes to open the Designer-Business Processes log.
  3. From the toolbar options, click New to open a list of BP form types, and select the desired BP. The tables in the following sub-topics list the BP form types and their fields.
  4. In the window (Edit Studio) that opens, General tab, enter or select values.
  5. Click Apply and then click OK.

After you click Apply or OK, Unifier will display other tabs that help you define the other properties of the Business Process. The tabs displayed are:

Note: The tabs might vary depending on the type of the Business Process, but in general the following are the tabs that are available for most Business Process types (Workflow or Non-Workflow).

In This Section

Cost

Document

Text

Line Item

Simple

RFB (Request for Bid)

Resource (Resource Booking or Timesheet)

Project/Shell Creation (Simple or Line Item)


Last Published Monday, June 3, 2024