Text Type

Text BPs accommodate "discussion type" business processes such as requests for information (RFIs) or action items for collaborative situations where users need to discuss issue resolution. They make dialog-driven collaboration easy and visible because the response list area shows the dialog thread.

This type of BP contains a text entry area where the person initiating the business process explains the request or issue. Below this area, the BP will show a response list. This area is where participants can add and organize text comments or file attachments.

Design Requirements

For these business processes to work effectively in Unifier, you will need to create the following components in uDesigner:

Design Flow

The following table outlines the design steps necessary to create this business process.

Create a data structure(if necessary)

This structure will include the data elements to be used on the forms. (If the data structure has not been created, see the instructions beginning with Creating a Data Structure.)

Launch the design

This step initializes the design process for the BP. See Starting a New Design (Edit Studio).

Create an upper form

See the instructions beginning with Designing an Upper Form.

Create a text entry form

See Adding a Text Entry Area to a Form.

Create a response list

See Adding a Response List to a Text Business Process.

Create a workflow (if necessary)

See the instructions beginning with Starting a Workflow.

Create a log

See Designing a Business Process Log (Standard or Picker).


Last Published Monday, June 3, 2024