About Business Process Forms
There are two types of Business Process (BP) forms:
- Workflow
- Non-workflow
Workflow Business Process Form
The workflow BP has three sections:
- Upper Form
- Workflow
- Content
Upper Form
The Upper Form section of a Workflow BP form contains the basic information the form is managing, such as the name of a record and its description, who created the record and when, and so on. It also contains general data entry, informational, summary, or reference fields.
Workflow (Task Details)
The Workflow or Task Details section of a Workflow BP form shows the details of the step the form is currently on, including the last person who acted on the form, the status of the step, the due date for the task, and any notes that have been included at this step. Depending on how the workflow has been set up, the next assignee(s) for the task may be pre-determined (as in the example above), or the user may need to specify the next assignee or send a copy of the form to another user.
Content (Lower Form)
The Content or Lower Form section of a Workflow BP form shows information that has already been attached to the form, such as a line item, a document, or response comments for an RFI. The information displayed in this part of the form is entered by way of a Detail Form that the user completed when the user accepted the task.
Non-workflow Business Process Form
In terms of the form construction, the non-workflow BP form is similar to the workflow BP; however, the non-workflow BP form allows you to toggle between Read-only and Edit modes.
What Goes on a Form
Forms are composed of blocks and fields. Each block can contain one or more fields which you can fill with data elements.
Data Elements (DEs)
A Data Element (DE) can be:
- A text box, where the user types in information.
- A drop-down (pull-down) menu of choices (also known as a picker) such as dates or names.
- Radio buttons, where the user must select one of the options presented.
- A check box, where the user has the option of choosing something or not.
Refer to the Unifier Data Reference Guide for a list of these elements, along with a description of what they do and where to use them.
You can also add new elements as your company requires them. (For instructions on creating new data elements, see Creating a Data Element.)
Pickers
Unifier contains a substantial number of pickers. These pickers are important elements for forms and a basic understanding of them will help you know where to include them on your forms. Refer to the Unifier Data Reference Guide for a list of these pickers, along with a description of what they do and where to use them.
Last Published Monday, June 3, 2024