Editing a BP Record from Master Log - Business Processes Node

You can edit a Project/Shell BP record from the master log (Master Log - Business Processes grouping node), if you:

Are an active member of the project, shell, or sub-shell
Have the appropriate permissions in the associated project/shell.
Note: The name of the Master Log - Business Processes grouping node can be customized.

When you open a BP record from the master log, the record will open in either Edit or View mode, depending on the user permissions associated with that record in the Project/Shell.

For editing workflow BP records:

After you open a BP record from the master log, the Project/Shell permissions are in effect.
You can accept a task and act on the workflow BP record by opening the BP record from the master log, if you are the assignee on the current workflow-step in the BP. If not, the BP record is opened in View mode only.
You can add general comments if you are a cc user on a particular step.
You can add general comments provided that the current step has general comments option enabled.
If you are not an assignee on a particular step, you must have Bulk Edit permission on the BP record, in the master log, to edit data elements on the record.

For editing non-workflow Bp records:

If you have Edit Data permissions for a non-workflow BP record, you can open the record from the master log and proceed to edit the BP record.
If you are an Editor of a non-workflow BP record, you can open the record from the master log and proceed to edit the BP record.

To edit a BP record from the master log:

Go to Home workspace.
Select the Master Log - Business Processes grouping node.
Select the BP record that you want to edit.
Select the gear menu (), and select Open to open the BP record.
When finished editing, select Save.

Last Published Friday, October 17, 2025