Creating a BP Record with Attachments From Aconex Mail (Cloud Only)
Aconex Mail correspondence may result in the need for a business process record to be created within Unifier. To save time and reduce errors, the business process is automatically created from Aconex mail, including all details and attachments. This ensures both systems are connected with accurate information. The following procedure automates the handoff, such as creating a Change Request in Unifier.
You can start a business process from any Aconex mail that your organization has sent or received.
Prerequisites
This feature is available to customers hosted in OCI multi-tenant environments only.
Ensure the following:
- The project in Aconex and Unifier is linked in the Lobby. For more information, see Link Projects that are Managed in Multiple Applications in the Oracle Construction and Engineering Lobby Help
- You have access to the project in both Aconex and Unifier.
- You have the Start Unifier Business Process permission granted to your Aconex user role.
- You have the permission to create a business process in Unifier per assignment in the workflow setup within the project. Permissions are assigned in the workflow setup within the project. For more information, see Workflow Setup in Company-Level BPs or Project-Level BPs in the Primavera Unifier Modules Setup Administration Guide.
Procedure
To create a Unifier business process from Aconex Mail:
- In Aconex, create and send a new mail, or find an existing mail.
- From the mail, select Start Unifier Business Process.
- Select the Unifier project.
- Select the business process you want to create in Unifier.
- Select the workflow name for the process, and select Continue.
The Aconex mail will be attached to the business process as a PDF.
- Indicate whether you want to attach the selected mail, all mails or all replies in the thread to the business process record, and select Finish.
- To view the draft record in Unifier with the included attachments, select View in Unifier.
- Complete the business process in Unifier.
Related Topics
Creating a Business Process (BP) Record
Manually Creating a BP Record from a BP Log
Manually Creating a BP Record from the Master Log
Manually Creating a BP Record from the Tasks Log
Creating a BP Record by Copying an Existing BP Record
Creating Business Process Records Across Projects/Shells From the Master Log
Copying a BP Record in Master Log
Visibility of Properties Tabs in BPs
Creating a BP Record in Document Manager
Creating a BP Record from a Template
Creating BP Templates and Scheduling BP Creation
Using CSV and RESTful Services
Last Published Friday, October 17, 2025