Set Up Creators and Editors of Non-Workflow Business Processes

For a non-workflow business process, enter the following information in the Settings tab of the Business Process Setup window to add users and groups who can create or edit business processes, or both:

In this field:	Do this:
Creator(s)	Click Select to choose the creators of the BP, that is, those users who may create a BP record from this setup. The system validates whether each selected user's company exists. If not, the system adds the Partner Company as a Member Company.
Editor(s)	Optionally, click Select to choose users or groups who can edit the business process without being granted explicit record-level permission. This allows users other than the assignee to edit the business process record. The Editors field can include users and groups that are also entered under Creator(s). The Editors can be added on these BP types: Line Item Cost (all types, including Lease and Line Item with Multiple Codes) Document Simple RFB Text Users or groups that you add as Editors can open and edit any record that they can see listed in the business process log, per their view access permission. Access permissions are View User Records, View Company Records, or View All Records. The user who is designated as an Editor must have at least one of these permissions to be able to view the record in the log to access it to edit. Notes: When you set up view permissions for non-workflow BPs, by design, the "View Company Records" option is not permitted. To assign proper view permission for non-workflow BPs, you (Admin) must assign the view permission on each non-workflow BP, individually. When you change settings, the Save button is enabled. After you click Save, a spinning wheel appears while your changes are saved and then the Save button is dimmed.
Allow Quick Calendar Entry	Click Select and choose the users or groups who will be allowed to use the quick entry feature to reserve the object of this business process, or to edit or delete it from the calendar. Note: This option will appear only on those business processes that have been calendar-enabled by design.

In this field:

Do this:

Creator(s)

Click Select to choose the creators of the BP, that is, those users who may create a BP record from this setup. The system validates whether each selected user's company exists. If not, the system adds the Partner Company as a Member Company.

Editor(s)

Optionally, click Select to choose users or groups who can edit the business process without being granted explicit record-level permission. This allows users other than the assignee to edit the business process record. The Editors field can include users and groups that are also entered under Creator(s).

The Editors can be added on these BP types:

Line Item
Cost (all types, including Lease and Line Item with Multiple Codes)
Document
Simple
RFB
Text

Users or groups that you add as Editors can open and edit any record that they can see listed in the business process log, per their view access permission. Access permissions are View User Records, View Company Records, or View All Records. The user who is designated as an Editor must have at least one of these permissions to be able to view the record in the log to access it to edit.

Notes:

When you set up view permissions for non-workflow BPs, by design, the "View Company Records" option is not permitted.
To assign proper view permission for non-workflow BPs, you (Admin) must assign the view permission on each non-workflow BP, individually.
When you change settings, the Save button is enabled. After you click Save, a spinning wheel appears while your changes are saved and then the Save button is dimmed.

Allow Quick Calendar Entry

Click Select and choose the users or groups who will be allowed to use the quick entry feature to reserve the object of this business process, or to edit or delete it from the calendar.

Note: This option will appear only on those business processes that have been calendar-enabled by design.

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