Completing the General tab

Use the following procedure to complete the fields on the General tab of the Configuration - <BP NAME> window. Some of the fields that appear depend on the type of BP that you are configuring. For example, the Mobile Application option does not appear for BPs of type: Lease, Line Item with CBS and WBS Codes, Payment Application, Project/Shell Creation, Request for Bid (RFB), Reservation, Resource Booking, or Timesheet.

To complete the General tab:

Go to the Company Workspace tab, and switch to Admin mode.
In the left Navigator, select Configuration, and then select Business Process.
Open the applicable BP.
The Configuration - <BP NAME> window displays the General tab by default.
Select the Level at which the BP displays, Company or Project/Shell.
For Default Location, choose where the BP records are stored.
Some BP types will default to a log and cannot be changed.

If you are using the user configurable Navigator, you might not immediately see the BP in the User Mode log, even after granting permissions. You must manually move the BP into the correct User Mode node.
Select the Sequence Policy, which determines how the record numbers for each BP record are sequenced.
The record number is displayed on the form and in the Business Process log.
- Company Based: Regardless of which project a BP record is created in, the record numbering sequence starts with this number on the first record of the first project/shell.
- Project/Shell Based: A new record numbering sequence begins for each new project/shell.
Specify a Sequence Format and starting number (Start) to use for BP record numbers.
If you are working on a BP that supports it, you can select the Use Base Commit's Record Number checkbox instead and specify a Separator and Start. This option is for identifying workflow Change Commits (Line Items with CBS Code Cost BPs) at the project/shell level. For this type of change commit, you can use the base commit record number as part of the prefix of the change commit record number to identify the base commit associated with the change commit. It will also sequentially number the change commits so that users can see how many change orders have been initiated for the base commit.

To specify this addition to the prefix number, you must include a separator, such as a period, and a starting number for the change commits. The maximum number of characters for the starting number is 8. For the total format, including the base commit's record number and the sequential numbers, the maximum number of characters is 20.

For example, a base commit record might be numbered PO-00123456. For a change commit record that refers to this base commit, the change commit record number could be PO-00123456, followed by a separator (such as - ) and a number for the change commit. The sequence format for change commits attached to this base commit could be numbered:

PO-00123456-001

PO-00123456-002

PO-00123456-003

This numbering sequence will be frozen after it is used for a change commit in a project/shell. Any change to this numbering sequence only affects change commits created in a new project/shell.
For Business Process Log, select Standard or Advanced.
If Standard is the only available log, the option is selected by default.
From the alphabetized Business Process Identification Tag list, select one predefined identifier tag to assign to a BP.
The tag categorizes and organizes the BP data for use in reports, dashboards, data visualizations, and artificial intelligence (AI) features.
For Record Creator, select any of the following options:
- Do not allow to terminate record: Selecting this option removes the default permission for the record creators, and it can be set in Access Control.
- Allow to modify record: This option displays only if you are setting up a workflow business process (BP). Selecting this option lets the creator of a workflow BP modify the record at any time, whether or not the creator is an assignee on the step. Additionally, the creator can modify the record while an assignee is working on the record.
  Note: Updates made and saved by the creator can be viewed at any time. The system lists all changes in the audit log.
- Do not allow to transfer ownership of records: Selecting this option removes the default permission for the record creators, and it can be set in Access Control.
If you want users to view audit-log entries for print and discover the number of times that a record has been printed, select Enable audit of record print.
When you select this option, which is deselected by default, the following user actions on a record will create an audit entry:
- Printing from BP record
- Single & Bulk Printing from the BP log
- Single & Bulk Printing from the Tasks log
For bulk print, the number of entries listed in the audit log matches the number of records that were printed by way of the bulk print action.
For Mobile Application, select Enable to make this business process available for the native mobile apps.
You can use the Mobile Log Views setup to configure customized log views. After selecting this option, the following options are available:
- Allow camera as the only source for attachments and image fields: For BP record and BP line item attachments, this option is applicable only when "My Computer" is a source of attachments. When selected, the user will only be allowed to take pictures from the device camera and add them as attachments and images in the image picker fields.
- Allow auto filling of the latitude and longitude upon record creation: If you want the mobile application to complete the latitude and longitude fields automatically during record creation, select this option.
For Email Notifications, select Replace attachments with links if you anticipate that the BP records and the BP line item attachments might be large in size.
To reduce the load on email server and accommodate to maximum email size, the user receives the links to the attachments in the email. The user must log in to view and download the attachments. For more information about Email Notifications and Unifier users, see Email Notifications and Users.
For Document Publishing, select Override DM Permissions if you want to enable users to publish the attachments in a BP by overriding its Document Manager permissions.
For Status, select Active to enable the BP for setup and use in creating BP records, or select Inactive to prevent setup or use.
To save your changes before continuing to the next section, select Apply, or select OK to save your changes and close the Configuration window.
- To complete the Workflow tab for BPs that use a workflow, proceed to Configuring a BP Workflow (Workflow Tab).
- To complete the Query tab for BPs that include Query Based Data Element (QBDE) entries, proceed to Configuring a Query for a Query Based Data Element on a BP.
- To complete the AI Summarization tab for BPs that support AI Summarization, proceed to Completing the AI Summarization tab.

In This Section

Email Notifications and Users

Last Published Monday, October 13, 2025

See Also

In This Section