Configuring and Activating a BP

The following procedure describes how to configure and activate a business process (BP). If the business process form contains a data picker, you must also configure the data picker.

To configure and activate a BP:

Go to the Company Workspace tab, and switch to Admin mode.
In the left Navigator, select Configuration, and then select Business Process.
The Configuration - Business Processes log opens. The log lists the Business Processes that have been imported into the system.
Select a BP, and then select Open to go to the Configuration - <BP NAME> window of the selected BP.
In the Configuration - <BP NAME> window, select a record, select Open, and enter values in each tab as described below.
- General tab: In this tab, you can specify the log in which the BP records will appear, the numbering sequence for the records, the status, and record termination restrictions. The tab also shows whether the BP is company, project, or shell level.
- Workflow tab: In this tab, which is only visible for workflow BPs, you can activate one or more workflows that have been imported with the BP. A business process may have multiple workflows. Non-workflow BPs will not appear in this tab.
- Query tab: In this tab, you can set query and refresh conditions.
- AI Summarization tab: (cloud only) In this tab, you can enable a BP for summarization, select the data elements (DEs) that should be available for summarization by your end users, select DEs to use by default, and indicate how the DEs should be grouped. Even if the feature is disabled at the company level, you can still configure summarization if the BP design supports it.
  The system supports DEs of the following data definition (DD) types:
  - Currency
  - Decimal
  - Multiple Text Lines
  - Pulldown
  - SYS Rich Text
  - Text Box (regardless of Data Size)
  The system only supports Pull Down DEs as grouping elements.

The following topics explain the fields on the preceding tabs:

Last Published Monday, October 13, 2025