Configuring a BP Workflow (Workflow Tab)

Workflow business processes may have one or more workflows, which, along with the BP settings, control how BP records flow through the steps of the creation, response, review, and approval process. Workflows are designed in uDesigner and included with the BP. You must activate the workflows that you plan to set up and use.

Note: This is applicable for workflow BPs only. Non-workflow BPs will not display this tab.

To configure and activate a workflow:

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.
In the Configuration - <BP NAME> window, select the Workflow tab.
To activate a workflow, select the workflow, and select Activate.
Alternatively, you can select a workflow, and select Modify. The Workflow Configuration window opens.
- In the General tab, you can edit the name or description if necessary.
- You can change the status to active in this tab.
- To view the steps of the workflow, select the Step tab.
- Select OK to exit the Workflow Configuration window.
If you have edited or added a workflow to an existing business process and re-imported it, select Add to add newly defined workflows.
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 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 Records Summarization, proceed to Completing the AI Summarization tab.

Last Published Monday, October 13, 2025