Setting Up Non-Workflow Business Processes

Use this procedure to set up non-workflow business processes at the company-level or at the project/shell-level. The settings for each business process are specified in the Business Process Setup window.

Prerequisite: Ensure you have added the business processes to the log.

Procedure

To set up a non-workflow business process:

  1. Go to the shell tab or go to the Company Workspace tab for a company-level business process.
  2. Switch to Admin mode.
  3. Navigate to the Business Processes log.
  4. Select the non-workflow BP and click Open.
  5. In the General tab of the Setup log, click New.
  6. In the Business Process Setup window, enter information in the tabs below and click OK.
    • General tab to set up basic information about the non-workflow business process.
    • Settings tab to designate users who can create and edit the business process.
    • View Forms tab to control the information visible to users and groups.
    • Record Properties tab to control who can view BP properties and tabs, and download attachments in user mode.
    • Notification tab to set up users and groups who will receive email notifications about the business process.
    • Auto Creation tab to specify whether line-items, records, or business processes are to be auto-created from this business process.
  7. Select any of the following options:
    • Click Yes to activate the business process (BP) and make it available to users.
    • Click No to keep the business process (BP) inactive until a later date.

Additionally, you can also set up Single-Record Business Processes to single-source information that you use repeatedly in your project/shell.

In This Section

Basic Non-workflow Set Up in the General Tab

Set Up Creators and Editors of Non-Workflow Business Processes

Set up View Forms for Non-Workflow Business Processes

Set up Record Properties for Non-Workflow Business Processes

Set up email notification for a non-workflow BP

Set up auto-creation for a non-workflow BP or planning item

Set up record and line item copy options

Single-Record Business Processes


Last Published Tuesday, April 8, 2025