Single-Record Business Processes

Single-record business processes (BPs) store information that you use repeatedly in your projects. Think of them as file cabinets where you keep things like industry standards; federal, state, and local regulations and statutes; policies; and FAQs. You can have multiple single-record BPs in a project, each with its own information focus. From these single records you can auto-populate fields in BPs, including constant values.

To facilitate single-sourcing of your data, create the single-record BP in the project/shell template prior to creating your project from the template. When you clone a project/shell template, you have the option to select BP Setup, which not only copies all BP setups, but all single-record BP records and their data.

Data copied from single-record BPs includes:

Attachments to records and line items, if applicable
All data pickers (Business Process, Configurable Managers, Shell Manager, User Attributes)
Any other pickers except business process pickers
Linked elements
Permissions associated with the single-record BP

Copying a single-record BP does not include:

Business process pickers
Linked records
Linked mail
General comments

You can also use CSV or web services to clone a project/shell template that contains the single-record BP.

These BPs are excluded from the Logs list in the left Navigator for the applicable project/shell; however, they are included in the General section listed under Information in the left Navigator. You can also update the User Mode Navigator to list them under the Home workspace in the Location bar. For more information, see Configuring the User Mode Navigator in the Unifier General Administration Guide.

To create a single-record BP:

Before you begin:
- Ensure that you have Setup permission for the BP. For more information, see Edit User or Group Permissions Using Access Control in the Unifier General Administration Guide.
- Follow the directions to set up a non-workflow BP. For more information, see Basic Non-workflow Set Up in the General Tab and Set Up Creators and Editors of Non-Workflow Business Processes.
Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, select Templates, select Shells, select the [shell type], and open the [shell template] in which the single-record BP resides.
In the left Navigator, select Information, and then select General.
On the right pane, open the single-record BP record and complete all required fields.
Click Save or Submit, as appropriate. Both actions save the record, but Save leaves the record in Edit mode, and Submit leaves the record in a read-only state.
Notes:
- When you create a non-workflow BP record, you can only select a Status that is Active.
- If you click Submit and the record is in a terminal status, you will not be able to edit that record again.
Assign record permissions as appropriate.
When you change settings in the Permissions window, 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.

Last Published Tuesday, April 8, 2025