Creating, Adding, and Deleting Business Process Help Files

Oracle provides standard business processes.

For Cloud

If you must download, deploy, and access a local copy of the business processes help files, download the help.zip. Contact your cloud administrator for more information.

For On-Premises

If you must download, deploy, and access a local copy of the business processes help files, download the help.zip file and follow the instructions in the Unifier Installation Guide.

You can also develop your customized business process and create your own help files.

Note: The help files must be in Adobe Acrobat PDF format.

You can add the help file to new or existing business process setups. If you add the help file after individual business process records have been created, the help file will not be available to the existing records; however, it will be available immediately from the business process log or in any new business process that is created after the help file has been added.

Note: Custom business process help files can be added to project-level or company-level BPs.

To create a custom business process help file:

  1. Be sure that you have installed on your system Adobe Acrobat or other software application that includes a plug-in allowing the ability to create a PDF file.
  2. In Microsoft Word or a similar software application, write the business process instructions that you want to be made available to other business process users. Save the business process help file, but do not close it.
  3. With your business process help file still open, do one of the following to create a PDF file. This will depend on how your system is set up.
    • Print to PDF file: Select the File menu, and choose Print. From the Printer drop-down list, select Adobe PDF as the printer, and select OK. Name the PDF file, and select OK.
    • Save as PDF file: Select the File menu, and choose Save as PDF. Name the PDF file, and select OK.

The PDF file will be generated and can be viewed using Adobe Acrobat Reader.

To add a custom business process help file to a new or existing business process setup:

  1. For a business process:
    • At the company level, go to the Company Workspace tab, and switch to Admin mode; in the left Navigator, select Company Workspace, and then select Business Process Setup.
    • In a project or shell, go to the shell tab, and switch to Admin mode; in the left Navigator, select Setup, and then select Business Process.

      Note: Even though the help file is added to an individual setup window, it is automatically added to all setups for that business process. The help file will be available immediately to all users with access to the business process log in User mode and will be available to any individual business process record created after adding the help file.

  2. Select the business process from the log, and select Open. The Setup log for the business process opens.
  3. Select New to create a setup, or select an existing setup from the log and select Open. The Business Process Setup window opens.
  4. In the General tab, select Help File Add. The File Upload window opens.
  5. Select Browse, and navigate to the help file that you want to add. The help file must be an Adobe Acrobat PDF file. Select OK to attach the file and close the File Upload window.
  6. When you have completed the Business Process Setup window, select OK.

To delete a business process from an existing setup:

Note: You can delete a business process from a specific shell template but not from other Projects/Shells that have been created using the template.

  1. Go to the shell tab, and switch to Admin mode.
  2. In the left Navigator, select Setup, and then select Business Process.
  3. Select a business process for deletion.
  4. Select Delete.
  5. When the prompt appears that asks you to confirm deletion, select Yes to delete the business process.

To access the business process Help link:

  1. In User mode, navigate to the business process log.
  2. Select the Help menu, and then select the business process name, which appears at the bottom of the Help menu. If a business process help file has been added to the business process form setup, the PDF file will open.
  3. You can also access the file from the business process form. Open a business process record, select the Help menu, and select the business process name.

Last Published Monday, October 13, 2025