Business Process Forms

The forms are consistent throughout the system, with a similar look and feel. When you send a workflow business process form to the next step, the assignee receives a task.

When you first open a task, it appears in "view" mode. Depending on your BP setup, the "view" version of this form might let you:

• Accept the task
• Decline the task
• Print the form
• Terminate the record
• Send Mailbox
• Transfer ownership of the record
• Add an assignee to the current step
• Copy users to the current step
• Audit the progress of the record
• Add a comment, if you have permission

If you accept the task, the form becomes editable. Depending on your BP setup, the editable, or "action," version of this form might let you:

• Undo task acceptance, which allows someone else to accept the task.
• Decline the task, which takes you out of the list of assignees.
• Select the step's next action.
• Add or edit form content
• Save a draft of the record
• Terminate the record
• Transfer ownership of the record
• Display the view form of the business process
• Audit the progress of the record
• Add attachments, line items, and so on
• Send the form to the next step

The form appears similar to a paper form—you complete the form by typing information directly into the form fields or choosing options through drop-down lists, pickers, or checkboxes.

Note:

The section labels are determined by the design and may vary. The basic form functionality remains the same.