Business Process Records Overview

You can create a business process (BP) record if you have the appropriate permissions and can see the Plus (+) sign in the mobile app. You can access your tasks from the Home Workspace or a selected workspace.

To access existing BPs, use any of the following methods:

• To access the recent 20 BP records, from the Home Workspace, touch Recent.
• For a selected workspace, the Recent Business Process section displays a maximum of four BPs that have been accessed only on mobile devices.
• To access a list of available BPs in a selected workspace, touch See All.

To access additional options in the BP Records log, touch Menu ( ):

• If enabled to view the geo-location of your BP records, touch Map View.
• To reload the BPs with the latest updates, touch Refresh Business Process Design.
• To download multiple records in Online mode, touch Download Records for Editing.
• To download all records in Online mode, touch Download All Records for Reference.

  Only the required minimum data is downloaded. In Offline mode, these minimized sets of downloaded records are not displayed in the BP log. Instead, they are available through BP pickers. However, attachments, Comments, and Detail Forms cannot be viewed from the BP log.

  Depending on the number of records being downloaded, it may still require substantial time and bandwidth.

• To delete all offline records on your device for a selected BP tile, touch Delete Downloaded Record(s).
• To delete drafts of new and existing records, touch Delete Draft.

  Note:

  When you create a new BP record, or view or work with existing ones, multiple fields may appear as read-only (dimmed). This includes, but is not limited to, fields such as BP Creator, BP Line Item Creator, and Issue Record.

To return to the selected workspace screen, touch < Menu.