Creating Business Process Records

To create a business process (BP) record, populate the Main Form.

If the business process supports attachments and comments, these can be accessed through secondary tabs (if enabled) under the Main Form. These secondary tabs are collectively referred to as Quick Access tabs. Use the Quick Access tabs to quickly navigate through various blocks of the form. The Main Form may also contain unnamed blocks. To access such unnamed blocks, touch ().

If the BP (workflow or non-workflow) supports folders or line items, Populating Detail Form with Line Items.

Prerequisite

• You have the required permission to create BP records.
• You have the required permissions to create BP records, attachments, comments, and so on.

Populate Main Form (Online Mode)

1. Begin a new BP record:
   1. Select the applicable workspace and BP tile where you want to create the record.
   2. Touch the Plus (+) icon. On split-view devices, touch the Plus (+) icon in the left pane.
   3. If prompted, select a workflow.
2. To select a form view, touch Menu ( ) and then touch Switch to Standard Form or Switch to Mobile Form.

   For standard forms, the form is identical to the format in Unifier web with the same block structure, and Quick Access tabs.

   For mobile forms, form fields display as a flat list.

3. Use any of the following navigation options:
   • To navigate to each block of the record, touch a Quick Access tab in the form's toolbar.
   • To navigate to a record’s attachments, touch the Attachments () tab.
   • To navigate to the record’s comments, touch Comments () tab, or scroll down to the Comments block.
   • If you want to work offline, Downloading Records and Working Offline.
4. Populate the Main Form of the BP record. If enabled and applicable:
   • Enter information for various types of fields as outlined in Common Data Entry Tasks.
   • Attach supporting files. For more details, see Working with Attachments.
   • Add comments. For more details, see Working with Comments.
5. If the BP record (workflow or non-workflow) is associated with folders or line items, Populating Detail Form with Line Items.
6. For workflow BPs, complete the workflow step assigned to you as outlined in Working with Workflow BPs.
7. To complete the BP record, touch Send (for workflow BP records) or Submit (for non-workflow BP records).
   • To save the record to the server and retain the record in an editable state, touch Save. The updated record content is saved in the Unifier web application as well.
   • To complete the submission of the record, touch Submit.
   • To modify the record, touch Edit.

Offline Mode

• You can create BP records.
• You can toggle between Standard Form and Mobile Form.
• If you save a BP record, it is saved on your device.
• When you save a record, the updated record content is saved in the Outbox of your mobile application. When you switch to Online mode, you must sync the record in the Outbox to save changes.
• The BP record moves through the workflow only when your device is set to Online mode and has network connectivity. If you have a file with annotations, it is also sent to the server with the BP record.