Manually Initiate Auto-Creation of Destination BPs

You can also manually initiate auto-creation of destination BP records (workflow or non-workflow) or line items when they meet specific conditions, frequency, or both.

Use this method to auto-create:

  • A BP record from the Main Form or Detail Form for line items.
  • Multiple BP records from line items in the Detail Form. Individual line items can be copied or ignored.

Prerequisites

  • You have update or create permissions for the BP record.
  • The business process supports one or more BP Creator data elements in the Main Form or Detail Form.
  • Each BP Creator data element is configured to auto-create a BP record or a line item.
  • BP Workflow setup has not been configured to trigger an auto-create by the system.
  • Source and destination BPs are setup for auto-creation.

Online Mode

To manually auto-create a destination BP record or line items:

  1. In the source business process record, navigate to the Main Form or Detail Form.
  2. In the field label associated with the BP Creator data element, select the option to initiate the auto-creation process.

    A Pending Creation action displays.

  3. To auto-create the record in the destination BP, touch Send (for workflow records) or touch Submit (for non-workflow records).
  4. On successfully auto-creating BP records or line items in the destination, in the source BP record, touch the hyperlink in the field label associated with the BP Creator data element to access the auto-created destination BP record.

If you receive a permission error, contact your administrator for access.

Offline Mode

You can manually trigger the auto-creation of a BP record. The record is automatically created when the offline source record syncs. If you receive an error that the BP has not been set up after your device syncs, contact your administrator.