Editing BP Records

To update an existing business process (BP) record, review and edit information in the Main Form, and if applicable or enabled, the Detail Form tab.

Prerequisite

You have Edit permission to perform this task.

Main Form (Online Mode)

  1. From your Tasks log or BP tile, select a BP record with an Active status:
    • To open a workflow BP record, tap Accept.
    • Touch a non-workflow BP record, to open in Edit mode by default.
    • On devices that support split-view:
      1. In the left pane, select a record.
      2. To edit the record, tap Menu ("") in the right pane and select Edit or Accept, or expand the right pane.

        Note:

        You cannot edit a non-workflow BP record with an Inactive status

  2. In the BP log, use any of the following navigation options to review BP records and then tap Accept:
    • To navigate to each block of the record, tap a Quick Access tab in the form’s toolbar.
    • To navigate to a record’s attachments, tap the Attachments (icon) tab.
    • To navigate to the record’s comments, tap the Comments (icon) tab or scroll down to the Comments block.
    • To toggle between form views, tap Menu ("") and then tap Switch to Standard Form or Switch to Mobile Form.
  3. If you want to work offline, Downloading Records and Working Offline.
  4. Edit the BP record. If enabled and applicable:
    1. Edit information for various types of fields as outlined in Common Data Entry Tasks.
    2. Attach supporting files. For more details, see Working with Attachments.
    3. Add comments. For more details, see Working with Comments.
    4. If the BP record is associated with a workflow, has folders or line items, Editing Detail Form.
  5. To complete the BP record, tap Send (for workflow BP records) or Submit (for non-workflow BP records).

    If the record contains validation errors, you cannot switch to the Detail Form tab, save, submit, or send the record.

Offline Mode

The BP record is saved on your device. A workflow BP record (workflow or non-workflow) moves 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 along with the BP record information.