Setting Up Workflow Business Processes

Use this procedure to set up a workflow business processes at the company-level or at the project/shell-level.

Prerequisite: Ensure you have added the business process to the log.

Procedure

To set up workflow business process:

1. Go to the shell tab, or go to the Company Workspace tab for a company-level business process.
2. Switch to Admin mode.
3. In the left Navigator:
   • For project/shell, select Setup, and then select Business Process.
   • For company-level business process, select Business Process Setup.
4. In the Business Processes log in the right pane, select a BP, and select Open.
5. In the BP Name Setup log in the right pane, select the business process (BP), and select Open.
6. In the Business Process Setup window of the selected BP, enter information in the following tabs, and select OK:
   • General tab
   • Settings tab
   • Set Up View Forms for Workflow Business Processes
   • Record Properties tab
   • Notification tab
   • Auto Creation tab
7. Proceed to complete Workflow Setup in Company-Level BPs or Project-Level BPs.

   Note:

   To configure a setup for multiple workflows, repeat this procedure for each workflow available for the business process.
8. Select any of the following options:
   • Select Yes to activate the BP and make it available to users.
   • Select No to keep the BP inactive until a later date.

Important information

After a workflow record is created by using any workflow schema (unique combination of Setup Name + Workflow Name), the workflow record continues to reference the workflow schema even if the Status of the workflow schema has been set to Inactive.

This condition includes workflow records that are in the following statuses:

• Draft
• Initiation Step (I-Step)
• Also, this condition includes any workflow record at any other step in the workflow.

If there is an Active BP Template, the Template continues to create records referencing the Inactive workflow schema. For instructions on creating a template, see Creating BP Templates and Scheduling BP Creation.