Filling out business process forms

When you start a business process, an entry is created in the Business Processes tab in the record for a contact, company, opportunity, or service request. This entry contains the form and approval steps for the business process. To run the business process, you must fill out the form.

Business process forms consist of pages that contain questions. When you fill out a form, you enter the answer to each question in its corresponding field.

To fill out a business process form:

1. Navigate to the Contacts workspace to fill out business process forms for contact or company records. Navigate to the Opportunities workspace to fill out business process forms for opportunity records. Navigate to the Service Requests workspace to fill out business process forms for service request records.
2. Select the contact, company, opportunity, or service request for whom you want to fill out a business process form.
   The record for the select contact, company, opportunity, or service request is displayed.
3. Click the Business Processes tab.
   A list of all business processes for the contact, company, opportunity, or service request is displayed.
4. [Optional] Dock a business process to display the pages and questions from the form in their own workspace. To dock a business process, click the Action button  for your desired business process, then select Dock.
   A new business process workspace opens.

5. Select the Form tab. Pages in the form display in the Pages list. In some cases, a page does not display until a related question on another page has been answered. Click on any page name to open the page.

   Info

   By default, you do not need to answer all required questions before proceeding to the next page.

6. When you have answered the questions in the current page, click one of the following buttons:

   Next
   Proceeds to the next page in the form. If no next page is available, this button is disabled. If there is a page with required questions, you will not be able to proceed without answering them (unless your form administrator has enabled node expansion), and the page validation icon  displays beside the page's title in the Pages list as a reminder that you still have answers to provide.
   Previous
   Returns to the previous page in the form. If no previous page is available, this button is disabled.
   Save
   Saves the information that you have entered in the form, but does not submit it.

   Info

   You can edit a saved business process until it is submitted.

7. [Optional] When you have finished answering the questions in the form, if the form is configured with a print document, you can print the document:
   1. Go the final page in the form and click Print.
      The Merge Document dialog opens.
   2. Select the document and click Download.
      The Merge Document dialog closes and the document is updated based on the answers in the form.

   Info

   The Print button is only available if the form is configured with a print document.

   The associated document is updated and printed.

8. Click Save to save the information that you have entered into the form.

You have now filled out the form for the business process.

Before the information that you entered in the form can be approved or used to update the record for the contact, company, opportunity, or service request you need to submit it for approval.

Related links

Modifying business processes
Submitting business processes