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Restarting business processes

If a business process has been rejected, you must restart it before you can make corrections to the form. When you restart a business process, its form is unlocked so that you can make the changes noted by the reviewer.

Info

You can restart only rejected business processes.

To restart a business process:

  1. Navigate to the Contacts workspace to restart a business process for a contact or company. Navigate to the Opportunities workspace to restart a business process for an opportunity. Navigate to the Service Requests workspace to restart a business process for a service request.
  2. Select the contact, company, opportunity, or service request for which you want to restart a business process.
    The record for the selected contact, company, opportunity, or service request opens.
  3. Click the Business Processes tab.
    A list of all business processes for the contact, company, opportunity, or service request is displayed.
  4. Click the Action button  for the business process that you want to restart, then select Restart Process.
    Rejected business processes have their outcome set to Rejected.
    The outcome for the business process is cleared and the status is set to Restarted.

The business process is restarted and its form is unlocked.

Review the business process to read the reviewer's rejection notes and make the desired changes to the form.

Reviewing business processes