Published at: 2026-09-17
Manage business processes
Manage Business Process Enablement, Disablement, Copy, Delete, and global configuration.
Overview
After a Business Process is created, admins can maintain its Status and use global configuration to control common rules. These rules include the default handling page on the Web Portal, the page to open after Mobile Client To-Do handling, termination reasons, On Hold, To-Do card buttons, Approval Role matching rules, Business Process View permissions on detail pages, and Custom PWC plugins. Good management rules reduce mistaken initiation, mistaken operations, and inconsistent Process experiences.
Before you begin
- You have Business Process management permission.
- The Business Process is created.
- You have Confirmed whether the Process still applies to the current Business Scenario.
- You have Confirmed Web Portal and Mobile Client To-Do handling requirements.
- You have Confirmed global rules for Process termination, On Hold, Role matching, and detail-page View permissions.
Manage basic operations
Go to Setup > CRM Platform Management > Process Management > Business Process Management. In the Business Process list, you can manage existing Processes.
The list shows Business Process Name, API Name, Description, Trigger Object, Status, Applicable Scope, Process Type, Process usage count, and Operation items. Use this information to Confirm whether a Process is still used and whether it must be Enabled, Disabled, or reused.
| Operation | Description |
|---|---|
| New | Create a Business Process. Click New in the upper-right corner of the list to open the creation page |
| Edit | Edit the Business Process again. The Trigger Object cannot be changed during re-editing |
| Enable | After Enablement, the Process can be initiated. A Disabled Process shows the Enable Operation |
| Disable | After Disablement, the Process cannot be initiated. An Enabled Process shows the Disable Operation |
| Copy and New | Copy an existing Process and create a Process. You can adjust Basic Info and Process structure after Copy |
| Delete | Delete a Process that is no longer used. Before Delete, Confirm historical instances and business impact |
| Export | Export Business Process list data. Click Export in the upper-right corner of the list |
| Global configuration | Open the global Business Process configuration page to maintain common Process settings |
[!NOTE] Disable Business Processes that no longer apply to prevent users from initiating them by mistake. After you Copy and New, check the Trigger Object, Initiator Visibility, Trigger conditions, Node Handlers, Initiate Business Process actions, post actions, and Enable Status again.
Global configuration
Click Global configuration in the upper-right corner of the Business Process management list to open the global Business Process configuration Menu. Global configuration maintains common Business Process rules and affects To-Do handling, Process termination, On Hold, To-Do card display, Role matching, detail-page View permissions, and Custom plugin behavior.
The global configuration Menu includes these entries:
| Configuration item | Purpose |
|---|---|
| Web Portal default handling page settings | Controls whether users open the task handling page or data detail page by default when they open a Business Process To-Do in the Web Portal |
| Mobile Client page settings after To-Do handling | Controls whether Mobile Client users return to the previous page or stay on the task Landing Page after handling a To-Do |
| Termination reason configuration | Controls whether users must enter a termination reason when they Terminate Business Process |
| On Hold configuration | Controls whether Business Process To-Dos can be put On Hold, and the task display or Reminder rules after On Hold |
| To-Do card button configuration | Controls whether all Operation buttons for Process tasks are shown on To-Do cards |
| Approval Role matching rule configuration | Controls whether Approval Roles in Business Processes Match by Initiator department or data Assigned Department |
| Detail-page Business Process View permission configuration | Controls who can View Business Process information on a data detail page |
| Custom PWC plugin configuration | Extends Custom interactions on To-Do lists and Business Process detail pages |
Configure the Web Portal default handling page
Web Portal default handling page settings control whether a user opens the Data detail page or Task detail page by default after clicking an item in the pending Business Process task list.
| Option | Description |
|---|---|
| Data detail page | After clicking a pending task, the user opens the Business Data detail page by default. This helps the user View complete Account, Work Order, Opportunity, or other Business Data before handling the Process |
| Task detail page | After clicking a pending task, the user opens the Business Process task detail page by default. This helps the user View and handle the current Process task directly |
In addition to the default page, you can specify the page by Related Object:
| Configuration item | Description |
|---|---|
| Specify Related Objects that open data detail pages | When the default page is Data detail page, select which Related Object To-Dos open the data detail page, such as Account Objects |
| Specify Related Objects that open task handling pages | When the default page is Task detail page, select which Related Object To-Dos open the task handling page, such as Contract or Sales Lead Objects |
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select Web Portal default handling page settings.
- In the dialog, select the default page for the pending Business Process task list: Data detail page or Task detail page.
- To control the default page by Related Object, Add Objects in Specify Related Objects that open data detail pages or Specify Related Objects that open task handling pages.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] If Process handling requires full Business Data first, use the data detail page by default. If Handlers must quickly open and complete Process tasks, use the task detail page by default. When configuring by Related Object, also Confirm data View permissions and task handling permissions for each Object.
Configure the Mobile Client page after To-Do handling
Mobile Client page settings after To-Do handling control page navigation after a Mobile Client user handles a Business Process To-Do. This setting affects the experience when users process multiple Mobile Client To-Dos continuously.
| Option | Description |
|---|---|
| Stay on task detail page | Stay on the current task detail page after completion, so the user can continue to View the handled task Content and Process result |
| Return to previous page | Return to the page used before entering the To-Do, so the user can continue handling the To-Do list or return to the original business page |
| Automatically enter next task | Automatically open the next pending task after completion. This is suitable when users handle multiple Business Process To-Dos continuously on Mobile Client |
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select Mobile Client page settings after To-Do handling.
- In the dialog, select the page behavior after Mobile Client To-Do handling: Stay on task detail page, Return to previous page, or Automatically enter next task.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] If Handlers need to process multiple Mobile Client To-Dos continuously, select automatically enter next task. If Handlers usually enter To-Dos from Account, Work Order, or other business pages, select return to previous page. If they need to review the Processing Result after handling, select stay on task detail page.
Configure termination reasons
Termination reason configuration controls whether users must enter a termination reason when they Terminate Business Process, and whether actions after Process termination run when Business Data is Voided or Deleted.
| Configuration item | Option | Description |
|---|---|---|
| Termination reason required | Yes | Users must enter a termination reason when they Terminate Business Process, so the reason, business responsibility, and Abnormal handling basis can be tracked |
| Termination reason required | No | Users are not required to enter a termination reason. Use this for lightweight Processes that do not require a standardized termination audit trail |
| Execute actions after Process termination when data is Voided or Deleted | Yes | When Process-related data is Voided or Deleted, the System still executes actions after Process termination, such as reminding related Personnel, unlocking data, or cleanup logic |
| Execute actions after Process termination when data is Voided or Deleted | No | When Process-related data is Voided or Deleted, the System does not execute actions after Process termination, to avoid continued Automatic operations on Voided or Deleted data |
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select Termination reason configuration.
- In the dialog, set Termination reason required to Yes or No.
- Set Execute actions after Process termination when data is Voided or Deleted to Yes or No.
- Click Confirm to Save the settings, or click Cancel to discard changes.
After configuration, the System validates termination reasons according to the rule. If Termination reason required is Yes, users cannot complete termination without a reason. If Execute actions after Process termination when data is Voided or Deleted is Yes, the System continues to execute Configured termination actions when related data is Voided or Deleted and causes Process termination.
[!NOTE] For Important Business Processes, such as Account grading, Quote Approval, Work Order handling, and Owner change, we recommend enabling termination reason required. Decide whether to execute termination actions after data is Voided or Deleted based on action Content. If actions include Unlock, notification, or cleanup logic, you can choose to execute them. If actions Update Voided or Deleted data, Enable the setting with caution.
Configure On Hold
On Hold configuration controls whether Handlers can select On Hold in Business Process To-Dos, and controls the To-Do display and subsequent handling rules after On Hold.
| Configuration item | Description |
|---|---|
| Allow On Hold | Controls whether Handlers can temporarily Skip the current Business Process To-Do |
| To-Do display after On Hold | Controls whether the task after On Hold continues to show in the To-Do list or reminds users in another way |
| Reprocessing method | Controls how Handlers re-enter the To-Do later and continue handling it |
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select On Hold configuration.
- Configure whether On Hold is allowed and subsequent handling rules according to business needs.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] On Hold is suitable when business users must complete information, communicate offline, or wait for External results. If Process timeliness requirements are high, Enable it carefully and use timeout Reminders or task follow-up mechanisms.
Configure To-Do card buttons
To-Do card button configuration controls whether all Operation buttons for Process tasks are shown on To-Do cards.
| Option | Description |
|---|---|
| Yes | Show all Operation buttons for Process tasks on To-Do cards, so Handlers can quickly View and handle tasks on the card |
| No | Do not show all Operation buttons on To-Do cards. Keep only the default display mode |
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select To-Do card button configuration.
- In the dialog, set whether to Show all Operation buttons for Process tasks on To-Do cards.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] If Handlers need to complete More handling actions directly on To-Do cards, select “Yes”. If To-Do cards should stay concise, select “No”.
Configure Approval Role matching rules
Approval Role matching rule configuration controls how Approval Roles in Business Processes Match Handlers. When a Node Handler uses an Approval Role, the System can resolve the corresponding Personnel by Initiator department or data Assigned Department.
| Matching method | Description |
|---|---|
| Match by Initiator Primary Department and Secondary Department | The System matches Approval Roles by the Process Initiator’s Primary Department and Secondary Department |
| Match by Approval data Assigned Department | The System matches Approval Roles by the Assigned Department of the current Business Data |
If the Approval data Assigned Department is Empty, the resolved Approval Handler may be Empty by default. Configure a default Handler for key Processes.
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select Approval Role matching rule configuration.
- Select the Approval Role matching method.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] If Process Approval responsibility mainly follows the Initiator’s Org Structure, Match by Initiator department. If Approval responsibility mainly follows Business Data ownership, Match by data Assigned Department.
Configure detail-page Business Process View permissions
Detail-page Business Process View permission configuration controls whether the System ignores Data Permission when users View the Business Process list on an Object data detail page.
| Option | Description |
|---|---|
| Yes | Ignore Data Permission when users View the Business Process list on an Object data detail page, so related Personnel can directly View Business Process information |
| No | Follow Data Permission control when users View the Business Process list on an Object data detail page. Only users with permission can View it |
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select Detail-page Business Process View permission configuration.
- In the dialog, set whether to Ignore Data Permission when viewing the Business Process list on an Object data detail page.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] If Business Processes include sensitive Approval comments, Account information, or cross-department collaboration Content, Enable the Data Permission bypass carefully. If business users need to quickly View Process routing information on detail pages, you can consider enabling it.
Custom PWC plugin configuration
Custom PWC plugin configuration extends Custom interaction capabilities for Business Process To-Do lists, To-Do detail pages, or Process handling pages. For example, a plugin can control button visibility, add validation logic, extend page display, or embed a Custom handling entry.
Configuration steps:
- In the upper-right corner of the Business Process management list, click Global configuration.
- In the dropdown Menu, select Custom PWC plugin configuration.
- Configure PWC-JS plugin parameters as required by the plugin.
- Click Confirm to Save the settings, or click Cancel to discard changes.
[!NOTE] Custom PWC plugins affect the page interactions that users experience when they handle Business Processes. Before Enablement, validate plugin compatibility, permission boundaries, and Abnormal fallback logic in a test environment.
Management recommendations
- Disable Business Processes that no longer apply to prevent users from initiating them by mistake.
- After you Copy and New, check the Process Object, Trigger conditions, and Node configuration again.
- For Processes that require full Business Data, validate the Web Portal default handling page first.
- For Processes handled frequently on Mobile Client, validate page settings after To-Do handling first.
- For Important Business Processes, Enable termination reason required.
- Before you Enable On Hold, To-Do card buttons, or Custom PWC plugins, validate the user experience with test accounts.
- For Approval Roles and detail-page View permissions, also check Org Structure, Role permissions, and Data Permission.
Expected result and validation
- Start a Business Process with a test record.
- Check Process Status and whether the Process can be initiated only when it is Enabled.
- Open a To-Do in the Web Portal and verify that the default handling page matches the configuration.
- Handle a To-Do on Mobile Client and verify that page navigation after handling matches the configuration.
- Terminate the Process and verify whether the termination reason is required as Configured.
- Use a Node with Approval Roles Configured and verify whether the Role matching result is correct.
- Use accounts with different permissions to open the data detail page and verify whether Business Process View permission matches the configuration.
- If a Custom PWC plugin is Enabled, verify that To-Do list, detail page, and handling page display and interactions are normal.