03-start-and-handle-business-processes.md

Overview

Core business content

• View Business Process to-dos: Go to To-Do Center > My To-Dos and open the Business Process category. View pending tasks by business category, such as work order, contract document, Account, or Sales Contract.
• Filter to-do tasks: The Business Process list supports filters by to-do status, Record Type, Task Start Time, Amount, and other conditions. You can also clear external filter values and query again.
• Switch display views: The to-do list supports list and card displays for different business scenarios.
• Process tasks in batches: If the page supports Batch Operation options, use Batch Approval or another batch entry to process multiple Business Process tasks.
• View Basic Info: In task details, view the process Name, process start time, task-related object, task-related data, Task Start Time, and Current Handler.
• View process progress: View the Current Stage, stage tasks, pending status, and the View Full Process entry.
• Fill in or Edit Approval Content: For approval business tasks, fill in or edit approval content as required, such as Account, subject, priority, category, description, and status.
• Submit processing comments: Enter approval comments and use buttons such as Save and Approve, Disapprove, or On Hold to process the task.
• Handle stage tasks: On the object details page, view current stage tasks and click Fill In, Approve, Disapprove, or On Hold as required to advance the process.
• Run task operations: Depending on permissions and node configuration, the page might support Change Handler, Pre-assign, urging, forwarding, termination, and View Full Process.
• View business object details: In task details, view business object fields, summary information, details, detail lines, Business Process, Approval Process, Modification Record, and other related information.
• Use object page operations: At the top of the object details page, you might be able to edit, Change Owner, Initiate Business Process, Void, Lock, Copy, or run other business operations. The actual options depend on object permissions and page configuration.

Before you begin

• An administrator has enabled the Business Process.
• You can access the target business record.
• You are the Initiator or Task Handler.

View a Business Process

1. On CRM To-Dos > Pending Business Processes, open the target business record.
2. View the current Business Process details.
3. Click View Full Process as needed.

Manually start a Business Process

1. Open the business object details page.
2. Confirm that the current record is not Voided.
3. Click Initiate Business Process.
4. Select an Enabled Business Process.
5. Click Confirm.

Automatically start a Business Process

View Business Process tasks

1. On CRM To-Dos > Pending Business Processes, click the process name.
2. Open the task landing page.
3. View the Task Description and current task operations.

Process a business activity

1. On the task landing page, edit the object or fill in task content as required.
2. Click Save to save the edited record.
3. Click Save and Complete to complete the current task.

Process an approval task

1. Open the Business Process approval task.
2. View the approval data and process description.
3. Select Approve or Disapprove.
4. Enter processing comments.
5. Click Confirm.

Put a task On Hold

1. On the task details page, click On Hold.
2. Enter the reason for putting the task On Hold.
3. Click Confirm.

Continue a task

1. Open the task that is On Hold.
2. Click Continue Task.
3. Continue completing the task content.
4. Click Save and Complete.

Terminate a Business Process

1. On the Business Process details page, click Terminate.
2. Enter the termination reason.
3. Click Confirm.

Forward a Business Process

Expected result and verification

• After the task is completed, the process moves to the next node.
• After you put the task On Hold, the Task Status shows paused.
• After you continue the task, the task returns to pending processing.
• When you View Full Process, you can see the process diagram, logs, and activities.

Related topics

• How to handle to-do tasks
• How to configure Business Process nodes