Select Template Dropdown - Select a business process template to view and edit. The dropdown list displays all of the templates that have been saved at the selected level
Recalculate... Checkbox - Due dates are automatically calculated in the Workflow Tab when a record is submitted using the submit date and the Review Days defined in each approver step. If this box is checked, each time a workflow action is taken PMWeb will attempt to adjust due dates for remaining steps in the business process to take into account days saved or lost in the current step.
Single... Checkbox - If this box is checked, for all multi-approver steps in the business process that have the "All Must Approve" option selected, only one workflow email will be sent - when the last approver approves or any approver returns or rejects - rather than each time an action is taken.
Associate With Field - If the template is associated with one or more record types here only APM branch rules associated with those record types can be inserted in it and the template can only be assigned to the associated record type(s) on the Record Types Tab
BPM Managers Section - Use this table to add or delete BPM managers. BPM managers are allowed to edit records that have completed this business process, meaning the status of the record is "Approved", "Rejected", or "Withdrawn.
Overdue Alerts Section - Use this section to configure alerts that can be issued when any step for this business process is overdue, or about to be:
Alert Active Checkbox - if unchecked, no alerts will be sent out
Days (+/-) - the number of days before or after the step is due to issue the alert
Role(s) - select one or more roles at the selected level to receive overdue alerts
Email - If this box is checked, emails are sent when the alert is triggered.
Onscreen - If this box is checked, an event is added to View Events inbox for the user assigned to the role at the selected level
