Public Processes

Public processes can be started from a public web page such as the customer's website by licensed Trimble Unity Construct or unlicensed users.

This feature allows non Trimble Unity Construct users to start a Trimble Unity Construct process which is usually a request for a project or a service that the client provides. The public Start Process URL link to the entry form can be embedded on the client's website. New project requests, maintenance requests, and public feedback processes can be set up this way.

Public processes cannot be used for processes that include:

  • Cost process configuration
  • 'Company' data field
  • 'Company on Project' data field
  • 'Process Lookup' data field
  • 'Project' data field
  • Any “User” data field (in role, in project, etc)

Dynamic grids cannot be used in a public process.

Set up Public Processes

The public settings for a process are not enabled by default. The Public Settings section on the Add or Edit Process page will be displayed only when public processes are enabled in Trimble Unity Construct.

The project that gathers all of the public process instances must have an approved budget. The approved budget does not have to contain any budget line items.