Week 1: Introduction and Workflows

Unit 1: SAP Workflow Management – An Introduction

SAP Workflow Management – an introduction
Go the last mile with workflows

Account Opening Commercialization Workflows Invoice Approvals

Investment Approvals
Stock Market Index Management
Financial Data Collection
Vendor Creation Workflows
20%
NON-STANDARD
Accruals Processing Capital Expenditure Approvals WORKFLOWS

STANDARD
BUSINESS Lead to Cash
PROCESS Recruit to Retire
Design to Operate
80% Source to Pay

HR Employee Self Services Parental Leave

Manager Self Services Vacations Relocation Situation Handling in POs Incident Management
Onboarding Visa Permits Managing Contingent Workers PR/PO Line Item Approvals Return Order Process
Procurement Data Collection
Digital Field Ticket Handling
Claims Management Automate Unplanned Work Requests
Master Data Management Self Service Master Data Record Update Lead Generation Workflows
Document Approval
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2
SAP Workflow Management – an introduction
Processes run the world

Processes today are They are still too manual This leads to errors,
complex inefficiencies, and costs

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

SAP Workflow Management – an introduction
What is a workflow?

A workflow is an executable visual diagram of a structured, predefined set of activities that produce a desired
result.
What else?
BPMN Shape Meaning
Task Mail Task
Refund Approved Event Intermediate Message
Event Intermediate Timer
Event Terminal End
Refund Rejected Gateway Parallel Gateway
Task UI / Form

Example: Simple Orders Return Workflow BPMN 2.0

(Business Process Model and Notation)

A workflow consists of
▪ Activities / process steps
▪ Decision gateways
▪ Input, triggered by human actors or automatically by applications or by software robots
▪ Output, the result of process steps (activities) or the workflow itself
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4
SAP Workflow Management – an introduction
Workflow types

Embedded

Extensions

Cross-LoB Orchestrations
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5
SAP Workflow Management – an introduction
SAP Workflow Management at a glance

A cloud service offering to digitize workflows, automate business processes,

manage decision logic, and gain end-to-end process visibility
with embedded intelligence
SAP Workflow Management

Process Workflow Tightly Integrated

Workflow Decisions Visibility Inbox
Intelligence with:

Workflow Business Rules Process Visibility My Inbox Predictions SAP Intelligent RPA
(Low/No-Code) Manage Decisions Live Process SAP Task Center Recommendations SAP
Manage Process Dashboards Explanations Conversational AI
Variants Rules Mining

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

SAP Workflow Management – an introduction
Overview of key capabilities

Workflow Editor Business Rules (Low Process Variant (No Process Visibility Plug &
(Low Code) Code) Code) Play
Application Workflow Decision Management and Configuration UI for Real-Time Workflow Visibility
Enterprise Rules Model Business Experts with XM Integration

Application developer- Integrated Business Rules Process flexibility to Plug & Play Process
focused workflow modeling Management to deploy configure variants of Visibility with easy-to-
and process automation into hybrid landscapes processes with pre-built configure dashboards and
content XM integration

SAP Workflow Management is a coherent cloud service offering combining workflow, business rules,
process visibility, process flexibility, and inbox, complemented by pre-built content packages
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7
SAP Workflow Management – an introduction
Creating E2E cross-LoB workflows

User Engagement
SAP Launchpad Process Flexibility
Central Entry Point Business Variant Configuration of Predefined Skills
SAP Task Center Process Visibility
Inbox with Workflow Intelligence
(Workflows, Rules, Process Visibility)

Workflow
Form Workflow
Intelligence
Collect data Business Rules Approval(s) RPA Bot Distribute data
Configuration & training of
SAP application event workflow intelligence for
triggers workflow Data entry Workflow communicates Decision Notifications Automation Workflow communicates
with application(s) automation Task provisioning / Task UI AI-based recommendations
with application(s)

Pre-built
Content
SAP Business SAPUI5 User Interface, Forms Data Model & Vocabulary Integration Flows RPA Bots
Order-to-Cash App Integration
Procure-to-Pay Workflow Highways SAP Event Mesh ODM Process Integration
Hire-to-Retire
Industries

Package contains

SAPUI5, Forms
Workflows
Process Variants SAP Business Business S/4 Flexible Business Business Cross-Company Workflow Business SAP Workflow
API API API
Business Rules Workflow Events Workflow Events Events (Shared Ledger) Events Management

Data Model SAP Workflow Management

Integrations
ERP & SAP Customer Business Network Human Industry
Bots* SAP S/4HANA Utilities
Non-SAP
Visibility Dashboard Supply Chain On-Premise / Cloud Experience Asset Intelligence Network Resources Real Estate
CX Ariba, Fieldglass SFSF / SAP HCM
SAP ERP Finance & Risk
*planned

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

SAP Workflow Management – an introduction
Consuming workflow content for no-code business configuration
Configure
Discover

Import
Activate
Content packages accelerate customers’ business transformation, enabling them to
▪ Discover pre-built content packages from process hub, available on SAP API Business Hub
▪ Import content packages: workflows, business rules, SAPUI5, pre-configured dashboard Upgrade-safe workflow solution packages accelerate implementations by
▪ Configure process variants, decisions, and visibility models (in a no-code approach) ▪ Pre-built integration with SAP application data model
▪ Activate and deploy new process variants ▪ Out-of-the-box subscription to SAP S/4HANA Event Channels
▪ Event integration via SAP Event Mesh / CPI (iFlows)
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9
SAP Workflow Management – an introduction
Some selected use cases

Manage Sales Orders Manage Credit Block on Order Fulfillment for Project Budget Approval Insight to Action Business Partner Creation
Automate and manage Sales Order Utilities Automate project budget Workflows Approval Process
the approvals of sales Review the sales orders Orchestration of order to approval process and Insight to action workflows Automate business partner
orders in SAP S/4HANA which are credit blocked provisioning sales update budget in to enable actions in Process creation in a flexible and
with validations and and decide about release processes in SAP Cloud SAP S/4HANA Visibility scenarios transparent way
approvals or reject for Utilities

Capital Expenditure Purchase Requisition Business Partner Purchase Requisition Document-Centric Manage Invoices Without
Approval Process Approval and Release Payment Data Change Header Approval and Approval Purchase Orders
Manage investment Automate approval and Approval Release Automate document Manage the posting of
decisions in a release of line items Manage payment data Automate approval and approvals. invoices without purchase
transparent way changes and approvals release at header level by orders
including all line items

Visibility on Visibility on Visibility on Maintain Purchase Info Visibility on Vendor Onboarding

Order to Cash Accounts Payable Accounts Receivable Record Procure to Pay Automate with approvals
Improve time to delivery Establish accuracy in Gain visibility into debt Avoid any rework towards Avoid delays in from the respective
invoice processing management practices the end of the purchasing receiving goods departments
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC process 10
SAP Workflow Management – an introduction
Experience and make the difference

1. Service offering to digitize and automate workflows,

manage decisions, and gain end-to-end process
Why should you consider visibility with embedded intelligence
SAP Workflow Management?
2. Predefined live process content packages available
to serve as accelerators to manage process variants

3. Pre-delivered integration in SAP and non-SAP

applications

4. Support for hybrid workflow implementations with

workflow extension points and APIs

5. Leveraging integrated digital bots or chatbots

6. Integration with experience management solutions

from Qualtrics for contextual awareness
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 11
SAP Workflow Management – an introduction
Key benefits

Do more with less Empower employees through process

automation, freeing up their time to do more
meaningful work

Ensure compliance Comply with policies and regulations via clear

responsibilities and audit trails

Flexibly adapt to new requirements Tailor business processes to business needs,

support new business model innovations, and
fix broken processes for business resilience

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 12

SAP Workflow Management – an introduction
Key learnings

▪ Why processes are important

▪ Go the last mile of process automation with workflows
▪ Workflows and the different types
▪ Capabilities of SAP Workflow Management
▪ Introduction to some selected use cases
▪ Six reasons to consider SAP Workflow Management

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 13

SAP Workflow Management – an introduction
What’s next?

In the next unit, you’ll learn:

▪ An example: capital expenditure approval process
▪ How this process has been implemented with
SAP Workflow Management
▪ How the end user would experience this process now

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 14

SAP Workflow Management – an introduction
Further reading

EXPLORE

sap.com | Video | Infographic | Solution Brief | Roadmap

GET STARTED

SAP Discovery Center | Tutorial | Booster

LEARN

SAP Community | Blogs | SAP Help

PRE-BUILT CONTENT

Live Process Content Packages

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 15

Thank you.
Contact information:

[email protected]
Follow all of SAP

www.sap.com/contactsap

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 1: Introduction and Workflows
Unit 2: Managing Capital Expenditure Approvals
Managing capital expenditure approvals
Example: CAPEX (capital expenditure)

2019/20 → DANONE 2020 → Live Process Content

Capital investments are part of every enterprise as part of their business strategy. Capital investments could be acquisitions,
purchase of new assets including software and services. Capital Expenditures (CAPEX) involve reviews and decisions across
different levels of an organization depending on the type and nature of the investment. Companies are looking for
managing investment decisions in a transparent way by automating all the steps of this process. This will not only enable them
to track every step and decision, but also ensure the corporate policies are followed as part of an investment decision.

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

Managing capital expenditure approvals
Digitize workflows, manage decisions, and gain end-to-end visibility

Capital Create Create

Review CAPEX Approve Provide
expenditure CAPEX project/ Measure ROI
request CAPEX budget
(CAPEX) submission investment

SAP Workflow Management

Workflow Decisions Process Inbox Workflow Tightly Integrated

Visibility Intelligence with:

Workflow Business Rules Process Visibility My Inbox Predictions SAP Intelligent RPA
(Low/No-Code) Manage Decisions Live Process SAP Task Center Recommendations SAP
Manage Process Dashboards Explanations Conversational AI
Variants Rules Mining

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Managing capital expenditure approvals
Demo

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

Managing capital expenditure approvals
Key learnings

▪ An example: capital expenditure approval process

▪ How this process has been implemented with
SAP Workflow Management
▪ How the end user would experience this process now

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

Managing capital expenditure approvals
What’s next?

In the next unit, you’ll learn:

▪ How to use a booster to automatically set up your
account for SAP Workflow Management

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Managing capital expenditure approvals
Further reading

➢ Blog: Automate your Capital Expenditure

Approval Process using SAP Workflow
Management

➢ SAP Community: Workflow Management

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

Thank you.
Contact information:

[email protected]
Follow all of SAP

www.sap.com/contactsap

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 1: Introduction and Workflows
Unit 3: Setting Up Your Development Landscape
Setting up your development landscape
Automatic setup using booster

Configure Entitlements

Subscribe to SAP Workflow Management

Subscribe to SAP Business Application Studio

Create Service Instances

Assign Role Collections

Create Destinations

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2

Setting up your development landscape
Key learnings

▪ A booster is used to automatically set up your trial

account for workflow management
▪ When the booster completes, you will have this setup
done in your account:
− SAP Workflow Management and other needed
service entitlements are added.
− SAP Workflow Management and SAP Business
Application Studio subscriptions are enabled.
− Service instances are created in your trial space.
− SAP Workflow Management role collections are
added to your user.
− Default destinations are created.

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Setting up your development landscape
What’s next?

In the next unit, you’ll learn:

▪ How to build a workflow from scratch using
SAP Business Application Studio

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

Setting up your development landscape
Further reading

➢ Automatically Setup Workflow Management in

SAP BTP Using Booster
➢ SAP Workflow Management – Initial Setup

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

Thank you.
Contact information:

[email protected]
Follow all of SAP

www.sap.com/contactsap

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 1: Introduction and Workflows
Unit 4: Building a Workflow from Scratch
Building a workflow from scratch
SAP Workflow Management – the bigger picture

SAP Business Technology Platform

SAP Workflow Management

SAP Business Custom UI

SAP Fiori Custom UI
Application Studio Launchpad Process Visibility
Applications Applications

Processes Workflows Forms Process Flexibility Monitor Workflows My Inbox

REST

Process Business Workflow Cloud SAP Intelligent SAP API

Visibility Rules Integration RPA Business
Hub
REST REST / OData HTTP / IDOC / SOAP

Secure Network Channel SAP Cloud Applications

SAP Customer
On-Premise IT Landscape Experience portfolio
SAP back-end systems + third party Cloud
Connector
SAP S/4HANA SAP S/4HANA Cloud
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2
Building a workflow from scratch
Modeling terms and concept

Multitarget Application (MTA) project

Workflow Definition

Workflow Context
Workflow
Developer
Workflow Attributes

Scripts

User Interfaces

Create Model Define Program Design User Build &

Project Workflow Attributes Scripts Interfaces Deploy

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3

Building a workflow from scratch
Business Process Model and Notation

Model workflows using industry-standard Business Process Model and Notation (BPMN 2.0)
The main components are
▪ User tasks – performed by end user and can be accessed in My Inbox
▪ Service tasks – establish outbound connectivity to external systems and services
▪ Gateways & events – to control the flow of the workflow

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

Building a workflow from scratch
Task user interface (UI) technologies

Workflow Forms
▪ Declarative approach to model simple form and approval UIs
▪ Tool: Form Editor Workflow Forms
High
Custom Task UI
▪ SAPUI5 / SAP Fiori elements component

Development
Views, Controller, Model, Bindings, My Inbox API…

Speed
▪ Built by developer from scratch
▪ Tools: Code and Layout Editor

Low
Custom Task UI

Low High
Degree of
Flexibility

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5

Building a workflow from scratch
Flexible and agile access to workflows via APIs

Access workflow definitions, instances,

task instance, and much more

+ =
Workflow SAP API
Business Hub

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Building a workflow from scratch
Demo: workflow development

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

Building a workflow from scratch
Key learnings

▪ Creating a project in SAP Business Application

Studio
▪ Using the workflow editor
▪ Calling a remote system from a workflow
▪ Creating a form-based user interface
▪ Using gateways to base process flow on workflow
context information

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

Building a workflow from scratch
What’s next?

In the next unit, you’ll learn:

▪ How to use and access the workflow as an end user
▪ How to administrate the workflow

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

Building a workflow from scratch
Further reading

➢ Business Process Model and Notation

Official homepage of the OMG
➢ Workflow
in SAP Help Portal
➢ Workflow Concepts
in the Workflow documentation
➢ Developing Applications with Workflow
in the Workflow documentation
➢ Workflow
in Guided Answers
➢ Using Workflow APIs
in the Workflow documentation
➢ Workflow
in SAP API Business Hub

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10

Thank you.
Contact information:

[email protected]
Follow all of SAP

www.sap.com/contactsap

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.
Week 1: Introduction and Workflows
Unit 5: Executing and Monitoring Your Workflows
Executing and monitoring your workflows
SAP Workflow Management – the bigger picture

SAP Business Technology Platform

SAP Workflow Management

SAP Business Custom UI

SAP Fiori Custom UI
Application Studio Launchpad Process Visibility
Applications Applications

Processes Workflows Forms Process Flexibility Monitor Workflows My Inbox

REST

Process Business Workflow Cloud SAP Intelligent SAP API

Visibility Rules Integration RPA Business
Hub
REST REST / OData HTTP / IDOC / SOAP

Secure Network Channel SAP Cloud Applications

SAP Customer
On-Premise IT Landscape Experience portfolio
SAP back-end systems + third party Cloud
Connector
SAP S/4HANA SAP S/4HANA Cloud
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 2
Executing and monitoring your workflows
My Inbox

Manage tasks across

different devices from
different source systems

Key features
▪ Provided via standard
SAP Fiori launchpad content
▪ Show list of assigned tasks
▪ Search for individual tasks
▪ Filter, sort, or group the tasks
▪ Open task details
▪ Claim tasks
▪ Take action on tasks
▪ Inspect workflow log
▪ Manage substitutions
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 3
Executing and monitoring your workflows
Demo: My Inbox

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 4

Executing and monitoring your workflows
SAP Workflow Management – the bigger picture

SAP Business Technology Platform

SAP Workflow Management

SAP Business Custom UI

SAP Fiori Custom UI
Application Studio Launchpad Process Visibility
Applications Applications

Processes Workflows Forms Process Flexibility Monitor Workflows My Inbox

REST

Process Business Workflow Cloud SAP Intelligent SAP API

Visibility Rules Integration RPA Business
Hub
REST REST / OData HTTP / IDOC / SOAP

Secure Network Channel SAP Cloud Applications

SAP Customer
On-Premise IT Landscape Experience portfolio
SAP back-end systems + third party Cloud
Connector
SAP S/4HANA SAP S/4HANA Cloud
© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 5
Executing and monitoring your workflows
Monitor Workflows

SAP Fiori application to manage workflow definitions and instances

Key features
▪ Start workflow instances
▪ Download workflow models (JSON format)
▪ Retry execution of failed steps
▪ Suspend, resume, and terminate workflow instances
▪ Search workflow instances
▪ Investigate error messages of workflow instance
▪ Access the workflow context
▪ Follow the execution log
▪ Show tasks related to a workflow instance
▪ Show subflow instances
▪ List of running, erroneous, suspended, cancelled, or
completed workflow instances (apply needed filter)
or filter based on definitions Note: display of context data requires separate permissions

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 6

Executing and monitoring your workflows
Demo: Monitor Workflows application

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 7

Executing and monitoring your workflows
Key learnings

As an end user
▪ Use My Inbox to view and filter tasks
▪ Claim and complete a task
▪ View workflow log of a task
▪ Activate substitutions

As an administrator
▪ Start a workflow from the admin UI
▪ View deployed workflow definitions
▪ View and manage workflow instances

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 8

Executing and monitoring your workflows
What’s next?

In the next unit, you’ll learn:

▪ How to create a process template

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 9

Executing and monitoring your workflows
Further reading

➢ Working with Tasks in My Inbox

➢ Managing Workflows Using the Monitor Workflows App

© 2021 SAP SE or an SAP affiliate company. All rights reserved. ǀ PUBLIC 10

Thank you.
Contact information:

[email protected]
Follow all of SAP

www.sap.com/contactsap

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of
SAP SE or an SAP affiliate company.
The information contained herein may be changed without prior notice. Some software products marketed by SAP SE and its
distributors contain proprietary software components of other software vendors. National product specifications may vary.
These materials are provided by SAP SE or an SAP affiliate company for informational purposes only, without representation or
warranty of any kind, and SAP or its affiliated companies shall not be liable for errors or omissions with respect to the materials.
The only warranties for SAP or SAP affiliate company products and services are those that are set forth in the express warranty
statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional
warranty.
In particular, SAP SE or its affiliated companies have no obligation to pursue any course of business outlined in this document or
any related presentation, or to develop or release any functionality mentioned therein. This document, or any related presentation,
and SAP SE’s or its affiliated companies’ strategy and possible future developments, products, and/or platforms, directions, and
functionality are all subject to change and may be changed by SAP SE or its affiliated companies at any time for any reason
without notice. The information in this document is not a commitment, promise, or legal obligation to deliver any material, code, or
functionality. All forward-looking statements are subject to various risks and uncertainties that could cause actual results to differ
materially from expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, and they
should not be relied upon in making purchasing decisions.
SAP and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered
trademarks of SAP SE (or an SAP affiliate company) in Germany and other countries. All other product and service names
mentioned are the trademarks of their respective companies.
See www.sap.com/trademark for additional trademark information and notices.