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SAP Workflow Course: Section 07B-01: Workflow Definition

The document provides an overview of workflow definitions in SAP. It describes how workflow definitions are created using the Workflow Builder tool, which allows users to model business processes through a graphical interface using steps, blocks, and events. The document also provides examples of workflow definitions for processes like leave requests and budget approvals. It explains how workflow templates reference workflow definitions and how start transactions can be generated to initiate workflows.

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80 views34 pages

SAP Workflow Course: Section 07B-01: Workflow Definition

The document provides an overview of workflow definitions in SAP. It describes how workflow definitions are created using the Workflow Builder tool, which allows users to model business processes through a graphical interface using steps, blocks, and events. The document also provides examples of workflow definitions for processes like leave requests and budget approvals. It explains how workflow templates reference workflow definitions and how start transactions can be generated to initiate workflows.

Uploaded by

daisy.ng
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PPT, PDF, TXT or read online on Scribd
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SAP Workflow Course

Section 07B-01: Workflow Definition


November, 2001

Workflow Definition

Contents: Overview of workflow definition Workflow Builder components

SAP Workflow Course Section 07B-01: Workflow Definition

Workflow Definition: Unit Objectives

At the conclusion of this section, you will be able to: Define components of a workflow definition Identify steps in a workflow Use the functions of the Workflow Builder

SAP Workflow Course Section 07B-01: Workflow Definition

Workflow Definition: Business Scenario

You laid out the design of your business process on a whiteboard

You need to learn about the Workflow Builder


This will allow you to translate your business process into a workflow definition

SAP Workflow Course Section 07B-01: Workflow Definition

Workflows: Examples

Circulation list which has to be processed, signed off and checked Checking the master data after changes Business processes which cross application boundaries

From a change request all the way to a production order


Budget management from request through release of funds

Recruitment from placing the advertisement through the integration of the new employee in the organization

SAP Workflow Course Section 07B-01: Workflow Definition

Workflow Template / SAP workflow

Workflow template (WS) customer-defined reference to the workflow definition client-independent

SAP workflow (WS) executable reference to the workflow definition client-independent may not be edited can be extended can be used as template for own workflows

SAP Workflow Course Section 07B-01: Workflow Definition

Workflow Definition

Workflow (workflow template)


Reference

Workflow definition

to workflow definition

Specification

of triggering events Initial value assignment

SAP Workflow Course Section 07B-01: Workflow Definition

Workflow Definition: Workflow Builder


Workflow Definition
Event

Workflow Builder:

Navigation and display area


Step

Block-oriented modeling Top-down modeling is possible Special functions such as cut, paste, move, copy Print Checking and activating

Block

Drag and Drop functionality

SAP Workflow Course Section 07B-01: Workflow Definition

Workflow Definition: Steps


Workflow Definition in Workflow Builder Step
Business activity Activity (task reference) User decision Document from template Internal process control Condition Multiple condition Event creator Wait for event Container operation Loop (UNTIL) Loop (WHILE) Fork
SAP Workflow Course Section 07B-01: Workflow Definition

Display step Arrangement of steps in sequence or in parallel processing Deadline monitoring for certain steps Choose and name relevant successors for each step Block mode operations

Workflow Builder: Objects and Task Area

Objects area Increased clarity with Explorer like presentation of workflow steps and navigation Workflow container maintained directly in Workflow Builder overview of document templates Task area Existing, defined tasks are used in the workflow definition: They only have to be found The task area offers access to all tasks relevant for the workflow in the definition

SAP Workflow Course Section 07B-01: Workflow Definition

Definition Tour - The goal

SAP Workflow Course Section 07B-01: Workflow Definition

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Definition Tour - Scenario

Step 1: Call Workflow Builder

Define a new search area for the available tasks


Step 2: Insert first steps out of the available tasks Insert step Create notification of absence Insert step Approve notification of absence Step 3: Insert mail notification about approval Step 4: Insert step to delete absence request if rejected Step 5: Insert loop to do the approval again create a loop and do some cut and paste operations insert also functions to take care to terminate the loop Step 6 (advanced): Insert creation of word document Step 7: Assign agents

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 1: Call Workflow Builder

The search area has to be defined once

1
Right mouse click

4 2 3

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 1: Introduction

Navigation and data maintenance

Graphical navigation

Toolbox of available tasks

Graphical representation of the workflow definition

Toolbox

Message collector with navigation capability


SAP Workflow Course Section 07B-01: Workflow Definition

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Step 2: Insert step create notification

Single click

Double click to insert

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 2: Insert step approve notification

1
double click to insert

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 3: Insert step to send mail


Choose wizard send mail

2 1

single click to mark

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 3: Wizard to create mail step


Roadmap to maintain orientation Additional information

Write text to be sent (values out of the workflow may be used)

Define recipient of mail


SAP Workflow Course Section 07B-01: Workflow Definition

Standard navigation
17

Step 4: Delete or not? Insert decision

2 3

click button create

1 4

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 4: Delete or not? Insert deletion

double click to insert

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 4: Delete or not? Insert update

1 2 3
double click to insert

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 5: Insert loop

single click to drop

4 5 2

3
double click to edit condition

single click to drag double click to create flag


SAP Workflow Course Section 07B-01: Workflow Definition

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Step 5: Define loop - condition


2
single click = to insert double click to insert

Enter X as constant and press return

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 5: Move approval into loop

click button paste

Right mouse button for context menu

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 5: Take care to leave the loop

single click to drop

2 3

single click to drag

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 5: Take care to leave the loop


click button paste Right mouse button for context menu

1 3 2

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 6: Assign agents

Who is responsible for what?

Employee
Create notification of absence User decision - revise or withdraw Revise notification of absence

Manager Approve Notification of absence Create document from template

Workflow system Send email Delete notification of absence

SAP Workflow Course Section 07B-01: Workflow Definition

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Step 6: Assign agents - how?

1 2
double click to navigate

3 4

double click to navigate

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Finish

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Start Transactions: Background and Use

Why start transactions?

Workflows sometimes have to be started and supplied with values directly


Until now, a generic transaction (SWUS) has been used to start workflows This transaction is a test tool only, not a working tool for users Who needs start transactions? It is possible to put help texts directly on the screens of the start transaction Users who start workflows directly (via area menu or R/3 main menu > Office -> Start workflow) Users who want to start workflows via a short cut from their Windows Desktop

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Start Transactions: Creation

How do you generate start transactions?

Customizing (one-off activity)


Determine namespace of transaction codes and module pools in Customizing (transaction SWUT)

Generation

In the area menu SAP Business Workflow [Development], you will find the menu option Workflow start transactions under Definition tools.
Specify your workflow template as Task Enter 100, for example, as Screen number Press the pushbutton Create -> the generation now runs automatically Personalization You then have the opportunity to adapt the start transaction created to your requirements
SAP Workflow Course Section 07B-01: Workflow Definition
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Start Transactions: Example


Input data for task Workflow Edit Goto Environment System Help Start Deadline Refresh organizational environment

Knowledge of operating the graphical screen painter is the only prerequisite.

Name Personnel number


Department Cost center Absent from Reason Contact at Request leave Attachment To

No programming required
Manually revised screen You can also put additional help texts here.

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Workflow Definition: Unit Summary

Workflow templates are client-independent Workflow definition is the description and implementation of a workflow process

Workflow definition in step types and their symbols in the Workflow Builder

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SAP Workflow Course

PwC ConsultingTM refers to the management consulting services businesses of the member firms of the worldwide PricewaterhouseCoopers organisation. 2001 PricewaterhouseCoopers. All rights reserved.

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