Professional Documents
Culture Documents
Using Forms in Workflows and Guided Procedures
Using Forms in Workflows and Guided Procedures
Overview Forms in SAP Business Workflow Forms in Guided Procedures Summary and Appendices
Overview
Business Task Management in SAP NetWeaver SAP Interactive Forms by Adobe Guided Procedures and SAP Business Workflow
IT Scenarios
Enabling User Collboration Business Task Management Mobilizing Business Processes Enterprise Knowledge Management
Data Unification
Master-Data Harmonization
Master-Data Consolidation
Custom Development
Master-Data Consolidation
BPM
+ Collaboration Tasks
1995 EP 5.0
SAP AG 2006, / 5
Control and reduce costs Manage budgets Perform budget and headcount planning Trigger processes
Motivate employees
Susan F.
Delegate tasks
SAP AG 2006, / 6
Collaboration Tasks
Enables end-users to create their own ad hoc processes and drive collaboration Includes various types of collaboration tasks including actions, approvals, and feedback Users track progress of their delegated task
Guided Procedures
Designed to implement process flows with greater ease and speed across multiple applications Integrates backend system transactions and interactive forms Includes process templates that can be easily re-used or copied and easily changed
Interactive Forms
Generate forms that contain data extracted from core systems Use dynamic or static forms Accelerate forms-based business processes
Alerts
Exception-triggered notifications Define follow-on activities Inter-System alerting
Duet
Processes in Microsoft Outlook
SAP AG 2006, / 7
SAP AG 2006, / 8
Overview
Business Task Management in SAP NetWeaver SAP Interactive Forms by Adobe Guided Procedures and SAP Business Workflow
Understanding Forms
Forms typically offer a service, share knowledge, or collect and provide answers. A form is the document that an end user views or interacts with. The form design specifies the layout, data capture, and final presentation rules for the form No complex navigation or business rules
SAP AG 2006, / 10
Casual users (including executives) are typically unfamiliar with enterprise software.
Access to enterprise applications needs to be intuitive.
1 2 3 4 5 6 7
SAP AG 2006, / 12
Integrate interactive PDF documents into business processes driven by SAP applications Allow forms-based input combined with workflow to start automated follow-up steps Generate forms that contain data extracted from SAP systems Use dynamic or static forms Complete forms online or offline Submit data from the form back to SAP systems Allow users to print forms
Eliminate process latency, duplication and errors in paper forms Integrate SAP application Data Support casual and mobile users Minimize training time Get the job done faster, and at lower cost
SAP AG 2006, / 13
Form Scenarios
Scenarios for capturing or displaying data in a Form
1. Interactive forms
Users complete the form (online/offline) Select options online to submit the form data to a predefined process Optional Support for data validations
2. Non-interactive forms
Designed to present information to end users Pre-populated with data Data can not be added or modified
SAP AG 2006, / 14
SAP/Adobe Partnership
SAP/Adobe Strategic Partnership
Solution first available with SAP NetWeaver 04
Adobe provides
Open technology, de-facto standard for forms Benefits of combination of PDF with XML
SAP AG 2006, / 15
User Handling
Save locally Distribute via email / Portal Apply digital signature Print locally
Background Services
Structured data in XML Pre-filled application values Pre-filled list boxes, help values, Automatic data extraction and integration in application
SAP AG 2006, / 16
SAP NetWeaver Application Server Java PDF Object ABAP PDF Object
SAP AG 2006, / 17
ABAP
Adobe LiveCycle Designer
ABAP Stack
Application Code (ABAP)
PDF Object (Java) Web Services SOAP Web Services Document Service EJB Adobe Document Services Core Components
SOAP
SAP AG 2006, / 18
SAP AG 2006, / 19
Overview
Business Task Management in SAP NetWeaver SAP Interactive Forms by Adobe Guided Procedures and SAP Business Workflow
(Universal Worklist)
Business workflows
Dynamic Processes
BPM RUNTIME
Stable Processes
SAP AG 2006, / 21
Central IT
We need to supplement the companies core processes with our own departmental procedures.
Business Department
Individual
SAP AG 2006, / 22
Central IT
SAP NetWeaver We need to supplement the companies core Guided Procedures processes with our Collaboration Room own departmental procedures.
TM
Business Department
SAP NetWeaver I want to delegate some of my tasks Collaboration Tasks to colleagues, and track their progress.
TM
Individual
SAP AG 2006, / 23
Guidelines for Interactive Forms and processes when to use what tool Use GP for interactive forms when.
You want a simple offline scenario and you have no development resources available to you. Your users normally will process the forms without connection to the system. When the process should email forms and wait for a reply, or when a form filled in offline should initiate a process. When the form is involved in a process that accesses several backend systems. For example, the form is used in CRM and ERP and SRM and various people will interact with the various systems throughout the process.
Users normally work online and want to process the forms via their Universal Worklist. You are already familiar with Business Workflow. You want to take existing workflow functions and render them in a form rather than in the current UI. You have developer resources to assist with emailing out forms for offline usage and creating Web Dynpros for form rendering online. The process requires has strict reporting requirements on form approval.
SAP AG 2006, / 24
Overview Forms in SAP Business Workflow Forms in Guided Procedures Summary and Appendices
Business of Overview Task SAP Management Business Workflow in SAP NetWeaver SAP Interactive Universal Worklist Forms Basics by Adobe SAP Interactive Forms Integration
Workflow Definition automation and monitoring of business processes providing appropriate business knowledge of how to perform business processes active flow of information
bring the right information at the right time to the right people distribution of work according to business rules exception handling and deadline monitoring
SAP AG 2006, / 27
Fast-path Implementation
Customer Workflows
Tool
Task
Objects
Work items
Actor Execute Forward
Organizational element
Objects
Key structure
ABAP
Events Events
Function module
Attributes
Trigger
Event
Work item
Methods
Workflow
SAP AG 2006, / 29
Workflow Builder
Detail Header
Birds-eye View
Steps
Step Types
SAP AG 2006, / 30
Information
New Workflow
SAP AG 2006, / 31
Build Workflow
Detail (double-click)
SAP AG 2006, / 32
2 1 3 4
SAP AG 2006, / 33
Business of Overview Task SAP Management Business Workflow in SAP NetWeaver SAP Interactive Universal Worklist Forms Basics by Adobe SAP Interactive Forms Integration
mySAP ERP
SAP AG 2006, / 35
mySAP ERP
UWL items can include: Business Workflow Collaboration Tasks Guided Procedure Actions
SAP AG 2006, / 36
Alerts KM Notifications
mySAP ERP
Task
SAP AG 2006, / 37
UWL is part of the standard user end role, accessed via Home - Work
LeeMary
ML005 MaryLee
SAP AG 2006, / 39
2. Universal Worklist
Display Tasks Invoke Tasks Generic Task Control
R/3
3. Task Definitions
User Interface Context access
1. Workflow
Process Control Deadlines Invoke R/3 Services Task Dispatching
Task
SAP AG 2006, / 40
Parameterized launching for BSP iView URL Web Dynpro (Java or ABAP) SAP GUI (for HTML)
SAP AG 2006, / 41
2 3
Launch Handler
MySAP CRM R/3
mySAP ERP
SWFVISU
Task
Launch Configuration: XML generated from table SWFVISU or coded by hand
SAP AG 2006, / 43
Business of Overview Task SAP Management Business Workflow in SAP NetWeaver SAP Interactive Universal Worklist Forms Basics by Adobe SAP Interactive Forms Integration
SAP AG 2006, / 45
SAP AG 2006, / 46
Workflow Definition
Step 3a
Step 1
Step 2
Step 4
Step 3b
Workflow runtime
Workflow Item Workflow Container (global) Work Item Work item Container (local)
SAP AG 2006, / 47
Your task
at ic
1. Automatic
Au t
Data
3.
om
4. Code
5. Automatic
UWL
Workflow Container
workflowrawdata = wd_context->get_child_node( 'WORKFLOWRAWDATA' ). CALL METHOD WORKFLOWRAWDATA->GET_ATTRIBUTE EXPORTING NAME = 'WI_ID' IMPORTING VALUE = wi_id .
SAP AG 2006, / 49
* Write the approved flag the workflow. CALL FUNCTION 'SAP_WAPI_READ_CONTAINER' EXPORTING WORKITEM_ID = WI_ID IMPORTING RETURN_CODE = rc TABLES SIMPLE_CONTAINER = l_cont.
SAP AG 2006, / 50
* Set the approved flag the workflow. * Set the workitem completed and write results CALL FUNCTION 'SAP_WAPI_WORKITEM_COMPLETE' EXPORTING WORKITEM_ID = wi_id TABLES SIMPLE_CONTAINER = l_cont.
SAP AG 2006, / 51
Interface Controller
Model 1
View Layout
View Controller
M
Custom Controller
Model 2
Business Logic
W e b
D y n p r o
C o m p o n e n t
(Models)
SAP AG 2006, / 52
Window View
View Controller
IN
OUT
Update Workflow
OUT
View
Create Action
View Controller
IN
OUT
IN
SAP AG 2006, / 53
Overview Forms in SAP Business Workflow Forms in Guided Procedures Summary and Appendices
Business Task Management Understanding Guided Procedures in SAP NetWeaver SAP Interactive Integrating Forms Forms in Guided by Adobe Procedures
End-user characteristics
Rich user experience Process context and visibility Integrated multisource content Enterprisewide collaboration High flexibility
Flexibility Portal Office Client Efficiency Analytics Knowledge Transactions Collaboration Mobile
SAP AG 2006, / 56
SAP AG 2006, / 57
<<Step>> Notify
Composite Process
Actions
User Interface
Service Development
Service Composition
Services SAP NW BI
SAP AG 2006, / 58
Guided Procedures enables fast and easy implementation of collaborative user-centric business processes across heterogeneous environments by seamlessly integrating existing and new backend system transactions, services and applications into the business process context.
SAP AG 2006, / 59
Phase Block
Phase Block
Phase
e n i s Bu
Step Action Step Action
ss U
Block
Block ser
...
n-Steps
...
Callable Objects
rs e p lo e v De
VC UIs Adobe Forms Web Services CAF Services
SAP AG 2006, / 60
Actions:
Actions are executable units that define a single step when implemented in a process template. Each action can refer to either one or two callable objects one for execution, and an optional one for display. Attaching a callable object to an action is a prerequisite for using it in a process template.
Callable Objects:
A callable object is an object that introduces an application or service into the Guided Procedures framework. Callable objects manage the invocation of the external service and enable its use within GP processes. In other words, callable objects are the units of execution in guided procedures.
SAP AG 2006, / 61
Designing a Process
SAP AG 2006, / 62
Process Model
a) Create a process template b) Create block(s) c) Create action(s) d) Create callable object(s) Top Down Bottom Up d) Create a process template and insert the block(s) c) Create block(s) and insert the action(s) b) Create actions(s) and insert the callable object(s) a) Create callable objects(s)
Process Building Elements (items)
SAP AG 2006, / 63
Objects
Object Properties
GP Content
SAP AG 2006, / 64
Designing a Process
Consolidate Parameters Consolidate Roles Define Due Dates Define Built-in Roles Grant Permissions Create Process Template: Basic Data Define Process Flow Configure Process Control Items Grant View Permissions Add Attachments Define Info Callable Objects Add Interactive Forms Required Select Views Optional Configure Process Instantiation Activate Process Maintain Role Defaults
SAP AG 2006, / 65
Which portal roles are assigned to which tasks? Can individual task roles be consolidated to single roles? When is user assignment to a role performed? Are their default users for particular tasks?
SAP AG 2006, / 66
Designing a Block
Configure Exception Handling Consolidate Roles Grant View Permissions Create Block: Basic Data Create Block: Basic Data Consolidate parameters Add Info to Callable Objects Add Attachments Required Optional Grant Permissions Activate Block
SAP AG 2006, / 67
Block Types
Block Type Sequential Parallel Parallel Dynamic Precondition Loop Postcondition Loop Description The items in the block are executed sequentially in the order that you have defined. The items in the block flow are executed in parallel. Multiple processors can be assigned to execute the items in this block type. For example, as a part of such a block, a survey can be completed by multiple users and the results sent to the system for further processing. The items are executed in parallel. The items in the block are executed in a loop, and the loop criteria is checked before the execution of the first item. The items in the block are executed in a loop, but the loop criteria is checked after the last item has been executed. This guarantees that the items in the block will be executed at least once. At runtime the user chooses one of the available alternatives and his or her decision defines which item(s) is(are) executed.
Alternatives
SAP AG 2006, / 68
Designing an Action
Consolidate Parameters Define Ad-Hoc Items Attach Callable Objects Add Info Callable Objects Add Attachments Grant Permissions Required Optional Define Due Date Handling
Activate Action
SAP AG 2006, / 69
The predefined callable objects are available in the list of callable object categories that is displayed in the first step of the procedure for creating callable objects. To use a predefined object, you just select it as a type from the relevant category.
SAP AG 2006, / 70
Define Input Define Output Create Callable Object: Basic Data Define Object Set Configuration Grant Permissions Test Callable Object Required Optional Activate Callable Object
SAP AG 2006, / 71
Toggle to the edit mode for the selected object, or for the selected object and for all levels in the hierarchy below and above it.. Toggle to the display mode for the selected object, or for the selected object and for all levels in the hierarchy below and above it.. Save a single object or all objects. Insert an appropriate existing object, or create and insert a new object, under the selected level in the hierarchy. For example, you can insert a block in a process, an action or a block in another block, and a callable object in an action. The Item drop-down is sensitive to the hierarchical context. Removes the selected object from the hierarchy. Revert to the last saved version. Activate the changes to your process and the objects within it.
SAP AG 2006, / 72
Work in the properties frame to change or configure objects in the process flow
Properties Tabs
SAP AG 2006, / 73
To insert either a new or existing object, select the correct place in the flow, make sure the appropriate object type shows in the Item drop-down, and click either the Insert or the Create New icon.
SAP AG 2006, / 74
SAP AG 2006, / 75
Map Parameters
Mapping parameters allows the ouputs of one action to be used as inputs for another. For our process, the data form outputs become decision step inputs.
SAP AG 2006, / 76
GP Runtime
SAP AG 2006, / 77
SAP AG 2006, / 78
SAP AG 2006, / 79
SAP AG 2006, / 80
Business Partner Process Create business partner Read business partner Display business partner in Web Dynpro form
SAP AG 2006, / 81
SAP AG 2006, / 82
Business Task Management Understanding Guided Procedures in SAP NetWeaver SAP Interactive Integrating Forms Forms in Guided by Adobe Procedures
SAP AG 2006, / 85
Control Type type Submit Submit Format format XML Data (XML) Submit to URL %com.sap.caf.gp.if.PostProcessorUrl%
SAP AG 2006, / 86
HTTP
SAP AG 2006, / 87
SAP AG 2006, / 88
Specify the XDP Template file created with the Adobe LiveCycle software
SAP AG 2006, / 89
parsed
SAP AG 2006, / 90
Service
mapping
Form
Error Handling
SAP AG 2006, / 91
SAP AG 2006, / 92
Enable the use of the interactive form within a GP process. The form is exposed as a callable object that is executed in background mode. The timeout of the form is handled automatically by the GP framework.
SAP AG 2006, / 93
The form is generated from the form template, and is sent as an offline interactive form by e-mail.
SAP AG 2006, / 94
Optionally, you can configure the form to be sent by e-mail to the processor. To do that, enable option Send to Processor by E-Mail. You can choose the template for the e-mail using Choose Template.
SAP AG 2006, / 95
Enable the use of an interactive form independently of a GP process. Standalone forms can by processed offline, or accessed by an URL, and are either personalized or impersonalized
SAP AG 2006, / 96
The processor will receive an email upon successful post-processing of the interactive form. You can choose the template for the e-mail using Choose Template.
SAP AG 2006, / 97
Select a process template that will be initiated upon successful postprocessing of the interactive form.
SAP AG 2006, / 98
Define timeout for the standalone interactive form. If the form is not returned to the system for post-processing before the timeout expires, it gets invalidated.
SAP AG 2006, / 99
Create an impersonalized form that is not associated with a particular user session, and may be submitted to the system multiple times
Overview Forms in SAP Business Workflow Forms in Guided Procedures Summary and Appendices
Feedback
Please complete your session evaluation. Be courteous deposit your trash, and do not take the handouts for the following session.
Thank You !
Appendix: Tasks for the GP Administrator Screenshots from Web Dynpro workflow
You can edit the service caf/eu/gp/model (GP configuration parameters) using the Visual Administrator. There choose Cluster Server caf/eu/gp/model.
Appendix: Tasks for the GP Administrator Screenshots from Web Dynpro workflow
The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages.