HR280

Smart & Adobe Forms in HCM
SAP ERP - Human Capital Management

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Participant Handbook
Course Version: 95
Course Duration: 4 Days
Material Number: 50099489

An SAP course - use it to learn, reference it for work

Copyright
Copyright © 2011 SAP AG. All rights reserved.
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About This Handbook
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2011

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iii

About This Handbook

HR280

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iv

© 2011 SAP AG. All rights reserved.

2011

Contents
Course Overview ......................................................... vii
Course Goals ...........................................................vii
Course Objectives .....................................................vii

Unit 1: HR Metadata Workplace ........................................ 1
Overview of HR Forms Workplace ...................................2
HR Metadata Workplace ...............................................9

Unit 2: HR Forms Workplace – Smart Forms...................... 23
Creating a Form ....................................................... 25
Pages and Windows.................................................. 41
Data on the Form ..................................................... 61
Texts on the Form..................................................... 70
Tables and Templates ................................................ 85
Flow Control .......................................................... 116

Unit 3: HR Forms Workplace – Form Builder..................... 129
Form Interface and Context ........................................131
Adobe LiveCycle Designer Overview .............................144
Structuring a Form ...................................................165
Static and Dynamic Form Elements ...............................179
Tables as Form Elements ...........................................199

Unit 4: SAP Interactive Forms – Overview ........................ 217
What Are SAP Interactive Forms by Adobe?.....................218
Overview: HCM Processes and Forms – Process and Functions
(Overview).........................................................224

Unit 5: SAP Interactive Forms – Technical Part.................. 261
Technical and System Requirements .............................262
Architecture HCM Processes and Forms .........................266

Unit 6: SAP Interactive Forms - Practical Part ................... 281
Step-by-Step: Create/Edit Processes and Forms ...............283
The New Design Time...............................................287
The Form Builder ....................................................303
Workflow and Process ..............................................317
Further Customizing .................................................351

2011

© 2011 SAP AG. All rights reserved.

v

Contents

HR280

Appendix 1:

vi

........................................................... 385

© 2011 SAP AG. All rights reserved.

2011

Course Overview
Target Audience
This course is intended for the following audiences:

Project team members, developers and consultants who are responsible for
HCM form printing and HCM Processes and Forms

Course Prerequisites
Required Knowledge

Knowledge in the application were you like to create or edit forms

Course Goals
This course will prepare you to:

Gain a basic understanding of creating a remuneration statement for payroll
with SAP Smart Forms and HR Forms
Get an insight into working with the SAP Interactive Forms software by
Adobe

Course Objectives
After completing this course, you will be able to:




Use transaction HRFORMS
Create and model an InfoNet
Use Smart Forms to create a remuneration statement
Use Adobe LiveCycle Designer to create a remuneration statement
Adjust HCM Processes and Forms

SAP Software Component Information
The information in this course pertains to the following SAP Software Components
and releases:

2011

ERP 6.0 EHP 5 + Portal

© 2011 SAP AG. All rights reserved.

vii

Course Overview

viii

HR280

© 2011 SAP AG. All rights reserved.

2011

.................... Unit Objectives After completing this unit...... All rights reserved..2 Lesson: HR Metadata Workplace....9 2011 © 2011 SAP AG.... Unit Contents Lesson: Overview of HR Forms Workplace ..... you will be able to: • • • Describe the process of creating HR forms Explain the MetaNet as a view of the printable data Enhance the HR metadata model to provide additional HR data for the purpose of creating forms............... 1 ...........Unit 1 HR Metadata Workplace Unit Overview Business Scenario You would like to recreate the form for the remuneration statement with HR Forms to include the weekly and monthly working times from the planned working time infotype.......................

you will be able to: • • Describe the process of creating HR forms Explain the MetaNet as a view of the printable data Business Example You would like to recreate the form for the remuneration statement with HR Forms.Unit 1: HR Metadata Workplace HR280 Lesson: Overview of HR Forms Workplace Lesson Overview In this lesson you will get an overview of HR Forms Workplace. Data Sources Figure 1: HCM Data Sources The payroll form is created on the basis of the payroll results. This means that it is possible to reprint remuneration statements that have already been created as often as required for previous payroll periods. you first need an overview of this tool. 2 © 2011 SAP AG. Lesson Objectives After completing this lesson. All rights reserved. You will use this tool whenever you want to create or change a HR form. The standard form is called SAP_PAYSLIP. To do this. 2011 .

You use the HR Metadata Workplace for the first step and the HR Forms Workplace for the second. Figure 2: The Process of Creating HR Forms There are three basic steps in the process of creating a form: 1. 2011 © 2011 SAP AG. All rights reserved. 3 . 2.HR280 Lesson: Overview of HR Forms Workplace Customer forms must always begin with the letter Z. You can arrange the graphical layout with SAP Smart Forms. 3. Compile a catalog containing the required data from the master data and the payroll and time evaluation results Select data from the catalog to be used in the forms Prepare and arrange the graphical layout of the data selected. The following two fundamental approaches can be taken when creating forms: You can create a new form from scratch or copy an existing form from the SAP standard delivery and adapt it to suit your requirements.

The SAP_DEFAULT MetaNet is provided in the standard delivery. 2011 . 4 © 2011 SAP AG. All rights reserved. A MetaNet comprises all HR data sources that can be used in the process of creating forms. All data to be included on a form must be contained in the MetaNet. Each country has its own view of this data in HR since each country has its own country-specific data sources. Every country version contains the international part of the MetaNet. You can edit this catalog with the HRFORMS_METADATA transaction. You define this metadata and save all required reading information in the Metadata Workplace.Unit 1: HR Metadata Workplace HR280 Figure 3: MetaNet The MetaNet is a view showing the printable data in the ERP system. and is provided by SAP for the remuneration statement. The metadata in the MetaNet describes the printable HR data and the way in which this data is retrieved in the form of a catalog. This information is used at a later stage to generate the Data Dictionary structures on an HR form.

It is both advisable and feasible to have different MetaDimensions for each of these MetaStars: For deductions. 2011 © 2011 SAP AG. For example. for example. forms the catalog that contains all of the data used to create forms. and for the absence type. however. In most cases. All rights reserved. It is a view of the data that can be read from a particular data source in the ERP system. In the simplest case. together with its MetaStars. reading the information is more complicated and function modules are used. while another contains data pertaining to the absence type. 5 .HR280 Lesson: Overview of HR Forms Workplace Figure 4: MetaStar A MetaNet. A MetaStar contains information revealing where the data comes from and how it has to be read. the type of deduction (taxes or benefits-related deductions). when the absence occurred and the amount that was paid to cover it. the data is read directly from table fields. one MetaStar might contain payroll payments/deductions.

the EMPLOYEE MetaDimension contains an employee's personnel number. while the WAGETYPE MetaDimension contains wage type data. name.Unit 1: HR Metadata Workplace HR280 Figure 5: MetaDimension MetaDimensions and MetaFigures are used to describe a MetaStar. A MetaDimension is a full description of a business object or concept and comprises MetaFields. which are either key fields or attribute fields. 2011 . MetaDimensions and MetaFigures with their relationships make up a MetaStar and can be used in several MetaStars. and date of birth. Figure 6: MetaFigure 6 © 2011 SAP AG. All rights reserved. For example. address.

this unit is also part of the MetaFigure. 2011 © 2011 SAP AG.HR280 Lesson: Overview of HR Forms Workplace A MetaFigure is a key figure that can be used in several MetaStars. for example an amount with currency (5 USD). 7 . All rights reserved. When a key figure is connected to a unit. MetaFigures and MetaDimensions with their relationships make up a MetaStar and can be used in several MetaStars.

All rights reserved. 2011 .Unit 1: HR Metadata Workplace HR280 Lesson Summary You should now be able to: • Describe the process of creating HR forms • Explain the MetaNet as a view of the printable data 8 © 2011 SAP AG.

2011 © 2011 SAP AG. you will be able to: • Enhance the HR metadata model to provide additional HR data for the purpose of creating forms. Lesson Objectives After completing this lesson. In this case.HR280 Lesson: HR Metadata Workplace Lesson: HR Metadata Workplace Lesson Overview In this lesson you will get to know the HR Metadata Workplace. specify that the MetaStars are inherited from the SAP_DEFAULT MetaNet. Business Example The weekly and monthly working times from the planned working time infotype are to be included in the remuneration statement. Elements of a MetaNet Figure 7: HR Metadata Workplace If you create your own MetaNet. All rights reserved. 9 . any changes to the SAP_DEFAULT MetaNet are also transferred to your MetaNet. You can use this tool to enhance the metadata provided by SAP.

you can create a new MetaNet that inherits the MetaStars from the standard MetaNet. 10 © 2011 SAP AG. copy the SAP standard MetaNet for your country to the customer namespace. the result is a customer MetaNet for all countries. If you use the MetaNet for country grouping 99 as a template to automatically create a customer's own MetaNet. All rights reserved. 2011 . You can use the SAP standard MetaNet SAP_DEFAULT as a template for your own MetaNet. Note: When you are maintaining metadata. The metadata is displayed there in four overview trees: • • • • MetaFigures MetaDimensions MetaStars MetaNets You can hide trees and any settings you have changed remain intact. This is possible since the objects are not dependent on a MetaNet. Alternatively. You can then make country-specific Customizing settings for this. but only on the country grouping. If you want to enhance the metadata. If you want to extend an existing and inherited object. Inheritance has the advantage that changes on the standard MetaNet SAP_DEFAULT are applied automatically in your MetaNet.Unit 1: HR Metadata Workplace HR280 You process the MetaNet and the meta objects presented earlier with the HR Metadata Workplace. if required. you can extend this MetaNet under a different country grouping. You have to display hidden trees again the next time you call the Metadata Workplace. If you have created a customer-specifically MetaNet with country grouping 99. copy it and adapt it subsequently. the transaction is locked for all other users since the objects are dependent on each other.

11 . as well as the PAY_AMOUNT and PAY_NUMBER MetaFigures. The WAGETYPE MetaDimension consists of the COUNTRY and WAGETYPE key fields and the LONGTEXT and SHORTTEXT attribute fields (see also the MetaDimensions column). All rights reserved. you can see the CUMULATED_PAY MetaStar (cumulated payroll results) in the fourth column as part of the ZHR280 MetaNet. Figure 9: MetaStar Types (1) 2011 © 2011 SAP AG.HR280 Lesson: HR Metadata Workplace Figure 8: CUMULATED_PAY MetaStar Here. The MetaDimensions that make up the CUMULATED_PAY MetaStar can be seen in the MetaStars column.

The CUMULATED_PAY MetaStar has type Payroll. For each type. If the flag is set for all payroll results. Figure 10: MetaStar Types (2) Depending on the MetaStar type. MetaFields. All rights reserved. different reading information is required to generate the program. An example is the MetaStar PAY_RESULT containing the payroll results for the selected period. Use these as a template and customize your copy accordingly. 2011 . then the differences between the A results and P results will be calculated. You specify the information required here on the MetaDimensions. further information may be required to read the data.Unit 1: HR Metadata Workplace HR280 A MetaStar is attributed a particular type. Do not modify standard MetaStars. an internal table is created for the MetaStar when the print program is generated. 12 © 2011 SAP AG. The specified line structure determines the structure of the internal table for the print program. Instead. it is filled with a function module using a line structure that is different from table CRT. If a MetaStar is used in a form. Once the print program has filled the table with the function module specified in the Read Function field. and MetaFigures tab pages. it has to read the MetaDimensions and MetaFigures from each row of the table. The MetaStar CUMULATED_PAY shown above is not filled directly from the payroll table CRT.

Payroll type MetaStars are filled and processed on the basis of the payroll results at the time of GET PAYROLL. as well as those of the Time Evaluation Data type. Special type U is used for data that is not person-dependent. Person-dependent data that does not belong to master data or payroll data is identified with special type A. These MetaStars. are filled and processed in the print program at the time of GET PERNR. The MetaDimension consists of several information fields known as MetaFields. The MetaDimension is the full description of a business object or concept. A MetaField is either a key field of a MetaDimension or an attribute that constitutes a further property of the MetaDimension. It is read at the time of START-OF-SELECTION. data is read directly from the infotype using the HR_READ_INFOTYPE function module. 13 . All rights reserved. A MetaDimension can be used in more than one MetaStar.HR280 Lesson: HR Metadata Workplace In the case of the Master Data type. 2011 © 2011 SAP AG. Figure 11: MetaDimensions and MetaFields MetaDimensions and MetaFigures are used to describe a MetaStar (the CUMULATED_PAY MetaStar has been selected in the example above). The attributes of a MetaDimension can be uniquely identified by the key fields.

14 © 2011 SAP AG.Unit 1: HR Metadata Workplace HR280 Figure 12: MetaFields and MetaFigures The MetaFigure is a key figure that can be used in several MetaStars. An example is the MetaStar PAY_DEDUCTIONS. All rights reserved. However. The key fields are filled during the processing of the MetaStar to which they are allocated. The tables created on the basis of the MetaStar are filled in the generated print program through the COLLECT ABAP statement. An example can be found in the MetaDimension WAGETYPE. you may need a function module to read it. In the standard MetaNet a large number of MetaFigures are included. the values are cumulated if the key fields of the internal table are the same. the MetaFigure is treated as a key field of the table. that is to say. If this indicator has not been set. this unit is also part of the MetaFigure. different values in this MetaFigure result in separate rows in the table. If a database table or view in the Data Dictionary exists whose lines can be clearly read by the key fields of the MetaDimension. The MetaFigure PAY_AMOUNT that is included ensures that the appropriate table rows are summed. you can use this to fill the attribute fields. If the Cumulate Values indicator has been set. you can add your own MetaFigure. If the data of the attribute fields does not come from an infotype. If it is connected to a unit. 2011 .

Since the information is obtained from the master data. All rights reserved. the attributes of the MetaDimension are filled when the MetaStar is read. a function module is not needed to read the data. First. you need a MetaDimension with the required information from infotype 0007. However. 2011 © 2011 SAP AG. You want this information to be included in the MetaNet as a customer-specific MetaStar. The MetaDimension for the start and end date is already defined in the standard delivery as DATE_RANGE. you want to include the working times (per week and per month) from infotype 0007. 15 .HR280 Lesson: HR Metadata Workplace Create Customer-Specific MetaStar Figure 13: Create Customer-Specific MetaDimension (1) To provide additional information in the MetaNet. this is not necessary if the key of the MetaDimension has been created correctly. This can be created directly from the metadata overview screen. If the Always Read w/ MetaStar indicator has been set.

You can change the information in these columns even after you have created the InfoDimension. With local validity. All rights reserved. These definitions have an impact when you maintain the InfoNet and the InfoStars in your form. define whether a field is a key field or an attribute (click on the icon in the Key column). the selection you make in the form will be automatically adjusted in all InfoStars that contain the InfoDimension. you can maintain the selection for any InfoStar differently. 16 © 2011 SAP AG. b) Restrictions for selection options: This allows you to permit multiple or individual selections or prevent all selections. You can then see what you have created on the MetaFields tab page. You must then specify a data element for each of the new fields in the Field Type column. If you create your own MetaDimensions. 2011 . In the example above.Unit 1: HR Metadata Workplace HR280 Figure 14: Create Customer-Specific MetaDimension (2) You can create MetaFields by right-clicking on the MetaDimension (see the context menu above). You can enter global (InfoNet-wide) or local here. Fields ZWT_MOSTD and ZWT_WOSTD have been created. the data elements MOSTD and WOSTD have been specified. If the selection is identified as globally valid. There are two options for key fields: a) Validity of selection options: This allows you to define whether all possible uses of a given dimension are to be linked to the same selection conditions in the form or not.

17 . 2011 © 2011 SAP AG. All rights reserved.HR280 Lesson: HR Metadata Workplace Figure 15: Create Customer-Specific MetaStar (1) Master data routines are used to read data from the customer-specific MetaStar for the specified infotype 0007. Figure 16: Create Customer-Specific MetaStar (2) You assign the DATE_RANGE standard MetaDimension and customer-specific ZWT_0007 to the customer-specific MetaStar that has already been created by drag and drop.

18 © 2011 SAP AG. Figure 17: Enhancing MetaNet with Your Own MetaStar Copy your MetaStar to the MetaNet by drag and drop to enhance it with the required data from infotype 0007.Unit 1: HR Metadata Workplace HR280 In addition. you have to assign the MetaFields with the read infotype's table fields that can be selected from the input help shown. All rights reserved. 2011 .

HR280 Lesson: HR Metadata Workplace Lesson Summary You should now be able to: • Enhance the HR metadata model to provide additional HR data for the purpose of creating forms. All rights reserved. 19 . 2011 © 2011 SAP AG.

All rights reserved. 2011 .Unit Summary HR280 Unit Summary You should now be able to: • Describe the process of creating HR forms • Explain the MetaNet as a view of the printable data • Enhance the HR metadata model to provide additional HR data for the purpose of creating forms. 20 © 2011 SAP AG.

□ □ 4. True False A MetaDimension consists of key and data fields. Determine whether this statement is true or false. 21 . True False MetaNet and InfoNet are always identical. □ □ 3. True False Customers must always use MetaNet SAP_DEFAULT. □ □ 2011 True False © 2011 SAP AG.HR280 Test Your Knowledge Test Your Knowledge 1. All rights reserved. MetaDimensions cannot be used in various MetaStars. Determine whether this statement is true or false. Determine whether this statement is true or false. □ □ 2. Determine whether this statement is true or false.

Answer: True A MetaDimension consists of MetaFields. 3. MetaDimensions cannot be used in various MetaStars. Answer: False MetaDimensions can be part of various MetaStars. 22 © 2011 SAP AG. MetaNet and InfoNet are always identical.Test Your Knowledge HR280 Answers 1. 2011 . All rights reserved. 2. A MetaField is either a key field of a MetaDimension or an attribute that constitutes a further property of the MetaDimension. 4. Answer: False A MetaNet is a catalogue of data sources. A MetaDimension consists of key and data fields. Customers must always use MetaNet SAP_DEFAULT. whereas the InfoNet contains the data that was selected from the catalog. Answer: False Customers can create an individual MetaNet.

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Unit 2 HR Forms Workplace – Smart Forms Unit Overview Business Scenario Your company wants to redesign the remuneration statement so that it has the company logo. employee's personal data. you will be able to: • • • • • • • • • • • • • • • • • • 2011 Create a form for the remuneration statement Set up the InfoNet with selections Control the selection of data Create global data definitions Create secondary windows with the Form Painter Insert a graphic with the company logo Test the form Adjust the selection screen of the print program Use cumulation wage types in a form Process the payroll results in a loop Create text nodes in windows Output texts and field content Create tables and templates Output wage types in a table Perform calculations in table processing Print data in a template Create an alternative to separate the processing of retroactive accounting wage types and wage types from the current period Control page breaks using program lines © 2011 SAP AG. All rights reserved. Unit Objectives After completing this unit. gross wage types. and net wage types on it in a well arranged layout. statutory deductions. 23 . The wage types that have resulted from retroactive accounting from the previous period are to be shown on a separate page.

................................ 70 Exercise 4: Texts on the Form .... 25 Exercise 1: Creating a Form .................................. All rights reserved........... 37 Lesson: Pages and Windows ...........................121 24 © 2011 SAP AG..................................................................................................... 61 Exercise 3: Data on the Form........... 57 Lesson: Data on the Form ................................ 85 Exercise 5: Tables and Templates .......................................................................105 Lesson: Flow Control ....................................................................................... 2011 ...... 41 Exercise 2: Pages and Windows .. 79 Lesson: Tables and Templates ........................... 116 Exercise 6: Flow Control .................................................................. 67 Lesson: Texts on the Form ....................................................................Unit 2: HR Forms Workplace – Smart Forms HR280 Unit Contents Lesson: Creating a Form .............

you select and logically group (business-related grouping) the part of the MetaNet that is later to be printed on the form.HR280 Lesson: Creating a Form Lesson: Creating a Form Lesson Overview In this lesson you will become acquainted with the first steps in the process of creating a remuneration statement form. All rights reserved. 25 . you will be able to: • • • • Create a form for the remuneration statement Set up the InfoNet with selections Control the selection of data Create global data definitions Business Example Your company wants to redesign the form for the remuneration statement using the HR Forms Workplace. 2011 © 2011 SAP AG. Lesson Objectives After completing this lesson. Getting Started Figure 18: Process Steps for Creating HR Forms Select data First.

2011 . This structure will later act as an interface between the generated print program and SAP Smart Forms. and in particular the naming conventions. If you use the HR Forms Workplace to create a form. The result is an SAP Smart Form. you have to arrange the information from the generated ABAP Dictionary structure on the form and format it. the names shown above are generated for the individual objects. and then calls the SAP Smart Form function module. All rights reserved. Status management is performed in the HR Forms Workplace. Generate an ABAP Dictionary structure The HR Forms Workplace generates an ABAP Dictionary structure from the InfoNet containing the selected data. Form output is created from this interface using form logic. This program generates internal tables from the defined data structure. A function module is generated on the basis of this SAP Smart Form with an interface to the generated ABAP Dictionary structure. In this case. Create the SAP Smart Form Next. 26 © 2011 SAP AG. are extremely important when you create a form manually. Figure 19: Objects of an HR Form In the example here (form “Zform”).Unit 2: HR Forms Workplace – Smart Forms HR280 The result is the InfoNet. Generate the print program The HR Forms Workplace then generates a print program from the data structure and the SAP Smart Form. the individual names are altered automatically. fills them with data from the system. The print program is an ABAP report that can be executed independently. the names have to be altered in the right places. The objects.

firstly because the tools offer more functions (for example. Figure 21: HR Forms Workplace (2) You can call the HR Forms Workplace with transaction HRFORMS. 27 . All rights reserved. In addition. You do not have to use special script language commands to realize particular requirements. the SAP Smart Forms Table Painter allows you to create tables with great ease). and secondly because the interface between form and application program is better laid out. 2011 © 2011 SAP AG. such as additional data retrieval within the form. you can insert normal ABAP coding.HR280 Lesson: Creating a Form Figure 20: Tools for Configuring the Form The combination of HR Forms and SAP Smart Forms offers considerable benefits: • • It is simpler to adapt a form.

Unit 2: HR Forms Workplace – Smart Forms HR280 In the HR Forms Workplace. Each line in the table represents an HR form. Figure 22: HR Forms Workplace: Initial Screen All HR forms are displayed on the initial screen with the SAP List Viewer. Each form has a name. The status is also indicated by a symbol at the start of the line. and information about changes. 2011 . 28 © 2011 SAP AG. All rights reserved. The symbols have the following meaning: • • Red – inactive form Green – active form You can change the appearance of the initial screen: • • • Show or hide columns containing information Set filters Sort the HR forms You can save such changes in a layout for reuse at a later stage. You design the layout in SAP Smart Forms that you can call directly from HR Forms by choosing the Layout button. a status. you select the data to be printed from HR.

To do so. Additional information is provided on the individual tab pages for each node in the overview tree. You can arrange this data on the form and add formatting at a later stage. All rights reserved. You can then move the selected objects to the InfoNet overview tree on the right of the screen by drag and drop. 29 . The InfoStars tab page provides an overview of the InfoStars contained in the InfoNet of the form and the MetaStars used to create them. and MetaFigures in the MetaNet overview tree. In this way. 2011 © 2011 SAP AG. select the MetaStars. while the InfoNet is a business-related grouping of available data. MetaDimensions. the objects that correspond to the objects in the MetaNet are created in the InfoNet.HR280 Lesson: Creating a Form Setting up the InfoNet Figure 23: HR Forms Workplace: Data Structure You choose the data that is required on the form from the overview tree of the MetaNet. The MetaNet is a technical grouping. The InfoNet overview tree contains the data that you have selected to be printed.

The statuses for the DDIC structure. the SAP Smart Form. Their business significance varies on the basis of the wage types selected. you move the required data (MetaStars. InfoStars can contain the same InfoDimensions and InfoFigures. and the HR form are still inactive at this time. All rights reserved. the print program. MetaDimenions. and MetaFigures) from the MetaNet to the InfoNet of the new form. MetaFields. 2011 . Using drag and drop. 30 © 2011 SAP AG.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 24: Creating the InfoNet You create the InfoNet in the HR Forms Workplace editor.

/559 (bank transfer).HR280 Lesson: Creating a Form Figure 25: Inserting Selections There are two ways to further restrict the data you have selected. 31 . Fixed selection. • • Variable selection. By choosing the Layout pushbutton. the following three parts become active: • • • 2011 ABAP Dictionary structure Smart Form Print program © 2011 SAP AG. At the same time. select the payroll period and personnel numbers using the selection screen of the subsequent print program with variable selections. You can restrict the value area with the fixed selection by choosing the Insert Selection pushbutton. the wage types to be printed are restricted to /101 (total gross). In the form shown here. which is specified when the form is designed. Choose Activate. you exit HR Forms and enter SAP Smart Forms. and the wage type range from M000 to M400. the ABAP Dictionary structure is generated and the Smart Form created. Here. All rights reserved. Exit the Smart Form editor by choosing Back and return to the HR form editor. which is redefined every time the HR form is printed. In the example form. you save the new (empty) Smart Form and activate it. When you activate the Smart Form.

other forms). time statement. and print program. The InfoDimension tables are available in both layout editors but are no longer required for the form. Screen tab page. This means you do not have to execute LOOP statements to represent associated data. the following steps have already been performed successfully: Creation of the ABAP Dictionary structure (takes place when layout editor is called). the InfoStar tables also contain attribute fields. form definition. If you choose flat structure in the Star Structuring field. you can see the names and generation status of the previously mentioned HR form objects. you can select a report class here. 2011 . 32 © 2011 SAP AG. This considerably simplifies the process of creating a form.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 26: HR Form Attributes You can find and enter general information on the HR Form tab page. and also where you choose the layout editor to be used. You can make adjustments to the selection screen on the Select. This is where the form class is specified (remuneration statement. If the form class is a time statement. The HR Forms Workplace executes these automatically after it has read the data. All rights reserved. Here. In the Form Parts area.

INPERIOD. choose Form → Print Program (Test) to start the program and check the data selection. Use an employee with payroll results and choose Execute. The print program selection screen appears. and WAGETYPE dimensions. You can see the STAR_PAY_RESULT table with the amounts. 2011 © 2011 SAP AG. Each amount is characterized by the EMPLOYEE. The example in the graphic shows the relationships between the star and dimensions tables. All rights reserved. 33 .HR280 Lesson: Creating a Form Figure 27: Verifying the Data Selection Once you have created the InfoNet and activated everything. An overview tree containing the generated internal tables appears on the left of the screen and the table content is displayed on the right.

The associated type of the HRDATA parameter is the generated ABAP Dictionary structure of HR Forms. They contain print and archiving parameters. the generated function module of the form). You can use drag and drop to select fields to be printed from this list during subsequent processing steps. In this case. it must be possible to communicate with it. The other parameters are predefined by SAP Smart Forms. Data must be sent to the form and returned by the form to the calling program. 2011 . the name is /Z99_PAYSLIP. Choose Field list on/off to display the ABAP Dictionary structure as an overview tree. The structure name consists of the namespace /1PYXXFO/ and the name of the HR form. All parameters of the interface are global.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 28: SAP Smart Forms: Form Interface When an application program calls an SAP Smart Form (or rather. This parameter represents the HR data selected. 34 © 2011 SAP AG. All data is exchanged through the interface of the form. You define the interface in the global settings of the Form Builder. The HRDATA parameter can be found under the Form Interface node. All rights reserved. which means they are recognized in all nodes of the form.

Typing must relate to the dictionary structure generated. 35 . be used as work areas of tables or loops. with Zform standing for the name of the form you have created. All rights reserved. The work area variables (WA_. for instance. These are filled in a loop and output on the form. you can see the names of the components that you want to use (STAR_name or DIM_name). That way. The name of the structure follows the naming convention /1pyxxfo/Zform. you define the work areas required in form processing as line types of the tables. Variables entered on the Global Data tab page are recognized in the entire form and can. It is useful to call the generated dictionary structure (SE11) in a separate session when you are creating the global definitions.. You can check your entries with the Check pushbutton.) for use within the form relate to the structure of the HR form. 2011 © 2011 SAP AG.HR280 Lesson: Creating a Form Figure 29: SAP Smart Forms: Global Definitions Here..

Unit 2: HR Forms Workplace – Smart Forms 36 © 2011 SAP AG. HR280 2011 . All rights reserved.

WAGETYPE. 3. payroll area. 1. 1. 37 . and PAY_RATE. 2. © 2011 SAP AG. and INPERIOD. In the PAY_NET InfoStar. Task 3: Create the global definitions required for form processing. Task 2: Create selections for wage types. Task 4: Test the form and check the data selected. /552. 1. 2011 Test the form with the payroll period. /550. Task 1: Create a new form by copying the template called ZHR280_G00_EXE1. INPERIOD. and /560. FORPERIOD. you will be able to: • Create a form for the remuneration statement • Set up the InfoNet with selections • Control the selection of data • Create global data definitions Business Example Your company wants to redesign the form for the remuneration statement using HR Forms. 1. EVALCLASS02. FORPERIOD. Create an InfoStar called PAY_RETRO (retroactive accounting wage types) with InfoDimensions EMPLOYEE. Create an InfoStar called PAY_RESULT with InfoDimensions EMPLOYEE. Call your form ZHR280_G##_EXE1 (## = group number). and InfoFigures PAY_AMOUNT. Add the WA_RESULT and WA_RETRO work areas and generate the form.HR280 Lesson: Creating a Form Exercise 1: Creating a Form Exercise Objectives After completing this exercise. add the following selections for the WAGETYPE InfoDimension: /110. /551. All rights reserved. PAY_NUMBER. and personnel number provided by your instructor.

a) Call transaction HRFORMS by entering it in the command field. /552. WAGETYPE. /551. PAY_NUMBER. INPERIOD. and PAY_RATE. FORPERIOD. go to the InfoStar tab page. open the PAY_NET InfoStar and click on the WAGETYPE InfoDimension. Call your form ZHR280_G##_EXE1 (## = group number). In the PAY_NET InfoStar. a) Click on the PAY_RESULT MetaStar in the MetaNet and move it to the InfoNet again by drag and drop. and /560. 3. All rights reserved. 2. and enter PAY_RETRO as the new name in the InfoStar field. 1. EVALCLASS02. FORPERIOD. a) In the InfoNet. Task 2: Create selections for wage types. a) Open the PAY_RESULT MetaStar in the MetaNet and move it to the InfoNet by drag and drop.Unit 2: HR Forms Workplace – Smart Forms HR280 Solution 1: Creating a Form Task 1: Create a new form by copying the template called ZHR280_G00_EXE1. Create an InfoStar called PAY_RESULT with InfoDimensions EMPLOYEE. add the following selections for the WAGETYPE InfoDimension: /110. Copy the MetaDimensions and MetaFigures specified by clicking on them in the MetaNet and moving them to the PAY_RETRO InfoStar by drag and drop. Copy the MetaDimensions specified by clicking on them in the MetaNet and moving them to the PAY_RESULT InfoStar by drag and drop. and INPERIOD. Choose Insert Selection in the context menu and enter the specified wage types on the Selections tab page. Create an InfoStar called PAY_RETRO (retroactive accounting wage types) with InfoDimensions EMPLOYEE. 2011 . Click on the PAY_RESULT1 InfoStar. Enter Retroactive Accounting Wage Types as the description. /550. and InfoFigures PAY_AMOUNT. Continued on next page 38 © 2011 SAP AG. Select the copy template and copy it as a local object. 1.

Add the WA_RESULT and WA_RETRO work areas and generate the form. payroll area. Choose Execute.HR280 Lesson: Creating a Form Task 3: Create the global definitions required for form processing. Check the form in the SAP Form Builder and activate it if there are no errors. Make the entries listed in the table below. On the selection screen. Double–click on Global Definitions in the Global Settings folder. and personnel number provided by your instructor. payroll area. for example the DIM_WAGETYPE component. All rights reserved. a) Choose layout processing for the form (Layout pushbutton). Exit the Form Builder and activate your form in the Change HR Forms view. Field Name or File Type Entries WA_RESULT TYPE LINE OF /1PYXXFO/ZHR280_G##_EXE1STAR_PAY_RESULT WA_RETRO TYPE LINE OF /1PYXXFO/ZHR280_G##_EXE1STAR_PAY_RETRO Task 4: Test the form and check the data selected. 1. and personnel number provided by your instructor. Take a look at the data for one of the entries in the ALV list. 1. a) Choose menu path Form → Print Program (Test) in the Change HR Forms view. 39 . enter the payroll period. Test the form with the payroll period. 2011 © 2011 SAP AG.

All rights reserved. 2011 .Unit 2: HR Forms Workplace – Smart Forms HR280 Lesson Summary You should now be able to: • Create a form for the remuneration statement • Set up the InfoNet with selections • Control the selection of data • Create global data definitions 40 © 2011 SAP AG.

Form Builder Figure 30: SAP Smart Forms: Areas of the Form Builder 2011 © 2011 SAP AG. The company logo is to be included in top right corner of every page. 41 . All rights reserved.HR280 Lesson: Pages and Windows Lesson: Pages and Windows Lesson Overview In this lesson we will deal with the composition of a form using pages and windows. you will be able to: • • • Create secondary windows with the Form Painter Insert a graphic with the company logo Test the form Business Example The personal data of the employee is to appear in a window with a box on the remuneration statement form. Lesson Objectives After completing this lesson.

or details of the layout of a table. These nodes guide how the form is processed. This is also where the user normally enters data. It cannot be seen in the example shown above. The separate areas in the Form Painter are the windows on the form. which shows the attributes of the node that is currently selected. Each form element is represented by a node in the navigation tree. for example. You can also hide the Form Painter by choosing Utilities → Form Painter on/off. for example. You use this area to design the layout of a page. You can select a node for editing by double-clicking it in the navigation tree or in the Form Painter. On the right is the Form Painter with a graphical overview of the layout of the current page. Figure 31: The Navigation Tree All of the elements on a form are represented by a node in the navigation tree. Below the navigation tree. text in the text editor. the Global Data fields and the System Fields. including the windows that can be seen on the right in the Form Painter. they are used to control all of the functions in the form.Unit 2: HR Forms Workplace – Smart Forms HR280 The following pages about SAP Smart Forms provide details of the parts of the flow logic that are particular to HCM. The Table Painter is used for the latter. All rights reserved. 2011 . you can also show the field list of variables. Here you can see the fields of the Import Interface. The central area contains the maintenance screen. 42 © 2011 SAP AG. The entire range of functions is covered in the BC470 training course. The SAP Form Builder consists of three areas: • • • On the left of the Form Builder is a navigation tree showing the hierarchy of all elements in the form. the position and size of text windows or graphics.

choose Form → Activate. 43 . – Global definitions. 2011 © 2011 SAP AG. you always find the following two nodes: • Global settings. Here you can define additional fields to be used in the form. you can expand its structure by clicking on the triangle symbol beside the node icon. These include: – • Form attributes. – Form interface. If a node has other subnodes. You can select a node for editing by double-clicking it. This means that you can provisionally save your changes without directly affecting application processing. The fields to be filled by the application program or returned to the application program must be defined here. The system then displays the node in the maintenance screen and in the Form Painter (provided the Form Painter has been activated). Pages and Windows Figure 32: Form Attributes: General Attributes The form attributes include not only the name and description of the form but also its current status: active or inactive. is dependent on the node that precedes it. such as administration information and basic settings for formatting. To activate a form. It is processed sequentially after the preceding node. Application programs always use the active version. such as their style. A form can exist in either of these two versions. the status of the copy is always set to inactive. If a node is not processed.HR280 Lesson: Pages and Windows Subnodes “inherit” attributes from higher-level nodes. Note that when you copy a form. Below the top node. on the other hand. A subsequent node of a node. All rights reserved. none of its subnodes are either.

and if so. Various styles exist in the system with root name HR*. You must assign a style to each form. 44 © 2011 SAP AG. 1 CH is equivalent to one tenth of an inch.Unit 2: HR Forms Workplace – Smart Forms HR280 Since SAP Smart Forms are connected to the transport system of the SAP system. Characters per inch (CPI). Figure 33: Form Attributes: Output Options The page formats available include the page formats provided in spool administration. You do this when you first save your form. which ones. you can indicate in the Restricted Language Control field that the logon language is not to be used for missing texts. A style is a collection of different character and paragraph formats that are then used in the form. you can specify a separate style for most subnodes. As of SAP Web Application Server 6. If you enter the default value 10. The General Attributes tab page allows you to define whether you want to translate the form into other languages. which then overrides the default setting of the form. 2011 . approximately 2. they must be assigned to a package. All rights reserved. that is. The orientation (portrait or landscape) is set individually for each page.20. You can determine which page format is proposed for a new form as follows: Go to the initial screen of transaction SMARTFORMS and choose Utilities → Settings → tab page General. However.5 mm. Every form has an original language. This field allows you to determine the CH unit of measure that you can use for horizontal length specifications (such as window widths) in the form.

All rights reserved. all subnodes on the respective page are also deleted. Expand or collapse the page in the tree. paste from clipboard. numbers. which you can change if you wish. cut and insert into clipboard. All subnodes are also affected. The same functions can be accessed under menu path Edit → Node and Edit → Subtree. The first character must be a letter. Only letters.has a technical name and a meaning. 2011 © 2011 SAP AG. Copy to clipboard. When you create a new page. A page is represented by a node in the navigation tree. the Lines per inch field allows you to determine the LN unit of measure that you can use for vertical length specifications (such as window lengths) in the form.HR280 Lesson: Pages and Windows Similarly. 45 . called the SAP Smart Forms XML Interface (XSF). A certified XML interface is provided. The standard output format for printing is OTF (Output Text Format). Pages Figure 34: Pages Each form consists of at least one page. As a special case. the system proposes a unique technical name. The percentage sign is used by the SAP Form Builder to generate names automatically. Note that when you delete a node. and underscores are permitted for the names. As with all other node types (such as texts or tables). the percentage sign is allowed as the first character. Each page .like all subnodes . right-clicking on an existing page opens a context menu with the available options: • • • Create or delete (in change mode only).

This is useful. 2011 . Prerequisite: The required picture already exists in the system (after you have used transaction SE78 to import it). You have to output the SFSY-PAGE variable in a text window to have your pages numbered. you set the orientation (portrait or landscape) for each page. provided your printer supports this feature. Note that if you make page number settings. – You can assign different paper trays to pages. The type of automatic page numbering. © 2011 SAP AG. Output Options – • 46 While the page format you specify applies to the entire form. – You can set the print mode to double-sided. Background Picture. and determine the behavior of the page counter. You can choose between Roman and Arabic numerals.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 35: Page Attributes You can make settings on the following tab pages: • General Attributes – – • Next page. provided you printer supports this feature. this does not mean that the pages are automatically numbered. if you want to use your company letter head for the first page of a form and normal printer paper for all other pages. for instance. All rights reserved. upper case and lower case. Text is printed over the picture. The default value is the page itself.

The order of the page subnodes in the navigation tree does not affect their position in the form. You may need to move subnodes using drag and drop (left mouse button). you must create suitable output areas (windows) on the relevant page. graphic. or window). It is helpful to imagine that all nodes are expanded. 47 .HR280 Lesson: Pages and Windows Figure 36: Page Structure with Output Areas (1) To output information in a form. The processing sequence is particularly important if you use fields (variables) that are filled only at runtime. All rights reserved. but it does affect their processing: In each page. they are processed from the top down. 2011 © 2011 SAP AG. The icon helps you to identify the 3 different node types (address. The following output areas are available: • • Windows: Subnodes of windows are used to output text and data Graphic windows The output areas of a form are represented as nodes in the navigation tree.

For example. you can use the clipboard (right mouse button: cut – copy – paste). any changes to node content (including deleting subnodes) take effect on all pages. A popup appears in which you can choose Under the node. If you place output areas in several positions within a page. since the technical names of the nodes are identical. All rights reserved. occupy different positions on each page.using drag and drop.. you can move or copy windows or text nodes from one page to another.that is.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 37: Page Structure with Output Areas (2) You create output areas as you do other nodes.. or After the node.. However. A is inserted after B. If you drag one node (A) on to another node (B). A unique technical name is proposed that you can change if you wish.. however.. 48 © 2011 SAP AG. If you place output areas on several pages of a form. it is also possible to create A as a subnode of B. You can move (with the left mouse button) or copy (CTRL and left mouse button) subtrees . As a result. Output areas that share the same content can. If you choose the second option. nodes with subnodes . copies containing the same content are created. changes to node content only take effect in the area concerned. Alternatively. 2011 . A will be inserted at the same level as B but after it. namely using the context menu (right-click on a page). but these copies have different technical names to the original.

You can change the size of a window by clicking one of the sizing handles situated at the corners and the sides of the selection rectangle. To edit an output area.HR280 Lesson: Pages and Windows Form Painter Figure 38: The Form Painter You use the Form Painter to check/change the layout of a form. or texts overlap. graphic windows. 49 . and address windows) and the background picture. You can use this menu to create or delete output areas and perform normal clipboard functions (cut. All rights reserved. You can show or hide the Form Painter in the Form Builder by clicking the corresponding pushbutton or by choosing menu Utilities →Form Painter on/off. If you want to reposition an output area. they are printed one by one over another. Using this option has no effect on the actual print output. (If windows. The corresponding node is then also displayed on the maintenance screen. The Form Painter always displays the page selected in the navigation tree. copy. The context menu (right mouse button) is also available in the Form Painter. paste). Choose the Into background option if a small window is completely hidden by a larger one and you want to edit the small one. All size and position-related changes that you make are automatically copied to the maintenance screen.) 2011 © 2011 SAP AG. click it to select it. including all output areas (windows. click the area and move it while keeping the left mouse button pressed (drag and drop). and dragging the handle to its new position while keeping the left mouse button pressed. providing there is one. graphics.

choose Utilities→Settings or right-click on the toolbar. The intervals in both grids can be configured. For more options. holding down the left mouse button. you can define how you want the currently selected window to be highlighted. In addition. You can display a detail grid or a detail grid with main grid to enable you to align your output areas correctly. The Draw Window option enables you to draw an output area directly by clicking on an empty spot on the Form Painter. On the Tracker settings tab page. 50 © 2011 SAP AG. you can configure the Form Painter to automatically align output areas to the detail grid when they are moved with the mouse. There are different zoom options to control the view. and moving the mouse until the output area reaches the required size. All rights reserved. The Automatic Zoom option is the most convenient of these. Using the crosshair instead of the normal mouse pointer also makes it easier to achieve an exact alignment of the nodes.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 39: Form Painter: Settings The most important settings options are provided in a detachable toolbar in the Form Painter. 2011 . You can choose this on the General settings tab page.

HR280 Lesson: Pages and Windows Windows Figure 40: Main Window and Secondary Window The two types of window that are distinguished between are main and secondary windows: In the subnode of the main window. In the example above. However. A page that does not contain a main window cannot refer to itself as the next page since this would trigger an endless loop. and the body text is continued in the main window. A secondary window's height. • • 2011 Text that does not fit in the secondary window is cut short and not output. you output the text and data in a predefined output area. that is to say. and position can vary from page to page. text output as body text with page breaks is not possible. • • • In a form. it is an employee's wage types. you can only designate one window as the main window. where the nodes are again processed in the order in which they are arranged in the navigation tree. you output content that can run over several pages (body text). All rights reserved. you can choose its height and position freely. width. © 2011 SAP AG. In the subnode of a secondary window. A page break to the next page occurs automatically. 51 . all of the as yet unprocessed secondary windows of the page are processed. Once the main window has been completely filled with content. The main window must be the same width on every page.

As with most node types.) If you use identical window nodes on different pages. you might want to print text A for certain customers only. and position. All rights reserved. If the conditions set for a window are not fulfilled. and text B for all other customers. there are another two types of window. dimensions. from the bottom node to the entire form. namely Copies Windows and Final Windows. You can choose from a number of processing events (such as not on first page or only on page. All error messages are displayed in the bottom part of the maintenance screen. They function exactly as secondary windows when it comes to body text. In SAP Web Application Server 6. For example. (The same applies for all other nodes and subnodes for which conditions have been specified. 52 © 2011 SAP AG. you can use conditions for windows to determine when they are processed.. Figure 41: Window Attributes You can execute checks at different levels.Unit 2: HR Forms Workplace – Smart Forms HR280 Graphics always automatically have the right dimensions. neither the window nor its subnodes are processed. 2011 . You set the position and the appearance of a window using the output options.10. You can go directly to a node by clicking its name. each node has its own Output Options and Conditions tab pages.) and also control processing by means of specific values. and the main window must have the same width on all pages. To ensure that all windows are free of errors. they must fit on to the respective page..

and for horizontal lengths CH. For vertical lengths you can also use LN. 2. 2011 © 2011 SAP AG. the window is always output with your chosen formatting even if it does not have any content. TW (twip = 1/20 of a point). right. Furthermore. As of SAP Web Application Server 6.54 cm). You can also configure the width of the margin (distance from window edge to text) separately for all four margins. these details are automatically transferred to the maintenance screen. you can make detailed settings for the four margins of the window (upper. IN (1 inch = approx.10. You specify how these dimensions should be defined in the form attributes. You can define lines in different widths and colors. lower. and left). If you draw the window in the Form Painter. MM. and vice versa. you can choose different shading colors and levels of saturation for each window. 53 . You can use the following units of measure to specify dimensions: CM. All rights reserved.HR280 Lesson: Pages and Windows Figure 42: Window: Output Options You determine the position of a window by specifying the left upper margin. As is the case for all nodes that enable text to be output. you can configure frames and shading for windows. PT (point = 1/72 of an inch). If you activate Always Draw Box and Shading. and you define its size by specifying the height and width.

You create graphic nodes in the same way as any other node by using the context menu (right mouse button) or via menu path Edit→ Node → Create. 54 © 2011 SAP AG. You can then easily position the graphic on the page using drag and drop. You make the settings for the name of the graphic. you must also determine its horizontal position on the Output Options tab page. All rights reserved. it must first be imported into the system from your front-end computer in TIFF or bitmap format using graphics administration (transaction SE78). If you do not create the graphic in a separate graphic window of the form but as a subnode. for example. The graphic is output dependent on higher-level nodes. you can determine the name of the graphic dynamically at the application program runtime by using a variable. • • If you create a separate graphic window for the graphic. To insert a graphic. A prerequisite for this is that the graphic already exists in the system. 2011 .Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 43: Graphics on the Form You can embed graphics not only as background pictures. or as subnodes of a window. and the resolution in the same way as for a background picture. In particular. it is not displayed in the Form Painter and you cannot choose its position with drag and drop. the object and ID. If you create the graphic as a subnode of an existing node of a window or a template. but also as separate graphic windows (direct subnodes of a page). the type of the graphic (black and white or color). the graphic is visible in the Form Painter (provided you have not selected the Placeholder for graphics checkbox in the Form Painter settings).

choose Form → Activate or choose the second pushbutton on the application toolbar in the Form Builder. you should check them. To test your form from the Form Builder (using Print Preview or Print). As of SAP Web Application Server 6. Tip: The quickest way to go to the print preview is to press the F8 function key four times in the SAP Form Builder. All rights reserved. choose Form → Test or choose the third pushbutton in the SAP Form Builder. then Execute. Before you can use a form in programs. you must first activate it. 2011 © 2011 SAP AG. 55 . the development environment for function modules. To do so. You can add values to the interface of the function module for test purposes. The name of the generated function module is already entered here. you can test inactive forms too.HR280 Lesson: Pages and Windows Figure 44: Activate and Test Forms If you make changes to a form. Activating a form means that the entire form is checked and saved and the function module is generated.10.6C. This takes you to the Function Builder. Then choose Test/Execute again (Menu path Function Module → Test → Single Test). Enter your printer in the Output Device field in the print attributes and choose Print Preview or Print. You can perform individual checks for most nodes or simply check the entire form. With SAP R/3 4. you need to activate a form to test it.

All rights reserved. HR280 2011 .Unit 2: HR Forms Workplace – Smart Forms 56 © 2011 SAP AG.

2011 Activate your form and test it. Call your form ZHR280_G##_EXE2 (## = group number). you will be able to: • Create a secondary window for the personal data of the employee • Add a graphic to the form with the company logo • Test the form Business Example The personal data of the employee is to appear in a window on the remuneration statement form. 3. Copy the MAIN page and call it FOLLOW_PAGE Next Page. Create a new secondary window in the main page. 1. Task 2: Add the company logo to the form. Position the logo in the upper right corner of the form. Call it EE_DATA Employee Data and activate the Always Draw Box and Shading option. Enter Main Page as the meaning. All rights reserved. The company logo is to appear in the upper right corner. 2. Task 1: Create a new form by copying the template ZHR280_G00_EXE2. 2. Task 3: Create another page. 1. Task 4: 1. It should follow the MAIN page. 57 . Change the name of the existing page %PAGE1 to MAIN. 1.HR280 Lesson: Pages and Windows Exercise 2: Pages and Windows Exercise Objectives After completing this exercise. Create a node called LOGO for company logo HR280_LOGO on the MAIN page. © 2011 SAP AG. Position the window in the navigation tree below the MAIN main window.

1. Choose Create → Window from the context menu (right mouse button) on the MAIN page. 2011 . A window appears in the upper left corner of the Form Painter in a default size and with a default name. a) 2.40 cm Width 8. Change the name of the existing page %PAGE1 to MAIN. Enter Main Page as the meaning. Enter the following on the Output Options tab page: Field Name Value Left Margin 11. Call it EE_DATA Employee Data and activate the Always Draw Box and Shading option. Create a new secondary window in the main page. a) First. Call your form for editing and choose the Layout pushbutton. a) 3. Call your form ZHR280_G##_EXE2 (## = group number).00 cm Upper Margin 4. Position the window in the navigation tree below the MAIN main window. Drag the window in the navigation tree to a position below the MAIN window. Use the mouse to move it to a position to the right of the ADDRESS window. activate the Form Painter. All rights reserved. Select %PAGE1 in the navigation tree by double–click and enter MAIN in the Page field and Main Page in the Meaning field.6 cm Continued on next page 58 © 2011 SAP AG.5 cm Height 3.Unit 2: HR Forms Workplace – Smart Forms HR280 Solution 2: Pages and Windows Task 1: Create a new form by copying the template ZHR280_G00_EXE2.

and choose Color Bitmap Image (BCOL): Field Name Value Name HR280_LOGO Object GRAPHICS ID BMAP Position the logo in the upper right corner of the form. Use LOCL as the output device. Call the new node LOGO. go to the General Attributes tab page and choose the new page in the Next Page field. Choose Create → Graphic from the context menu (right mouse button) on the MAIN page. It should follow the MAIN page. Copy the MAIN page and call it FOLLOW_PAGE Next Page. Call the new page FOLLOW_PAGE and enter Next Page as the meaning. Activate your form and test it. 1. Task 3: Create another page. Save the new form. Then choose Paste from the context menu. 1. enter the details provided below on the General Attributes tab page. Create a node called LOGO for company logo HR280_LOGO on the MAIN page. a) Position the logo in the upper right corner of the form on the graphical Form Painter. a) 2. © 2011 SAP AG.HR280 Lesson: Pages and Windows Task 2: Add the company logo to the form. Select the MAIN window again by double–clicking it. a) 2011 The quickest way to access the print preview is to choose F8 four times. a) Select the MAIN page in the navigation tree and choose Copy from the context menu (right mouse button). Task 4: 1. 59 . All rights reserved.

All rights reserved.Unit 2: HR Forms Workplace – Smart Forms HR280 Lesson Summary You should now be able to: • Create secondary windows with the Form Painter • Insert a graphic with the company logo • Test the form 60 © 2011 SAP AG. 2011 .

The interface provides wage types in internal tables that have to be processed in a loop. 61 . Data Processing Figure 45: Data and Tables: Technical Background From a technical point of view. All rights reserved. you will be able to: • • • Adjust the selection screen of the print program Use cumulation wage types in a form Process the payroll results in a loop Business Example The employee's address is to be printed on the remuneration statements in a window created for this purpose. The respective lines are copied into a work area that has the same structure as the table. Lesson Objectives After completing this lesson. The internal table must be filled beforehand in the application program 2011 © 2011 SAP AG. This is referred to as a “loop”.HR280 Lesson: Data on the Form Lesson: Data on the Form Lesson Overview Print programs have a special selection screen that can be adjusted. Wage types are to be output in the main window. If you want to reduce the number of wage types to be printed in your form you can use cumulation wage types. a table in an SAP Smart Form is filled by processing an internal table on a line-by-line basis.

the internal table must be defined on the SAP Smart Form interface. You can subsequently change the sort sequence by placing your cursor on a field and moving it up or down a line by clicking one of the two black triangles displayed above the sort criteria. To the right of the field. The data is normally taken from database tables. To do this.Unit 2: HR Forms Workplace – Smart Forms HR280 (which is usually the case) or in the form. In the loop. and sort the internal table before it is processed. If this is the case. in the data retrieval program). If the data is read in the application program. the system cannot recognize whether the internal table has already been sorted (for example. page breaks. enter the names of the fields to be used as the sort criteria. All rights reserved. you still have to enter the sort criteria. You can also sort the internal table within the form. all entries are made available one after the other in the WA_RESULT work area. 2011 . You can specify a line range. Figure 46: Loop over Payroll Results Data tab page: Enter the name of the internal table over which the loop is to be executed and the associated work area (assignment type into) or the field symbol (assignment type assigning). Sorting the internal table is a prerequisite for sort levels (control levels). 62 © 2011 SAP AG. the table will be sorted again.) Sorting is required for subtotals. you can choose whether the table is to be sorted in ascending or descending order. determine one or more WHERE conditions. The order of the fields in this list determines the sort sequence. and so on. but then select the Already Sorted checkbox (otherwise. The node shown is the loop over the HRDATA-STAR_PAY_RESULT InfoStar for the employees. For technical reasons.

Double-click the report class to maintain it. If retroactive accounting has taken place. If you determine a default value for an invisible field. Choose the change view and copy the report class to adapt it afterwards. Figure 48: Selection Screen 2 Some selection parameters that are specified on the selection screen for the payroll results reports can be related to in-periods or for-periods. you specify that the field is visible in the selection screen of the print program. If you determine a default value for a visible field. It is therefore important to determine whether the program should work with the for-period 2011 © 2011 SAP AG. you can change this value from the print program. you can no longer change this value from the print program. the in-period data and for-period data differs. In addition to the report class there are optional fields that you can preset with default values. If you set the checkmark in the Show column. 63 .HR280 Lesson: Data on the Form Selection Screen Figure 47: Selection Screen 1 There are 3 report categories (= selection screens) available that allow you to specify the number of selection fields. Use the report classes as a template for your own. All rights reserved.

If you set the value 1. the January in January results are subtracted from the January in February results. the applicable selection parameters are included as in-period data in the program. If you select Consider and display archived payroll results. a salary statement with retroactive accounting). If your form goes back to the past (for example. Furthermore. January in February. Consequently. EMPTY Retroactive accounting is taken into account. This difference is made available with February in February. X Retroactive accounting and the relevant periods are taken into account. and February in February. retroactive accounting is ignored.Unit 2: HR Forms Workplace – Smart Forms HR280 view or the in-period view if a report is executed on the payroll results. the archived payroll results are taken into account and displayed for the specified personnel numbers in the selected interval. you must ensure that personnel-related InfoStars contain at least one of the InfoDimensions EMPLOYEE and ASSIGNMENT. that means. 64 © 2011 SAP AG. If you choose the valueX. February in February and January in February are read. If you set the switch. All rights reserved. If you choose the value EMPTY. Example: You have a payroll result for January for which retroactive accounting was executed in February. you have three payroll results: January in January. You want to read the payroll results from February with the in-period view: If you choose the valueO. Select how retroactive accounting is taken into account when the payroll results are being read: O Only the original periods are taken into account. all three payroll results are read. The parameter Number of EE determines how many personnel numbers can be processed in the same form. the form will be called for each selected personnel number. you should assign the value EMPTY to the switch Only IT Recs in Time Interval. A value of 0 means that the form is called only once. 2011 . and all selected personnel numbers are processed in the same form. If you process multiple personnel numbers in a form. February in February is read.

select the CumulationWTs tab page and double-click the Customer field. Follow these steps: 1. In your form.HR280 Lesson: Data on the Form Cumulation Wage Types Figure 49: Using Sum Wage Types 1 If you want to combine multiple wage types. Select your new subapplication and define your own cumulation wage types. All rights reserved. Figure 50: Using Sum Wage Types 2 2. 2011 © 2011 SAP AG. 65 . Create a customer-specific subapplication (namespace 0…9). you can use cumulation wage types. Cumulation wage types are always assigned to a subapplication.

2011 . All rights reserved. you can assign the required wage types. 66 © 2011 SAP AG. Now you can use your cumulation wage type as a selection value for InfoDimension WAGETYPE. After you have created the cumulation wage type. Figure 51: Using Sum Wage Types 3 Enter your customer-specific subapplication on the Cumulation WTs tab page.Unit 2: HR Forms Workplace – Smart Forms HR280 3.

Task 2: Use the cumulation wage type in the form 1. payroll area. All rights reserved. and personnel number provided by your instructor. 2. Replace wage type /180 in your form with cumulation wage type SINS (subapplication 9SUM). Create a loop over the HRDATA–STAR_PAY_RESULT InfoStar below the MAIN window. Use the EMPLOYEE_KEY–PERSONNEL_NUMBER and INPERIOD_KEY fields as sort criteria. 67 . 1. Use the WA_RESULT structure that is defined in the global definitions as the work area. Task 3: Test the form and check the data selected.HR280 Lesson: Data on the Form Exercise 3: Data on the Form Exercise Objectives After completing this exercise. you will be able to: • Output employee data in a loop on the form • Process the payroll results in a loop. 2011 Test the form with the payroll period. Select the second field as the control level end. Wage types are to be output in the main window. Call your form ZHR280_G##_EXE3 (## = group number). Task 1: Create a loop over the payroll results Create a new form by copying the template ZHR280_G00_EXE3. Business Example The employee's address is to be printed on the remuneration statements in a window created for this purpose. 1. © 2011 SAP AG.

Use the EMPLOYEE_KEY–PERSONNEL_NUMBER and INPERIOD_KEY fields as sort criteria. double-click the name of your form to get the tab page underneath. payroll area. 1. enter the HRDATA–STAR_PAY_RESULT InfoStar as the table and WA_RESULT as the structure. All rights reserved. Test the form with the payroll period. In the fields for the LOOP loop. Task 3: Test the form and check the data selected. Choose Execute. In field Meaning enter “Loop over results”. a) 68 On the selection screen. Take a look at the data for one of the entries in the ALV list. and personnel number provided by your instructor. 2011 . Use the WA_RESULT structure that is defined in the global definitions as the work area. 1. Open the PAY_DEDUC InfoStar and double-click the dimension WAGETYPE. 2. Create a loop over the HRDATA–STAR_PAY_RESULT InfoStar below the MAIN window. a) In the InfoNet screen. Select the Cumulation WTs tab page and enter subapplication 9SUM in the Customer field. Call your form ZHR280_G##_EXE3 (## = group number). Replace wage type /180 in your form with cumulation wage type SINS (subapplication 9SUM).Unit 2: HR Forms Workplace – Smart Forms HR280 Solution 3: Data on the Form Task 1: Create a loop over the payroll results Create a new form by copying the template ZHR280_G00_EXE3. Select the Event on Sort End field for the period. Select the second field as the control level end. a) Choose Create → Flow Logic → Loop in the context menu (right mouse button) on the MAIN window. a) Enter the specified fields EMPLOYEE_KEY–PERSONNEL_NUMBER and INPERIOD_KEY as ascending sort criteria. Call the new node RESULTS. for example the HRDATA–STAR_PAY_RESULT InfoStar. © 2011 SAP AG. payroll area. and personnel number provided by your instructor. enter the payroll period. Select the Selections tab page and replace wage type /180 with cumulation wage type SINS. Task 2: Use the cumulation wage type in the form 1.

All rights reserved. 69 .HR280 Lesson: Data on the Form Lesson Summary You should now be able to: • Adjust the selection screen of the print program • Use cumulation wage types in a form • Process the payroll results in a loop 2011 © 2011 SAP AG.

70 © 2011 SAP AG. you will be able to: • • Create text nodes in windows Output texts and field content Business Example The payroll period and page number are to be printed in the title of the remuneration form. The employee's address is to be output in the address window on the form. 2011 . Lesson Objectives After completing this lesson. folders or templates. All rights reserved. for example. Text Nodes Figure 52: Text Nodes You enter all of the text on the form using text nodes. Text nodes are subnodes of windows and their subnodes.Unit 2: HR Forms Workplace – Smart Forms HR280 Lesson: Texts on the Form Lesson Overview This lesson tells you how to edit and output texts and field contents.

The same functions can be accessed under menu path Edit → Node.HR280 Lesson: Texts on the Form A context menu is available for existing text nodes (right mouse button) that you can use to create another text node directly after the one you have clicked on (at the same level). Text only continues to the next page if it is in the main window. All rights reserved. you can use the higher-level node's context menu to create text nodes. its attributes are displayed on the maintenance screen. Text nodes themselves cannot have any further subnodes. 71 . Bear in mind that text in secondary windows that does not fit in the space is cut short. Alternatively. Figure 53: Text Nodes: Attributes If you select a text node in the navigation tree or in the Form Painter. in which case the new node is inserted as the highest-level subnode of this node. 2011 © 2011 SAP AG.

– In addition. • General attributes: – • The text type you choose allows you to determine whether the text is saved and edited within the form (as a text element) or outside the form. A style is a collection of different character and paragraph formats. – The remaining fields you see on the tab page vary depending on the text type. 2011 . If the protected text does not fit onto the current page. All rights reserved. you can assign a style to the text node. – You also determine how two directly successive text elements should be combined. In the latter case. you can choose Page Protection. Output options: • The previous information about boxes and shading for windows also applies to text nodes.Unit 2: HR Forms Workplace – Smart Forms HR280 The three tab pages are similar to those for windows. – If the text node is in the main window. – Figure 54: Linking Text Nodes 72 © 2011 SAP AG. you can choose between an SAP Smart Forms text module and a SAPscript include text. it is output on the next page. Conditions: See the conditions for windows. This option prevents text from being separated by page breaks.

You can use the clipboard by selecting text blocks with the mouse and choosing the Cut. 73 . the format of the first text element is used. Alternatively. shift return corresponds to a new paragraph. In the resulting paragraph. the online editor is displayed on the General Attributes tab page. the format of the last paragraph of the first text node is used for the first paragraph of the second text. You can enter text as you would do in any common word processing program.) Choosing New Line also results in the text of the second node beginning on a new line. If the first node is framed or framed and shaded. All rights reserved. the second node is always attached with the New Paragraph option. This way you can copy sections of text between different windows or forms.HR280 Lesson: Texts on the Form On the General Attributes tab page. you can also choose Append Directly. (Within a text node. return corresponds to a new paragraph. This means that both text nodes are completely separate from one another. you define how two text nodes that follow directly one after the other in the same window are to be linked to each other: • • • Choose New Paragraph to prompt the text of the second node to begin on a new line in the paragraph format that you have defined for this paragraph. 2011 © 2011 SAP AG. Copy. Editing Texts Figure 55: Text Elements in the Editor If you choose Text Element as the text type. In this case.) Finally. or Paste pushbuttons. (Within a text node. This results in two text nodes that follow directly one after the other being joined together without blank characters or blank lines. however. irrespective of your chosen setting. you can switch to fullscreen mode by choosing the Text Editor pushbutton.

you can assign one or more character formats to text that you have selected. The paragraph formats offered in the list depend on the style you have chosen (for example. Figure 56: Format Texts: Paragraph and Character Formats You can format sections of text that you have selected.Unit 2: HR Forms Workplace – Smart Forms HR280 Line breaks are inserted into text nodes automatically depending on the window width. A paragraph format denotes a collection of format settings. 74 © 2011 SAP AG. tabulators. The Reset Character Formats pushbutton resets all of the character formats for the area selected back to the paragraph format. They are then displayed roughly as they will appear when they are printed (WYSIWYG = What You See Is What You Get). paragraph marks. for the form attributes and for a text). The same applies to the character formats available for selection as the paragraph formats. Character formats refer to a combination of format settings. The Paragraph Mark On/Off pushbutton enables you to determine whether you want to display non-printing characters such as blank characters. such as tabs and alignment. and the style of a lower-level node overrides the style of a higher-level node. the standard paragraph format for the style is used. HRFORMS). All rights reserved. and line breaks. 2011 . If you have entered a style on several nodes (for example. the following applies: The style of a node overrides the style of the form attributes. If you do not choose a paragraph format. such as font or superscript. You can choose a paragraph format from the selection list directly in the editor for each paragraph. The Shift-Enter key combination allows you to add a line break within a paragraph. Furthermore. You can also use the Enter key in the editor to create a new paragraph that might have a different format to the preceding one.

Therefore. You can show or hide the field list by choosing the corresponding pushbutton.HR280 Lesson: Texts on the Form The current format setting is automatically shown in the list of paragraph and character formats when you place the cursor in the text. 2011 © 2011 SAP AG. Drag the name of a field from the field list to the desired position in your text element. or table parameters. The simplest way to insert fields is to use the field list. your form contains not only static text but also variable data referred to as fields. These are read from the database at application runtime or are entered by the user. All rights reserved. The following types of fields are available for selection: • • • All fields that are recognized by the form as import. or if the text contains several character formats. it is only necessary to use the Display Formats function if you require detailed information about the format. click the triangle icon to the left of the corresponding folder to access the individual subfields. If a field is structured. or in the menu by choosing Utilities→ Field list on/off. Figure 57: Field List Normally. through the form interface (which means they come from the application program) All global data and field symbols that you have created in the form in the global definitions System fields that are filled automatically during program execution You insert the fields using drag and drop. export. 75 .

10: • • • • 76 XSF: Is set if the form is output in XSF or HTML formats COPYCOUNT and COPYCOUNT0: Query whether an original or copy is output SUBRC: 0 if a text module or include text exists. This enables you to include details such as “Page x of y” JOBPAGES: Total number of pages of all documents in the current print request. 2011 . You define the display format in the user master record. numeric) and mode (increase. otherwise 4 USERNAME: Logon name of user that is printing the form. WINDOWNAME: Name of the current window PAGENAME: Number of the current page New as of SAP Web Application Server 6. Page numbers: • • • PAGE: Number of current print page. Arabic. You define the page number format (for example. initialize.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 58: System Fields DATE: Displays the date. © 2011 SAP AG. MM: minutes. All rights reserved. SS: seconds). keep unchanged) on the General Attributes tab page of the page node FORMPAGES: Total number of pages of the document currently being edited. TIME: Time in HH:MM:SS (HH: hours.

The fields are shown in gray to distinguish them from normal text. To change a field. The system notifies you of any errors that may exist (by means of an exclamation mark in a red triangle). to determine formatting options such as the output length for a field. Fields that are initial at application program runtime are ignored. you cannot activate the form. For more information. To delete a field.HR280 Lesson: Texts on the Form Figure 59: Editing Fields in Texts You can also use the Insert Field pushbutton to integrate fields into your text element. 77 . In this way. Capitalization is irrelevant. select it and choose the Delete Field pushbutton. Enter the field name with ampersands preceding and following it. They cannot be directly changed or deleted. you can also access the ABAP system fields of the SYST structure. 2011 © 2011 SAP AG. the system issues a warning (exclamation mark in a yellow circle) but you can still activate the form. If the fields are initial. To ensure that your field entries are correct. All rights reserved. If errors exist. for example &sy-uname& (user name). or whether they are still initial. place your cursor on the field and choose the Change Field pushbutton. perform a check by clicking the corresponding pushbutton in the editor. see the online documentation. You need this function. for example. Only if you use the check function in the Form Builder (first pushbutton in the toolbar) does the system check whether all fields used have been assigned a value when they were processed.

use the S formatting option. For information about other formatting options.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 60: Formatting Options You use the formatting options to adjust the value of a field before it is output. 78 © 2011 SAP AG. the options should be combined. the value of a field name is output in its full length but blank characters at the end of the value are truncated. right alignment (R). sign to the left (<). insert filler (F). All rights reserved. <offset> and (<length>). see the online documentation. Processing sequence: (<length>). The formatting options are not suitable for all field data types. In some cases. for example +6(9) or (8. right alignment (R). always in upper case. (For instance. Numeric fields: • • The concluding blank character counts as a plus sign. Japanese date (L). Processing sequence: Suppress blank character (C). You enter the respective abbreviations directly after the field name. 2011 . To suppress it.2). numbers cannot be output with an offset.) A distinction must be made between character and numeric fields: Character fields: • • In the default setting. insert filler (F). suppress blank character (C).

3) Text: Page. Task 2: Create text nodes in the ADDRESS window 1. Below the loop over employee data.HR280 Lesson: Texts on the Form Exercise 4: Texts on the Form Exercise Objectives After completing this exercise. Create the following text nodes below the TITLE secondary window: 1) TITLE Remuneration Statement 2) PAY_PERIOD Payroll Period 3) PAGE_NO Page 2. Make the following entries in the editor for the text nodes you have created: 1) Text: Remuneration statement. system field SFSY–PAGE. you will be able to: • Create text nodes in windows • Output texts and field content Business Example The payroll period and page number are to be printed in the title of the remuneration form. create a text node called ADDRESS Employee Address. paragraph format TI 2) Text: Remuneration statement for formatting the WA_RESULT–INPERIOD_KEY–PERIOD field. Call your form ZHR280_G##_EXE4 (## = group number). 1. Task 1: Create text nodes in the TITLE window Create a new form by copying the template ZHR280_G00_EXE4. Copy the following fields to the editor: WA_RESULT–EMPLOYEE_ADDRESS–LINE0 WA_RESULT–EMPLOYEE_ADDRESS–LINE1 WA_RESULT–EMPLOYEE_ADDRESS–LINE2 Continued on next page 2011 © 2011 SAP AG. All rights reserved. 79 . The employee's address is to be output in the address window on the form.

© 2011 SAP AG. All rights reserved. 80 Test your form with the personnel number and payroll period provided by your instructor.Unit 2: HR Forms Workplace – Smart Forms HR280 WA_RESULT–EMPLOYEE_ADDRESS–LINE3 Task 3: Test your form 1. 2011 .

HR280

Lesson: Texts on the Form

Solution 4: Texts on the Form
Task 1:
Create text nodes in the TITLE window
Create a new form by copying the template ZHR280_G00_EXE4. Call your form
ZHR280_G##_EXE4 (## = group number).
1.

Create the following text nodes below the TITLE secondary window:
1) TITLE Remuneration Statement
2) PAY_PERIOD Payroll Period
3) PAGE_NO Page
a)

From the context menu of the TITLE secondary window, choose Create
→ Text. On the maintenance screen, change the name in TITLE and
enter Remuneration Statement as the meaning.
Do the same for the other two text nodes.

2.

Make the following entries in the editor for the text nodes you have created:
1) Text: Remuneration statement, paragraph format TI
2) Text: Remuneration statement for formatting the
WA_RESULT–INPERIOD_KEY–PERIOD field.

Continued on next page

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3) Text: Page, system field SFSY–PAGE.
a)

Enter Remuneration Statement for the TITLE text node and
choose the TI paragraph format.
For the PAY_PERIOD text node, format the WA_RESULT–INPERIOD_KEY–PERIOD field in the editor.
To format the WA_RESULT–INPERIOD_KEY–PERIOD field, first
activate the field list (Field List pushbutton). Open the Global Data
folder then the WA_RESULT and INPERIOD_KEY folders. Select the
PERIOD field and drag it to the editor.
Select the &WA_RESULT–INPERIOD_KEY–PERIOD& field and then
choose theChange Field pushbutton. In the popup that appears, you
can make your formatting entries.
Do the same for the other fields.
They should be as follows:
&WA_RESULT–INPERIOD_KEY–PERIOD+4(2)& /
&WA_RESULT–INPERIOD_KEY–PERIOD(4)& (
&WA_RESULT–INPERIOD_KEY–BEGIN_DATE&––
&WA_RESULT–INPERIOD_KEY–END_DATA& )
For the PAGE_NO text node, use the SFSY–PAGE system field. To do
so, open the System Fields folder followed by SFSY in the field list.
Then proceed as described above.
Hint: Activate the paragraph mark (¶).

Task 2:
Create text nodes in the ADDRESS window
1.

Below the loop over employee data, create a text node called ADDRESS
Employee Address.
Copy the following fields to the editor:
WA_RESULT–EMPLOYEE_ADDRESS–LINE0
WA_RESULT–EMPLOYEE_ADDRESS–LINE1
WA_RESULT–EMPLOYEE_ADDRESS–LINE2

Continued on next page

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HR280

Lesson: Texts on the Form

WA_RESULT–EMPLOYEE_ADDRESS–LINE3
a)

Proceed as described above. Your solution should be as follows:
&WA_RESULT–EMPLOYEE_ADDRESS–LINE0&
&WA_RESULT–EMPLOYEE_ADDRESS–LINE1&
&WA_RESULT–EMPLOYEE_ADDRESS–LINE2&
&WA_RESULT–EMPLOYEE_ADDRESS–LINE3&

Task 3:
Test your form
1.

Test your form with the personnel number and payroll period provided by
your instructor.
a)

Activate your layout in the Form Builder. Then return to the Change
Forms view (F3) and activate your form.
Choose Form → Print Program. Make the required entries on the
selection screen and choose Execute. On the next screen, choose Print
Preview.

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Lesson Summary
You should now be able to:

Create text nodes in windows

Output texts and field content

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HR280

Lesson: Tables and Templates

Lesson: Tables and Templates
Lesson Overview
In many scenarios, you will have data that is structured in rows and columns.
For example, it is hard to imagine a remuneration statement without table-like
presentations of data. In a printing scenario with Smart Forms, the data would
typically be collected in internal tables and then passed on to the generated
function module of the form. This lesson will show you how to create tables and
templates in order to process wage types and personal data.

Lesson Objectives
After completing this lesson, you will be able to:



Create tables and templates
Output wage types in a table
Perform calculations in table processing
Print data in a template

Business Example
Wage types are to be shown on the remuneration statement as tables with headings
and totals rows. The employee's personal data is printed in a template.

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Tables

Figure 61: Table: Overview

Forms are frequently used to output data in tables. Tables in SAP Smart Forms
are subnodes of windows and, like all other subnodes, they are created using the
context menu (right mouse button) of the navigation tree.
Since the length of tables is dynamic, you should use them only in main windows.
They may be truncated in secondary windows.
You can format the individual line types in the graphical Table Painter.
Tables provide functions to output headers and footers, control levels, and
subtotals.

Figure 62: Line Types

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HR280

Lesson: Tables and Templates

Before you can fill tables with text, you must define the line types on the Table
tab page of the maintenance screen. In doing so, you specify how many cells are
to be in one table line and the width of these cells. (The height is determined
automatically at runtime.) For simple applications, a single line type is sufficient.
However, you can also create different types for hierarchical (multi-level) tables,
for example. You would do this, for instance, if you wanted to use subtotals as
in the example above.
You define when each table type is to be used in the table line output options.
You can maintain line types graphically or alphanumerically. However, if you
maintain them alphanumerically, you cannot define boxes or shading.

Figure 63: Line Types in the Table Painter

You maintain line types on the Table tab page. The Draw Lines and Columns
pushbutton must be activated to edit line types.
You add a new line by dragging the mouse pointer (which looks like a pen)
horizontally from the required position. Alternatively, you can use the context
menu (right mouse button → Insert → Empty line above/below). To rename a line,
place the mouse pointer on it and choose Rename Line from the context menu.
You insert a new cell boundary by dragging the mouse pointer vertically from the
required position whilst holding down the left mouse button. Alternatively, you
can split the cell in which the mouse pointer is positioned using the context menu
(right mouse button → Split → Cell).

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You can change the width of a cell by placing the mouse on a cell boundary and
dragging it to the required position whilst holding down the left mouse button.
(The mouse pointer appears as a double arrow.)
You change the table width by placing the mouse pointer on the right table border
and dragging it to the required position whilst holding down the left mouse button.
To position the whole table within the window, deactivate the Draw Lines and
Columns pushbutton and drag the table to the required position with the left mouse
button (pointer appears as a double arrow).
You cannot set the height of individual line types since the height is determined
dynamically at application program runtime, depending on the data that is output.

Figure 64: Line Types in the Detail View

Instead of entering the line types in the Table Painter, you can also define them
numerically in the detail view. The entries you make in the Table Painter are
automatically copied to the alphanumeric overview and vice versa.
The following information is required for line types:


Name
Protection against page breaks. Since the height of a line type is dynamic,
a page break may occur at runtime. If you select this option, all nodes of a
table line of this line type are output together on one page
Number and width of the cells
Default type: without relevance

The table width must be identical to the total width of all cells for each line type.

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you can move the table to the left or to the right within the window width . All rights reserved. the table is started on the next page if the minimum height is no longer available in the current window. choose Utilities → Settings and go to the Table Painter tab page. The crosshair cursor. you can display a grid and/or the main grid. If the Draw Lines and Columns checkbox is selected. If you choose left or right. right.20.provided you have not chosen centered as the horizontal alignment of the table in the detail view. As of SAP Web Application Server 6. or choose the pushbutton on the right of the toolbar. The Automatic zoom option is the most convenient of these. which you can set instead of the normal mouse pointer on the General tab page of the Table Painter settings. To make the drawing of cells easier. You can choose between left. and centered. If you enter a value in this field. 89 . there is another input field: Minimum Height. Figure 65: The Table Painter: Toolbar The most important settings (which are basically the same as those in the Form Painter) are displayed in the detachable toolbar of the Table Painter. You can also make a setting in the Table Painter that ensures that vertical cell boundaries are automatically aligned with the grid when you move them with the mouse. For more options. you can draw the cells of the line types directly with the mouse. If you do not select this checkbox.HR280 Lesson: Tables and Templates You use the Horizontal Alignment setting to determine how the table is to be aligned in relation to the window margin. The intervals in both grids can be configured. you have the option of specifying a distance from the respective window margin. There are different zoom options to control the view. 2011 © 2011 SAP AG. also facilitates the drawing of cells.

the last. © 2011 SAP AG. then gp to the Table Painter tab page and deactivate the Toolbar checkbox. the last. Decide whether you want the line types to be framed or not (Display Framed Patterns pushbutton). you can also choose a color and a degree of saturation for the shading. or all line types are to be separated by horizontal gridlines. 90 First choose the required box color from the list of available colors and set the width. Figure 66: Boxes and Shading: Pattern If you want to frame and/or shade your table. To hide the toolbar. You can choose whether the first. Proceed as follows: 1. All rights reserved. choose Utilities → Settings. 3. Alternatively. you can define how the table is to be highlighted against the background.Unit 2: HR Forms Workplace – Smart Forms HR280 On the Tracker settings tab page. or additionally. or all columns are to be separated by vertical gridlines and/or whether the first. 5. you can choose a pattern on the Table tab page of the Table Painter. 4. 2011 . Select the pattern you want to use by clicking it with the mouse. 2. This color will be used for the entire table. Choose the Select Pattern pushbutton.

use the left mouse button to select the cell(s) for which you want to set a frame and/or shading. Press Ctrl-A to select the whole table. Alternatively. Choose the required box color from the list of available colors and set the width. 6. 3. To select a whole line. position the mouse pointer in the line and click with the left mouse button whilst holding down the Shift key on your keyboard. If you then want to add the same color and frame to other cells. 2. click the left mouse button in all required cells whilst holding down the Control button (Ctrl) on your keyboard. 91 .HR280 Lesson: Tables and Templates Figure 67: Boxes and Shading: Single Cells To add lines and/or shading to individual cells and lines of tables. proceed as follows: 1. you can also choose a color and a degree of saturation for the shading. 2011 Deactivate the Draw Lines and Columns pushbutton. © 2011 SAP AG. In the Table Painter. All rights reserved. Repeated clicking switches between the line being shown/hidden. or additionally. Choose the page(s) of the selected cells to which a line is to be added. all you have to do is select the cell as described above and choose Apply shading. 5. 4. To select multiple cells. Note that shading is not visible until you deselect.

Select the Internal Table checkbox and name both the table and work area.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 68: Fill Tables After you have defined the table design on the Table tab page. To do so. you can also use the OR pushbutton. If you do not enter anything. a relational operator. 2011 . they are linked with AND. you should define how you want the table to be processed on the Data tab page. You can use logical conditions to determine which lines in the internal table are to be processed. Both the internal table and work area must be recognized in the form. If you enter several conditions. 92 © 2011 SAP AG. In the example here. and the comparison value or field. equals is selected automatically. the lines in the HRDATA-STAR_PAY_GROSS table are output into the WA_GROSS work area. In other words. All rights reserved. they must have been defined using the interface or as a global field. enter the name of a field in the work area. However.

You now create the actual content. 4. The number of cells that you defined for the selected line type are inserted automatically in the navigation tree. Since the height of cells is dynamic. for example text or graphics. or footer) and choose Create table line from the context menu. Then go to the Output Options tab page for the line you have added and enter a title and description. you can create more than one subnode for a cell. as normal subnodes of cells. Page breaks then occur automatically as required. Figure 69: Content in Table Lines To output content in a table. you need a key that is used to read entries in the table of payroll results. main area. 2011 Right-click the relevant area (header. you are comparing the employee key and in-period of the HRDATA-STAR_PAY_GROSS table with the employee key and in-period from the current data record of WA_EMPLOYEE. Comparing the PAY_AMOUNT field with 0 is done to exclude wage types with the value 0 in the amount field in the case of retroactive accounting results. © 2011 SAP AG. Choose a suitable line type from the list.HR280 Lesson: Tables and Templates To determine the employees for which the payroll results are to be read and subsequently printed here. All rights reserved. 3. proceed as follows: 1. • • • Field name: EMPLOYEE_KEY [=] Comparison value: WA_RESULTEMPLOYEE_KEY Field name: INPERIOD_KEY [=] Comparison value: WA_RESULTINPERIOD_KEY Field name: PAY_AMOUNT [→] 0 Here. 2. 93 .

header. The subnodes for the three areas are created automatically as soon as you create the table.20. set up page protection for it (on the Output Options tab page). you specify whether you want the header to be output and if so where: at the start of the table and/or after a page break. Note: You can only use page protection for multiple table lines as of SAP Web Application Server 6.Unit 2: HR Forms Workplace – Smart Forms HR280 Figure 70: Header and Footer You can output content in the header and footer in the same way as in the main area of a table. followed by the main area. and the footer for page totals or final totals. and finally the footer. To do this. All rights reserved. You have to enter a height for the footer too. the header for column headings. 94 © 2011 SAP AG. you create a folder. you specify whether you want the footer to be processed at the end of the table or before a page break. If all three areas appear on one page. On the Output Options tab page. A similar procedure applies for the footer: On the Output Options tab page. they are processed from the top downwards. 2011 . and move the relevant table lines to it. so that the form processor can reserve space for it. you might use the main area for items. For instance.

HR280

Lesson: Tables and Templates

Figure 71: Sorting a Table

You can also sort the internal table within the form. To do this, enter the names
of the fields to be used as the sort criteria. The order of the fields in this list
determines the sort sequence. You can subsequently change the sort sequence by
placing your cursor on a field and moving it up or down a line by clicking one of
the two black triangles displayed above the sort criteria. To the right of the field,
you can choose whether the table is to be sorted in ascending or descending order.
For technical reasons, the system cannot recognize whether the internal table has
already been sorted (for example, in the data retrieval program). If this is the case,
you still have to enter the sort criteria but then select the Already Sorted checkbox.
(Otherwise, the table will be sorted again.)
Sorting is required for subtotals and subheadings.

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Figure 72: Control Levels

If you select Event on Sort Begin and/or Event on Sort End for a sort criterion,
the corresponding control levels are inserted into the navigation tree of the table.
A control level contains all records of the internal table that have the same value
in the sort field. In the example above, all records of the in-period belong to one
control level.
You decide what is output in the control levels. You can insert table lines as
subnodes of the sort levels and then fill the cells with content for output, for
example, program lines for complex subtotal calculations or text nodes.
The node of a control level, called an event node, has only one tab page on the
maintenance screen; the Output Options tab. You can only set a style on this
tab page.
Control levels can be defined for all sort fields.
You cannot create control levels directly as nodes in the navigation tree. You
must always proceed as follows: Define the sort criterion and select Event on
Sort Begin and/or Event on Sort End.

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HR280

Lesson: Tables and Templates

Figure 73: Calculations in Tables

The calculations allow three possible operations:


In the Number operation, the Target field is increased by one for each table
row.
In the Total operation, the value entered in the Field Name field is added to
the value of the Target field.
In the Mean Value operation, the values entered in the Field Name field
are used on a line-by-line basis to calculate the mean value, which is then
entered in the Target field.

Choose Before Loop or After Loop in the Time column if you want a calculation
to be performed for each processed row of the table.
You use the Before Sorting and After Sorting times primarily to count sublevels. If
you choose one of these times, you have to enter the sort criterion (the variable of
the control level) in the For Field Name column without the name of the output
area, for example PAY_NUMBER and not WA-PAY_NUMBER.
If you select Initialize for a calculation formula, the Target field at the beginning
of the table is reset.
All of the values in a column are normally used for calculations. However, if you
choose the Sort Criterion entry under Reset and then enter a field in the For Field
Name column, the respective counter variables are reset each time a switch takes
place as soon as the content of the sort criterion changes – in other words, every
time there is a control level switch. For this to occur, though, you must have set
the Event on Sort Begin indicator on the Data tab page.

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Figure 74: Calculations in Tables: Example: Total Amount

Example calculation of wage type amounts:

98

Prerequisite: A loop in a work area (here: WA) that has a field for the
wage type amount (here: GROSS-PAY_AMOUNT). You require a global
help variable that is suitable for the numeric field of the work area (here:
SUM_WT).
Settings on the Calculations tab page, see above. The Initialize indicator
prompts the SUM_WT field to be set to zero before processing takes place.

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HR280

Lesson: Tables and Templates

Templates

Figure 75: Templates and Tables

Tables and templates are important layout elements.
They have certain features in common, for example the Table Painter, which is
used to design their layout, or different line types.
The most significant difference lies in the way the layout is defined:

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The exact layout and length of a table can only be determined at runtime and
is dependent on the type and number of data records that the application
program reads from the database.
Templates, on the other hand, are defined entirely in the Form Painter, that is
to say, the type and number of cells cannot be changed at program runtime.
For this reason, templates are mainly used for external forms.

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Figure 76: Templates

You use the Template node type to output tables with a fixed layout and size.
Templates are used, for example, for printing data on predefined forms.
Like all other nodes, templates are created as subnodes of windows, that is, using
the context menu (right mouse button) in the navigation tree.
Templates cannot be nested.
You can create different node types as subnodes of templates. Text that does not fit
into the cell selected is not output since the layout of the template is fixed.
Graphics that you create as subnodes of templates are not visible in the Form
Painter. You only see them in the print preview.

Figure 77: Draw Templates: Table Painter

The Table Painter functions are almost identical for templates and tables. You draw
your lines and cells with the mouse, create boxes, and add shading as required.

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HR280

Lesson: Tables and Templates

However, one difference is that you can show or hide the background picture for
the page (assuming there is one). This is particularly useful if you have scanned
in a template and you want to redraw it with the Table Painter. However, to do
this you must set absolute (from top) for the vertical alignment of the template
in the detail view.
You also have to specify the height of the individual lines since this is not
dynamic, unlike with tables.

Figure 78: Draw Templates: Details (1)

If you choose the detail view on the Template tab page, you can make the
following settings in the upper area:
Width. The width of the template must not exceed the width of the window into
which the template is embedded.
Horizontal Alignment. You can choose left, centered, or right as the horizontal
alignment of the template. These values refer to the window margin. If you
choose left or right, the system displays an additional input field where you can
enter the distance to the window margin. If you do not enter a value here, the
template is placed directly on the margin.
Vertical Alignment. The vertical alignment option allows you to determine the
distance of the template from the top of the window margin. Choose absolute
(from top) and enter the desired distance in the input field that appears on the
right side. This enables you to place several templates side by side in the same
window. (This is useful, for example, if you want to print labels or put several
templates on top of one another to define complex line structures.) You can also
choose currently as the vertical alignment. This places the template in the window
directly underneath the node that precedes the template in the navigation tree. The
vertical position of the template in the form is then determined by the number of
nodes processed before the template at the time of output.

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Figure 79: Draw Templates: Details (2)

The lines and cells that you can draw with the mouse in the Table Painter can also
be created and edited in the detail view. The procedure is similar to that for tables.
The example shows a possible layout definition and the result of the print preview.
You need the line and cell numbers to output content in the cells.
First, define a unique symbolic name, then the range of lines that use this line type.
If several lines that are not successive use the same line type, you only need to
define the line type once, and can then specify it in the Reference field each time it
is used. In the above example, lines 1, 5, and 6 have the same type. Since the line
type FOOTER refers to the type HEADER, which has already been declared, the
fields for the line height and the width of its cells are not ready for input.
In the Height field, you set the height for the entire line.
You can create any number of cells for each line. Enter the width of these cells.
The sum of the values for the width of the cells must be the same as the width set
for the template.

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you can choose Edit → Node → Create from the menu and select the Under radio button to create subnodes for the content. the cell in which data was last output. Note. the node is output in the current cell. The output order in the cell is then determined by the order of the nodes in the navigation tree. that is. you define the template line and cell in which the node is to be inserted. 103 . 2011 © 2011 SAP AG. If you do not make an entry here. In the Output Structure group box of the Output Options tab page of the newly created nodes. however. Note: No settings are permitted for frames or shading on the Output Options tab page.HR280 Lesson: Tables and Templates Figure 80: Output Content in Templates After you have defined the layout of the template. You have to make these settings on the Template tab page. All rights reserved. you can use the context menu (right mouse button on the template) to create subnodes in which content is output. Alternatively. You can also assign multiple nodes to a cell. that text that does not fit into a cell is not output.

Unit 2: HR Forms Workplace – Smart Forms 104 © 2011 SAP AG. All rights reserved. HR280 2011 .

HR280 Lesson: Tables and Templates Exercise 5: Tables and Templates Exercise Objectives After completing this exercise. 1. All rights reserved. 105 .00 31.29 312. The table should be structured as follows: Gross earnings … … … … … M110 Overtime hours 10. Call your form ZHR280_G##_EXE5 (## = group number). Task 1: Create a table for processing gross wage types Create a new form by copying the template ZHR280_G00_EXE5. create a table node called GROSS Gross Earnings. Business Example Wage types are to be shown on the remuneration statement as tables with headings and totals rows. In the MAIN window after the RESULTS node. This form table is filled by reading each line sequentially from the HRDATA–STAR_PAY_GROSS InfoStar to the work area WA_GROSS.90 … … … … … … … Total: You require three line types: • A HEADER line type for the gross earnings text • A TABLE_LINE line type for the wage types • A FOOTER line type for the total The WHERE conditions for processing the InfoStars are as follows: Continued on next page 2011 © 2011 SAP AG. you will be able to: • Create tables and templates • Output wage types in a table • Perform calculations in table processing.

Output the text Gross earnings: here with paragraph format TH Table: Header. Task 3: Create processing in the main area 1.5 cm / 3. In the main area. 2. create a line called LINE_1 Text Wage Type Line with line type TABLE_LINE.5 cm / 2. In the header. create a line called FOOT_1 Text Line with line type FOOTER. All rights reserved. create a line called TOP_1 Text Line with line type HEADER.3 cm / 6.Unit 2: HR Forms Workplace – Smart Forms HR280 EMPLOYEE_KEY [=] WA_RESULT-EMPLOYEE_KEY INPERIOD_KEY [=] WA_RESULT-INPERIOD_KEY PAY_AMOUNT [≠] 0 Enter the following for the sort criteria: WAGETYPE_KEY 2.7 cm / 2.0 cm • FOOTER: 8.10 cm • HEADER: A field with width 18. 2011 .0 cm • TABLE_LINES: 1.0 cm / 2. Output the text Total: here with paragraph format TH Table: Header as well as the field SUM_WT with paragraph format TE Table: Header (right). Define the table layout The table should have the following dimensions: • Table width 18 cm • Left horizontal alignment 0. In the footer.0 cm / 10 cm Task 2: Create lines in the header and footer 1. Wage types consisting of the following fields are to be output in this line: Continued on next page 106 © 2011 SAP AG.

Task 5: Create a template for processing employee data.2) • WA_GROSS-PAY_RATE(I8.2) • WA_GROSS-PAY_AMOUNT(I11. create a summation in the SUM_WT field. 107 . Task 4: Create a calculation in the table 1. Process fields: • WA_RESULT-EMPLOYEE_KEY-PERSONNEL_NUMBER • WA_RESULT-EMPLOYEE_BIRTH_DATE • WA_RESULT-EMPLOYEE_HIRE_DATE Personal Data Personnel number Date of birth Entry 2011 … © 2011 SAP AG. use the TB Table: Text (right) paragraph format.HR280 Lesson: Tables and Templates • WA_GROSS-WAGETYPE_KEY-WAGETYPE • WA_GROSS-WAGETYPE_LONGTEXT • WA_GROSS-PAY_NUMBER(I8. For the WA_GROSS–PAY_AMOUNT field. Create a template in window EE_DATA that looks like the example underneath. All rights reserved.2) For the final three fields here. 1.

create a table node called GROSS Gross Earnings. In the MAIN window after the RESULTS node. This form table is filled by reading each line sequentially from the HRDATA–STAR_PAY_GROSS InfoStar to the work area WA_GROSS. 2011 .29 312. Call your form ZHR280_G##_EXE5 (## = group number). The table should be structured as follows: Gross earnings … … … … … M110 Overtime hours 10. All rights reserved.00 31. 1.Unit 2: HR Forms Workplace – Smart Forms HR280 Solution 5: Tables and Templates Task 1: Create a table for processing gross wage types Create a new form by copying the template ZHR280_G00_EXE5.90 … … … … … … … Total: You require three line types: • A HEADER line type for the gross earnings text • A TABLE_LINE line type for the wage types • A FOOTER line type for the total The WHERE conditions for processing the InfoStars are as follows: EMPLOYEE_KEY [=] WA_RESULT-EMPLOYEE_KEY INPERIOD_KEY [=] WA_RESULT-INPERIOD_KEY PAY_AMOUNT [≠] 0 Enter the following for the sort criteria: Continued on next page 108 © 2011 SAP AG.

Change the name to GROSS and enter the meaning. Under WHERE Condition.HR280 Lesson: Tables and Templates WAGETYPE_KEY a) From the context menu of the RESULTS loop node.7 cm / 2. choose Rename Line from the context menu for each line. On the Data tab page. 109 .0 cm • TABLE_LINES: 1. One line type exists automatically to begin with. draw a vertical line. Define the table layout The table should have the following dimensions: • Table width 18 cm • Left horizontal alignment 0. Continued on next page 2011 © 2011 SAP AG.5 cm / 3. Now hold down the left mouse button and draw five vertical lines for the TABLE_LINE line type to create the required cells. Ensure that the Lines and Columns option is selected (the pencil pushbutton in the lower toolbar of the Table Painter). Now choose the Details pushbutton to switch to the detail view and adjust the width of the fields in cm according to the dimensions provided in the exercise. choose Create → Table.3 cm / 6.0 cm / 2. Create two other line types by holding down the left mouse button and drawing horizontal lines in the Table Painter.5 cm / 2. TABLE_LINE.0 cm • FOOTER: 8. In the FOOTER line type. enter the following: HRDATA–STAR_PAY_GROSS INTO WA_GROSS. and FOOTER. enter the following: WAGETYPE_KEY 2. All rights reserved. To create the names HEADER.0 cm / 10 cm a) You define the entire layout on the Table tab page.10 cm • HEADER: A field with width 18. enter the following: EMPLOYEE_KEY [=] WA_RESULT–EMPLOYEE_KEY INPERIOD_KEY [=] WA_RESULT–INPERIOD_KEY PAY_AMOUNT [≠] 0 Under Sort Criteria.

All rights reserved. create a line called LINE_1 Text Wage Type Line with line type TABLE_LINE. In the footer. Task 3: Create processing in the main area 1. In the footer. click on the Footer event and create a table line by choosing Create → Table Line from the context menu. In the main area. create a line called TOP_1 Text Line with line type HEADER. Output the text Gross earnings: here with paragraph format TH Table: Header. Select HEADER as the line type. Select the first cell and choose Create → Text from the context menu. 2011 . Rename the line and enter a meaning. add the SUM_WT field from Global Data (activate field list). Choose the TE Table: Header (right) paragraph format. In the header. a) In the GROSS table. Now select the second cell and choose Create → Text from the context menu. A cell then appears in the navigation tree.Unit 2: HR Forms Workplace – Smart Forms HR280 Task 2: Create lines in the header and footer 1. In the header. create a line called FOOT_1 Text Line with line type FOOTER. Enter the text to be output in the editor (General Attributes tab page). Enter the text to be output in the editor (General Attributes tab page) and choose the TH Table: Header paragraph format. In the editor. Two cells then appear in the navigation tree. Rename the line and enter a meaning. create a line called FOOT_1 Text Line with line type FOOTER. Select FOOTER as the line type. Wage types consisting of the following fields are to be output in this line: Continued on next page 110 © 2011 SAP AG. Output the text Total: here with paragraph format TH Table: Header as well as the field SUM_WT with paragraph format TE Table: Header (right). 2. Select the cell and choose Create → Text from the context menu. click on the Header event and create a table line by choosing Create → Table Line from the context menu. create a line called TOP_1 Text Line with line type HEADER. a) In the GROSS table.

111 .2) Continued on next page 2011 © 2011 SAP AG.2) • WA_GROSS-PAY_RATE(I8.2) • WA_GROSS-PAY_AMOUNT(I11. All rights reserved.HR280 Lesson: Tables and Templates • WA_GROSS-WAGETYPE_KEY-WAGETYPE • WA_GROSS-WAGETYPE_LONGTEXT • WA_GROSS-PAY_NUMBER(I8.

Click on the field in the editor and choose Change Field to increase the formatting options. Drag the WA_GROSS–PAY_AMOUNT field from Global Data to the editor. Rename the line and enter a meaning. Select the fourth cell and choose Create → Text from the context menu. Click on the field in the editor and choose Change Field to increase the formatting options. Drag the WA_GROSS–PAY_RATE field from Global Data to the editor. Continued on next page 112 © 2011 SAP AG. Select the fifth cell and choose Create → Text from the context menu. Choose the TB Table: Text (right) paragraph format. a) In the GROSS table. Select the second cell and choose Create → Text from the context menu. Drag the WA_GROSS–WAGETYPE_KEY–WAGETYPE field from Global Data (activate field list) to the editor. 2011 . All rights reserved.Unit 2: HR Forms Workplace – Smart Forms HR280 For the final three fields here. Choose the TB Table: Text (right) paragraph format. Click on the field in the editor and choose the Change Field pushbutton to increase the formatting options. Six cells then appear in the navigation tree. Select TABLE_LINE as the line type. Select the third cell and choose Create → Text from the context menu. Choose the TB Table: Text (right) paragraph format. Select the first cell and choose Create → Text from the context menu. click on the Main Area event and create a table line by choosing Create → Table Line from the context menu. use the TB Table: Text (right) paragraph format. Drag the WA_GROSS–PAY_NUMBER field from Global Data to the editor. Drag the WA_GROSS–WAGETYPE_LONGTEXT field from Global Data to the editor.

113 . Enter the following information here: • Operation Total • Field Name WA_GROSS-PAY_AMOUNT • Target Field Name SUM_WT • Time After Loop • Initialization Yes Test your form. All rights reserved. Process fields: • WA_RESULT-EMPLOYEE_KEY-PERSONNEL_NUMBER • WA_RESULT-EMPLOYEE_BIRTH_DATE • WA_RESULT-EMPLOYEE_HIRE_DATE Continued on next page 2011 © 2011 SAP AG. Task 5: Create a template for processing employee data. Create a template in window EE_DATA that looks like the example underneath. For the WA_GROSS–PAY_AMOUNT field.HR280 Lesson: Tables and Templates Task 4: Create a calculation in the table 1. a) Double–click on the GROSS table and choose the Calculations tab page. create a summation in the SUM_WT field. 1. For the WA_GROSS–PAY_AMOUNT field. create a summation in the SUM_WT field.

proceed as described in the book. c) Double-click on node EE_DATA in your form ZHR280_G##_EXE5.Unit 2: HR Forms Workplace – Smart Forms HR280 Personal Data Personnel number Date of birth Entry a) … Create template for processing employee data. follow these steps: a) Double-click on node PERS_DATA in form ZHR280_G00_SOL5. Save the file on your hard disk. d) Select menu path Utilities → Upload. Select the file you have downloaded. All rights reserved. If you want to create the template manually. 2011 . e) Select menu path Edit → Node → Paste and insert the template into your form. If you want to copy the template from the solution. 114 © 2011 SAP AG. b) Select menu path Utilities → Download subtree.

115 . All rights reserved.HR280 Lesson: Tables and Templates Lesson Summary You should now be able to: • Create tables and templates • Output wage types in a table • Perform calculations in table processing • Print data in a template 2011 © 2011 SAP AG.

Each payroll period is to be printed on a separate page. It is helpful to imagine that all nodes are expanded. Lesson Objectives After completing this lesson. In some cases. 116 © 2011 SAP AG. All rights reserved. however. 2011 .Unit 2: HR Forms Workplace – Smart Forms HR280 Lesson: Flow Control Lesson Overview You will get to know various flow control options available in SAP Smart Forms. Figure 81: Flow Control: Overview The form elements presented up to this point are processed in a predefined order. the system can only determine at runtime which parts of a form should be processed. For example. Starting with the first page. wage types resulting from retroactive accounting are to be printed on a separate page. you will be able to: • • Create an alternative to separate the processing of retroactive accounting wage types and wage types from the current period Control page breaks using program lines Business Example The wage types that resulted from retroactive accounting of previous periods are to be output on the remuneration statement for the current period. the nodes of the tree structure are processed from top to bottom.

You create an alternative in the same way as you create any other node. 2011 © 2011 SAP AG. for example. The condition(s) you enter on the General Attributes tab page of the alternative determine(s) which of the two subnodes is processed. Subnodes of loops are executed several times. If the condition is not fulfilled. All rights reserved. Command nodes are used for dynamic page breaks. Alternatives can be nested. 117 . initialization nodes. Program lines. This allows you to define complex queries. Final windows are only processed in a second repetition. Folders are used to group nodes. Alternatives: An alternative is a condition that controls two nodes. This query is similar to that of the ABAP commands IF and ELSE. Figure 82: Alternatives: Example: Retroactive Accounting An alternative is a node with two subnodes (each containing further subnodes).HR280 Lesson: Flow Control The graphic shows the flow control options available in SAP Smart Forms: • • • • • • • Output conditions for nodes. If the condition is fulfilled. and global form routines allow you to integrate ABAP statements into your form without having to adjust the application program. One node is processed if the condition is fulfilled. by using the context menu in the navigation tree or via menu path Edit → Node → Create. You can enter the same types of conditions as the ones you have already become familiar with on the Conditions tab page of other nodes. such as field comparisons or specific events. the other is processed if the condition is not fulfilled. the FALSE node is processed together with its subnodes. the TRUE node is processed including all of its subnodes.

2011 . still processed before the page break. you may want to process a different page next.Unit 2: HR Forms Workplace – Smart Forms HR280 Please note the following important difference: • • On the General Attributes tab page. for example. © 2011 SAP AG. Figure 83: Command Nodes A command node allows you to do the following: • • • 118 Go to New Page: A page break normally occurs if the main window of a page is full. however. but another page is to be processed afterwards. all nodes after a manual page break in the main window are not processed on the current page. All secondary windows of the current page are. In some cases. Note that this option is only allowed within main windows. the numbering of this paragraph and all associated paragraphs at lower-level outline depth is reset to initial. on the Conditions tab page. You then use this option and specify which page the system should process next. This allows you to use special features of your printer. Reset Paragraph Numbering: If you enter an outline paragraph here (which must exist in the style used). if a page is output several times (that is. you set the conditions that determine whether the TRUE node or FALSE node is processed. All rights reserved. the function module issues an error message. possibly based on conditions. The next page processed is the page that you entered on the General Attributes tab page. Otherwise. In addition. However. it is its own next page). Paragraph formats without outline attributes are ignored. however. Print controls are managed in spool administration and are converted into printer-specific escape sequences during output. This is the case. Include Printer Control: Here you can send a print control to the output device. you set the conditions that must be fulfilled for the alternative to be processed at all.

2011 © 2011 SAP AG. changes to the values of input parameters are permanent and not only applicable within the program lines. The input and output parameters must be globally recognized in the form. but rather are used directly in the coding. that is.. since both input and output parameters are copied to the program line node by reference. you can use form routines that you created as part of the global definitions of the form. they must be defined in the interface or in the global definitions. Notably. Consequently. System fields of SAP Smart Forms (sfsy-. you have to determine the interface but are also able to work with local variables that you create with the DATA statement. System fields should be accessed on a read-only basis...) or the SYST ABAP system structure (sy-. 119 . The division of parameters into the categories “input” and “output” merely serves to provide a structure.. that is to say. Within the program lines. All rights reserved. the distinction does not affect the extent to which the parameters can be modified.) do not have to be declared in the interface.HR280 Lesson: Flow Control Figure 84: Program Lines Program lines in SAP Smart Forms can be likened to subprograms of an ABAP program.

HR280 2011 .Unit 2: HR Forms Workplace – Smart Forms 120 © 2011 SAP AG. All rights reserved.

Task: Process retroactive accounting wage types Create a new form by copying the template ZHR280_G00_EXE6. After the RETRO processing node. 121 . This node contains the processing of retroactive accounting wage types and must be positioned below the TRUE node. payroll area. and personnel number provided by your instructor. you will be able to: • Create an alternative to separate the processing of retroactive accounting wage types and wage types from the current period • Control page breaks using program lines Business Example The wage types that resulted from retroactive accounting of previous periods are to be output on the remuneration statement for the current period. Call your form ZHR280_G##_EXE6 (## = group number). 2011 © 2011 SAP AG. The template contains a new table node called RETRO. Retroactive accounting takes place when the following condition is met: WA_RESULT–FORPERIOD_KEY ≠ WA_RESULT–INPERIOD_KEY The wage types that resulted from the retroactive accounting of a payroll period are to be processed in the TRUE node. The payroll results that did not arise from retroactive accounting are to be processed in the FALSE node. Each payroll period is to be printed on a separate page. previously created processing nodes must be positioned below this node. Test the form with the payroll period.HR280 Lesson: Flow Control Exercise 6: Flow Control Exercise Objectives After completing this exercise. All rights reserved. create a command called NEW_PAGE New Page. A new page is to be started after the retroactive accounting wage types have been output. 2. 1. In the MAIN window. create an alternative below the RESULTS loop called RETRO_ACC Retroactive Accounting. Consequently.

previously created processing nodes must be positioned below this node. Retroactive accounting takes place when the following condition is met: WA_RESULT–FORPERIOD_KEY ≠ WA_RESULT–INPERIOD_KEY The wage types that resulted from the retroactive accounting of a payroll period are to be processed in the TRUE node. Choose Create → Flow Logic → Command from the context menu. On the General Attributes tab page for the new node. Position the RETRO node below the TRUE node. The payroll results that did not arise from retroactive accounting are to be processed in the FALSE node. select the RESULTS loop. a) 2. 1. Change the name and meaning of the new node. The template contains a new table node called RETRO. 122 © 2011 SAP AG. select the Go to New Page checkbox. All rights reserved. a) Select the RETRO table node.Unit 2: HR Forms Workplace – Smart Forms HR280 Solution 6: Flow Control Task: Process retroactive accounting wage types Create a new form by copying the template ZHR280_G00_EXE6. A new page is to be started after the retroactive accounting wage types have been output. and PAYMENT nodes below the FALSE node by drag and drop. Enter the condition specified in the task. 2011 . Consequently. DEDUCTIONS. create a command called NEW_PAGE New Page. create an alternative below the RESULTS loop called RETRO_ACC Retroactive Accounting. NET. After the RETRO processing node. Choose Create → Flow Logic → Alternative from the context menu. Test the form with the payroll period. Call your form ZHR280_G##_EXE6 (## = group number). Position the GROSS. and personnel number provided by your instructor. This node contains the processing of retroactive accounting wage types and must be positioned below the TRUE node. In the MAIN window. In the MAIN window. payroll area.

HR280 Lesson: Flow Control Lesson Summary You should now be able to: • Create an alternative to separate the processing of retroactive accounting wage types and wage types from the current period • Control page breaks using program lines 2011 © 2011 SAP AG. 123 . All rights reserved.

All rights reserved.Unit Summary HR280 Unit Summary You should now be able to: • Create a form for the remuneration statement • Set up the InfoNet with selections • Control the selection of data • Create global data definitions • Create secondary windows with the Form Painter • Insert a graphic with the company logo • Test the form • Adjust the selection screen of the print program • Use cumulation wage types in a form • Process the payroll results in a loop • Create text nodes in windows • Output texts and field content • Create tables and templates • Output wage types in a table • Perform calculations in table processing • Print data in a template • Create an alternative to separate the processing of retroactive accounting wage types and wage types from the current period • Control page breaks using program lines 124 © 2011 SAP AG. 2011 .

True False Alternatives do not allow you to create complex queries.HR280 Test Your Knowledge Test Your Knowledge 1. True False The formatting options are not suitable for all field data types. True False A table should be only processed in a main window. Determine whether this statement is true or false. □ □ 2011 True False © 2011 SAP AG. True False A secondary window’s height. True False You can also use templates to process data tables. Determine whether this statement is true or false. True False The order of the page subnodes in the navigation tree affects their position in the form. and position cannot vary from page to page. Determine whether this statement is true or false. □ □ 3. Determine whether this statement is true or false. width. Determine whether this statement is true or false. □ □ 6. □ □ 5. InfoStars cannot contain the same InfoDimensions and InfoFigures. □ □ 2. □ □ 7. Determine whether this statement is true or false. □ □ 4. Determine whether this statement is true or false. 125 . All rights reserved.

All rights reserved. InfoStars cannot contain the same InfoDimensions and InfoFigures. width. 6.Test Your Knowledge HR280 Answers 1. You can also use templates to process data tables. The formatting options are not suitable for all field data types. 2. Answer: True You use the template node type to output tables with a fixed layout and size. Answer: True Since the length of tables is dynamic. A distinction must be made between character and numeric fields. and position cannot vary from page to page. Answer: False The order of the page subnodes in the navigation tree does not affect their position in the form. Their business significance varies on the basis of the wage types selected. 126 © 2011 SAP AG. width. Answer: False InfoStars can contain the same InfoDimensions and InfoFigures. but it does affect their processing: In each page. A secondary window’s height. 4. Answer: True The formatting options are not suitable for all field data types. Text that does not fit in the secondary window is cut short and not output. 5. 2011 . you should use them only in main windows because they may be truncated in secondary windows. A table should be only processed in a main window. The order of the page subnodes in the navigation tree affects their position in the form. they are processed from the top down. 3. and position can vary from page to page. Answer: False A secondary window’s height.

127 . All rights reserved. 2011 © 2011 SAP AG.HR280 Test Your Knowledge 7. Alternatives do not allow you to create complex queries. This allows you to define complex queries. Answer: False Alternatives can be nested.

All rights reserved. HR280 2011 .Unit 2: HR Forms Workplace – Smart Forms 128 © 2011 SAP AG.

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pages (design view). pages (design view). content areas. content areas. Unit Objectives After completing this unit. and subforms Describe typical contents of master pages.Unit 3 HR Forms Workplace – Form Builder Unit Overview Every PDF-based form consists of various components: an interface. date/time fields. and subforms Insert static elements into a form: images. a context. you need to know the correlation of these components. a form structure. This unit takes you through the steps involved in adjusting a standard remuneration statement. You also need to be familiar with the graphical tool Adobe LifeCycle Designer as the tool to define both the layout and logic of a form. you will be able to: • • • • • • • • • • • • • • • • 2011 List the components of an interface Adjust an interface and the form context for a form List the various functions of Adobe LiveCycle Designer Use Adobe LiveCycle Designer as a graphical tool for designing forms Create a simple form layout with various objects Distinguish between master pages. image fields. If you want to adjust SAP’s standard remuneration statement. floating fields Set the data binding (the connection between the layout fields and the business data) Apply patterns (picture clauses) to influence field output Insert tables into a form Format tables Set a header for a table Create data-driven page breaks © 2011 SAP AG. text and graphic objects Set object properties for static form elements Insert dynamic elements into a form: text fields. 129 . All rights reserved. and static and dynamic form elements.

.....205 130 © 2011 SAP AG...165 Exercise 9: Structuring a Form ................Unit 3: HR Forms Workplace – Form Builder HR280 Unit Contents Lesson: Form Interface and Context ...................................................................193 Lesson: Tables as Form Elements ............................................................. All rights reserved...................................................................................179 Exercise 10: Static and Dynamic Form Elements..................131 Exercise 7: Form Context: Extending a Form Interface .......159 Lesson: Structuring a Form................................199 Exercise 11: Tables as Form Elements.....144 Exercise 8: Adobe LiveCycle Designer Overview................................ 2011 ..173 Lesson: Static and Dynamic Form Elements...139 Lesson: Adobe LiveCycle Designer Overview ...

When you create a form in transaction HRFORMS. You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines. All rights reserved. 2011 © 2011 SAP AG. you will be able to: • • List the components of an interface Adjust an interface and the form context for a form Business Example You company wants to adjust the standard PDF remuneration statement. 131 .HR280 Lesson: Form Interface and Context Lesson: Form Interface and Context Lesson Overview Every PDF-based form needs to have an interface. it is the link between the ABAP program and the form. the form name and interface name will be the same. Figure 85: Types of an Interface To access interface maintenance. Lesson Objectives After completing this lesson. The program can pass data to the form only if it is defined in the interface. Most of the dynamic data used in the form layout is defined in the interface. use transaction SFP. In the example above. you can see the interface of a form named Z99_PAYSLIP_INT2.

an area opens up on the right that allows you to enter details. Figure 86: Parts of an Interface When you double-click one of the nodes in the interface tree on the left of the screen. The types ABAP Dictionary based and Smart Forms compatible are used for print scenarios. initialization coding.Unit 3: HR Forms Workplace – Form Builder HR280 On the Properties tab page you can see the interface type. a copy of the parameter (not the address) will actually be passed from the program to the form. and currency/quantity fields. 2011 . whereas the type XML schema based is primarily used for Web Dynpro scenarios. 132 © 2011 SAP AG. Such parameters can be changed in the interface coding the original value remains unchanged. All rights reserved. They include global definitions. There are also parts of an interface that are actually invisible from outside and that cannot be accessed from the application program. If the Pass Value flag is set. The import parameters show the well-know interface HRDATA.

and those to be written under Output Parameters. that these local variables are not known outside the initialization coding. however. they can be used in the same places as global fields. You can also work with local variables that you create with the DATA statement. All rights reserved. This is the only time when ABAP coding can be executed. you still have to make them known to the initialization coding. Note. data passed on from the interface (HRDATA) can be changed before it is sent to the form. Global fields can be integrated into the form layout. Even if the initialization coding makes use of form interface fields or global fields. Global types: If your global fields (or any fields declared in the ABAP coding) need types other than ABAP types or Dictionary types. 2011 © 2011 SAP AG. Field symbols: Field symbols can be used as placeholders for variables.HR280 Lesson: Form Interface and Context Figure 87: Global Definitions The global definitions contain the following nodes: Global fields: You can set the values of global fields by specifying a default value or by using ABAP initializing coding. 133 . During initialization. In the form. Enter those fields that were read under Input Parameters. They cannot be used in the form layout. you can create local types in the editor.

Standard Layout is the type used for print scenarios. The following details are entered on the Properties tab: • • • The description of the form The layout type. choose the Layout button. 2011 . In your form. use transaction SFP (Form).Unit 3: HR Forms Workplace – Form Builder HR280 Figure 88: Form Context To access the Form Builder. The name of the interface to be used: Double-click the name to display or change the interface. Alternatively. use transaction HRFORMS and select your form. All rights reserved. Figure 89: Form Context: Overview 134 © 2011 SAP AG.

135 .. Context The context area contains those elements that will be available in the form layout. Properties/details/conditions of a context element Double-clicking an element from the context will display its details in the bottom right area. Figure 90: Using the Interface You can drag and drop elements from the interface tree into the context tree. and include additional elements like graphics or texts. These fields are a subset of the interface.. As of SAP NetWeaver 2004s.. you would set the source for an image or the name of an external text here. you can choose which one to use. As the data element offers four different kinds of texts. 2011 © 2011 SAP AG. For example. or Loop.. Properties of an interface field Double-clicking a field from the interface will display its details in the bottom left area. You can create new elements by right-clicking on the context.. the texts of fields with a Dictionary reference can automatically be integrated into the form layout to be used as captions.HR280 Lesson: Form Interface and Context The screen on the Context tab is split into four areas: • • • • Interface All fields that are displayed in the Interface area (all interface fields plus the system fields) can be selected for the context by dragging and dropping them there.. All rights reserved. Structure.. You can achieve the same effect by right-clicking in the context tree and selecting Create → Data..

The order in which you integrate fields in the context is irrelevant unless you nest one element in another. It is possible to name objects in the context in a different way from those in the interface. Thus. All rights reserved. 136 © 2011 SAP AG. Double-click the element and rename it in the Properties section in the bottom right area. such as texts and graphics. their Dictionary descriptions will automatically be referenced. It is possible to drag and drop a field into an internal table. 2011 . Setting fields that do not come from the interface (that you define in the context) to inactive makes sense for testing scenarios. by using the context menu. which. you can specify which lines of the internal table will be processed and passed to the XML data stream. Figure 91: Internal Tables in the Context On the Properties tab.Unit 3: HR Forms Workplace – Form Builder HR280 Original fields from a structure or an internal table will be marked as generated. you cannot change the texts for these fields and you do not have to translate them separately. allows you to have individual long texts for every dataset. If you include fields from the interface with ABAP Dictionary reference. They will have a cross in the Inactive column. You can also enter a WHERE clause. Fields that are not required can be set to inactive (using the right mouse button). Deactivating a field in the context means that it will not be part of the XML data stream (XFD). stating that a row will be part of the XML data stream only if a field has a certain value. for example. Consequently. You can create new nodes. performance can be improved.

HR280 Lesson: Form Interface and Context On the Control Level tab. you can create control levels to group tables by data fields. Conditions are also possible for more complex elements that have children in the context tree (structures. the element field will not be part of the data stream. Group levels make sense only if the data is sorted according to these levels. They also help in hiding fields from the layout. If you want to have only one specific row of an internal table. You do this by selecting the Already sorted checkbox on the Properties tab. for example. define a nested output for a flat internal table. you should not use the entire internal table with a WHERE clause or an index. internal tables. You can see at a glance which context nodes have conditions. If a condition for a context element fails to be correct at runtime. you can. Instead. All of the fields from the interface (even those that you do not drag and drop to the context) are known to all context fields and can be used in conditions. You can sort the table yourself in the initialization coding of the form. as they will have an additional condition symbol next to the node symbol itself. as the result will be treated as a structure rather than an internal table.. 137 .. Figure 92: Conditions and Alternatives You can enter conditions for most node types of the context. This way. Conditions help to reduce data traffic. In this way. the handling in Designer will be easier. you right-click on the context. You cannot refer to other context fields or to ABAP system fields. 2011 © 2011 SAP AG. specify the internal table to be used and set either the row number or the key for determining the row. choose Create → Single Record. All rights reserved.. or folders).

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HR280

Figure 93: Including Alternatives

An alternative is a node with two subnodes (TRUE and FALSE), each of which
can contain further subnodes of any type. The condition(s) you enter when you
choose the Alternative Conditions button determine which of the two subnodes
will be processed at runtime. If the condition is met, the TRUE node is processed,
including all of its subnodes. If the condition is not fulfilled, the FALSE node is
processed together with its subnodes. You can enter the same kinds of conditions
as for other nodes.

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HR280

Lesson: Form Interface and Context

Exercise 7: Form Context: Extending a
Form Interface
Exercise Objectives
After completing this exercise, you will be able to:

Create a form context using an existing interface

Integrate a nested table into a form context

Business Example
You have made a copy of SAP’s standard remuneration statement in order to
customize it according to your company’s guidelines. The interface has already
been enhanced with additional InfoStars. Designing the form context is the next
step.

Task 1:
Create a new form by copying the template ZHR280_T00_EXE01. Call your
form ZHR280_T##_EXE01 (## = group number). Save it as a local object.
Integrate an interface table into the context.
1.

From the interface, drag table DIM_FORPERIOD into your context.

2.

Deactivate the fields BEGIN_DATE, PAYDATE and PERIOD_MODIFIER.

Task 2:
Create a nested payroll period table.
1.

From the interface, drag tables STAR_PAY_GROSS, STAR_PAY_DEDUC
and STAR_PAY_NET into your context and drop them on structure KEY
within table DIM_FORPERIOD.

2.

In each of these tables, deactivate all fields and structures apart from:
FORPERIOD_KEY-PERIOD
INPERIOD_KEY-PERIOD
WAGETYPE_KEY-WAGETYPE
WAGETYPE_LONGTEXT
PAY_AMOUNT
PAY_NUMBER
PAY_RATE

Continued on next page

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HR280

Task 3:
Insert Where Conditions for the internal tables as follows:
1.

STAR_PAY_GROSS:
PAY_AMOUNT ≠ ‘0.00’
AND FORPERIOD_KEY-END_DATE = HRDATA-DIM_FORPERIODKEY-END_DATE
OR PAY_RATE ≠ ‘0.00’
AND FORPERIOD_KEY-END_DATE = HRDATA-DIM_FORPERIODKEY-END_DATE

2.

STAR_PAY_DEDUC and STAR_PAY_NET:
PAY_AMOUNT ≠ ‘0.00’
AND FORPERIOD_KEY-END_DATE = HRDATA-DIM_FORPERIODKEY-END_DATE

3.

140

Rename table DIM_FORPERIOD in your context. Change the name to
PERIOD.

© 2011 SAP AG. All rights reserved.

2011

HR280

Lesson: Form Interface and Context

Solution 7: Form Context: Extending a
Form Interface
Task 1:
Create a new form by copying the template ZHR280_T00_EXE01. Call your
form ZHR280_T##_EXE01 (## = group number). Save it as a local object.
Integrate an interface table into the context.
1.

From the interface, drag table DIM_FORPERIOD into your context.
a)

2.

Switch to the Context tab page. On the left of the Form Builder, open
the Import folder. Underneath HRDATA, select DIM_FORPERIOD
and drag it over to the right. Drop it on folder ZPYXXFO_
ZHR280_T##_EXE1.

Deactivate the fields BEGIN_DATE, PAYDATE and PERIOD_MODIFIER.
a)

On the right of the Form Builder, select the fields BEGIN_DATE,
PAYDATE and PERIOD_MODIFIER. Right-click each field and select
Deactivate. (Alternatively, you can hold down the Control button while
selecting multiple fields first.)

Task 2:
Create a nested payroll period table.
1.

From the interface, drag tables STAR_PAY_GROSS, STAR_PAY_DEDUC
and STAR_PAY_NET into your context and drop them on structure KEY
within table DIM_FORPERIOD.
a)

2.

Switch to the Context tab page. On the left of the Form Builder, select
STAR_PAY_GROSS and drag it over to the right. Drop it on structure
KEY within table DIM_FORPERIOD. Do exactly the same with tables
STAR_PAY_DEDUC and STAR_PAY_NET.

In each of these tables, deactivate all fields and structures apart from:
FORPERIOD_KEY-PERIOD
INPERIOD_KEY-PERIOD
WAGETYPE_KEY-WAGETYPE
WAGETYPE_LONGTEXT

Continued on next page

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Unit 3: HR Forms Workplace – Form Builder

HR280

PAY_AMOUNT
PAY_NUMBER
PAY_RATE
a)

On the right of the Form Builder, select all the fields you do not need.
Right-click the selected fields and choose Deactivate.

Task 3:
Insert Where Conditions for the internal tables as follows:
1.

STAR_PAY_GROSS:
PAY_AMOUNT ≠ ‘0.00’
AND FORPERIOD_KEY-END_DATE = HRDATA-DIM_FORPERIODKEY-END_DATE
OR PAY_RATE ≠ ‘0.00’
AND FORPERIOD_KEY-END_DATE = HRDATA-DIM_FORPERIODKEY-END_DATE
a)

2.

Switch to the Context tab page. On the right of the Form Builder,
double-click the table STAR_PAY_GROSS. At the bottom, select the
Where Conditions button and append 4 lines. Enter the 4 conditions.

STAR_PAY_DEDUC and STAR_PAY_NET:
PAY_AMOUNT ≠ ‘0.00’
AND FORPERIOD_KEY-END_DATE = HRDATA-DIM_FORPERIODKEY-END_DATE

3.

a)

Switch to the Context tab page. On the right of the Form Builder,
double-click the table STAR_PAY_DEDUC. At the bottom, select the
Where Conditions button and append 4 lines. Enter both conditions.

b)

Repeat this step with table STAR_PAY_NET.

Rename table DIM_FORPERIOD in your context. Change the name to
PERIOD.
a)

142

Switch to the Context tab page. On the right of the Form Builder,
double-click the table STAR_PAY_GROSS. At the bottom, select the
Properties button and change the value in the Name line.

© 2011 SAP AG. All rights reserved.

2011

HR280

Lesson: Form Interface and Context

Lesson Summary
You should now be able to:

List the components of an interface

Adjust an interface and the form context for a form

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HR280

Lesson: Adobe LiveCycle Designer Overview
Lesson Overview
Once you have created the context of a form, you can continue to create the layout.
Adobe LiveCycle Designer is the tool that supports you here. It is fully integrated
into transaction SFP and lets you create and edit pages and their contents (like text
or images). This lesson gives a general overview how Adobe LiveCycle Designer
works, without yet going into details of a form design.

Lesson Objectives
After completing this lesson, you will be able to:


List the various functions of Adobe LiveCycle Designer
Use Adobe LiveCycle Designer as a graphical tool for designing forms
Create a simple form layout with various objects

Business Example
You company wants to adjust the standard PDF remuneration statement. You have
made a copy of SAP’s standard remuneration statement in order to customize it
according to your company’s guidelines. You first need to get an overview of how
the graphical tool (Adobe LiveCycle Designer) works.

Figure 94: Designer: Overview

144

© 2011 SAP AG. All rights reserved.

2011

HR280

Lesson: Adobe LiveCycle Designer Overview

After choosing the Layout tab page, Designer (in which you determine the
graphical layout) is called up. The Layout button displays Designer in a full screen.
The Designer workspace consists of four main areas. All but the central one (the
Layout Editor) can be closed by choosing Palettes → Workspace (Palettes →
Manage Palettes in some versions).
In the top area, the Script Editor can be displayed. It allows you to enter scripts for
calculations. You can choose between JavaScript and Adobe FormCalc.
The subdivisions of the left and right areas are called palette windows with
further subdivisions of palettes. It is up to you to decide which palette windows
you want to display in which size. To return to the standard, choose Palettes →
Workspace → Reset Palette Locations.

Figure 95: Designer: Toolbars

Designer has one menu toolbar and five button toolbars (Standard, Text
Formatting, Table, Tools and Layout).
You can move a toolbar by dragging its title bar. If you drop it, it will be docked
to another toolbar, the Layout Editor window, or to a palette window. Holding
CTRL while dragging a toolbar lets you freely move the toolbar anywhere in
the workspace.
By choosing Tools → Customize, you can define which toolbars are displayed or
hidden. Here, it is also possible to move individual items to different positions or
to reset toolbars to the standard settings.

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145

or can be rearranged in a different order in the same palette window. Double-click the palette bar to switch between the palette window's docked and free positions. The palettes of any palette window can be dragged and dropped to another palette window or to a free position. You move a palette window by dragging its palette bar. If you want to resize a palette window. All rights reserved. drag any side of it.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 96: Palette Windows: Handling Palettes can be closed and opened via the Palettes menu. 146 © 2011 SAP AG. 2011 . It will be docked to the Layout Editor window or to another palette window. Holding CTRL while dragging a palette lets you freely move the palette anywhere in the workspace.

If you change the unit. all existing measurements will be changed automatically. On the Font and Paragraph palettes. Before you start with a new form. All active context nodes are displayed on the Data View palette. In the Report palette. that is. 2011 © 2011 SAP AG.HR280 Lesson: Adobe LiveCycle Designer Overview Figure 97: Palettes: Overview The Hierarchy palette shows in a tree everything that has been included in the layout. or their captions. with Designer's built-in preview. warnings will be displayed here when the form is previewed locally. 147 . It can be customized to your needs. Furthermore. Whatever you enter on the Drawing Aids palette will be saved in your form. All rights reserved. The Library palette lists all objects that you can include (by dragging and dropping) on the form pages. the Info palette displays the information entered in the context. If you mark a field on a page that originates from the context. you find information on fields in the layout and their mapping to context fields. determine the basic settings for the Layout Editor by choosing Palettes → Drawing Aids. you can make adjustments for static texts. text fields.

and drop it in the desired position. Object. 2. If you right-click an object in the library. 3. (a) If you want to include an object from the context. 4. when you drag and drop any of the objects from the Library tab page to the layout area. you can select Keep drawing tool. Give the object a reasonable name. (b) If you want to include other objects (like static texts or graphics). Select the Hierarchy tab. 2011 . All rights reserved. Once this is selected. right-click the newly inserted object. 148 Choose the relevant page in the Layout Editor. Border.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 98: Layout Editor: Including Objects If you want to add an object to a page. You can do so on the following palettes: Layout. Font. for example. go to the Library palette. drag the object to the page. drag the object to the page. © 2011 SAP AG. go to the Data View palette. and Paragraph. margins or borders. 5. You can do this on the Layout tab or in the Layout Editor by dragging the resizing handles at the corners of the object. the general steps are: 1. and drop it in the desired position. and choose Rename. Resize the object if needed. any subsequent click into the layout area will automatically create a new object of the same type. Set details for the object.

Border. All rights reserved. 149 . they will be numbered consecutively in the Hierarchy tree. Field is not the same as field or FIELD. Layout. (However. within one page. starting with 0. you should bear in mind that capitalization matters for scripting. Thus it is possible to address one of the fields directly. two elements with the same name appear more than once within the same subform. If you want to set details for an element. You can select more than one element at a time by holding down the CTRL key and left-clicking the elements. If. for the sake of clarity you should strive to avoid such cases. When renaming an object. For instance.) 2011 © 2011 SAP AG. you might have FIELD[0] and FIELD[1]. select it and then select the relevant palette. The context menu will show you available options like Rename or Delete. or Text Formatting. for example.HR280 Lesson: Adobe LiveCycle Designer Overview Figure 99: The Hierarchy Palette All objects that you have included somewhere in the layout will be visible in the Hierarchy palette. You can expand or compress the Hierarchy by clicking on the plus (+) or minus (-) signs.

the enclosing object is not displayed (for example. in a body page or a subform). For these objects. 150 © 2011 SAP AG. (This is the case for boilerplate objects on a master page and in Position Content type subforms.Unit 3: HR Forms Workplace – Form Builder HR280 Does the position of an object in the Hierarchy affect its position on a page? • • Some objects can be positioned exactly in the Layout Editor at design time. the uppermost one will be taken first by default. If.) For those objects whose position and/or call sequence is determined at runtime only. it will become part of it. if you swap table cells in the Hierarchy. any objects nested in that hidden object will not be displayed either. they will be swapped in the resulting document as well. changing their position in the Hierarchy palette will change their position in the final document. you must distinguish between nested objects and consecutive objects. with two master pages in the hierarchy. at runtime. All rights reserved. Figure 100: Nested Objects Versus Consecutive Objects When you move objects in the Hierarchy palette. changing their positions in the Hierarchy palette does not change their positions in the layout – as long as you do not move them to a different page. Also. due to coding). 2011 . For example. Their positions will never change at runtime. If you nest one object in another one (for example.

You can achieve the same by typing in the coordinates and the width/height in the Layout palette. 151 . All rights reserved. For dynamic elements (like dynamic texts that come via the application program) you can select Expand to fit for the width and/or height to avoid the disappearance of lines. for instance. 2011 © 2011 SAP AG. You can determine its size and its position in relation to the object itself. Objects can be rotated in 90 degree steps. You must specify around which anchor point the object should be rotated.HR280 Lesson: Adobe LiveCycle Designer Overview Figure 101: The Layout Palette You can position and size an object by clicking the resize handles of the Layout Editor and moving them. Dynamic and interactive objects (like text fields or checkboxes) will normally need to have a caption. the space between text and the borders of the text object. You can set the margins.

solid (one color) and various patterns for two colors. you can also specify the border properties of the fillable areas. For objects that are non-static (like a text field). For a background fill. you can choose between none.. you might choose to have a background color for a text field that differs from its caption color. in the Appearance list.. choose the option Custom. For example.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 102: The Border Palette On the Border palette. you can determine edges and/or background fills. choose the Field tab. Edges can be edited together or individually. Figure 103: Arranging Objects 152 © 2011 SAP AG. All rights reserved. Then.. In the Object palette. select the object. To achieve this. 2011 .

click the palette menu (that is. choose Copy Multiple from the Edit menu. Then select Add to Library from the context menu.HR280 Lesson: Adobe LiveCycle Designer Overview The following options are available for arranging the objects that you have inserted on a page. You can create your own groups of Library objects by right-clicking an existing group (that is. Alternatively. the tab) and choosing Add group. it can be added to a tab page of the Library palette. mark the required objects before moving them to the palette. just like all predefined elements. To do this. 2011 © 2011 SAP AG. If you want to add an object to the Library. In the Library palette. you can drag and drop the layout element to the appropriate Library tab. You access these functions by choosing the Layout menu. Figure 104: Re-using Layout Elements If you create an element and need to use it several times in your layout. You can. assign two objects the same x-coordinate or the same size. the black arrow in the upper right) and then specify the location in the Library Group Properties dialog box. All rights reserved. Check that the tab group is the one you want and choose OK. It is also possible to represent several layout elements with one Library object. 153 . If you want to multiply an object and arrange the copies so that they all have the same X position or Y position as the original. enter a name and description for the object. select the object in the page. In the following dialog box. and right-click it. choose the tab where you want to include the object. A library with its objects can also be published on a server. You can then drag and drop your element from the Library. for example.

an XML-based language. All rights reserved. XFA supports scripting in JavaScript and Adobe's own script language.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 105: XML Data and Preview Adobe LiveCycle Designer uses XML Forms Architecture (XFA). 2011 . FormCalc. choose Utilities → Uploading/downloading → Downloading form This will download complete forms (with context and layout). to model form templates. using the clipboard to copy the layout between different forms can result in faulty forms. You should use the download option provided in transaction SFP instead. Caution: XML data can be changed directly – but you should be aware that you can easily corrupt a form. Since the XML data contains information on the data schema. To do so. 154 © 2011 SAP AG.

This is usually done in the application program. Any locale that you set will have implications on the time. To set the form properties. you can also use scripting for calculations within the form. All rights reserved. two programming languages are available: JavaScript (preferable for interactive scenarios) and Adobe's FormCalc (preferable for printing scenarios). as the form properties do not interfere with the layout). A locale is a combination of a language and country. triggered by Adobe document services. This scripting will be executed at runtime. date. In the form properties. and decimals formats. choose Edit → Form properties in the Designer. 155 . However. 2011 © 2011 SAP AG.HR280 Lesson: Adobe LiveCycle Designer Overview Figure 106: Form Properties When you start designing your form. but can also be done in the code in the interface. you can set one of these two scripting languages as the default. For this scripting. All data retrieval for the form must be done with ABAP coding. for example English and United Kingdom. but it is possible to change this for individual scriptings. you might want to begin with setting the form properties (although you could do this at any time.

Click on paperclip to view the attachments. then the runtime data will be numbered sequentially. Specify the directory for the test data file. Select XFD. Set the trace level to Very Detailed Trace.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 107: Creating Local Test Data You can use transaction HRFORMS to create test data for Designer: In transaction SFP. You can also specify that an extra copy of this main document including all of its attachments. These settings are user-specific and valid for one session. All rights reserved. If there are several print requests. They are not restricted to a specific form or program. 2011 . choose right-click and save the file in the directory that contains your test data. the corresponding files will be overwritten unless different names are specified. is saved locally.xml. Run the print program and choose Print Preview. choose Utilities → Settings. 156 © 2011 SAP AG. This will attach a number of documents to the main PDF document. If several forms are issued in one print job.

select the Preview tab. 2011 © 2011 SAP AG. Select the Preview PDF tab to view your form with your test data. All rights reserved. Enter the path to your test data file.HR280 Lesson: Adobe LiveCycle Designer Overview Figure 108: Using Local Test Data In transaction SFP. choose Edit → Form Properties. In the Form Properties window. 157 .

HR280 2011 .Unit 3: HR Forms Workplace – Form Builder 158 © 2011 SAP AG. All rights reserved.

The interface and the form context have already been designed. Include at least one static text. All rights reserved. 1. Use your form ZHR280_T##_EXE01 (## = group number) to integrate some dummy elements. 1. 4. 3. Try out both the integrated and the full screen version of Designer. Integrate various kinds of layout elements into the form layout. Continued on next page 2011 © 2011 SAP AG. but there is no form layout yet. Switch between pages (design view) and master pages. 159 .HR280 Lesson: Adobe LiveCycle Designer Overview Exercise 8: Adobe LiveCycle Designer Overview Exercise Objectives After completing this exercise. Examine the menus of various palette menus. Undock some palettes and move them away from their starting position. using the Data View and Library palettes. Designing the form context is the next step. Note: At the end of the exercise. Rename objects that you have integrated into the layout. Resize them. your form will not yet have a proper layout. The form designers first need to get an overview of how Adobe LiveCycle Designer works. Task 1: Set up the workspace. Display and hide the areas for the palette windows. Task 2: Integrate and manipulate layout elements. 2. 2. 3. you will be able to: • Add a simple layout to a form context • Use various Adobe LiveCycle Designer functions to include and manipulate form objects Business Example You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines. This exercise makes some suggestions on how to get to know Adobe LiveCycle Designer.

Drag and drop the template object from your tab onto the layout. 3. 5. Change the content of a static text and set some details (for example. All rights reserved. 2. 2. 160 1. Task 3: Reuse elements (templates). 3. ZHR280_T##_EXE1. Add a static text to the new tab. integrate field PERSONNEL_NUMBER into the layout. set the trace level to Very Detailed Trace. 1. Task 4: Test data. 6. Observe the difference between nested and consecutive objects. Copy a static text four times. The field should be populated with data. © 2011 SAP AG. Create a new tab for the Library. Move objects in the Hierarchy palette. 2011 . Set the created XML file as the test data file for your form. Run the print program and save your test data file in a local directory.Unit 3: HR Forms Workplace – Form Builder HR280 4. so that all five texts are arranged horizontally. 7. the justification or the font). In the SFP settings. Test your form in Designer's preview. Change the background color and the border of a static text. From the Data View.

Click it (or anywhere on the border) and drag it to the left or right to resize the area. Use your form ZHR280_T##_EXE01 (## = group number) to integrate some dummy elements. between the areas and the Layout Editor. click on a palette or a palette bar. Resize them. Examine the menus of various palette menus. a) If the Master Pages tab does not show at the top of the Layout Editor. click on the Layout pushbutton in the SAP GUI or press CTRL-F12. Undock some palettes and move them away from their starting position. choose the Layout button. your form will not yet have a proper layout. Press the CTRL key. Continued on next page 2011 © 2011 SAP AG. right-click the Design View tab and choose Master Pages. and drag it to a new place. Click it to open or close an area for palette windows. Note: At the end of the exercise. a) 4. 1. This exercise makes some suggestions on how to get to know Adobe LiveCycle Designer. a) 3. Try out both the integrated and the full screen version of Designer. In the middle of each of the two borders. 2. 161 . All rights reserved.HR280 Lesson: Adobe LiveCycle Designer Overview Solution 8: Adobe LiveCycle Designer Overview Task 1: Set up the workspace. you will find a small vertical bar with a triangle. Switch between pages (design view) and master pages. a) Click on the small triangle in the upper-right corner of the palette. There are palette windows to the left and right of the Layout Editor. b) For the full screen version. Then choose the Layout tab to get to the integrated view of Designer. Task 2: Integrate and manipulate layout elements. a) In transaction HRFORMS. 1. Display and hide the areas for the palette windows.

Set the cursor on the element and type in your text. a) 4. You can set the text justification on the Paragraph palette and the font on the Font palette. a) 6. a) 5. b) Static texts can be found on the Standard tab of the Library palette. the justification or the font). a) 2. Change the background color and the border of a static text. Observe the difference between nested and consecutive objects. Copy a static text four times.. Click and drag the object with the left mouse button. using the Data View and Library palettes. Right-click an existing tab (for example. Nesting one text into another is not possible. a) 7. You can nest a text in a page (design view) or create two texts as consecutive elements. a) Integrate the elements by dragging and dropping them onto the layout. Include at least one static text. Add a static text to the new tab. Mark the text in the Layout Editor and drag it over to the new tab in the Library palette. Drag and drop the template object from your tab onto the layout. Enter the name of the new tab in the next window. Static texts can be changed only in the Layout Editor. Continued on next page 162 © 2011 SAP AG. Enter a suitable name and a description. Standard) and choose Add Group. Create a new tab for the Library.. set the cursor on the element. Rename objects that you have integrated into the layout. 1. Change the content of a static text and set some details (for example.. a) Choose Edit → Copy Multiple. a) 3.Unit 3: HR Forms Workplace – Form Builder 2. In the Hierarchy palette. Press F2 and enter a new name. a) Check that it is an exact copy of the original static text. Move objects in the Hierarchy palette. Integrate various kinds of layout elements into the form layout. HR280 Use the Border palette. so that all five texts are arranged horizontally. All rights reserved. Task 3: Reuse elements (templates). 3. 2011 .

1. 2011 In Designer. The resulting PDF will be displayed. Test your form in Designer's preview. Choose a suitable location where to save the file. 2. set the trace level to Very Detailed Trace. Integrate the field by dragging and dropping it onto the layout. 163 . You will find a document entitled XFD. a) In Designer. click on the paperclip on the left.. a) 3. Run the print program and save your test data file in a local directory. choose Edit → Form Properties.HR280 Lesson: Adobe LiveCycle Designer Overview Task 4: Test data. integrate field PERSONNEL_NUMBER into the layout. In the SFP settings. b) Set the trace level to Very Detailed Trace. select the Data View palette.. Set the created XML file as the test data file for your form. © 2011 SAP AG. choose the Defaults tab and the Data File field. All rights reserved. From the Data View.XML and press Save. Right click it and choose Save Attachment. The field should be populated with data.. Name it Mytest. ZHR280_T##_EXE1. d) From Adobe Reader. a) Choose Utilities → Settings. c) Run the print program of your form. b) Select the Preview PDF tab to view your form with your test data.

2011 .Unit 3: HR Forms Workplace – Form Builder HR280 Lesson Summary You should now be able to: • List the various functions of Adobe LiveCycle Designer • Use Adobe LiveCycle Designer as a graphical tool for designing forms • Create a simple form layout with various objects 164 © 2011 SAP AG. All rights reserved.

content areas. in this lesson you will learn that a lot of information is connected to the concept and this information needs to be organized. For example. However. pages (design view). you must reserve areas for dynamic output. All rights reserved. However. You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines. and subforms Business Example Your company wants to adjust the standard PDF remuneration statement. Lesson Objectives After completing this lesson. content areas.HR280 Lesson: Structuring a Form Lesson: Structuring a Form Lesson Overview Adobe LiveCycle Designer is simple to handle and is very similar to other graphics programs. and you must determine the page sequence. you must distinguish between page (design view) and master pages. 165 . You have a basic understanding of the graphical tool. and subforms Describe typical contents of master pages. but need to understand more about the concepts behind it. You are unlikely to associate anything complicated with the term page. pages (design view). you will be able to: • • Distinguish between master pages. you need to be familiar with the concepts of form printing. 2011 © 2011 SAP AG.

Everything that is on an (abstract) master page will reappear on every page issued (design view).Unit 3: HR Forms Workplace – Form Builder HR280 Figure 109: Master Pages Every form design contains at least one master page that Adobe LiveCycle Designer creates automatically. Content areas can be included only on master pages. the body page will look for the next content area (which might involve an automatic page break). Such objects that never change are called boilerplate objects. You might have one single page (design view) in a form with lots of items at runtime. 2011 . You should think of a page (design view) as nothing more than a wrapper or a container for dynamic content. the printout would have many pages. at runtime. the boilerplate objects of a master page could be compared to secondary windows in Smart Forms. This defines the size to be used for dynamic output. Consequently. for example. they can contain subforms. A page (design view) will use the space provided by a content area. On a master page. Dynamic content is wrapped up in pages (design view). your company logo. To some extent. All rights reserved. To some extent. the combination of a content area and a page (design view) included there could be compared to the main window in SmartForms. You can put objects on a master page that will appear on any resulting page at runtime. For further organizing pages in the design view. you must include at least one content area. If. 166 © 2011 SAP AG. this happens not to be sufficient due to a large amount of data.

company logo and so on) will be used. 167 . double-clicking it in the Hierarchy palette is not sufficient. Caution: If you want to change properties of a master page. All rights reserved. this master page will then only be used for one output page. this setting will be ignored at runtime if more data needs to be displayed. go to the Object palette in order to set: The page size: for example. During runtime. For every master page. portrait or landscape Whether the page occurrence should be restricted: You can restrict the number of pages on which the first master page (with addresses. The second master page in the hierarchy would by default automatically be taken for following output pages if more data is laid down than can be displayed on a single page. You could restrict it to 1. letter or A4 The page format: for example. for example.HR280 Lesson: Structuring a Form Figure 110: Inserting Several Master Pages It is a good idea to always start out with the static part of a form: the master pages. You first need to select the Master Pages tab. If you restrict the maximum page occurrence without having another master page. 2011 © 2011 SAP AG.

Selecting the Following Previous option for the first page (design view) means that you start with the first master page in the Hierarchy.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 111: Pages (Design View) A page (design view) is a top-level subform. 168 If the preceding subform was already laid out on that master page. All rights reserved.. the page (design view) will follow on the same output page (provided there is enough space). If the preceding subform was laid out on a different master page. Make sure you have its place set to Top of Next Page (which will take the next master page from the hierarchy) or Top of Page. a page break will be inserted and a new output page will begin using the desired master page. there are two possible scenarios: 1. It serves as an organizing unit for dynamic content and can be laid down only in a content area of a master page. If you set a page's (design view) place to On Page <Master Page>. © 2011 SAP AG.. 2011 . 2. if you want to start a new page.

Figure 113: Subforms: Containers for Grouping Several Objects In a very simple approach. we recommend creating a new page (design view) for each forced page break. This makes the Hierarchy palette clearer). All rights reserved. 2011 © 2011 SAP AG. like all pages (design view). (However. you need to define an extra master page (call it LAST) and create a new page (design view). For the new page (design view) – which is. you could tell the previous subform to go to the top of page LAST after it has been laid down. subforms can be thought of as folders containing several objects. as it is possible to expand and compress subforms. Instead of creating a new page (design view). a subform – choose Top of Page → LAST for Place.HR280 Lesson: Structuring a Form Figure 112: New Page: Settings To display the text of infotype “Notifications” on a separate page with a special layout. 169 . They can be used for the simple purpose of keeping order in the Hierarchy.

Be aware that nesting subforms will slow down the processing performance.) If the objects are Flowed types. regardless of where on a page this subform is included. Figure 115: Preventing Page Breaks 170 © 2011 SAP AG. (The Hierarchy position of an object within a subform of type Positioned is irrelevant for its layout position. All rights reserved. 2011 . 2. depending on the space they require at runtime.Unit 3: HR Forms Workplace – Form Builder HR280 There are two types of subforms: 1. they will follow each other. they can be laid down at their exact position at runtime. Figure 114: When to Include Subforms Subforms also help to rearrange several objects at a different place in the form. If the objects of subforms are Positioned types. A page (design view) (as the topmost subform) is typically of this type. For example. it will always be positioned at the top left corner of the subform. relative to the subform. if a text field has been positioned at the top left corner of a Positioned type subform.

Keep With: Next: Keeps the subform on the same page as the next subform. Deselect Allow Page Breaks within Content. or page (design view). You can also prevent a page break between several subsequent subforms. 2. This option is not available on a master page or if the subform itself is included in another Positioned type subform. choose Wrap in subform from the context menu. Subform tab. or page (design view). • • 2011 Keep With Previous: Keeps the subform on the same page as the previous subform. On the Object palette. Pagination tab. Mark the objects. depending on which one is selected in the Place box. 171 . depending on which one is selected in the Place box. You do this on the Object palette.HR280 Lesson: Structuring a Form If you want to make sure that certain objects appear on one page. 3. content area. select Keep With: Previous and/or Keep With: Next. Disallow a page break for this subform. In the Hierarchy. proceed as follows: 1. All rights reserved. content area. © 2011 SAP AG.

HR280 2011 .Unit 3: HR Forms Workplace – Form Builder 172 © 2011 SAP AG. All rights reserved.

1.HR280 Lesson: Structuring a Form Exercise 9: Structuring a Form Exercise Objectives After completing this exercise. 173 . Task 1: Prepare the form for further enhancements. All rights reserved. Remove any redundant elements from the form layout. The content area on this page should cover approximately two thirds of the page so that there is enough space for the address fields above. namely the master pages and pages (design view). but there is no form layout yet. 1. NEXT: size: A4. The interface and the form context have been designed. The reference solution to this exercise is form ZHR280_T00_SOL01. You should be left with just the minimum: one master page with your content area. NEXT should be processed as many times as needed. Continue to work with your own form. 2. Make sure FIRST is used only once per form. The first step for the form designers will be to create the structure of the form. It might be a good idea to create a local safety copy of the form every now and then. Hint: Do not delete node Referenced Objects! Task 2: Define master pages. ZHR280_T##_EXE01 (## = group number). Continued on next page 2011 © 2011 SAP AG. choose Utilities → Uploading/downloading → Downloading form. FIRST: size: A4. To do so. alignment: portrait format. alignment: portrait format. you will be able to: • Create master pages and include elements on them • Create pages (design view) and use master pages • Set different flow directions for the pages (design view) Business Example You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines. Your form should have three master pages.

Integrate dummy elements (for example. 2. Call the first one Remuneration_Statement_01. alignment: landscape format. In the end. Delete all elements that you have included in the body page. Task 5: Test the result. 1. Define Following Previous as its place. Define Top of Page LAST as its place. 2. Flow Direction = Top to Bottom. Make sure it fits into the content area of the master page. 1. Call the second page (design view) Remuneration_Statement_02. HR280 LAST: size: A4. 2011 . 1. All rights reserved. static texts) and observe how their placements change. Try out both subform types for Remuneration_Statement_01. Task 4: Explore subform types. © 2011 SAP AG. select Flowed for Remuneration_Statement_01. Make sure your form has two pages (design view). 174 Activate the form and then test it by running the print report.Unit 3: HR Forms Workplace – Form Builder 3. Task 3: Define pages (design view). You should get two empty pages: one in portrait and one in landscape format.

Resize the content area by clicking and dragging its upper and lower borders to suitable heights. The content area on this page should cover approximately two thirds of the page so that there is enough space for the address fields above. Task 2: Define master pages. Remove any redundant elements from the form layout. 2. To do so. alignment: portrait format. Hint: Do not delete node Referenced Objects! a) The easiest way to reduce the form layout to the minimum is to go to the Hierarchy palette and remove everything but one master page with its content area. All rights reserved. master page tab and select the page size and format. ZHR280_T##_EXE01 (## = group number). alignment: portrait format. Press F2 to rename it. choose Utilities → Uploading/downloading → Downloading form. FIRST: size: A4. Also. 1. The reference solution to this exercise is form ZHR280_T00_SOL01. Continued on next page 2011 © 2011 SAP AG. a) Go to the Hierarchy palette and set the cursor on the master page. c) In the Layout Editor. Your form should have three master pages. Make sure FIRST is used only once per form. select the Restrict Page Occurrence option and set Max Count to 1. NEXT: size: A4. select the Master Pages tab. Continue to work with your own form. You should be left with just the minimum: one master page with your content area. 175 .HR280 Lesson: Structuring a Form Solution 9: Structuring a Form Task 1: Prepare the form for further enhancements. It might be a good idea to create a local safety copy of the form every now and then. b) Go to the Object palette. 1.

2011 . Pagination tab (every page (design view) is actually a subform). b) Go to the Design View palette to check the size. See the previous step for further details. Flow Direction = Top to Bottom. set your cursor on the page (design view) and go to the Object palette. select Flowed for Remuneration_Statement_01. b) Set your cursor on the newly created page (design view) and go to the Object palette. Go to the Hierarchy palette and set the cursor on the master page FIRST. a) 2. 2. 1. a) Go to the Hierarchy palette and set the cursor on the top node. Make sure it fits into the content area of the master page.Unit 3: HR Forms Workplace – Form Builder HR280 NEXT should be processed as many times as needed. Right-click it and choose New Page. a) See previous step. static texts) and observe how their placements change. 1. alignment: landscape format. In the end. a) See the previous step for further details. Define Following Previous as its place. Integrate dummy elements (for example. LAST: size: A4. Define Top of Page LAST as its place. Call the first one Remuneration_Statement_01. Subform tab. a) 3. All rights reserved. Task 3: Define pages (design view). Continued on next page 176 © 2011 SAP AG. Choose Following Previous as its place. Call the second page (design view) Remuneration_Statement_02. Task 4: Explore subform types. Try both subform types (Position/Flowed). In the Hierarchy palette. Make sure your form has two pages (design view). Right-click it and choose New Master Page. Resize the page (design view) by clicking and dragging its bottom right corner so that it fits into the content area. Try out both subform types for Remuneration_Statement_01.

All rights reserved. You should get two empty pages: one in portrait and one in landscape format. a) See the previous step. a) 2011 See the task. © 2011 SAP AG. Activate the form and then test it by running the print report.HR280 Lesson: Structuring a Form Delete all elements that you have included in the body page. 1. 177 . Task 5: Test the result.

2011 .Unit 3: HR Forms Workplace – Form Builder HR280 Lesson Summary You should now be able to: • Distinguish between master pages. and subforms • Describe typical contents of master pages. content areas. pages (design view). pages (design view). All rights reserved. and subforms 178 © 2011 SAP AG. content areas.

2011 © 2011 SAP AG. Virtually all business printing scenarios require the use of dynamic data.HR280 Lesson: Static and Dynamic Form Elements Lesson: Static and Dynamic Form Elements Lesson Overview It is hard to imagine a form without static elements that are always processed independent of the business data. You will also learn how these elements are populated with dynamic data. the company's logo and the employee's address need to be included. text and graphic objects Set object properties for static form elements Insert dynamic elements into a form: text fields. Lesson Objectives After completing this lesson. date/time fields. The form needs to be refined. floating fields Set the data binding (the connection between the layout fields and the business data) Apply patterns (picture clauses) to influence field output Business Example Your company wants to print the remuneration statement using the tool Adobe LiveCycle Designer. such as text fields or image fields. 179 . All rights reserved. you will be able to: • • • • • Insert static elements into a form: images. and geometric objects. image fields. This lesson will introduce you to the dynamic elements that can be included on a page. For example. including images (for example for company logos). text. This lesson will introduce you to the static elements available in Adobe LiveCycle Designer.

This is generally not the computer that you use for designing a form. at its original location.Unit 3: HR Forms Workplace – Form Builder HR280 Figure 116: Static Images As with all objects. you might select Embed image.jpg). PNGs (&. you can browse your file system by clicking on the folder icon to the right of the URL address. is accessible to you only. Also. Make sure this address is accessible for Adobe document services. and GIFs (&. you will notice that C:\ refers to the server's file system on which the Adobe Document Services are executed. However. you must prefix the address with http:// or https://. the company logo is to appear on all pages. you must first choose the master page where you want to include the object.bmp). JPEGs (&. To avoid incorrect image addresses at runtime. All rights reserved. TIFFs (&.gif) and (with Adobe LiveCycle Designer 7.) If the image file is located on a file server.gif might work when carrying out a test in the Designer preview. Such objects are called boilerplate objects. In our scenario.png). you cannot access the MIME Repository via a URL. you must specify its location via a valid URL. 180 © 2011 SAP AG. You can include images of the most popular types: Windows Bitmaps (&. When you specify a URL. (As of SAP NetWeaver 2004. This address can be a file name on a file server or in the intranet or Internet. After selecting an image.1 or higher) EXIF. 2011 . Addresses such as C:\image. as soon as you test the form with an application program. make sure you specify the complete path so that it will be found at runtime.TIF). This way you can include an image which. make sure that you enter a publicly accessible file location. For a static image. You include objects from the Library palette on a page by dragging and dropping them.

it merely serves as a reference to where the image was originally found. Sizing handles cannot be used. The editor is a WYSIWYG (What You See Is What You Get) editor. It will not be evaluated any more. Scale Image Proportionally – If you resize the placeholder for the image. as word wrapping is automatic. All rights reserved. 181 . the picture will actually be reloaded! You have three options for the size of an image: 1. just type your text. 2. Please note that image proportions will not be preserved. Use Original Size – The original size of the image will be taken. 2011 © 2011 SAP AG. you still have to leave the URL that you have typed in. 3. If you change the URL after having embedded a picture. Figure 117: Static Texts In the placeholder for static text. You need not worry about line breaks. the image will automatically be resized to the maximum size possible in the placeholder.HR280 Lesson: Static and Dynamic Form Elements Caution: Even if you choose this option. The image proportions will be preserved. Scale Image to Fit Rectangle – You can determine the image size yourself. which means that the text with its layout and its line breaks looks very similar to what it will look like in the printout.

you have two options: • • Pressing RETURN will insert a new paragraph. Two paragraphs are completely independent of each other as they can have individual paragraph formats. 2011 . mark the relevant text passage first and then go to the Font palette to determine the details. This means that the current paragraph is not split into two. middle. Among the options for the paragraph settings you will find options for horizontal text alignment (left-aligned. Pressing SHIFT+RETURN will insert a line break only. Figure 118: Geometric Objects 182 © 2011 SAP AG. If you include a text field. A small red plus sign will appear in the bottom right corner if it is not. right-aligned. and spacing. The same formatting options are available for static text that are used in common word processing programs. centered. If you want to change the paragraph format of a single paragraph. All lines (independent of the number of line breaks) within one paragraph will have the same paragraph format. you can choose between settings for the fonts and the paragraph. All rights reserved. That is. To change the font or its appearance (like italics. bold face. or color). bottom). make sure the placeholder in the Layout editor is big enough.Unit 3: HR Forms Workplace – Form Builder HR280 If you want to force a line break. vertical text alignment (top. and justified). set the cursor there and go to the Paragraph palette. you must mark them first. it will remain one unit. indents. underline. If several paragraphs need to be formatted at a time.

On the Object palette. but not necessarily. A circle might also be drawn in parts (arcs). All rights reserved. rectangles. Dynamic elements can correspond to a number of elements from the context. an image field can refer to a graphic content or graphic reference type field. these graphical elements are placed on a master page. Note. An element from the context that has been included somewhere in the layout will be displayed in the Data View with a special symbol to the right of its name. Typically. and circles. that it is possible to include a field in the layout several times. or 45-degree diagonal position. and background colors for rectangles as you can for text fields. so they act as boilerplate objects. as this will automatically create the appropriate link between the context element and the layout element: the so-called data binding. 183 . You can set the line style. Drag a field from the Standard library to the desired position. 2011 © 2011 SAP AG. however.HR280 Lesson: Static and Dynamic Form Elements You might want to include some graphical elements to enhance your form's layout. For example. and drag a field to the desired position in the Layout Editor. Go to the Data View (which results from the form context). • • • A line might be drawn in any angle by click-dragging on one of its sizing handles. you will also find buttons to set the line to horizontal. 2. vertical. corners. That is why it is best to use the first method. Figure 119: Integrating Dynamic Fields There are two ways to insert a dynamic field: 1. You can choose between lines.

2011 .. Be aware that whatever you enter as the width of this text will be overwritten at runtime. choose the Expand to fit in the Layout palette under Size & Position. For external texts. its details will be shown in the Layout. If you know the text consists of a single line. descriptive texts will be displayed for context fields with reference to the ABAP Dictionary. their types (SAPscript. the Font and Paragraph settings will also be displayed. you might find the entry mixed in some fields. . Caption This is a static text as an accompaniment to the dynamic field content.Unit 3: HR Forms Workplace – Form Builder HR280 If you select an element in the Data View that has been included somewhere in the layout. You can display detail information for fields from the Data View by right-clicking them and selecting Show Info. this caption is automatically taken from the ABAP Dictionary if you drag an element from the Data View which © 2011 SAP AG.) and their key identifiers will be shown. text module. which means that the width you enter is merely a rough estimate of how wide you think the text will be (it will be considered the minimum dimension).. If an element has been included several times. it will be sufficient to allow the text to grow in its horizontal dimension. If you do not know for sure the height and width. Border. For some types of fields. For example. Figure 120: Text Fields Among the details you can set for a text field. All rights reserved. and Object palettes (provided you have opened these palettes). From SAP NetWeaver 2004s on. What you can actually enter there depends on the type of the element. you will find: • 184 Layout palette Width and Height A text field might correspond to a text module or a SAPscript text whose exact length might be unknown at design time. You set details for the dynamic element on the Object palette.

You must also determine how much space should be reserved for the caption. Allow multiple lines If selected. You might want to set the size properties to Expand to fit. All rights reserved. It does not work for empty fields. bottom. If you set a caption. Allow plain text only Irrelevant Limit length Relevant only if XHTML is deselected on the Binding tab.HR280 Lesson: Static and Dynamic Form Elements • • • • • • • • has a Dictionary reference. If you drag a text field from the Data View that is a formatted text (e. This distinction is usually irrelevant for print forms. they will remain empty. including line breaks or font settings. the form context) here. This allows you to determine the maximum length of the resulting text. SAPscript text. so that the user of the form can distinguish more easily whether text is ready for input or static. you must choose one of four positions for the text field: top. or dynamic text). Data format Select XHTML for Data Format if you want to preserve the formatting of your text. this option will automatically be selected. left. 185 . Value tab TheType is relevant for interactive scenarios only. The default value will be taken for fields with no or corrupt data binding. and right.g. If you integrate context fields that have a reference to the ABAP Dictionary. Object palette Field tab Appearance You would typically choose a specific appearance in interactive forms only. you might find that the length specified in the Dictionary will be copied. make sure you provide enough space. Smart Forms text. Binding tab Default binding You determine the link to the Data View (that is. Figure 121: Editing Text Caption and Text Value 2011 © 2011 SAP AG.

Figure 122: Data Binding All dynamic fields (such as text fields or image fields) must have data binding. The default is Edit Caption and Value. © 2011 SAP AG. This determines the link between the field in the layout and the field from the Data View (that is. there are cases when you have to set the data binding manually: • • • 186 If you insert a dynamic field from the Library palette If you copy and paste an existing element (the binding will not be duplicated) If you include elements in subforms and later move them to another subform or unwrap the subform. 2011 . Relative names are possible for elements of subforms If you integrate dynamic fields into your layout by dragging them from the Data View. you must click on the small triangle on the Font or Paragraph palette and select the Edit Caption or Edit Value option. it ensures that the proper data is displayed at runtime.Unit 3: HR Forms Workplace – Form Builder HR280 If you want to set the font or paragraph for the caption and the field separately. Binding tab Case-sensitive Absolute names must start with $record. In other words. the form context). • • • • • • • Data binding Link between objects and data connection (= SFP context) Created automatically when field is dropped to layout from the Data View Can be set manually: in the Object palette. All rights reserved. However. the correct data binding will be inserted automatically.

Be careful when renaming objects with Normal binding. For elements from the Data View that you want to include several times in your layout. caption. All rights reserved. you will find different lists for the fields in the layout: • • • 2011 Fields with Normal Data Binding Fields with Data Binding by Reference: All fields with relative or absolute path names to their corresponding fields from the Data View (context). For data binding. 187 . Binding tab. Figure 123: Checking the Data Binding In the Report palette. An easy way of updating the data binding of a dynamic element that has been included (and changed) in the layout is dragging and dropping the appropriate context element from the Data View to the field. Faulty data binding or binding set to None will lead to incorrect or empty data. Fields with No Data Binding: Type None makes sense only if you have scripting to determine the field value. If you set the binding to Normal (also called implicit data binding). $record represents the current record of a collection of data (for example DIM_EMPLOYEE). the name of the object must correspond to a field from the Data View (that is. and relative names are possible for those elements that are included in subforms. Unless the corresponding element from the Data View (that is.HR280 Lesson: Static and Dynamic Form Elements The easiest way to set data binding manually is to click on the small triangle to the right of the Data binding input field and then select the appropriate field from the context. absolute names are possible for all elements. data binding must be set to Global. and type in this way. You can also update the name. © 2011 SAP AG. the context). Absolute names start with $record. the form context) is renamed as well. you will corrupt the data binding.

All rights reserved. If you want several numeric fields (typically within one table column) to be aligned so that their decimal signs are always at the same horizontal position. which are all fields from the context that have not been included anywhere in the layout. Always integrate your fields by dragging them over from the Data View. Some more details: There are three types of numeric fields: • • • Decimal Float Integer The type is defined on the Object palette. If you click it. as the correct type (and potentially some required scripting for correct decimals) will be inserted automatically. you might want to think about redesigning your context and possibly your interface. Binding tab. 2. proceed as follows: 1. Figure 124: Alignment for Numeric Fields What has been said about text fields (apart from their fomatting) is basically also true for numeric fields and date/time fields. Finally. If you find too many fields here. you will get a caution traffic sign to the left of its name. As decimals and currency amounts are treated in a special way in an SAP system. © 2011 SAP AG. 3. 2011 . Go to the Paragraph palette and make sure that Edit attributes is set. It is available in the Library on the Standard tab. you can display Unbound Data Connection Nodes. there is also a special type in Designer called decimal field. Click on Radix alignment and enter how much space in the right corner of the value area should be reserved for the decimals. an explanation will be shown. 188 Mark all numeric fields in question.Unit 3: HR Forms Workplace – Form Builder HR280 If the binding for a field is faulty.

numeric data.. As all date/time fields coming from the context are automatically parsed correctly.HR280 Lesson: Static and Dynamic Form Elements Figure 125: Manipulating the Output Format: Date Fields Formatting output of fields can be performed: • • With patterns (date formats. and text data. They are irrelevant for print forms. . omitting of leading zeros. The Data Pattern on the Binding tab defines how a data field should be read. Display patterns are optional and should only be used when necessary.. There is a set of rule-based specifications to govern the formatting and parsing of date.) By setting Limit length to Visible Area on the Field tab of the Object palette The display pattern describes how data at runtime will be displayed in the document. time. If you do not use them. for example 20101215) can be displayed as 2010-12-15. a standard format will be used based on the locale (the combination of language and country). December 15. The dropdown box lets you select from some typical display patterns. The Edit Pattern on the Field tab and the Validation Pattern on the Value tab are for interactive forms only. but you are free to type in your own. you should not set the Data Pattern manually. 2011 © 2011 SAP AG. 2010. Example: The current date (which in ABAP has the format YYYYMMDD. or Sunday. You specify a display pattern on the Field tab of the Object palette. All rights reserved. 189 .

.). or nothing if empty. For example. and space ( ) are treated as literal values and can be included anywhere in a pattern. All rights reserved. and nothing otherwise S A minus sign if the number is negative. dependent on the type of the field. MMMM stands for the full month name. Be aware that display patterns cannot be translated. delimit the text string with single quotation marks ('. Literals..Unit 3: HR Forms Workplace – Form Builder HR280 Display patterns consist of • Special symbols. For a full list. The comma (. or the zero digit s A minus sign if the number is negative.). or a zero digit if empty or a space 8 Currency-specific or unit-specific output of decimal places (takes ABAP Dictionary references into account) z A single digit. or the zero digit Z A single digit. For example. a space. or Janvier. For instance. MMMM could result in January.'). a space. or a space if empty. and a space otherwise © 2011 SAP AG. period (. 2011 .'Your payment is due no later than' MM-DD-YY. slash (/). colon (:). dash (-). These symbols will be resolved at runtime according to the appropriate locale. To include a phrase in a pattern. consult the Adobe LiveCycle Designer online manual. • • Figure 126: Manipulating the Output Format: Numeric Fields The following table shows some numeric pattern symbols: 190 9 A single digit. The above examples show some date pattern symbols. Januar.

HR280 Lesson: Static and Dynamic Form Elements $ The currency symbol of the ambient locale .00 USD or 1000 JPY when printed. The grouping separator of the ambient locale .) For example. you must explicitly use display pattern 8. however. All rights reserved. (Background: ABAP distinguishes between internal and external representations of currencies and quantities.) 2011 © 2011 SAP AG. 191 . The decimal radix of the ambient locale To evaluate currency-specific or unit-specific information on decimal places. the internal digit 1000 might be 10.

HR280 2011 . All rights reserved.Unit 3: HR Forms Workplace – Form Builder 192 © 2011 SAP AG.

The reference solution for this exercise is form ZHR280_T00_SOL02.5 cm. Create a static text with “Personnel Data” in it. Rename the subform and its elements. Rename the node in the hierarchy. Place it at the top of the rectangle. Create a static text with “Remuneration Statement” in it. Draw a line under the text with width 8 cm. 3. 1. Width is 8 cm and height is 0. new static texts need to be included. Position it to the right of the company logo. Call your form ZHR280_T##_EXE02 (## = group number). Task 2: Integrate a frame for the employee’s personnel data on master page FIRST.5 cm. 1. The form layout has been structured to comprise master pages and pages (design view). For example. but it needs to be refined. 2. Create a new form by copying the template ZHR280_T00_EXE02. Create a rectangle with width 8 cm and height 2. All rights reserved. 4. Use a bold. Continued on next page 2011 © 2011 SAP AG. Task 1: Integrate the form title “Remuneration Statement” as a static text on master page FIRST. Place it below the form title on the right.HR280 Lesson: Static and Dynamic Form Elements Exercise 10: Static and Dynamic Form Elements Exercise Objectives After completing this exercise. 193 . you will be able to: • Insert static elements into a form: images. 24pt font. Wrap these elements in a subform. text and graphic objects • Set object properties for static form elements Business Example You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines.

1. Type Read Only.Unit 3: HR Forms Workplace – Form Builder HR280 Task 3: Integrate the payroll period on master page FIRST. ADDRESS-LINE1. No caption is necessary. type Read Only. 3. 1. Choose a suitable caption. 2. From the Data View. Change the field attributes: Appearance None. 3. Wrap these elements in a subform. From the Data View. drag field G_INPERIOD onto the master page. Rename the subform. Task 4: Integrate the address into the Personnel Data box on the master page. Each fields has a width of 8 cm and a height of 0. Change the field attributes: Appearance None. All rights reserved. Task 5: Test the result.6 cm. ADDRESS-LINE2. Change the date format this way. 2011 . 194 Activate the form and then test it by running the print report. 2. Position it below the form title. © 2011 SAP AG. The width is 8 cm and the height is 0.4 cm. 1. for example “February 2007”. ADDRESS-LINE3 and ADDRESS-LINE4 fields onto the master page. drag the ADDRESS-LINE0.

In the Font palette select bold and 24pt. 3. Drag the new node under node DATE. All rights reserved. Enter the text “Personnel Data”. Task 2: Integrate a frame for the employee’s personnel data on master page FIRST. select Align Center and Align Middle. Specify the width in the Layout palette. Create a static text with “Remuneration Statement” in it. b) Drag a static text from the Library palette. Place it at the top of the rectangle. Position it below the text field. Standard tab into the rectangle. go to the Master Pages tab.HR280 Lesson: Static and Dynamic Form Elements Solution 10: Static and Dynamic Form Elements Task 1: Integrate the form title “Remuneration Statement” as a static text on master page FIRST. Position it with the mouse. d) Right-click on the new node in the Hierarchy palette and choose Rename Object. Create a rectangle with width 8 cm and height 2.5 cm. b) In the Font palette. 24pt font. 1. Continued on next page 2011 © 2011 SAP AG. Draw a line under the text with width 8 cm. Standard tab to the master page FIRST. Place it below the form title on the right. Width is 8 cm and height is 0. Standard tab to the master page FIRST.5 cm. Position it with the mouse. a) 2. a) Drag a line from the Library palette. In the Paragraph palette. Create a static text with “Personnel Data” in it. a) In the Layout Editor. select bold and 10pt. Drag a rectangle from the Library palette. Standard tab into the rectangle. Position it to the right of the company logo. 1. a) Drag a static text from the Library palette. c) Type in the text. The reference solution for this exercise is form ZHR280_T00_SOL02. 195 . Specify width and height in the Layout palette. Create a new form by copying the template ZHR280_T00_EXE02. Call your form ZHR280_T##_EXE02 (## = group number). Rename the node in the hierarchy. Specify width and height in the Layout palette. Use a bold.

Task 4: Integrate the address into the Personnel Data box on the master page. The width is 8 cm and the height is 0. mark and right-click the newly inserted elements and choose Wrap in Subform. Change the date format this way. select None in Position field. mark the new nodes. All rights reserved. Field tab set the appearance to None. Rename the subform and its elements. set the width and height. Change the position of the subform in the hierarchy so that it follows the node with the form title. From the Data View. No caption is necessary. From the Data View. HR280 Wrap these elements in a subform. Change the field attributes: Appearance None. ADDRESS-LINE2. To remove the caption. Continued on next page 196 © 2011 SAP AG. Change the field attributes: Appearance None. 1. Choose a suitable caption. 1. for example “February 2007”. drag field G_INPERIOD onto the master page. Each fields has a width of 8 cm and a height of 0. Value tab select Read Only. Field tab.6 cm. a) On the Object palette. On the Layout palette. Task 3: Integrate the payroll period on master page FIRST. Type Read Only. Position it below the form title. In the hierarchy.Unit 3: HR Forms Workplace – Form Builder 4. b) Choose proper names for the subform and its elements. ADDRESS-LINE3 and ADDRESS-LINE4 fields onto the master page. a) 2. 3. Change the value in the Caption field on this tab. type Read Only. Drag the field from the Data View. On the Object palette. ADDRESS-LINE1. a) In the Hierarchy palette.4 cm. Field tab set the appearance to None. Value tab select Read Only. You set it on the Object palette. a) On the Object palette. a) 2. drag the ADDRESS-LINE0. a) The display pattern is date{MMMM YYYY}. 2011 . b) On the Object palette.

1. Change its position in the hierarchy so that it precedes the subform with the column headers.HR280 Lesson: Static and Dynamic Form Elements 3. a) In the Hierarchy palette. Wrap these elements in a subform. © 2011 SAP AG. mark and right-click the newly inserted elements and choose Wrap in Subform. b) Choose a proper name for the subform. All rights reserved. Rename the subform. a) 2011 See task. 197 . Task 5: Test the result. Activate the form and then test it by running the print report.

image fields.Unit 3: HR Forms Workplace – Form Builder HR280 Lesson Summary You should now be able to: • Insert static elements into a form: images. text and graphic objects • Set object properties for static form elements • Insert dynamic elements into a form: text fields. All rights reserved. floating fields • Set the data binding (the connection between the layout fields and the business data) • Apply patterns (picture clauses) to influence field output 198 © 2011 SAP AG. date/time fields. 2011 .

199 . you will be able to: • • • • Insert tables into a form Format tables Set a header for a table Create data-driven page breaks Business Example Your company wants to adjust the standard PDF remuneration statement. All rights reserved. Lesson Objectives After completing this lesson. The form needs to be refined. Figure 127: Table Types 2011 © 2011 SAP AG. For example.HR280 Lesson: Tables as Form Elements Lesson: Tables as Form Elements Lesson Overview In many scenarios. This lesson will show you how to process tables and set details such as headers or borders. it is hard to imagine a remuneration statement without a tabular presentation of wage types. Wage types and payment information need to be included. You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines. you will have data that is structured in rows and columns.

The individual cells are ordinary layout elements. the resulting table is called a static table. Figure 128: Creating a Table Manually In Adobe Lifecycle Designer choose menu Table → Insert Table. If the number of rows is determined at design time. Every table consists of at least one subform for the table and one subform for a row. Decide how many columns and body rows you need and then press OK. tables are special types of subforms that are nested. Figure 129: Creating a Dynamic Table by Dragging and Dropping 200 © 2011 SAP AG. 2011 . most frequently static texts or in particular text/date/numeric fields. the table will grow vertically.Unit 3: HR Forms Workplace – Form Builder HR280 Basically. If a row subform can be repeated at runtime. Such a table is called a dynamic table. All rights reserved.

You can create accessible tables by dragging an internal table from the Data View to the layout. Drag the internal table from the Data View to the layout. If this option is unchecked. set the cursor as required and use the Table toolbar or the Table menu (which has more functions). Figure 130: Manual Adjustments After Table Has Been Inserted For example. set the cursor on one row in the hierarchy or on a cell in the layout.. go to the palette menu of the Data View. then choose Table → Insert → Row Above. if you want to add another row (such as a header row). If you want to add or remove cells. choose Options. It might be a good idea to either reduce the line type of the table in the interface or go to the context and set the superfluous fields of the internal table to inactive. Both actions will reduce the amount of data transferred to Adobe document services at runtime. After determining the number of rows and cells you need to do some adjustments: 2011 © 2011 SAP AG. you can determine cell widths and heights by click-dragging on the cell borders. In order to achieve this. Adobe LiveCycle Designer creates nested flowed or positioned subforms. then Allow Tables To Be Generated. Once you have included the table. Make sure you include it in a page (detail view) or a Flowed type subform that allows page breaks – unless you know in advance that the maximum table length will not exceed one page. All rights reserved... 201 . You can then remove the fields that you do not want to have included in the form table.HR280 Lesson: Tables as Form Elements You can create a table by dragging and dropping a table from the Data View to the Layout Editor.

The settings of borders. If Min Count is set to 0. you can protect it against page break. you can set Min Count to 1. and row heights on the Layout palette. widths. Binding tab. As the table is a subform. Settings for the DATA (Body) Row • • You can determine that the row will be repeated for each data item on the Object palette. In this case. On the Binding tab (Object palette). you would use an internal table with Dictionary reference in your form. © 2011 SAP AG. If you change the width of a header cell. 2011 . Table tab by selecting or deselecting the Allow Page Breaks within Content checkbox. by clicking on a cell border and dropping it on the desired position. column widths. Settings for the DATA Fields • • 202 Depending on your Library settings. which you might want to avoid for print forms. and heights are basically the same as for header fields. All rights reserved. If you need dynamic column headers. Settings for the Header Fields • • In a typical scenario. you can enter your own values. On the Object palette. the width of the corresponding data cell will be changed automatically.Unit 3: HR Forms Workplace – Form Builder HR280 Settings for the table • • • On the Object palette. This ensures that the table header will be printed even if the table contains no data. and vice versa. Pagination tab. You can set margins. You do this on the Object palette. margins. you can determine whether the header should be used on the first and/or the subsequent pages. Settings for the Header Row • • You should give the header a name so that it can easily be identified when used for conditional breaks or scripting. The widths and heights can be changed in the Layout Editor too. the cell values (column headers) are taken from the data element texts. you might get appearances like Sunken box for your data fields. the table will not be printed if it does not contain at least one row of data. You can determine conditional breaks – see below for details. you can apply row shading if desired. you can change the original static texts from the header row into text fields. If you want to change them.

You can enter any logical expression that evaluates to true or false. 203 . In such cases. you can choose between FormCalc and JavaScript as the scripting language. Pagination tab of the body row. You set conditional breaks on the Object palette. you want to have additional page breaks or intermittent headers if a condition is met. you add one condition. By clicking the plus sign. Designer can suggest some coding for all table fields that you can then adapt to your needs. For every condition. The most frequent usage is probably to compare a particular cell value for one row with the cell in the previous or next row. All rights reserved. 2011 © 2011 SAP AG.HR280 Lesson: Tables as Form Elements Figure 131: Setting Conditional Breaks Quite frequently.

All rights reserved. HR280 2011 .Unit 3: HR Forms Workplace – Form Builder 204 © 2011 SAP AG.

205 . First PAY_NUMBER. Continued on next page 2011 © 2011 SAP AG. 1. Set the Appearance to None. Set suitable column widths and heights. The reference solution for this exercise is form ZHR280_T00_SOL03. 3. For all table cells. Integrate table PERIOD into the layout.HR280 Lesson: Tables as Form Elements Exercise 11: Tables as Form Elements Exercise Objectives After completing this exercise. you will be able to: • Integrate tables into a form • Create data-driven page breaks Business Example You have made a copy of SAP’s standard remuneration statement in order to customize it according to your company’s guidelines. but it needs to be refined. Task 1: Creating a Dynamic Table: Preliminary Steps Create a new form by copying the template ZHR280_T00_EXE03. Task 2: Integrate a table for the wage types into page Remuneration_Statement. Set Designer's options so that a proper table will be created (and not just subforms) before you drag the table to the layout in the next task. remove the 3D frame. All rights reserved. 4. Also make sure that no header will be added automatically. Deactivate context fields you do not need in your table by changing the form context. Select the nested table PERIOD and deactivate the FORPERIOD_KEY and INPERIOD_KEY structures in each of the STAR tables. and third PAY_AMOUNT. Correct the order of the numeric fields. Call your form ZHR280_T##_EXE03 (## = group number). Wage types and payment information need to be included. 2. second PAY_RATE. 2. 1. The form layout has been structured to comprise master pages and pages (design view).

1. Task 4: Add a header row to each STAR table and adjust the subform properties. © 2011 SAP AG. and allow page breaks within content. 1.Unit 3: HR Forms Workplace – Form Builder HR280 Task 3: Change the display format of the decimal fields. Task 5: Generate a page break when the payroll period changes. Use display pattern num{SZZZ. Adjust the date format and caption of the END_DATE field. 2011 . and “Net Remuneration”. 2. “February 2007”. e.ZZ9. All rights reserved. “Gross Earnings”.ZZZ. 1. Task 6: Test the result. “Deductions”. Merge the header row cells and insert suitable texts. 206 Activate the form and then test it by running the print report.g. Change the date format this way. Use display pattern num{SZZZ. Change the subform properties so that the objects will follow each other. 2. Put in “Period” as a field caption. Insert a conditional break in node DATA (below PERIOD). 1. e.99} for PAY_AMOUNT.zz} for PAY_NUMBER and PAY_RATE.g.

First PAY_NUMBER. a) Reposition the fields in the hierarchy by drag and drop. From the Data View palette. Select the nested table PERIOD and deactivate the FORPERIOD_KEY and INPERIOD_KEY structures in each of the STAR tables. Task 2: Integrate a table for the wage types into page Remuneration_Statement.. Call your form ZHR280_T##_EXE03 (## = group number). a) 2. Deactivate context fields you do not need in your table by changing the form context. 1. Continued on next page 2011 © 2011 SAP AG. Set Designer's options so that a proper table will be created (and not just subforms) before you drag the table to the layout in the next task. Also make sure that no header will be added automatically. The reference solution for this exercise is form ZHR280_T00_SOL03. All rights reserved. a) 2. On the right of the Form Builder. Correct the order of the numeric fields. In the Hierarchy click on PERIOD and select Table → Convert to Table. second PAY_RATE. a) Go to the palette menu of the Data View palette and choose Options.. 207 . 1. and third PAY_AMOUNT. open the PERIOD table and its nested star tables. drag the table to the page (Design View). Reposition the table in the Hierarchy by drag and drop. Select the Allow Tables To Be Generated checkbox and deactivate Create A Header Row For Any Table.HR280 Lesson: Tables as Form Elements Solution 11: Tables as Form Elements Task 1: Creating a Dynamic Table: Preliminary Steps Create a new form by copying the template ZHR280_T00_EXE03. Integrate table PERIOD into the layout. Right-click each structure and select Deactivate.

Use display pattern num{SZZZ.zz} for PAY_NUMBER and PAY_RATE. a) You can change the Appearance of several fields at a time only if they have the same type.ZZ9. Remove the left margin on the Layout palette. 4. for example 0. click a cell border and drag it to the left or right. Set the Appearance to None. Go to the Layout palette and set a height. Adjust the date format and caption of the END_DATE field. “February 2007”.99} for PAY_AMOUNT. Cell tab. You can change the caption and display pattern on the Object palette. b) To set row heights. Put in “Period” as a field caption. HR280 For all table cells. Use display pattern num{SZZZ.Unit 3: HR Forms Workplace – Form Builder 3. select a cell and enter the cell width manually on the Layout palette. WAGETYPE_LONGTEXT).) of DATA in the hierarchy.ZZZ. PAY_RATE. a) 2.6 cm.g. a) The display pattern is date{MMMM YYYY}. b) In the hierarchy. 2011 . Alternatively. e. select None to remove the borders. Continued on next page 208 © 2011 SAP AG. All rights reserved. Task 3: Change the display format of the decimal fields. Field tab. Set suitable column widths and heights. and PAY_AMOUNT. That is why you have to mark all relevant text fields in the hierarchy first (WAGETYPE. c) Repeat this step for END_DATE. You set the display pattern on the Object palette. mark PAY_NUMBER. a) To determine the column widths. Adjust the number of leading digits accordingly. 1. go to the Object palette tab and choose None for Appearance. Change the date format this way. On the Border palette. Check that the overall width of the table does not exceed the width of the surrounding page (Design View). c) Mark subform KEY in the hierarchy. remove the 3D frame. mark all subnodes (WAGETYPE etc. Then go to the Object palette and choose None for Appearance.

On the Object palette. Task 5: Generate a page break when the payroll period changes. table STAR_PAY_GROSS. Subform tab. On the Object palette Row tab. Pagination tab. In the Design View. “Deductions”. e. a) 2011 See task.HR280 Lesson: Tables as Form Elements Task 4: Add a header row to each STAR table and adjust the subform properties. 1. 2. rename the new node and mark its untitled text fields. a) In the hierarchy. Task 6: Test the result. Activate the form and then test it by running the print report. a) In the hierarchy. click the plus sign.index > 0 Select the Break: Before radio button. select Flowed in the Flow Direction field. Select the Allow Page Breaks within Content checkbox. Go to the Object palette. right-click and select Merge Cells. 1. Insert a conditional break in node DATA (below PERIOD). In the To field. Change the subform properties so that the objects will follow each other. b) In the hierarchy. All rights reserved. b) On the following screen. select the DATA node. c) Repeat these steps for tables STAR_PAY_DEDUC and STAR_PAY_NET. select Top of Next Page.g. 1. Merge the header row cells and insert suitable texts. Choose Edit to insert a conditional break. mark subnode DATA. “Gross Earnings”. Select Table → Insert → Rows Above. insert the text into the text field. a) In the hierarchy. 209 . and allow page breaks within content. Then enter the following: this. © 2011 SAP AG. select Header Row as the row type. and “Net Remuneration”. mark subform KEY.

Unit 3: HR Forms Workplace – Form Builder HR280 Lesson Summary You should now be able to: • Insert tables into a form • Format tables • Set a header for a table • Create data-driven page breaks 210 © 2011 SAP AG. 2011 . All rights reserved.

content areas. content areas. pages (design view). and subforms • Describe typical contents of master pages. and subforms • Insert static elements into a form: images. image fields. date/time fields. pages (design view). 211 . text and graphic objects • Set object properties for static form elements • Insert dynamic elements into a form: text fields. All rights reserved. floating fields • Set the data binding (the connection between the layout fields and the business data) • Apply patterns (picture clauses) to influence field output • Insert tables into a form • Format tables • Set a header for a table • Create data-driven page breaks 2011 © 2011 SAP AG.HR280 Unit Summary Unit Summary You should now be able to: • List the components of an interface • Adjust an interface and the form context for a form • List the various functions of Adobe LiveCycle Designer • Use Adobe LiveCycle Designer as a graphical tool for designing forms • Create a simple form layout with various objects • Distinguish between master pages.

All rights reserved. 2011 .Unit Summary 212 HR280 © 2011 SAP AG.

True False If you include a field from the context by dragging it from the Data View to the layout. 213 . Determine whether this statement is true or false. True False A context contains all fields of an interface. True False To prevent elements from being split by a page break. you do not have to worry about the correct binding. □ □ 3. □ □ 4. True False Dynamic content that can "grow" (like tables) should be included in pages (design view). Determine whether this statement is true or false. Determine whether this statement is true or false. Initialization coding is executed by Adobe document services. □ □ 6. □ □ 7. Determine whether this statement is true or false. □ □ 5.HR280 Test Your Knowledge Test Your Knowledge 1. □ □ 2. wrap them in a subform and uncheck Determine whether this statement is true or false. True False A page (design view) can be laid down anywhere on a master page. True False Every master page must have exactly one content area. □ □ 2011 True False © 2011 SAP AG. Determine whether this statement is true or false. All rights reserved. Determine whether this statement is true or false.

2011 . All rights reserved. 2. To prevent elements from being split by a page break. Dynamic content that can "grow" (like tables) should be included in pages (design view). wrap them in a subform and uncheck Answer: True The subform must be a Flowed type subform. 5. Answer: False It is up to you to decide which of the interface fields should be integrated into the context. A page (design view) can be laid down anywhere on a master page.Test Your Knowledge HR280 Answers 1. 6. 214 © 2011 SAP AG. Answer: True Page breaks can only be processed in pages (design view). A context contains all fields of an interface. are on master pages). If you include a field from the context by dragging it from the Data View to the layout. 3. in turn. 4. Initialization coding is executed by Adobe document services. Answer: True You have to set the binding manually if you drag the element from the Library. Answer: False Pages (design view) can be laid down only in content areas (which. Answer: False Initialization coding is executed by the ABAP processor before the XML data stream is passed on to Adobe document services. you do not have to worry about the correct binding.

All rights reserved. 215 . Answer: False Every master page must have at least one content area. 2011 © 2011 SAP AG.HR280 Test Your Knowledge 7. Otherwise there is no space to insert dynamic content. Every master page must have exactly one content area.

HR280 2011 . All rights reserved.Unit 3: HR Forms Workplace – Form Builder 216 © 2011 SAP AG.

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.245 2011 © 2011 SAP AG.......... easy-to-use...... All rights reserved....Unit 4 SAP Interactive Forms – Overview Unit Overview Business Scenario Paper-based forms are in widespread use in the company for a variety of processes...........218 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) .....224 Exercise 12: Executing Processes ......... Explain the rough architecture of HCM Processes and Forms Execute a full business process with HCM Processes and Forms (end-user view)....... SAP Interactive Forms software by Adobe and HCM Processes and Forms represent an efficient.. 217 . time saving................... Unit Objectives After completing this unit.......................................... cost-effective solution to optimize form-based processes........ Unit Contents Lesson: What Are SAP Interactive Forms by Adobe? .... you will be able to: • • • • • • Explain what an Interactive Form is Explain how an Interactive Form is structured and the components it contains Obtain an overview of the example scenarios for Interactive Forms.... and explain the different start processes that exist for different roles Understand the individual functions and options offered by Interactive Forms in the portal........ The challenge is to optimize these processes...

Interactive Forms and HCM Processes and Forms represent an efficient. cost-effective solution to optimize form-based processes. The challenge is to optimize these processes. Business Example Paper-based forms are in widespread use in the company for a variety of processes. easy-to-use. Figure 132: What Are SAP Interactive Forms by Adobe? 218 © 2011 SAP AG.Unit 4: SAP Interactive Forms – Overview HR280 Lesson: What Are SAP Interactive Forms by Adobe? Lesson Overview You will get a first impression of SAP Interactive Forms by Adobe Lesson Objectives After completing this lesson. 2011 . you will be able to: • • • Explain what an Interactive Form is Explain how an Interactive Form is structured and the components it contains Obtain an overview of the example scenarios for Interactive Forms. All rights reserved. time-saving.

219 . All rights reserved.HR280 Lesson: What Are SAP Interactive Forms by Adobe? Figure 133: What Is an Interactive Form? A PDF-based form features the following: • • The form interface that transfers the application data to the form The form context containing the form logic. © 2011 SAP AG. for the second reminder output another) Repeat processing of invoice items in the form of a table. This controls the dynamic formatting of the form and enables the following: – – – 2011 Output of variable fields Conditional output of texts (for the first reminder output this text.

In the header area. select process.Implemented in SAP Self-Services The application with Interactive Forms consists of several sections. All rights reserved. 220 © 2011 SAP AG. you can show the title of the form and a logo. We use forms for everything from our tax returns to visa applications and agreeing contracts. The data entry area must be filled by the user depending on the context.Unit 4: SAP Interactive Forms – Overview HR280 Figure 134: Interactive Forms .Example Scenarios We encounter processes supported by forms everywhere in daily life. Figure 135: Interactive Forms in SAP Self-Services: HCM Processes and Forms . The road map steps display the stage in the process that you are currently at (select employees. edit. 2011 . and so on). Context-related information can be displayed for the user. for example.

All rights reserved. not interactive forms) Remuneration statement (only print forms. 2011 © 2011 SAP AG. applications for vacation or other types of leave (as an application rather than a form) – to name but a few examples.. remuneration statements. not interactive forms) Time statement – print version (only print forms. Business scenarios might include: • • • • • HCM Processes and Forms (for example. changes to working time. 221 . .. not interactive forms) The standard delivery of SAP HCM Processes and Forms provides a range of example scenarios that you can use. Figure 136: Interactive Forms in SAP Self-Services A basic distinction is made between Design Time and the runtime environment. change of personnel subarea. time statements.HR280 Lesson: What Are SAP Interactive Forms by Adobe? In the field of HR. forms are used for salary statements.) – online and print version Hiring – online and print version Salary statement – print version (only print forms. The example scenarios also constitute a good basis for further developments and adjustments. change of position.

you can see a version in which the layout has been changed. adapt. and configure the individual scenarios. and so on.Unit 4: SAP Interactive Forms – Overview HR280 You use Design Time in the back-end system to create. The colors and positioning of the elements have been altered. You can design and alter the appearance of forms to suit your own taste and corporate identity. design. the forms and processes. Runtime usually takes place in the SAP Portal. On the right. which is where the individual scenarios (forms and processes) are executed. All rights reserved. form-based scenarios and workflows. The standard form for organizational transfer is shown on the left. • • • SAP HCM Processes and Forms already provides some example scenarios. that is to say. 222 © 2011 SAP AG. 2011 .

HR280 Lesson: What Are SAP Interactive Forms by Adobe? Lesson Summary You should now be able to: • Explain what an Interactive Form is • Explain how an Interactive Form is structured and the components it contains • Obtain an overview of the example scenarios for Interactive Forms. 223 . All rights reserved. 2011 © 2011 SAP AG.

2011 . It provides a quick glance at the architecture and a detailed view of a process and its different views. you will be able to: • • • Explain the rough architecture of HCM Processes and Forms Execute a full business process with HCM Processes and Forms (end-user view). Business Example Process Overview Figure 137: Overview: Process Flow: Rough Architecture The rough architecture provides an outline of the architecture of the process.Unit 4: SAP Interactive Forms – Overview HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Lesson Overview This lesson presents HCM Processes and Forms. All rights reserved. 224 © 2011 SAP AG. and explain the different start processes that exist for different roles Understand the individual functions and options offered by Interactive Forms in the portal. Lesson Objectives After completing this lesson.

225 . A start process usually comprises the following elements: • • • • Select process (Select employees) Edit forms Edit and send form The subsequent steps usually comprise the following elements: • • • Select work item Edit Forms Edit and send form The last step also entails data being saved to the back end and any attachments being transferred to the digital personnel file (DPF). and the subsequent process steps. the HR Administrator). PCRs were in many respects too “rigid. A process consists of a start application (Start Process). 2011 © 2011 SAP AG. The follow-up takes place after the last step has been carried out.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) The points listed represent enhancements to the Personal Change Requests (ERP2004) and the framework. Figure 138: Overview: Process Flow: Start Process (HR Administrator) Overview of the process flow when a process is started by the initiator (in this case. data could only be saved in the final step by the administrator.” For example. All rights reserved.

5. All rights reserved.Unit 4: SAP Interactive Forms – Overview HR280 The following steps occur: 1. 226 © 2011 SAP AG. An employee starts a process using a link in the Life and Work Events area or using a link provided in an e-mail. The process step has been completed. 2011 . 4. The next processor receives a work item in his or her universal worklist (UWL). Select a process Edit data Check and send the data Confirmation page. the HR Administrator). Select an employee This step is only available to HR Administrators. Figure 139: Overview: Process Flow: After a Process Has Been Started (Next Processor) Overview of the process flow when a process has already been started by the initiator (in this case. 2. 3.

Start Application Figure 140: Start Application: Role-Specific Application (1) Figure 141: Start Application: Role-Specific Application (2) 2011 © 2011 SAP AG. All rights reserved. confirmation page displayed. 227 .HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) The subsequent steps are as follows: • • • • • A work item is sent to the second processor's UWL after the first processor has started a process Select a work item to process Edit forms Review and send the form Finished.

the manager selects a process for the employee. Managers: • • • • The manager starts the application using the link Start Processes.Unit 4: SAP Interactive Forms – Overview HR280 Employee: • • • • An employee starts a specific process from the Life and Work Events area by selecting a particular service link. The views available to employees are: Select Employees. The Start Processes link can be included in all ESS area pages. Managers can choose an employee from the following views: All Employees or Directly Subordinate Employees. and Finished. it provides details of completed processes. 228 © 2011 SAP AG. Figure 142: Overview: Role-Specific Application HR Administrator The HR Administrator's overview page provides an overview of open processes that the administrator is or was actively involved in. All rights reserved. Edit. Employees do not see the Select Employees view because they can only start processes for themselves. Review and Send. Review and Send and Finished. The manager selects an employee for a process from the view. The views available to employees are: Edit. Next. Select Process. 2011 . In addition.

229 . © 2011 SAP AG. Only the HR Administrator can use the extended search option. The application has 5 views: • • • • • 2011 Select an employee Select a process Edit the form and data entered Review and send the data Finished/confirmation page.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Figure 143: Start application: Role-Specific Application HR Administrator HR Administrator: • • The HR Administrator selects an employee using a simple or extended search option. All rights reserved.

description.Unit 4: SAP Interactive Forms – Overview HR280 Figure 144: Start Application: HR Administrator: Select Employees View The extended search option available to the HR Administrator for finding an employee contains the following criteria: • • • • • • Employee (name) Company code Personnel area Personnel subarea Employee group Employee subgroup Figure 145: Start Application: HR Administrator: Select Process View The process name. 230 © 2011 SAP AG. All rights reserved. 2011 . and additional information is provided in the Process Name and Process Description columns.

for example. All rights reserved. or in other words are “live” for each respective role. links) for this function Figure 147: Start Application: Review and Send View (for All Roles) 2011 © 2011 SAP AG. 231 . overview of all processes depending on the role or initiator). Figure 146: Start Application: Edit View (for All Roles) The Add Attachment and Display Additional Links functions allow two levels of Customizing: • • General availability (or not) of the function in a step Customizing-specific content (types of dependencies. that a process is only valid from a certain date in the future.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) The Validity Restriction column provides validity information. depend on the Customizing settings (see role assignment. The processes that are available here.

All rights reserved. click on the HR Administrator's Work Overview.Unit 4: SAP Interactive Forms – Overview HR280 The Display Additional Links and Save Draft functions (pushbuttons) are only displayed if the corresponding Customizing settings have been made. Figure 148: Start Application: Finished View (for All Roles) Process Views Figure 149: Process Finished: Arrival of a Process Work Item in the Next Processor's UWL To access the universal worklist (UWL). 2011 . 232 © 2011 SAP AG.

The form can only switch to the next view if no warnings or error messages occur. 2011 © 2011 SAP AG. the processor may be unable to proceed to the next view in the event of a warning or error message on this page. 233 . All rights reserved. This is only possible if the error does not occur in a process step that requires data to be saved to the back end. you can make Customizing settings that allow for an error-tolerant system response so that the form can be sent even if an error occurs.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Figure 150: Process Finished: View Edit Figure 151: Process Finished: Review and Send View Depending on your Customizing settings. However.

234 © 2011 SAP AG. All rights reserved. 2011 . Process Flow: General Functions Figure 153: HR Administrator . If it is completed. the data in the form is saved to the back end.Unit 4: SAP Interactive Forms – Overview HR280 Figure 152: Process Finished: Finished Depending on how the process is modeled. the process is sent to the next processor or completed.Process Browser/Search (1) The process browser (Search Processes) is a very useful tool that allows you to monitor the status of processes that have already been started over the duration of the whole process.

© 2011 SAP AG. such as “approved” or “rejected”.. The business status of the respective work item appears in the process browser. You can create several different business status texts for each processing status.Process Browser/Search (2) The process browser (Search Processes) provides detailed information. like “approved by manager”. This makes it easier to identify the specific step that has been completed. All rights reserved. This allows the user to view the current process status. you can enter a customized text for the business status.. Figure 154: HR Administrator . 235 . In addition to the process status.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) You can use a range of search criteria to find a process: • • • • • • Process description Initiator Employee concerned Status Start date . including the following: • • • • • • 2011 Process description Start date and time of the process Status of the process Current administrator End date and time of the process Business status (as of Enhancement Package 4 (EhP4)).

2011 .Employee Information/Master Data Maintenance The HR adminstrator can obtain a great deal of information about the profile of an employee on the Employee Data page. All rights reserved. For example.Unit 4: SAP Interactive Forms – Overview HR280 Figure 155: Process Flow . 236 © 2011 SAP AG. or their absence history. The Edit Employee Data page allows the HR Administrator to view and maintain HR master data. it is possible to view an employee's personal details. their contract.Process Tracking and Analysis Figure 156: HR Administrator .

Figure 158: Process Flow: General Functions: Message and Error Handling 2011 © 2011 SAP AG.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) A popup enables the user to access the different infotypes through a tree structure. as well as create favorites. In this case. the user can view changes. This function can also be used more than once. 237 . All rights reserved. In addition. Figure 157: Process Flow: General Functions: Save Draft Save draft: • • • The Save Draft function enables you to stop and resume work on a form. the draft can also be deleted or the entire process ended (not resumed). the processor receives an item in his or her UWL and can continue working on the form at a later point in time. If it is used in the Start Application.

it is not possible to continue to the Check and Send view while the error persists.Unit 4: SAP Interactive Forms – Overview HR280 General system response when error/error messages occur: Warnings and error messages are displayed in the Edit view. Figure 159: Process Flow: General Functions: Handling Attachments 238 © 2011 SAP AG. In the event of an error. 2011 . All rights reserved. this is not possible if data is to be saved to the back end in one of the steps in the process. System response in the event of an error-tolerant step in Customizing: The user is informed that an error has occurred but is nevertheless able to continue with the process and send the form to the next processor. However.

Figure 161: Process Start Without Object (1) 2011 © 2011 SAP AG. With EhP4. EhP4 allows you to start a process for several persons. The person is added in a subsequent process step. the HCM Processes and Forms function is also available for the Personnel Planning component. 239 . In addition.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Process Variations Figure 160: HCM Processes: Case Distinction Up to now. you can start a process without selecting a person. you could process only one person in a process. All rights reserved.

you have the example process HR_PA_XX_SPECIAL_PAYMENT_3 that allows you to start a process without entering a personnel number. 2011 . Figure 163: Process Start Without Object (3) 240 © 2011 SAP AG. EhP4 enables you to start other processes without having to select an employee or an object beforehand. Figure 162: Process Start Without Object (2) In the standard system. If you want to start a process without an object.Unit 4: SAP Interactive Forms – Overview HR280 The process Hiring an Employee allows you to start a process without selecting an employee beforehand. All rights reserved. activate the Skip Employee Selection/Object Selection field and then select the process.

In the third process step. The Set Values for Selected Employees pushbutton allows you to enter data for all selected employees in a dialog box. who selects the personnel number and assigns it to the process. the data is sent to the back-end system.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) In this standard process. The HR Administrator can enter additional information. In the third step. the data must be corrected before you can proceed to the next step. This assignment enables the data of the selected employee to be transferred to the form. At the end of the third process step. only the payment date and possible annotations can be maintained by the requesting manager. In the second process step. • • • 2011 In the second step. the work item is forwarded to the superior manager who can approve or reject the request. select the required process in the first step. enter the data for the employees. If the status field is red. All rights reserved. The Check Selected Employees pushbutton allows you to check the data entered for the selected employees. A yellow status field denotes a warning. the work item is sent to the HR Administrator. Figure 164: Processes for Multiple Employees After you have called the fast entry. shown here. You do not have to correct the data. The process is not assigned a personnel number in this step either. © 2011 SAP AG. select the employees and insert them into the list of selected employees. such as the reason for payment. 241 .

Unit 4: SAP Interactive Forms – Overview HR280 Figure 165: Organization-Related Processes (1) Start the process using the link in Organization-Related Processes. Then select the process and process the individual steps. 242 © 2011 SAP AG. Figure 166: Organization-Related Processes (2) Select the object for which a process is to be started. All rights reserved. 2011 . Then select the object type.

HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Figure 167: Wrap Up: Functional Overview of Process Framework Process integration for HR role managers. employees. tasks. employees. and HR Administrators that can be used immediately Sample forms for managers. and HR Administrators that can be used immediately. Flexible definition for forms and process flow through: • • 2011 Adobe interactive forms with integration of HR master data (without programming knowledge) SAP Business Workflow with components (WF. Process flow and support • • • • • • Data entry and validation using interactive forms Information and documentation in forms and by means of additional links Information about users/process steps involved Digital personnel file and handling of attachments Process tracking with the process browser Customers can copy the sample processes and forms supplied and then make productive use of them. 243 . rules) developed specially for HCM Processes and Forms © 2011 SAP AG. and HR adminstrators • • Start processes for managers. All rights reserved. employees.

Unit 4: SAP Interactive Forms – Overview 244 © 2011 SAP AG. HR280 2011 . All rights reserved.

Start with the first of the next month (in the current year). Send the form. all of the steps are performed using the HR administrator role. Step 2: Call the work item that was triggered by the process start. Select Germany as the Country.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Exercise 12: Executing Processes Exercise Objectives After completing this exercise. Add a note or comment in the New Notes field. Check the data entered. Increase the start date by one day for each new process you start. Request a bonus of EUR 500. Step 1: Start the process for your employee from the start application (Start Process for Employee). Select your employee with your personnel number. 2. Task 1: Execute the following process for your employee 460##: GR00_P1: Removal Simple 1. Enter data in the Street. Continued on next page 2011 © 2011 SAP AG. All rights reserved. Execute a process only for your own employee with personnel number 460## and 470##. Select the “next available” date. Select the following process: GR00_P1: Removal Simple. 245 . Postal Code and City fields. you will be able to: • Execute processes based on HCM Processes and Forms • Describe the functions of HCM Processes and Forms Business Example General information for the “Executing Processes” exercise • • • For training purposes. or your organizational unit ## Controlling (## = group number).

Send the form. Enter data in the Street. Add a note or comment in the New Notes field. Check the data entered. Select your employee with your personnel number. Add an attachment to the process. Request a bonus of EUR 500. Use attachment type Moving Expenses Receipt. (Form fields and Previous Notes field). 2011 . Check whether the form contains the entries you made in step 1. Step 2: Call the work item that was triggered by the process start. Check whether the additional information is available in the form of links. All rights reserved. Select the following process: GR00_P2: Removal Enhanced. 3. Check the result: Check whether the process has been completed (Search Employee Processes) and whether the HR master data has been saved from the form to the back end. Postal Code and City fields. Select the “next available” date. Select Germany as the Country. Step 1: Start the process for your employee 460## from the start application (Start Process for Employee).Unit 4: SAP Interactive Forms – Overview HR280 Check whether the entries you made in step 1 have been included in the form (form fields and Previous Notes field). Use Search Employee Processes to check whether the process has the status Completed. Take a look at your employee master data to check whether infotype 0015 and infotype 006 have received a new data record. Continued on next page 246 © 2011 SAP AG. Task 2: Execute the following process for your employee: GR00_P2: Removal Enhanced 1. 2. Send the form.

Send the form. Select your first employee. Send the form. All rights reserved. Enter a bonus of EUR 600 in the dialog box that appears. 2. 247 . Send the form. 3. Select the two employees and choose Set Values for Selected Employees. Use Search Employee Processes to check whether the process has the status Completed. Step 1: Start the process for your employees 460## and 470## from the start application (Start Process for Multiple Employees). Select the following process: GR00_P2: Special Payment (Mass Start). Step 2 for the first employee: Continued on next page 2011 © 2011 SAP AG. Imcrease the amount to EUR 700 for the second employee. (Form fields and Previous Notes field). Repeat this procedure for your second employee. Check the result: Check whether the process has been completed (Search Employee Processes) and whether the HR master data has been saved from the form to the back end.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Display the attachment. Select the employee in the results list and choose Add Employees. Add a note or comment in the New Notes field. Select the “next available” date. Task 3: Execute the following process for your employee: GR00_P3: Special Payment (Mass Start) 1. Check the attachment that you added to the process. 4. Select both employees again and choose Check Selected Employees. Check whether the form contains the entries you made in steps 1 and 2. Check the data entered. Step 3: Call the work item that was triggered by the process start.

Select the object type Organizational Unit. Check the data entered. Send the form. Check the data entered. Enter ## Cont in the object abbreviation field. Send the form. Step 2 for the second employee: Call the work item that was triggered by the process start. Continued on next page 248 © 2011 SAP AG. Send the form. Check the data entered.Unit 4: SAP Interactive Forms – Overview HR280 Call the work item that was triggered by the process start. 3. Step 2: Call the work item that was triggered by the process start. 2. Check in the HR data (PA20) whether infotype 0015 has received a new record for the employees. Check the result: Check whether the process has been completed (Search Employee Processes) and whether the HR master data has been saved from the form to the back end. Mark the position vacant. All rights reserved. Use Search Employee Processes to check whether the process has the status Completed. Check whether the form contains the entries you made in step 1 (Euro 700). Step 1: Start the process for your organizational unit from the start application (Start Organizational Process). Choose Edit and enter a name and an abbreviation. Check whether the form contains the entries you made in step 1 (Euro 600). Select the following process: GR00_P4: Create Position. 4. Task 4: Execute the process GR00_P4: Create Position for your organizational unit ## Controlling 1. Check whether the form contains the entries you made in step 1. 2011 . Send the form.

HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) 3. Check in Organizational Management (PO13) whether the position is available. 249 . Use Search Organizational Processes to check whether the process has the status Completed. 2011 © 2011 SAP AG. Check whether the process has been completed (Search Organizational Processes) and whether a position has been created in the back end. All rights reserved.

Select your employee with your personnel number. See task Step 2: Call the work item that was triggered by the process start. Send the form. Request a bonus of EUR 500. Select the “next available” date. Check the data entered. Send the form. Use Search Employee Processes to check whether the process has the status Completed. Add a note or comment in the New Notes field. Enter data in the Street. Select the following process: GR00_P1: Removal Simple. Take a look at your employee master data to check whether infotype 0015 and infotype 006 have received a new data record.Unit 4: SAP Interactive Forms – Overview HR280 Solution 12: Executing Processes Task 1: Execute the following process for your employee 460##: GR00_P1: Removal Simple 1. a) See task Continued on next page 250 © 2011 SAP AG. Select Germany as the Country. Step 1: Start the process for your employee from the start application (Start Process for Employee). a) 3. See task Check the result: Check whether the process has been completed (Search Employee Processes) and whether the HR master data has been saved from the form to the back end. 2011 . All rights reserved. a) 2. Check whether the entries you made in step 1 have been included in the form (form fields and Previous Notes field). Postal Code and City fields.

(Form fields and Previous Notes field). Check the data entered. Check whether the form contains the entries you made in steps 1 and 2. Add an attachment to the process. Send the form. a) 3. Use attachment type Moving Expenses Receipt. Add a note or comment in the New Notes field.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Task 2: Execute the following process for your employee: GR00_P2: Removal Enhanced 1. Select your employee with your personnel number. (Form fields and Previous Notes field). 251 . Check whether the additional information is available in the form of links. Add a note or comment in the New Notes field. Select Germany as the Country. See task Step 3: Call the work item that was triggered by the process start. Request a bonus of EUR 500. All rights reserved. Check whether the form contains the entries you made in step 1. Postal Code and City fields. Select the “next available” date. a) 2. Check the data entered. Enter data in the Street. Select the following process: GR00_P2: Removal Enhanced. Step 1: Start the process for your employee 460## from the start application (Start Process for Employee). Continued on next page 2011 © 2011 SAP AG. Display the attachment. Send the form. See task Step 2: Call the work item that was triggered by the process start.

Repeat this procedure for your second employee. Send the form. 2011 . a) 4. Select the following process: GR00_P2: Special Payment (Mass Start). Select the “next available” date. Select both employees again and choose Check Selected Employees. Imcrease the amount to EUR 700 for the second employee. See task Check the result: Check whether the process has been completed (Search Employee Processes) and whether the HR master data has been saved from the form to the back end.Unit 4: SAP Interactive Forms – Overview HR280 Send the form. Check the data entered. Select the employee in the results list and choose Add Employees. See task Step 2 for the first employee: Call the work item that was triggered by the process start. Use Search Employee Processes to check whether the process has the status Completed. Step 1: Start the process for your employees 460## and 470## from the start application (Start Process for Multiple Employees). Check whether the form contains the entries you made in step 1 (Euro 600). a) 2. a) See task Task 3: Execute the following process for your employee: GR00_P3: Special Payment (Mass Start) 1. Select your first employee. Check the attachment that you added to the process. Enter a bonus of EUR 600 in the dialog box that appears. Continued on next page 252 © 2011 SAP AG. Select the two employees and choose Set Values for Selected Employees. All rights reserved.

a) 3. Select the object type Organizational Unit. Continued on next page 2011 © 2011 SAP AG. Choose Edit and enter a name and an abbreviation. Check whether the form contains the entries you made in step 1 (Euro 700). Check the data entered. Use Search Employee Processes to check whether the process has the status Completed. 253 . a) 4. Step 1: Start the process for your organizational unit from the start application (Start Organizational Process). See task Step 2: Call the work item that was triggered by the process start. Send the form. Check the data entered. Check whether the form contains the entries you made in step 1. See task Check the result: Check whether the process has been completed (Search Employee Processes) and whether the HR master data has been saved from the form to the back end. Send the form.HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Send the form. All rights reserved. Select the following process: GR00_P4: Create Position. Check in the HR data (PA20) whether infotype 0015 has received a new record for the employees. See task Step 2 for the second employee: Call the work item that was triggered by the process start. Enter ## Cont in the object abbreviation field. Mark the position vacant. a) 2. a) See task Task 4: Execute the process GR00_P4: Create Position for your organizational unit ## Controlling 1.

a) 254 See task © 2011 SAP AG. Check in Organizational Management (PO13) whether the position is available. Use Search Organizational Processes to check whether the process has the status Completed. 2011 . All rights reserved.Unit 4: SAP Interactive Forms – Overview HR280 Send the form. See task Check whether the process has been completed (Search Organizational Processes) and whether a position has been created in the back end. a) 3.

HR280 Lesson: Overview: HCM Processes and Forms – Process and Functions (Overview) Lesson Summary You should now be able to: • Explain the rough architecture of HCM Processes and Forms • Execute a full business process with HCM Processes and Forms (end-user view). 2011 © 2011 SAP AG. 255 . and explain the different start processes that exist for different roles • Understand the individual functions and options offered by Interactive Forms in the portal. All rights reserved.

• Explain the rough architecture of HCM Processes and Forms • Execute a full business process with HCM Processes and Forms (end-user view).Unit Summary HR280 Unit Summary You should now be able to: • Explain what an Interactive Form is • Explain how an Interactive Form is structured and the components it contains • Obtain an overview of the example scenarios for Interactive Forms. 2011 . All rights reserved. and explain the different start processes that exist for different roles • Understand the individual functions and options offered by Interactive Forms in the portal. 256 © 2011 SAP AG.

Determine whether this statement is true or false. True False The HR Administrator cannot select an employee using an extended search option. True False In the Select Process view you most probably will not see all processes.HR280 Test Your Knowledge Test Your Knowledge 1. Determine whether this statement is true or false. □ □ 5. □ □ 3. True False You can actively search for processes that have been started. All rights reserved. □ □ 7. Determine whether this statement is true or false. True False The Save Draft function enables you to stop and resume work on a form. True False A process cannot be executed without a personnel number. □ □ 6. data can only be saved in the final step. Determine whether this statement is true or false. True False An employee can start a process for any other employee. In a process. Determine whether this statement is true or false. 257 . Determine whether this statement is true or false. □ □ 4. Determine whether this statement is true or false. □ □ 2011 True False © 2011 SAP AG. □ □ 2.

The HR Administrator cannot select an employee using an extended search option. 6.Test Your Knowledge HR280 Answers 1. An employee can start a process for any other employee. or in other words are “live” for each respective role. Answer: False It is possible to save data directly from the form to the back end. All rights reserved. 2011 . the draft can also be deleted or the entire process ended (not resumed). The Save Draft function enables you to stop and resume work on a form. In a process. depend on the Customizing settings. both in the final step and in preceding steps. 2. data can only be saved in the final step. You can actively search for processes that have been started. Answer: True The Save Draft function can also be used more than once. 3. 5. Answer: False Employees cannot select employees since they can only start processes for themselves. If it is used in the Start Application. Answer: True The process browser is a useful tool that allows you to monitor the status of processes that have already been started over the duration of the whole process. Answer: False The HR Administrator selects an employee using a simple or extended search option. In the Select Process view you most probably will not see all processes. 4. 258 © 2011 SAP AG. Answer: True The processes that are available here.

All rights reserved. 259 . A process cannot be executed without a personnel number.HR280 Test Your Knowledge 7. 2011 © 2011 SAP AG. Answer: False As of EhP4 you can start processes without having to select an employee or an object beforehand.

All rights reserved. HR280 2011 .Unit 4: SAP Interactive Forms – Overview 260 © 2011 SAP AG.

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. 261 .... All rights reserved.... Understand and explain in detail the architecture of interactive forms...... Unit Contents Lesson: Technical and System Requirements .............Unit 5 SAP Interactive Forms – Technical Part Unit Overview Unit Objectives After completing this unit................266 2011 © 2011 SAP AG...262 Lesson: Architecture HCM Processes and Forms ............. you will be able to: • • • Explain the technical system requirements for HCM Processes and Forms Understand which technical situations are suitable for the use of Interactive Forms.

All rights reserved. 2011 . Lesson Objectives After completing this lesson.Unit 5: SAP Interactive Forms – Technical Part HR280 Lesson: Technical and System Requirements Lesson Overview This lesson provides a quick overview on the system requirements for HCM Processes and Forms. Business Example Figure 168: Who Are Interactive Forms Suitable For? Best Fit Scenarios 262 © 2011 SAP AG. you will be able to: • • Explain the technical system requirements for HCM Processes and Forms Understand which technical situations are suitable for the use of Interactive Forms.

in particular for interactive features. Make sure that during installation Adobe LiveCycle Designer gets installed. You can check in the Windows directory C:\Program Files\Adobe\Designer 8. All rights reserved. Check SAP Note 834573 for details.0 (for SAP NetWeaver 7. but an older version of Designer.0). Adobe Reader. the following software must be installed on your PC: SAP GUI for Windows. 263 . The most recent version should always be used. 2011 © 2011 SAP AG.HR280 Lesson: Technical and System Requirements Figure 169: HCM Processes and Forms .Important Information If you want to work with Adobe LiveCycle Designer. Make sure that you do not start to work on a form with a recent version of Adobe LiveCycle Designer and then continue with the same form.

Unit 5: SAP Interactive Forms – Technical Part HR280 Figure 170: HCM Processes and Forms .Important Information Country-Specific Infotypes 264 © 2011 SAP AG. 2011 . All rights reserved.

2011 © 2011 SAP AG. 265 . All rights reserved.HR280 Lesson: Technical and System Requirements Lesson Summary You should now be able to: • Explain the technical system requirements for HCM Processes and Forms • Understand which technical situations are suitable for the use of Interactive Forms.

Business Example Process Architecture Figure 171: Architecture: Overview: Process Flow and Technical Control of a Process The difference between the first and subsequent steps is realized at a technical level through the start application and form application. you will be able to: • Understand and explain in detail the architecture of interactive forms. The main difference is that an employee must first be selected for a process in the start application before the process itself can be selected. All rights reserved. 266 © 2011 SAP AG. 2011 .Unit 5: SAP Interactive Forms – Technical Part HR280 Lesson: Architecture HCM Processes and Forms Lesson Overview Lesson Objectives After completing this lesson.

2011 © 2011 SAP AG. Figure 173: Architecture: Start Application (Step 1) The names of the views and pushbuttons on this slide provide an explanation of the basic functions and options available in the start application.HR280 Lesson: Architecture HCM Processes and Forms Figure 172: Architecture: Technical Overview at Process Level This picture shows a more detailed view of the process flow. There are three different processors involved: Employee. 267 . All rights reserved. manager and HR Administrator.

© 2011 SAP AG. The Employee role starts the form application by choosing a link in an e-mail that is sent by the process. All rights reserved. Start for form application • • 268 The Manager and HR Administrator roles start the form application by selecting a work item in their UWL. 2011 .Unit 5: SAP Interactive Forms – Technical Part HR280 Figure 174: Architecture: Form Application (Step 2) Views for form application • The views in the form application depend on the different workflow tasks that you define in the step-specific Customizing settings.

Figure 176: Architecture: Overview: Process Flow and Technical Control of a Process (2) What controls what? 2011 © 2011 SAP AG. 269 . All rights reserved.HR280 Lesson: Architecture HCM Processes and Forms Figure 175: Architecture: Technical Overview at Step Level/Form Application (Step 3) Process step 1 represents the start application. Process step 2 is the beginning of the form application.

The process object is the persistence layer (in which data from the form is saved in XML format) for the business process. From a technical perspective. which processor is responsible for each of the steps. When a process (instance) is executed. this not only causes a workflow instance to be generated. and which form (scenario) is used in each step. An ISR scenario includes all the settings in an ERP system that are necessary to cover a service request for a business process. you define how many steps are in a process. and so on). how the process flows (forward navigation only. The process object is used to search for and display a process with the process browser (Search Processes). loops. The main difference is that an employee must first be selected for a process in the start application before the process itself can be selected. you define which processes are available and which forms are used. The overall process is controlled in the following areas: • • • Customizing for start application: Here. the process object is stored in Records and Case Management. 2011 . for example.Unit 5: SAP Interactive Forms – Technical Part HR280 The difference between the first and subsequent steps is realized at a technical level through the start application and form application. All rights reserved. Customizing for a process-specific workflow template: Here. but also leads to a process object being created (which is started first). Figure 177: Architecture The acronym ISR stands for Internal Service Request. 270 © 2011 SAP AG.

cross role and role-specific Customizing is available for HCM Processes and Forms. The manager role has been improved by a user interface with embedded OrgChart object selection. Figure 179: Technical Use Cases . 271 .Overview 2011 © 2011 SAP AG. All rights reserved.HR280 Lesson: Architecture HCM Processes and Forms User Interface Enhancements and Customizing Procedures Figure 178: UI Customizing and Improvements: Overview As of EhP5.

…) Customizing of HCM Processes and Forms. Object Search. A hiring process and a process start without an object require a 4 step roadmap.Unit 5: SAP Interactive Forms – Technical Part HR280 All of these criteria have specific requirements regarding the UI (Roadmap. 272 © 2011 SAP AG. The execution of a work item from a process instance needs a 3 step roadmap. If you start an employee process from the role Employee there will be 3 or 4 steps.Details The start of an employee process requires a 5 step roadmap. 2011 . The same is valid for the start of an organizational process. A 4 step roadmap is necessary in Concurrent Employment where the employee has to select the specific assignment at first. Figure 180: Technical Use Cases . All rights reserved.

Note: You need to have user parameter FPM_CONFIG_EXPERT with value “X” in you user profile. right-click the configuration and choose Test. All rights reserved. To access the Floorplan Manager start transaction SE80 and select package PAOC_ASR_WD_PROCESS_EXECUTE. double-click the application configuration and select Start Configurator. The configuration steps of pointing on copied FPM applications are listed in the appendix. which represent the use cases mentioned before: • ASR_EXECUTE_3_STEP • ASR_EXECUTE_4_STEP • ASR_EXECUTE_4_STEP_PA_CE • ASR_EXECUTE_5_STEP_PA • ASR_EXECUTE_5_STEP_PD This application is based on FPM Floorplan Manager (a user interface framework). thus all configuration procedures are done using the FPM Configurator. To run a configuration. 273 . Here you can change cross role user interface settings.HR280 Lesson: Architecture HCM Processes and Forms Figure 181: General Customizing Procedure for UI The technical use cases for process execution have all been implemented through one Web Dynpro ABAP application (ASR_PROCESS_EXECUTE_FPM) and 5 application configurations. 2011 © 2011 SAP AG. To do so.

Once you have selected the button. In the configurator. On the next screen. 2011 . its attributes are displayed beneath in the attributes area. Edit the button text in the Label field and choose Save. choose Change.Unit 5: SAP Interactive Forms – Technical Part HR280 Figure 182: Editing Button Text If you want to edit a button text. All rights reserved. proceed in the following way. select the roadmap step whose text 274 © 2011 SAP AG. In the configurator. select the roadmap step and the button whose text you want to edit. Figure 183: Editing Text of Roadmap Steps If you want to edit the text of a roadmap step. In the center of the window. In the center of the window. select Go to Component Configuration. On the next screen. choose Change. select Go to Component Configuration. proceed in the following way.

HR280 Lesson: Architecture HCM Processes and Forms you want to edit. On the right. 2011 © 2011 SAP AG. All rights reserved. 275 . in the Hierarchy. On the next screen. choose Change. select Configure IDR. Once you have selected the step. Edit the button text in the Mainstep Name field and choose Save. proceed in the following way. its attributes are displayed beneath in the attributes area. On the next screen. In the configurator. Figure 184: Editing Text in the Header Area If you want to edit the text in the header area. choose IDR Basic. Edit the text in the Application Title field and choose Save. select Go to Component Configuration.

2. Procedure for the installed NetWeaver Business Client: 1. using different maintenance tools and environments.Unit 5: SAP Interactive Forms – Technical Part HR280 Figure 185: Overview Role Architecture from EhP5 on As of EhP5. 3. 2011 . 3. These NWBC roles support the execution of processes in the same way as the Portal roles do. Switch on role specific switches Adapt role (menu structure and content) in transaction PFCG Assign authorization profiles in PFCG Assign users Procedure for the installed SAP Portal: 1. 2. 4. Due to the different architecture of the NWBC roles and the SAP Portal roles there are two different implementation procedures. 276 Switch on role specific Business Functions Adapt role (menu structure and content) in portal administration Assign authorization profiles in PFCG Assign © 2011 SAP AG. 4. the HCM Processes and Forms roles Employee. Manager and HR Administrator are available as NetWeaver Business Client Roles tool. All rights reserved.

2011 © 2011 SAP AG. All rights reserved. 277 .HR280 Lesson: Architecture HCM Processes and Forms Lesson Summary You should now be able to: • Understand and explain in detail the architecture of interactive forms.

2011 .Unit Summary HR280 Unit Summary You should now be able to: • Explain the technical system requirements for HCM Processes and Forms • Understand which technical situations are suitable for the use of Interactive Forms. • Understand and explain in detail the architecture of interactive forms. 278 © 2011 SAP AG. All rights reserved.

All rights reserved. A process cannot have more than three steps. □ □ 5. 279 .HR280 Test Your Knowledge Test Your Knowledge 1. Determine whether this statement is true or false. Determine whether this statement is true or false. □ □ 2. □ □ 3. □ □ 6. True False Each process step consists of the same views. □ □ 2011 True False © 2011 SAP AG. Determine whether this statement is true or false. Determine whether this statement is true or false. □ □ 4. True False The form application is started by selecting a work item. True False When you start a process. True False Each process step is part of the form application. a process object is generated. True False An employee starts the form application by choosing a link. Determine whether this statement is true or false. Determine whether this statement is true or false.

2011 . the process object is used to search for and display a process with the process browser (Search Processes). Answer: True The manager and HR Administrator roles start the form application by selecting a work item in their UWL. Each process step consists of the same views. The form application is started by selecting a work item. 2. 6. It is realized at a technical level through the start application and form application. An employee starts the form application by choosing a link. A process cannot have more than three steps. Answer: False A process can comprise more than three steps. Answer: False There is a difference between the first and subsequent steps. Each process step is part of the form application.Test Your Knowledge HR280 Answers 1. 280 © 2011 SAP AG. Answer: True The employee role starts the form application by choosing a link in an e-mail that is sent by the process. 4. When you start a process. Answer: True The process object is the persistence layer (in which data from the form is saved in XML format) for the business process. 3. 5. All rights reserved. For example. a process object is generated. Answer: False The views in the form application depend on the different tasks that you define in the step-specific Customizing settings.

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..........................317 2011 © 2011 SAP AG. and form scenario steps Adjust your workflow template to achieve behavior specific to each scenario step Set up a process start without an object Create fast data entry and mass processes.......283 Lesson: The New Design Time .. All rights reserved.......... 281 ..........303 Exercise 13: Design Time and Form Builder – Enhancing the Form Scenario and the Form to Include “Additional Fields”...... Use the basic functions of the new Design Time Enhance and adapt an existing form to include additional fields...287 Lesson: The Form Builder ................309 Lesson: Workflow and Process . additional information (links).... you will be able to: • • • • • • • • • • • • • Explain which steps are necessary to create an Interactive Form Which tools and components are required to create forms........ Use the basic functions in the Workflow Builder Make simple adjustments to the workflow of a process Enhance a two-step (approval) process to include an extra process step and make the necessary Customizing settings.................. Use the basic functions of the new Design Time and the Form Builder Enhance and adapt an existing form to include additional fields.......... Make further Customizing settings for attachment types...............................Practical Part Unit Overview Unit Objectives After completing this unit..................Unit 6 SAP Interactive Forms ......... business status............. Unit Contents Lesson: Step-by-Step: Create/Edit Processes and Forms.

.........................Unit 6: SAP Interactive Forms ........369 282 © 2011 SAP AG...................... 2011 .........351 Exercise 15: Further Customizing – Additional Process “Enhancements” ......345 Lesson: Further Customizing......... All rights reserved............................................Practical Part HR280 Exercise 14: Workflow Builder – Enhancing the Process to Include an Additional Step (Enhance the Workflow Template) ...........

Business Example Figure 186: Implementation and Process Design The implementation of a process combines activities with various tools. 283 . Design Time is a powerful tool to customize both form scenario and process. All rights reserved. you will be able to: • • Explain which steps are necessary to create an Interactive Form Which tools and components are required to create forms. The Workflow Builder is used to customize the workflow that controls the process steps.HR280 Lesson: Step-by-Step: Create/Edit Processes and Forms Lesson: Step-by-Step: Create/Edit Processes and Forms Lesson Overview This lesson provides an overview of the process implementation steps. Lesson Objectives After completing this lesson. 2011 © 2011 SAP AG.

Practical Part HR280 Figure 187: Process Implementation Step-by-Step (1) In order to test your process in the ERP system you can use the Process Utility (transaction HRASRPROCESS_UTILITY). 2011 . Figure 188: Process Implementation Step-by-Step (2) 284 © 2011 SAP AG.Unit 6: SAP Interactive Forms . All rights reserved.

HR280 Lesson: Step-by-Step: Create/Edit Processes and Forms Figure 189: Process Implementation Step-by-Step (3) 2011 © 2011 SAP AG. All rights reserved. 285 .

286 © 2011 SAP AG. 2011 .Unit 6: SAP Interactive Forms .Practical Part HR280 Lesson Summary You should now be able to: • Explain which steps are necessary to create an Interactive Form • Which tools and components are required to create forms. All rights reserved.

287 . 2011 © 2011 SAP AG. Business Example Creating a Form Scenario Figure 190: The New Design Time: Main Differences Between Old and New Design Time The new Design Time for HCM Processes and Forms is available as of Enhancement Package 2. a tool you use to adjust processes and form scenarios at the same time. Lesson Objectives After completing this lesson. All rights reserved. you will be able to: • • Use the basic functions of the new Design Time Enhance and adapt an existing form to include additional fields. It is much easier to use than the old IMG structure.HR280 Lesson: The New Design Time Lesson: The New Design Time Lesson Overview This lesson introduces the New Design Time.

288 © 2011 SAP AG.Screen Areas The new Design Time makes it easy to work with form scenarios and processes. You can call the new Design Time in the IMG under Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Design Time for Processes and Forms or directly with transaction HRASR_DT.Unit 6: SAP Interactive Forms . The old IMG remains available and can still be used. You can perform all the steps required to create processes and forms in this IMG activity.Practical Part HR280 The new Design Time enables you to do the following both quickly and easily: • • • • Create and edit processes Create and edit form scenarios Create and edit form fields Create and edit forms. Figure 191: New Design Time for HCM Processes and Forms . 2011 . All rights reserved. One of its features is that you can switch between form scenarios and processes quickly.

Figure 192: Creating a Form Scenario You create the form scenarios and processes in Design Time. To create a new form scenario. When doing so. while others allow you to make entries in the object processing area. Some of the nodes in the hierarchy tree structure are there to provide a structure in the overview. you can also find the path via the activity. you can switch quickly between form scenario and process using the object selection. If you have not installed the documentation CD (the link in Design Time fails to open the online documentation) but you do have a copy of the CD.HR280 Lesson: The New Design Time Design Time has three screen areas: • • Object selection area: For selecting a form scenario or a process Object hierarchy area: Provides an overview of configuration options for processes/form scenarios in a tree structure. For detailed information about the new Design Time. • Object processing area: For making configuration settings for processes/form scenarios. 2011 © 2011 SAP AG. All rights reserved. 289 . choose Form Scenario from the dropdown list and enter a (new) object name in the field below. SAP ERP Central Component → Human Resources → Personnel Management → HR Administrative Services → HCM Processes and Forms → Design Time for Processes and Forms. see the online documentation available in the Knowledge Warehouse.

the system asks if you would like to create it. When you choose the OK pushbutton to confirm this. you can do the following: • • • • 290 Define the form scenario name Specify and generate the ISR scenario (a popup will ask you if you want to update the form). You can then specify an ISR scenario directly in the dialog box that appears. Note: It makes more sense to generate the ISR scenario once you have already created all the form fields and defined the data binding for the infotype fields. and select a back-end service. Assign the form scenario group for authorizations Create an anchor number to store (assign) the form in the personnel file once the process has been executed.Practical Part HR280 If the object does not yet exist. You can make the following settings here: • • • • Enter IDs descriptions of the form scenario. All rights reserved. © 2011 SAP AG. Figure 193: Creating a Form Scenario: Overview of Configuration Options for Creating a Form Scenario In the object processing area.Unit 6: SAP Interactive Forms . 2011 . ISR scenario. the ISR scenario is created automatically.

All rights reserved. When you create a new form scenario. determine the corresponding back-end fields.HR280 Lesson: The New Design Time In the object hierarchy area. and select the respective operations Define other attributes such as attachment types. the following configuration options exist: • • • • • • Define form scenarios Generate/create fields for the form scenario Generate an interactive form. 291 . it is important to ensure that the corresponding form scenario is adjusted accordingly. and define fields Define form scenario steps Determine back-end services that are used in the form scenario. Each form scenario has at least one version that is linked to the relevant process. 2011 © 2011 SAP AG. message mapping. You need different versions to create different forms for process variants. Figure 194: Form Scenario Versions A range of administrative information is displayed under the Version configuration option: • • • When and by whom was the form scenario created? When and by whom was it last changed? The form scenario version Form scenarios are version-dependent. and links (additional information). design the layout. rules. Since processes can vary. the system automatically creates the first version with number “0”.

this screen provides you with a good overview of all existing fields and their attributes. The Field Attributes column is a new parameter. Mandatory fields are displayed automatically and depend on the back-end service that has been selected. You also define the field binding here. You can also filter the fields by back-end services. Once you have created all form scenario fields and defined their binding. You can use it to make settings that relate to mandatory fields..Practical Part HR280 Figure 195: Definition for Form Scenario Fields . and so on.. 292 © 2011 SAP AG.Unit 6: SAP Interactive Forms . 2011 . which fields are displayed. All rights reserved. You can assign new fields to the form scenario and organize them with the Service Fields pushbutton.Fields UI View The Fields configuration option allows you to define form scenario fields that you would like to use in the form.

HR280 Lesson: The New Design Time Figure 196: Creating a Form Scenario: Creating Form Scenario-Specific Fields with the Field Wizard The mandatory fields are created automatically. All rights reserved. 293 . New main view for: • • • • • • • 2011 Field definition Assigning a field to a service (service-specific and general views) Binding form scenario field with service field Mandatory fields are available automatically Field names are proposed automatically Simple definition for multiple fields of an infotype Information about the usage of the field in the form © 2011 SAP AG.

screen structure type. 294 © 2011 SAP AG.Unit 6: SAP Interactive Forms . If you want a field to contain a default value.Practical Part HR280 Figure 197: Creating a Form Scenario: Creating Form Scenario Fields for an Infotype In the old Design Time. the form scenario fields and the binding to an infotype field were defined in different table views. 2011 . and screen structure. delete. Specify the following: Infotype. infotype version (country version). Choose Determine Fields so that the respective fields are displayed. The field names (for the form scenario fields) are specified automatically. In this dialog box. All rights reserved. Select the fields directly from the list. you can define this here. subtypes. You can also specify whether a field should have an input help or not. You can specify the operations (create. change without restriction) for the back-end update straight away. but you can overwrite them if you wish. the system provides all of the fields of a chosen infotype and its subtypes. change.

You can add other fields and infotypes for the purpose of the exercises in this course. (step relevance). All rights reserved. accept. note the field links. For fields that have already been selected. step-dependent Define the default value by clicking in the respective line in the table (Default Value column) Define input help by clicking in the respective line in the table (Input Help column) Activate the collision check (checks are then carried out at process runtime). you have the following options: • • • • • • 2011 Accept or overwrite automatically proposed default field names Add. autom. © 2011 SAP AG. or overwrite the name Determine field attributes: Invisible. 295 . output only. required entry.HR280 Lesson: The New Design Time Figure 198: Creating a Form Scenario: Form Scenario Field View Once Fields Have Been Entered All of the selected fields and mandatory fields are now assigned to the form scenario. can be edited. When doing so.

The PA service supports the following operations for objects (Operation column): • • • • • 296 Create Change Delete Change without restriction Blank © 2011 SAP AG. All rights reserved.Unit 6: SAP Interactive Forms .Practical Part HR280 Figure 199: Implementation: System Behavior When Saving to the Back End In the Back-End Services → SAP_PA → Infotypes and Operations configuration option. you define which operations are performed when data is sent from the form to the back end. 2011 .

as was previously the case prior to EhP2. when you save the form scenario the ISR scenario is automatically saved as well. It is no longer necessary to save the ISR scenario in a separate step. 297 . Figure 201: Creating a Form Scenario: Navigating Backwards and Checking Consistency 2011 © 2011 SAP AG. All rights reserved.HR280 Lesson: The New Design Time Figure 200: Creating a Form Scenario: Saving the Form Scenario (Also Updates ISR Scenario) As of EhP2.

The manual generation of the ISR scenario is only required if you have imported the form scenario from an XML file. All rights reserved. the form needs to be activated.Practical Part HR280 Figure 202: Generating the ISR scenario The ISR scenario is generated automatically when you save. Figure 203: Activating and Updating the Form Scenario When you have added new fields to a form scenario. 2011 . 298 © 2011 SAP AG.Unit 6: SAP Interactive Forms .

299 .HR280 Lesson: The New Design Time Figure 204: Checking and Testing Consistency This test program enables you to test an entire process in the back end. You can then enter field values as you would in the form itself and simulate the entire process. Alternatively. you can check whether all of the required data has beenretrieved from the back end. Proceed as follows: • • • • • 2011 Specify the process name Enter the personnel number of the employee that you would like to test In addition. you can enter details of the role of the initiator and so on Choose Execute You are presented with an overview of the form scenario data. For example. All rights reserved. you can execute it directly in Design Time. To start the test program in Design Time. © 2011 SAP AG. choose the “Test” pushbutton on the top view. You can execute the test program in the following IMG activity: → HR Administrative Services → Configuration of Forms/Processes → Process Configuration → Test Process. You can start a new process or continue to test a process that has already been started (from the portal). Process.

constitute the key entities used to determine how a process is controlled at runtime.Practical Part HR280 Architecture Figure 205: Architecture: Form Scenario Fields and Service(s) The form scenario fields with their settings for default values and input helps.Unit 6: SAP Interactive Forms . It is simply a case of the setting for this attribute being made in a different place. as well as the assignment of services that contain the business logic. you can define a field as a mandatory field. In this case. the effect for the user would be the same as if this attribute had been defined in the service. 2011 . 300 © 2011 SAP AG. The business logic can also be mapped in the form itself. For example. All rights reserved.

HR280 Lesson: The New Design Time Figure 206: Architecture: Mandatory Fields. 301 . Modifiable Fields. All rights reserved. and How to Display Fields 2011 © 2011 SAP AG.

Practical Part HR280 Lesson Summary You should now be able to: • Use the basic functions of the new Design Time • Enhance and adapt an existing form to include additional fields.Unit 6: SAP Interactive Forms . 2011 . All rights reserved. 302 © 2011 SAP AG.

You access the Form Builder from Design Time by choosing the Change Form pushbutton in the Form Configuration option. field mapping. and so on. you will be able to: • • Use the basic functions of the new Design Time and the Form Builder Enhance and adapt an existing form to include additional fields. scripts. Lesson Objectives After completing this lesson.HR280 Lesson: The Form Builder Lesson: The Form Builder Lesson Overview This lesson provides and introduction to the design of interactive forms. 2011 © 2011 SAP AG. 303 . You create the form here: layout. see the respective documentation. pushbuttons. Business Example Figure 207: Implementation: The Form Builder The Form Builder is integrated with Adobe LifeCycle Designer. All rights reserved.. For detailed information about the Form Builder..

must be transferred from the back end to the form.Practical Part HR280 Figure 208: Creating a Form: Inserting Web Dynpro Script The Web Dynpro script is required so that Interactive Forms can also run in the Web Dynpro application. 2011 . for example input helps. Data. Figure 209: The Form Builder – ISR Library. 304 © 2011 SAP AG. and Detailed Design of a Form Use the elements from the ISR library to create your form. Elements. All rights reserved.Unit 6: SAP Interactive Forms .

To delete fields from the form correctly. All rights reserved. The Hierarchy tab page provides a good overview of the elements and fields available. Figure 210: Definition for Layout (Details) You edit static text as you would in any other conventional word processing program. then insert the specific fields. 305 . The following elements in the ISR library are useful to create an initial draft of a form: • • • • • • • • • ISR CI Process ISR CH Embedded ISR CH HalfWidth ISR CI Embedded ISR CI HalfWidth ISR DE Empty ISR DE Filled ISR Footer ISR Header To create the layout of the form. First arrange the headings and different areas. use the Hierarchy view.HR280 Lesson: The Form Builder Documentation about the ISR library and its elements is available. add fields to it. make use of the ISR library elements that begin with “ISR Text”. 2011 © 2011 SAP AG. In particular.

fields that are linked are indicated as such (see screenshot).Unit 6: SAP Interactive Forms . 306 © 2011 SAP AG. 2011 . In addition. All rights reserved. insert the fields from the ISR library and rename them.Practical Part HR280 Figure 211: Creating a Form: Detailed Design (Layout) – Insert Fields Once you have created and named the different areas of your form. The Data View displays all of the available fields. Figure 212: Including Fields In the end. you should have integrated all of the fields required in your form and linked them with the data fields in the back end (Data View).

2011 © 2011 SAP AG.HR280 Lesson: The Form Builder Figure 213: Creating a Form: Detail Design – Field Binding (1) Once you have inserted the elements from the ISR library into the form (which is a purely visual element until this point). To link the fields. Choose the Binding tab page. you can link the form scenario fields with the elements in the form using drag and drop. Alternatively. click on the right arrow. proceed as follows: • • • • • Go to the Object tab page. In the Default Binding field. you have to link the elements and respective fields with the fields in your form scenario. Select the form scenario. All rights reserved. Select the field name (follow the path until you are able to link the right field – see screenshot). 307 .

2011 . In the example above. When you activate the form. Once you have created or changed the form. you can choose the PDF Preview tab page. you can see all of the available fields. It is marked as having been included in the binding in the data view. All rights reserved.Unit 6: SAP Interactive Forms . 308 © 2011 SAP AG.Practical Part HR280 Figure 214: Creating a Form: Detail Design – Field Binding (2) On the Data View tab page. you first have to activate it. and in the Binding view you can see the default binding. the objects are updated and the interface for the form is created. Figure 215: Creating a Form: Detailed Design – Preview To get an impression of how the form will look at runtime. you can see that the Street field has been included in the binding.

HR280 Lesson: The Form Builder Exercise 13: Design Time and Form Builder – Enhancing the Form Scenario and the Form to Include “Additional Fields” Exercise Objectives After completing this exercise. (Neither the number of process steps nor the roles responsible for the steps are changed. Therefore an existing form needs to be enhanced with additional fields. All rights reserved. 309 .) To achieve this. you will be able to: • Enhance an existing form scenario • Enhance an existing form Business Example Your company wants to change/update the existing data record of infotype 0006. The difference between the old and new processes is that additional fields are now shown and can also be saved to the back end. Task: General description of this exercise: Enhance your group-specific process so that you can use your process and the form to adapt the following fields of the Addresses infotype: Fields that can be edited: • • • Street Postal Code Location Fields to be displayed: • Country Key (this field should be displayed with the default value DE) The entries for these form fields are to change/update the existing data record of infotype IT0006. you have to work through the following exercise which contains the following technical objects: • Form scenario (add new fields) Continued on next page 2011 © 2011 SAP AG.

Add the fields to the form. link them with the new fields in the ISR/form scenario.Unit 6: SAP Interactive Forms . 2011 . and activate the form. 4. Test the start step of your enhanced form scenario by starting the ZD## process using the existing test report in the back end. Enhance your group-specific form scenario with the fields listed above. 2. 310 1. © 2011 SAP AG. The start step should now show your 4 new fields. and the Country Key field should contain DE as a default value. Verify that the data has been written to the back end correctly (new data record in IT0015 and a modified/updated data record for IT0006/Subtype1).Practical Part • • HR280 Customizing for the SAP_AP service of your form scenario Adobe form (form layout and interface update) Use the slides contained in the unit as an aid. All rights reserved. 3. Test your process (for your employee) in the portal.

Enhance your group-specific form scenario with the fields listed above. Postal Code. a) Enhance your group-specific process so that you can use your process and the form to adapt the following additional fields of the Addresses infotype: Street. 311 . you have to work through the following exercise which contains the following technical objects: • • • Form scenario (add new fields) Customizing for the SAP_AP service of your form scenario Adobe form (form layout and interface update) Use the slides contained in the unit as an aid. and Country Key. 1.) To achieve this. Continued on next page 2011 © 2011 SAP AG. All rights reserved.HR280 Lesson: The Form Builder Solution 13: Design Time and Form Builder – Enhancing the Form Scenario and the Form to Include “Additional Fields” Task: General description of this exercise: Enhance your group-specific process so that you can use your process and the form to adapt the following fields of the Addresses infotype: Fields that can be edited: • • • Street Postal Code Location Fields to be displayed: • Country Key (this field should be displayed with the default value DE) The entries for these form fields are to change/update the existing data record of infotype IT0006. The difference between the old and new processes is that additional fields are now shown and can also be saved to the back end. City. (Neither the number of process steps nor the roles responsible for the steps are changed.

Copy the prefix “I0006_” to the name as shown below.Unit 6: SAP Interactive Forms . F. (Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Design Time for Processes and Forms) In the dropdown list of available technical objects. Type: MAIN Infotype Vers.. select Form Scenario. and choose Display. 2011 . The Fields view should now appear as shown below: Field Name Name F.: 99 International ScreenStruct: HCMT_BSP_PA_XX_R0006 Operation: Change Subtype: 1 (Permanent Residence) Choose the Determine Fields pushbutton.Practical Part HR280 Go to the Customizing activity for the Design Time for HCM Processes and Forms (transaction HRASR_DT). Default Value Continued on next page 312 © 2011 SAP AG.. Check that the following values are selected in the upper area of the dialog box: Back-End Service: 1 Infotypes for Personnel Administration Infotype: 0006 (Addresses) Screen Struct.. then enter the ID of your scenario ZL##. • • Copy Field Name Name X I0006_COUNTRY_KEY Country Key X I0006_CITY Street X I0006_POSTAL_CODE Postal Code X I0006_STREET Street Name Choose Transfer. All rights reserved. Choose the fields below by selecting the indicator in the Transfer field. Overwrite the default name in the Field Name column with the information provided in the Name column. Go to the Fields view.. Choose the Service Fields pushbutton.

HR280 Lesson: The Form Builder I0006_COUNTRY_KEY Country Key I0006_CITY Street I0006_POSTAL_CODE Postal Code I0006_STREET Street Name In the I0006_COUNTRY_KEY row. Default Value Manual Default Value: DE I0006_POSTAL_CODE Postal Code I0006_STREET Street Name Save your entries.. a) Test the start of the step in the enhanced form scenario using the back-end test report for the ZD## process. 313 ... All rights reserved. The start step should now show your 4 new fields. Choose the Manually option in the Default Value Determination for Field I0006_COUNTRY_KEY dialog box and enter DE in the Data Binding in Service/Default Value column. then enter the ID of your process ZD##. Choose Transfer. select Process. The Fields view should now appear as shown below: Field Name Name I0006_COUNTRY_KEY Country Key I0006_CITY Street F. 2. and choose Display. Go to the highest level of the tree structure where the name of the process is displayed.. and the Country Key field should contain DE as a default value. Continued on next page 2011 © 2011 SAP AG. double-click on the Default Value column. Test the start step of your enhanced form scenario by starting the ZD## process using the existing test report in the back end. (Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Design Time for Processes and Forms) In the dropdown list of available technical objects. Go to the Customizing activity for the Design Time for HCM Processes and Forms (transaction HRASR_DT). F.

Change the name of the form from Request for Removal Bonus to HR280 Request for Removal Bonus/Address Change. select Form Scenario. Save. a) Add the new fields to the form and link them to the new fields in the ISR/form scenario. Use drag and drop to place 4 fields in the area of the form in which Amount has already been placed (below the existing Amount field).Unit 6: SAP Interactive Forms . Choose Street → Data → Field. navigate to the Library palette and choose the tab page ISR Native Controls. Use the following elements from the library: • • ISR Text Edit (3x) ISR Text Display (1x) Select the Street field on the form. and choose Display. and activate the form. City. Click the arrow to the right of the Default Binding (Open. Choose Execute (F8). Go to the Form view. Enter the ID of your process and your personnel number 460##. link them with the new fields in the ISR/form scenario.) Choose the Change Form pushbutton. Add the fields to the form. In the dropdown list of available technical objects. In the lower right area. In the Form Builder. Choose the Activate pushbutton. and Country Key fields. 2011 . Submit) field: Select your form ZD##. 3. Go to the Design Time for HCM Processes and Forms (transaction HRASR_DT). Repeat these steps for the Postal Code. (The interface has now been updated with the form scenario and ISR scenario fields.Practical Part HR280 Choose Process → Test. select the Object tab page and then the Binding tab page on it. All rights reserved. Continued on next page 314 © 2011 SAP AG. then enter the ID of your form scenario ZD##. Caution: Check that you are using the right library.

4. Test whether the data is saved correctly to the back end. Save the form. All rights reserved. Test your process (for your employee) in the portal. Verify that the data has been written to the back end correctly (new data record in IT0015 and a modified/updated data record for IT0006/Subtype1). 2011 © 2011 SAP AG. 315 . Use the solutions in the “Execute Process” unit to run through and test the modified process in its entirety. a) Test your process (for your employee) in the portal.HR280 Lesson: The Form Builder Now overwrite the field labels as follows: Elements from ISR Library Text After Positioning the Field on the Form Overwrite Text With ISR Text Edit Field Text Label Street ISR Text Edit Field Text Label Postal Code ISR Text Edit Field Text Label Location ISR Text Display Field Dsp. Label Country Key Click the PDF Preview tab page to see how your layout looks. Check whether the default value for the Country Key field is displayed correctly on the form. Activate the form.

2011 . All rights reserved. 316 © 2011 SAP AG.Unit 6: SAP Interactive Forms .Practical Part HR280 Lesson Summary You should now be able to: • Use the basic functions of the new Design Time and the Form Builder • Enhance and adapt an existing form to include additional fields.

Lesson Objectives After completing this lesson. The process is the clamp that combines form scenarios. workflow and various Customizing settings. 317 . ISR scenario. you will be able to: • • • Use the basic functions in the Workflow Builder Make simple adjustments to the workflow of a process Enhance a two-step (approval) process to include an extra process step and make the necessary Customizing settings. All rights reserved.HR280 Lesson: Workflow and Process Lesson: Workflow and Process Lesson Overview Workflow is an essential component in HCM Processes and Forms because it controls the process steps. Business Example Workflow Customizing Figure 216: Implementation: The Workflow Builder 2011 © 2011 SAP AG.

318 © 2011 SAP AG.Unit 6: SAP Interactive Forms . Therefore step 2 of the business process corresponds to workflow step 1.Practical Part HR280 The Workflow Builder for creating the workflow template: • • • • • • • • Define process steps Specific container elements Specific start events Specific exit Link WF template with form scenario Steps with specific tasks Assign agents Activate event triggering Figure 217: Process Example 1: Process Flow and Workflow Note: Step 1 of the business process starts the workflow. All rights reserved. 2011 .

2011 © 2011 SAP AG. Figure 219: The Workflow Builder: Overview Use transaction SWDD to call the Workflow Builder directly.HR280 Lesson: Workflow and Process Figure 218: Process Example 2: Process Flow and Workflow An additional step in the business process requires an additional step in the workflow definition. 319 . All rights reserved.

Unit 6: SAP Interactive Forms . Choose “<New search range>”. The view changes. Enter task group TG17900001 and start the search by selecting the green checkmark. The standard component repository for form scenarios is now available in your modeling environment. All rights reserved. A dialog box appears. 2011 . go to the Workflow Builder and choose My Workflows and Tasks in the lower left screen area. 320 © 2011 SAP AG.Practical Part HR280 Figure 220: The Workflow Builder: Settings for HCM Processes and Forms To make the standard components for form scenarios available in the Workflow Builder.

When a user initiates a process in the portal.HR280 Lesson: Workflow and Process Figure 221: Creating a WF Template: Creating a Container Element for the Process Object (1) You now have to create a container element for the process object of the workflow template that you have created. To create a new entry in the container. The elements for the workflow container are displayed. To create a container element. 321 . the following occurs in the back-end system: The TRIGGERED event is triggered for the persistent process object (class CL_HRASR00_WF_PROCESS_OBJECT) to which the workflow template reacts. © 2011 SAP AG. The persistent process object is transferred to the workflow container so that data can be accessed while the process is being executed. choose Double-click for new entry. proceed as follows: • • • • 2011 Select Workflow Container from the dropdown list in the lower left area of the Workflow Designer for your template. All rights reserved. A dialog box appears in which you can define the container element. A few standard container elements will already exist.

Select the ABAP Class option as the object type and enter the following name for the class: CL_HRASR00_WF_PROCESS_OBJECT. This element is to be received by means of the event TRIGGERED. 322 © 2011 SAP AG. 2011 .Practical Part HR280 Figure 222: Creating a WF Template: Creating a Container Element for the Process Object (2) The name of this container element. Type tab page. “PROCESS_OBJECT”. All rights reserved. must be entered exactly as “PROCESS_OBJECT” because the program logic expects the container element called “PROCESS_OBJECT”. Choose the D.Unit 6: SAP Interactive Forms . choose the Attributes tab page. Set the parameter settings for “PROCESS_OBJECT” as an element to be imported (set the indicator). the workflow will not work. If you enter a different name. In the same dialog box.

On the “Version-Independent (Task)” tab page. and “TRIGGERED” as the event of the object. but are grayed out. Here. choose the “Start Events” tab.HR280 Lesson: Workflow and Process Figure 223: Creating a WF Template: Defining Start Events for the Workflow You now have to define the start event for the workflow. This indicates that binding does not yet exist and that the start event has not been activated. All rights reserved. 323 . The workflow should react to the TRIGGERED event of the CL_HRASR00_WF_PROCESS_OBJECT class. You define this in the header data (basic data) of the workflow. Click on the button with the two small boxes (within this line). “CL_HRASR00_WF_PROCESS_OBJECT” as the object type. then confirm these entries with the return key. 2011 © 2011 SAP AG. you define the data binding from the event container to the workflow container. Choose the Basic Data pushbutton in the upper area of the toolbar. Note that the two small boxes (in the Binding column – only the letter “B” is visible here) and the diamond (in the Active column – only the letter “A” is visible here) are not depicted in color. Define “CL” as the category in the first line. This takes you to the event control settings for a process.

which you can accept as they are. The lower screen area shows the actual binding between the two containers. 324 © 2011 SAP AG. The elements in the event container are listed on the left.Unit 6: SAP Interactive Forms . All rights reserved. while on the right you can see the elements of the workflow container. The Workflow Designer proposes some bindings here. &EVT_CREATOR& &EVT_OBJECT& &_WF_INITIATOR& &PROCESS_OBJECT& Close the dialog box by choosing the green checkmark. 2011 .Practical Part HR280 Figure 224: Creating a WF Template: Defining Start Events for the Workflow (2) A dialog box displays the binding between the event container and workflow container.

This means that the data binding between the event container and the workflow container has been defined. 2011 © 2011 SAP AG. The diamond will also turn green to indicate that it is active. click on the grayed out diamond in the Active column. 325 . To activate the start event.HR280 Lesson: Workflow and Process Figure 225: Creating a WF Template: Defining Start Events for the Workflow (3) Note that the two small boxes that you clicked on previously when they were grayed out are now green. All rights reserved.

2011 .Practical Part HR280 Figure 226: Creating a WF Template: Defining Program Exits for the Workflow To ensure the process flows smoothly with the process object. you have to define a specific class in the program exit of the workflow. Choose Enter. 326 © 2011 SAP AG. On the Version-Dependent (Current Workflow Version) tab page. go to the basic data for the workflow. This confirms that a correct program exit exists. select the Program Exits tab page.Unit 6: SAP Interactive Forms . All rights reserved. Define class CL_HRASR00_POBJ_WF_EXIT for the program exit. To do so. You will notice that the display turns green.

HR280 Lesson: Workflow and Process Figure 227: Creating a WF Template: Defining Process Flow Hint: Save the workflow template at this stage because you have now completed the mandatory entries and basic configuration options. 327 . Figure 228: Creating a WF Template: Defining Process Flow – Inserting Process Step 2011 © 2011 SAP AG. All rights reserved. You now want to add an extra step (edit form) to the workflow template.

An additional step now appears in the overall workflow process (see the screenshot above).Unit 6: SAP Interactive Forms . To make process step-specific Customizing settings. To change the step name. 328 © 2011 SAP AG. double-click the workflow step you have just created. Figure 229: Creating a WF Template: Defining the Process Step Name The workflow template now appears as shown above. All rights reserved. rename the Step Name field (from Process Form to Step 1 in WF). Choose Process Form and move it to the right place in the workflow using drag and drop. navigate to the folder under Components for HCM Processes and Forms → Task Groups→ TG17900002 → Process Form (Process Form).Practical Part HR280 In the My Workflows and Tasks area. 2011 .

2011 © 2011 SAP AG. Figure 231: Creating a WF Template: Container Elements for Step Check the workflow container elements. Confirm deletion in the popup. 329 . and choose Delete.HR280 Lesson: Workflow and Process Figure 230: Creating a WF Template: Removing Unused Steps The next task is to remove unused steps from the workflow. Select the “undefined” step. The workflow then looks the way it does on the next page. You will see that additional container elements are now available. click the right mouse button. All rights reserved.

Unit 6: SAP Interactive Forms . double-click the Form container element.Practical Part HR280 The workflow modeler created these automatically when the additional workflow step was added (using Process Form). All rights reserved. 2011 . 330 © 2011 SAP AG. Switch to the Initial Value tab page and enter the name of the form scenario. The elements correspond to the imported and exported elements in the task container. Figure 232: Creating a WF Template: Main Container Element You must specify the form scenario and/or form scenario version that is to be used for the Form container element. The correct data type has already been created. To do so. Now enter the form that you want to be used.

© 2011 SAP AG. 331 . All rights reserved. Diagram on the right: Customizing settings for step 1 (definition of the step in the workflow template).HR280 Lesson: Workflow and Process Figure 233: Technical Overview: Step-Specific Customizing Diagram on the left: Step 1 of the workflow is the second business step in the process. You are provided with the attributes from the Customizing settings for the step at runtime. The business step of a process is controlled by the following: • • 2011 the workflow step Customizing entity (above right) the form scenario entity (below right).

To do so. 2011 . All rights reserved.Unit 6: SAP Interactive Forms . you need to define the program exit for the workflow step manually. After you have inserted a new step. To do so.Practical Part HR280 Figure 234: Creating a WF Template: Configuring the Step You now have to configure the Step 1 in WF step. select the Program Exits tab page and enter class CL_HRASR00_POBJ_WF_EXIT. double-click Step 1 in WF in the overview. Figure 235: Creating a WF Template: Step – Defining the Processor 332 © 2011 SAP AG.

All rights reserved. These are the detailed container elements that contain the precise Customizing settings for the workflow and workflow steps. This means that data is saved to the back end in this step when the user chooses the Send pushbutton. ZF## represents the name of the form scenario to be used. 333 . Click the field beside Expression. Figure 236: Creating a WF Template: Step – Binding (Container) The objective now is to define the binding for the workflow step. Change the value for the &Send_VARIATION& container element to A. Change the value for the &FORM_SCENARIO_STAGE container element to FSS_1. 2011 © 2011 SAP AG. The container elements that are available through the HRAS task determine the Customizing settings for the workflow that can be made at step level. To do this. A popup appears. Change the value for the &FORM& container element to ZF## (## = your group number).HR280 Lesson: Workflow and Process You define the processor (initiator of the workflow instance) on the Control tab page in the Processor area. The popup displays the automatically generated workflow bindings to/from the workflow container to/from the task container. go to the Control tab page for the workflow step and choose the Binding (Exists) pushbutton. Choose WF_INITIATOR as the processor under the Container folder.

334 © 2011 SAP AG. 2011 . To do so. All rights reserved. choose the Create and Activate Runtime Version pushbutton. The next step is to activate it.Practical Part HR280 The different container elements have the following meaning: • • • • • • • &BACK_BUTTON_VISIBLE& = visibility of the back button &FORM& = form used &FORM_SCENARIO_STAGE& = form scenario step &SAVE_DRAFT_BUTTON_VISIBLE& = visibility of Save Draft button &SEND_EXPERT_IF_INCONSISTENT_DATA& = behavior of Send to Expert button &SEND_VARIATION& = Behavior when sending (save to back end) &WITHDRAW_PROCESS_BUTTON_VISIBLE& = prevent process button from being visible Figure 237: Creating a WF Template: Completing and Activating the WF Template You have now defined all of the fundamental aspects of the workflow.Unit 6: SAP Interactive Forms .

Since these container elements may be of use at a later point in time and do not have a detrimental effect. To do so. you do not need to delete them. Figure 239: Architecture: Components in a Process 2011 © 2011 SAP AG. 335 . for instance that some of the container elements are not being used. check its syntax.HR280 Lesson: Workflow and Process Figure 238: Creating a WF Template: Syntax Check and Activation Once you have activated the workflow. In the message area (choose Result of Syntax Check in the lower area). you can obtain a great deal of information. All rights reserved. choose the Syntax Check pushbutton.

we will take a look at the cooperation between the workflow task and the form scenario. The task that is used in the workflow step controls: • which and how many views are displayed in the form application. Review and Send. only the Approve/Reject and Finished views are shown. 2011 . and Finished views are shown. The Edit Form task has been used in this example. 2. Figure 240: Architecture: Step Level/Form Application and Control 1. If you use the approve form task. 3. reassignment form (ID: SOC1) has been used in this example which categories of attachment can be added/displayed which additional information is provided in this step (not shown in the graphic above). which means that the Edit. The form scenario that is used in the workflow step controls: • • • which form is to be displayed. All rights reserved. In this example. © 2011 SAP AG.Practical Part HR280 After the workflow template has been completed. The Save_Draft container element controls: • 336 whether the save draft function is available in this step or not. The org. the container element has been activated (value X). which means that the Save Draft pushbutton appears in the form application.Unit 6: SAP Interactive Forms .

337 . All rights reserved. Process Customizing Figure 242: Processes – Creating a New Process 2011 © 2011 SAP AG.HR280 Lesson: Workflow and Process Figure 241: Architecture: Process Example In this example the process includes two different form scenarios. In this case the data must be handed over between the forms.

You can create a new validity period for a process as follows: Go to Process → Validity Period in the menu and change the attributes for the process. Figure 243: Process Definition – Overview with Administrative Information 338 © 2011 SAP AG. the system asks if you would like to create it. If the object does not yet exist. You can define more than one validity period for a process. All rights reserved. you can make the following settings: • • • • Process description Validity period Corresponding form scenario Initiator role Note: Some process attributes are time-dependent.Practical Part HR280 To create a new process form scenario. Next. choose Process from the dropdown list and enter a (new) object name in the field below.Unit 6: SAP Interactive Forms . 2011 .

You can also define whether the Forward to Expert pushbutton is visible in the start application. You can define a role that is informed if errors occur. Figure 244: Process Definition – Settings for Start In this configuration option. 339 . Process groups are useful. 2011 © 2011 SAP AG. the validity of which is dependent on the version. for example. you determine the validity of processes. You define whether the processor is also able to send the form if an error message appears (in an error-tolerant process) or whether error messages are not to be tolerated. for instance. You can group processes for authorization purposes. All rights reserved. in a Hiring Process).HR280 Lesson: Workflow and Process The system displays an overview of administrative data. In addition. if you have two different HR Administrator teams and each team is to call up a process for its own area only. you can define whether the process can also be started without a start object (for example. while the other can only do so for Germany. One team might. only be able to start and execute processes for the USA. with the following options: • • • • Process name and description Permit a parallel run for a process Determine if an expert can withdraw a process if errors occur.

HR_ASR_CHECK_EVENT. you determine which initiator roles (HR Administrator. XI inbound. The event type linkage is generated automatically. Figure 246: Process Definition – Role Assignment In the Role Assignment configuration option. You can deactivate the event type linkage. You can specify the corresponding workflow for the process in this step. The required function module for checking. You can define further restrictions.Unit 6: SAP Interactive Forms . manager. such as particular object groups (DE processes. US processes). 340 © 2011 SAP AG.Practical Part HR280 Figure 245: Process Definition – Workflow and Event Type Linkage You define the workflow using the Workflow Builder (transaction SWDD). All rights reserved. EIC agents) can start a process in the portal. 2011 . also in this view. is automatically created in the Event Type Linkage table (transaction SWETYPV). employee.

Choose a work area. Figure 248: Overview of All Processes Depending on the Role or Initiator (2) 2011 © 2011 SAP AG. for example HR Administrator. 341 . Figure 247: Overview of All Processes Depending on the Role or Initiator (1) The Specify Valid Processes for Start Applications Customizing activity provides an overview of the roles (initiators) that valid start processes have been assigned to (HR Administrative Services → Configuration of Forms/Processes → Process Configuration → Set Up Processes → Validity for Process Start → Specify Valid Processes for Start Applications). you can define who is assigned to this object group.HR280 Lesson: Workflow and Process Using feature maintenance for PASRG (transaction PE03). All rights reserved.

The Valid column indicates whether a particular process is to be displayed for the role selected (in this case HR Administrator). Figure 249: Process Definition – Assignment to Process Groups In the Assignment to Process Groups configuration option. the process and corresponding forms are displayed in the portal for this role and can be used. Process groups are also used for EIC integration. All rights reserved. It makes sense to assign those processes that can start without an object to a process group so that you can then assign the process group to the respective start application.Unit 6: SAP Interactive Forms . Processes that are processed by EIC agents of a particular category or subcategory should be assigned to a process group. the system only displays those processes as user interfaces that have been assigned to the group and are valid. The validity periods are entered in the Start Date and End Date columns. you define which process the system is to make available depending on the assigned process group. © 2011 SAP AG. 2011 . The process group is then assigned to the category/subcategory. If the indicator is set. Example: • • • 342 Processes without objects are executed with a particular application in which the Select Employees step is skipped. When you set up the process group.Practical Part HR280 The Valid Processes for Start Applications view offers an overview of all processes with their process descriptions.

warning. You use the collision group to group together processes so that they can be checked against each other for collisions. All rights reserved. 2011 © 2011 SAP AG. 343 . You determine what kind of message (information.HR280 Lesson: Workflow and Process Figure 250: Process Definition – Collision Definition In the Collision Definition configuration option. Another process has already been completed. The system uses the collision check to ensure that certain processes cannot be started or particular messages appear in the following circumstances: • • Another process (within the collision group) has already been started. error message) you want to be displayed in the event of a collision. you define the processes that you want to be subject to a collision check.

You also define the attachment types that you want to be transferred between the form scenarios in a process here. All rights reserved. 2011 . Figure 252: Testing the Process 344 © 2011 SAP AG.Practical Part HR280 Figure 251: Process Definition – Transferring Field Values and Attachments In the Change Transfer of Field Values configuration option. you can define which field values you want to be transferred between the different form scenarios in a process that contains several form scenarios.Unit 6: SAP Interactive Forms .

This person needs to know what the process initiator has entered in the form. All rights reserved. Determine the program exit. you will be able to: • Enhance a workflow template for HCM Processes and Forms Business Example Your company wants to enhance a process so that a third person is involved in the process.HR280 Lesson: Workflow and Process Exercise 14: Workflow Builder – Enhancing the Process to Include an Additional Step (Enhance the Workflow Template) Exercise Objectives After completing this exercise. Adjust the binding between the workflow container and the task container by entering values for Form and Form_Scenario_Stage.) Add the new step to the workflow. You must add this step before the existing step. Define the agent: Choose WF Initiator as the agent. (Use the slides contained in the unit as an aid. Add a new step to your workflow template. Prepare the Workflow Builder so that you are able to work with the components of HCM Processes and Forms. Continued on next page 2011 © 2011 SAP AG. Complete the following exercise for this: 1. It should be based on the “Process Form” task (TS17900100). This role should receive exactly the same form that is already used in the process. The difference between the old and new processes is that you have to adapt the workflow template for your process. Task: General description of this exercise: Enhance your group-specific process to include a third role: • • This role should receive the form after the start step and before the actual original step. 345 . 2.

2011 .Practical Part HR280 Check and activate your workflow template. © 2011 SAP AG. All rights reserved. After the process has been started. 3. you should receive two work items (one after the other) in your UWL inbox.Unit 6: SAP Interactive Forms . 346 Test the adapted process (for your employee) in the portal.

Adjust the binding between the workflow container and the task container by entering values for Form and Form_Scenario_Stage. The difference between the old and new processes is that you have to adapt the workflow template for your process. Define the agent: Choose WF Initiator as the agent. 347 . Complete the following exercise for this: 1. Confirm your entry. Go to the Task Groups tab page. It should be based on the “Process Form” task (TS17900100). Choose <New search range>. All rights reserved. This role should receive exactly the same form that is already used in the process. a) Start the Workflow Builder (transaction SWDD). You must add this step before the existing step.HR280 Lesson: Workflow and Process Solution 14: Workflow Builder – Enhancing the Process to Include an Additional Step (Enhance the Workflow Template) Task: General description of this exercise: Enhance your group-specific process to include a third role: • • This role should receive the form after the start step and before the actual original step. Select the My Workflows and Tasks view in the list (in the lower left screen area). 2. Add a new step to your workflow template. Continued on next page 2011 © 2011 SAP AG. Check and activate your workflow template.) Add the new step to the workflow. Enter TG17900001 (Components for HCM Processes and Forms). Prepare the Workflow Builder so that you are able to work with the components of HCM Processes and Forms. (Use the slides contained in the unit as an aid. Determine the program exit.

d) Verify that YOUR workflow is displayed (ID and abbreviation).Unit 6: SAP Interactive Forms . enter: CL_HRASR00_POBJ_WF_EXIT. All rights reserved. m) In the Agent area. i) Open the Interact. e) Switch from the display mode to change mode. Double-click the step you have just created in the workflow. r) Change the binding for the container elements as follows: • • s) FSS_1 for &FORM_SCENARIO_STAGE& ZE## and Version 0000 for &FORM& Confirm all of your entries for the new step by clicking on the green confirm pushbutton (you should now be back on the overview page of the workflow). Continued on next page 348 © 2011 SAP AG. b) Start the Workflow Builder (transaction SWDD).) l) Rename the step (Step Name field) from Process Form to Step 1 in WF. choose the Workflow Initiator (Expression) option from the dropdown list. p) Return to the Control tab page. n) Go to the Program Exits tab page. If not. Components in HRASR (TG17900002) folder. k) Position this task above the existing step by drag and drop. q) Choose the Binding (Exists) pushbutton. j) Locate the Process Form (TS17900100) task. A dialog box appears showing the binding between the workflow container and step container. You must add this step before the existing step. It should be based on the “Process Form” task (TS17900100). 2011 .Practical Part HR280 a) Add a new step to your workflow template. g) Open the Components for HCM Processes and Forms folder. c) Enter the ID of your workflow in the Workflow field or use the abbreviation (ZE##) to search. (You should now see the Control tab page. o) In the Class field. h) Open the Task Groups folder. go to the Control tab page. f) Select the My Workflows and Tasks option from the list (in the lower left screen area).

you should receive two work items (one after the other) in your UWL inbox. All rights reserved.HR280 Lesson: Workflow and Process t) 3. After the process has been started. © 2011 SAP AG. Test the adapted process (for your employee) in the portal. you should receive two work items (one after the other) in your UWL inbox. b) Test the process using the Process Browser (Search Processes). a) Test the modified process (for your employee) in the portal. 349 . After the process has been started. 2011 Activate your workflow definition by choosing the Activate pushbutton or CTRL+F3.

All rights reserved.Practical Part HR280 Lesson Summary You should now be able to: • Use the basic functions in the Workflow Builder • Make simple adjustments to the workflow of a process • Enhance a two-step (approval) process to include an extra process step and make the necessary Customizing settings. 350 © 2011 SAP AG. 2011 .Unit 6: SAP Interactive Forms .

additional information (links). processes can be started without an object. and additional information like links and business status. This requires special settings. However. and they can be started for multiple objects. Business Example 2011 © 2011 SAP AG. 351 . In most cases processes are executed for an employee or an organizational object. you will be able to: • • • • Make further Customizing settings for attachment types. business status.HR280 Lesson: Further Customizing Lesson: Further Customizing Lesson Overview This lesson tells you how to set up additional form scenario steps with different settings for attachment types. and form scenario steps Adjust your workflow template to achieve behavior specific to each scenario step Set up a process start without an object Create fast data entry and mass processes. Lesson Objectives After completing this lesson. All rights reserved.

2011 .Unit 6: SAP Interactive Forms . To define an attachment type. click the Attachment Types field and choose Z_MOV_EXP. Figure 254: Customizing Settings for Additional Information (Links) 352 © 2011 SAP AG.Practical Part HR280 Form Scenario Steps Figure 253: Customizing Settings for Attachment Types The Attachment Types Customizing option under Other Attributes allows you to define whether attachments can/must be added to a given form scenario step. All rights reserved. The attachment type is then available for the specific form scenario step.

All rights reserved. Figure 256: Customizing Settings for Form Scenario Steps (2) FSS_2 and FSS_3 are the newly defined form scenario steps. click the Addnl Information field and choose REMOVE_INFO_1 and REMOVE_INFO_2. 353 . you had to create this step manually. 2011 © 2011 SAP AG. Figure 255: Customizing Settings for Form Scenario Steps (1) At least one form scenario step must be defined. Prior to EhP3. These two additional sources of information are then made available as links in the particular form scenario step.HR280 Lesson: Further Customizing The Additional Information Customizing option under Other Attributes allows you to define whether additional information can/must be added to a given form scenario step in the form of links. To define additional information.

Figure 258: Adjusting Your Workflow Template to Achieve Behavior Specific to Each Scenario Step (2) 354 © 2011 SAP AG. Figure 257: Adjusting Your Workflow Template to Achieve Behavior Specific to Each Scenario Step (1) If you want to achieve behavior specific to each scenario step. you should always set up form scenario steps to correspond to your business steps. 2011 .Practical Part HR280 To obtain a good overview. The form scenario steps are linked to one another by making binding settings in the Workflow Builder for each step. All rights reserved. Go to the binding settings and make an entry there for the binding between workflow container and step container.Unit 6: SAP Interactive Forms . select the workflow step you want to adjust. for example &FORM_SCANRIO_STAGE& = FSS_2.

355 . Figure 259: Adjusting Your Workflow Template to Achieve Behavior Specific to Each Scenario Step (3) Enter the name of the scenario step to be handed over to the step container (parameter &FORM_SCENARIO_STAGE&).HR280 Lesson: Further Customizing Select Binding (Exists) in order to change the information that is transferred from the workflow container to the step (task) container. Figure 260: Adjusting Your Workflow Template to Achieve Behavior Specific to Each Scenario Step (4) 2011 © 2011 SAP AG. All rights reserved.

the data cannot be saved in the infotype of the back-end system. it is also possible to start and run a process without any object assignment. The Save Draft button has also been activated. Figure 261: WF Template: Complete Process Start without Object Figure 262: Process Start Without Object . However. you can now start a process without having to select an employee beforehand. 2011 . the employee was selected in the first process step (except in hiring processes).Unit 6: SAP Interactive Forms . The step uses a form scenario step that is different from the one in workflow step 1. The employee can now be assigned at a later stage of the process. it is saved in the process object for Case Management (option 2). he/she must be assigned before the data is saved in the back-end system (option 1). In this case. All rights reserved. Depending on the process definition.Options In the former process design. 356 © 2011 SAP AG. Rather.Practical Part HR280 In this example you can see the binding of workflow step 2. With EhP4.

2011 © 2011 SAP AG. . 357 . In the first step of this IMG activity. go to the IMG activity: Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Process Configuration → Set Up Processes → Validity for Process Start → Define Properties of Object Types. then it is not available in the start application in the input help.Customizing (1) To enable the process start without an object. If you deselect the object type “Job”. specify the object types available in the application. All rights reserved.HR280 Lesson: Further Customizing Figure 263: Process Start Without Personnel No.

HR Administrator).Unit 6: SAP Interactive Forms . .Practical Part HR280 Figure 264: Process Start without Personnel No. All rights reserved. you specify whether the Skip Employee Selection option is visible in the application for the different roles (manager. 2011 .Customizing (2) In the second step of this IMG activity. . then create a new entry for object type P in the object attributes dialog structure. Figure 265: Process Start Without Personnel No.Workflow (1) 358 © 2011 SAP AG. If this is required for the personnel number.

select the parameter X = Pushbutton is Visible and Active.HR280 Lesson: Further Customizing If you want to assign an employee (or object) to the process in a later step. use the Customizing step in the workflow to specify in which process step the object/employee assignment is possible. Choose Binding (Exists). . 359 . The agent of this workflow step is now able to search for a personnel number and assign it to the process. Figure 266: Process Start Without Personnel No. Select the corresponding workflow there and double-click the workflow step that you want to release for object/employee assignment. Call the Workflow Builder (transaction SWDD). just drag and drop it from the area on the top right to the right of the binding area. All rights reserved. For the container element &ASSIGN_OBJECT&.Workflow (2) If this container element is not in the binding list. 2011 © 2011 SAP AG.

2011 . 360 © 2011 SAP AG. This can also be a multi-level process where individual process instances are generated for each employee selected in the request step. This can be a single-step process where you want to change specific data for a number of employees.Unit 6: SAP Interactive Forms . for example Special Payment for Mass Start. All rights reserved.Practical Part HR280 Fast Data Entry or Mass Start of Processes Figure 267: Fast Data Entry or Mass Start of Processes It is possible to start a process for more than one employee at the same time.

You can use the same application for fast data entry as you do for mass processing. 361 .HR280 Lesson: Further Customizing Figure 268: Fast Data Entry/Mass Process This function is used to enter data for more than one employee at the same time. All rights reserved. and a manager can select employees within his/her area of responsibility. No workflow is involved in the one-step fast data entry process. Fast data entry and mass processing processes are called using the same link. 2011 © 2011 SAP AG. This is a Web Dynpro application that does not use a form. An HR Administrator can search for employees using the search function.

Figure 270: Fast Data Entry . All rights reserved. Choose Enable Mass Start of Processes here. In the Field Attribute column. You should also maintain the field names beside them. you define the field attributes.Form Scenario Customizing The form scenario of a fast data entry process has no major differences from the processes for individual persons.Unit 6: SAP Interactive Forms . In the Field Sequence column at the end. 362 © 2011 SAP AG. 2011 .Practical Part HR280 Figure 269: Fast Data Entry . We recommend that you select the personnel number as the first field and the name of the employee as the second field. you define the sequence of the fields.Process Customizing You must define the process type at process level.

All rights reserved. 2011 © 2011 SAP AG. a process object is created and a workflow instance is opened for each selected employee. A mass processing process starts a process that contains a workflow for multiple employees at the same time. The agents of the following process steps receive a workflow item in their universal worklist (UWL) for each employee. 363 . If the first agent starts the process.HR280 Lesson: Further Customizing Figure 271: Mass Process: Process Design and Process Instance You use the same link to call mass processing processes and fast data entry processes.

We recommend that you select the personnel number as the first field and the name of the employee as the second field. 2011 . Figure 273: Mass Process: Process Customizing You must define the process type at process level. Choose Enable Mass Start of Processes here. you define the sequence of the fields.Unit 6: SAP Interactive Forms . 364 © 2011 SAP AG. In the Field Sequence column at the end.Practical Part HR280 Figure 272: Mass Process: Form Scenario Customizing The form scenario of a mass process has no major differences from the processes for individual persons. All rights reserved.

365 . All rights reserved. The business status is based on the processing status. Figure 275: Maintaining the Business Status 2011 © 2011 SAP AG.HR280 Lesson: Further Customizing Figure 274: Business Status Customizing To maintain the business status. go to the IMG activity: Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Process Configuration → Set Up Processes → Maintain Business Status. Therefore. you must first select a processing status.

The business status text is then displayed in the process browser. 366 © 2011 SAP AG.Practical Part HR280 Choose “New Entries” and enter the business status and the new business ID. 2011 . All rights reserved. that is. Figure 276: Maintaining the Business Status for the Request Step In this view. maintain the business status for the first process step.Unit 6: SAP Interactive Forms . before the workflow is started. You make settings in Customizing for the other process steps in the Workflow Builder.

2011 © 2011 SAP AG. All rights reserved. If the container element &BUSINESS_STATUS& is not in the list. Go to the Control tab page and choose Binding. Choose this button and choose Enter Constant in the window that is displayed.HR280 Lesson: Further Customizing Figure 277: Maintaining the Business Status in the Workflow Call the Workflow Builder (transaction SWDD) and enter the name of the workflow. 367 . Now assign the business status to the processing status. Then go to the related field on the left to display the input help button. Double-click to select the workflow step whose business status you want to maintain. use drag and drop to move it from the area on the top right to the list.

Practical Part 368 © 2011 SAP AG.Unit 6: SAP Interactive Forms . All rights reserved. HR280 2011 .

The links that have already been defined. The handling of attachments and additional links shall be step-specific. you will be able to: • Configure the way in which attachments are handled for your process • Configure additional links for your process • Configure the form scenario steps • Configure the functions in the form application (save draft. Z_MOV_EXP Test the modified process (for your employee) in the portal. Task: General description of this exercise: Enhance your group-specific process as follows: Step 1 (Start) Step 2 Step 3 Enhancements Enhancements Enhancements • Additional link • Additional link • Additional link • Add attachments • Add attachments • Add attachments 1.HR280 Lesson: Further Customizing Exercise 15: Further Customizing – Additional Process “Enhancements” Exercise Objectives After completing this exercise. Continued on next page 2011 © 2011 SAP AG. namely: • REMOVE_INFO_1 ( HR280 Process Information) and • REMOVE_INFO_2 (HR280 Process Information) should be available. back to author. In addition. All rights reserved. and so on) Business Example Your company wants to configure the steps of a process separately. Enhance the process so that additional links appear and you can add attachments. 369 . it should be possible to add the following attachment category: • 2.

Practical Part 3.Unit 6: SAP Interactive Forms . Step 1 (Start) Step 2 Step 3 Enhancements Enhancements Enhancements • Additional link • NO Additional link • NO Additional link • Add attachments • Attachments are display ONLY • Add attachments • Save draft Test the modified process (for your employee) in the portal. the Save Draft function should be available in step 3. In addition. 2011 . 4. 370 HR280 Enhance your process in such a way that the added functions (see above) appear in the step-specific form. All rights reserved. © 2011 SAP AG.

371 . and choose Display. select Form Scenario. then enter the ID of your form scenario ZF##. In addition.HR280 Lesson: Further Customizing Solution 15: Further Customizing – Additional Process “Enhancements” Task: General description of this exercise: Enhance your group-specific process as follows: Step 1 (Start) Step 2 Step 3 Enhancements Enhancements Enhancements • Additional link • Additional link • Additional link • Add attachments • Add attachments • Add attachments 1. The links that have already been defined. Continued on next page 2011 © 2011 SAP AG. Customizing for attachment types: Go to the Attachment Types view (Other Attributes → Attachment Types). namely: • REMOVE_INFO_1 ( HR280 Process Information) and • REMOVE_INFO_2 (HR280 Process Information) should be available. Enhance the process so that additional links appear and you can add attachments. All rights reserved. (Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Design Time for Processes and Forms) In the dropdown list of available technical objects. Go to the Customizing activity for the Design Time for HCM Processes and Forms (transaction HRASR_DT). it should be possible to add the following attachment category: • Z_MOV_EXP a) Enhance your group-specific process with additional links and the possibility of handling attachments.

Customizing for additional information: Go to the Additional Information view (Other Attributes → Additional Information). Select the following types of additional information: REMOVE_INFO_1 and REMOVE_INFO_2. Save your entries. a) Execute your process and check whether: • • Attachments can be added. attachments). 2011 . and deleted in every step Additional links are available in every step Search for the process in the process browser (Search Processes) and view the details (step information. 3. Step 1 (Start) Step 2 Step 3 Enhancements Enhancements Enhancements • Additional link • NO Additional link • NO Additional link • Add attachments • Attachments are display ONLY • Add attachments • Save draft Continued on next page 372 © 2011 SAP AG. displayed. 2. form. Save your entry. the Save Draft function should be available in step 3. Confirm your entries (by pressing ENTER). Execute your process and check whether: • • Attachments can be added. In addition. displayed. All rights reserved.Practical Part HR280 Select attachment type Z_MOV_EXP: Confirm your entry (by pressing ENTER). form. attachments). Enhance your process in such a way that the added functions (see above) appear in the step-specific form. and deleted in every step Additional links are available in every step Search for the process in the process browser (Search Processes) and view the details (step information. Test the modified process (for your employee) in the portal.Unit 6: SAP Interactive Forms .

Create two new entries (FSS_2/step 2 and FSS_3/step 3) and confirm them. 1 FSS_1 START Create & Change Available … 2 FSS_2 STEP 2 Display Allowed Invisible … 3 FSS_3 STEP 3 Create & Change Invisible Save your entries.Types Addnl Information Fields …. and choose Display.HR280 Lesson: Further Customizing a) Go to the Customizing activity for the Design Time for HCM Processes and Forms (transaction HRASR_DT). For example. (Personnel Management → HR Administrative Services → Configuration of Forms/Processes → Design Time for Processes and Forms) In the dropdown list of available technical objects. 1 FSS_1 START Create & Change Available … 2 FSS_2 STEP 2 Create & Change Invisible … 3 FSS_3 STEP 3 Create & Change Invisible Double-click in the second row (for FSS_2) in the Attach. Your table should now appear as follows: N Scenario Step Name Attach. Adjust your workflow template to achieve behavior specific to each scenario step: Continued on next page 2011 © 2011 SAP AG. select Form Scenario.) N Scenario Step Name Attach. (Your table should now appear like the table below. Customizing Settings for Form Scenario Steps: Go to the Scenario Steps view (form scenario step FSS_1 already exists). All rights reserved. default values should appear for the two new scenario steps.Types column and select Display Allowed.Types Addnl Information Fields …. then enter the ID of your form scenario ZF##. 373 .

On the Control tab page. Activate the workflow you have defined using the Activate pushbutton or CTRL+F3. choose the Binding (Exists) pushbutton. 2011 . Change the name of the step to Step 2 in WF. A popup appears showing the binding that exists between the workflow container and step container (see also the slides in the WF Template and Process unit). Verify that your workflow is displayed (ID and abbreviation). All rights reserved. Enter the ID of your workflow in the Workflow field or use the abbreviation (ZF##) to search. On the graphical overview page. Return to the graphical overview of your workflow template. Change the binding as follows: Workflow Step “Process Form” FSS_2 &FORM SCENARIO STAGE& X &SAVE DRAFT BUTTON VISIBLE& Confirm your entry.Unit 6: SAP Interactive Forms . Change the name of the step to Step 1 in WF. double-click Step 2 in WF (which represents step 3 in the business process).Practical Part HR280 Start the Workflow Builder (transaction SWDD). On the Control tab page. choose the Binding (Exists) pushbutton. On the graphical overview page. Continued on next page 374 © 2011 SAP AG. double-click Step 1 in WF (which represents step 2 in the business process). Change the binding for &FORM_SCENARIO_STAGE& as follows: Workflow Step “Process Form” FSS_2 &FORM SCENARIO STAGE& Confirm your entry. Switch from display mode to change mode. Return to the graphical overview of your workflow template.

HR280 Lesson: Further Customizing 4. All rights reserved. a) 2011 Verify that the new functions are available in all steps. Add attachments. © 2011 SAP AG. Test the modified process (for your employee) in the portal. Use the exercise in the Execute Process unit (for process 4) as a checklist. 375 .

All rights reserved. 2011 .Unit 6: SAP Interactive Forms . business status. 376 © 2011 SAP AG. and form scenario steps • Adjust your workflow template to achieve behavior specific to each scenario step • Set up a process start without an object • Create fast data entry and mass processes.Practical Part HR280 Lesson Summary You should now be able to: • Make further Customizing settings for attachment types. additional information (links).

• Make further Customizing settings for attachment types. All rights reserved. • Use the basic functions of the new Design Time and the Form Builder • Enhance and adapt an existing form to include additional fields.HR280 Unit Summary Unit Summary You should now be able to: • Explain which steps are necessary to create an Interactive Form • Which tools and components are required to create forms. 377 . 2011 © 2011 SAP AG. business status. additional information (links). • Use the basic functions of the new Design Time • Enhance and adapt an existing form to include additional fields. and form scenario steps • Adjust your workflow template to achieve behavior specific to each scenario step • Set up a process start without an object • Create fast data entry and mass processes. • Use the basic functions in the Workflow Builder • Make simple adjustments to the workflow of a process • Enhance a two-step (approval) process to include an extra process step and make the necessary Customizing settings.

All rights reserved.Unit Summary 378 HR280 © 2011 SAP AG. 2011 .

True False A process for multiple employees can be a single-step process or a multi-level process. Determine whether this statement is true or false. □ □ 5. Determine whether this statement is true or false. □ □ 2011 True False © 2011 SAP AG. □ □ 6. you can nevertheless store data in the employee's infotypes. Determine whether this statement is true or false. Form scenarios do not have versions. □ □ 3. Determine whether this statement is true or false. Determine whether this statement is true or false.HR280 Test Your Knowledge Test Your Knowledge 1. True False If you execute a process without assigning an employee. 379 . True False You need to generate the ISR scenario after you have changed the form scenario. Determine whether this statement is true or false. True False A one-step fast data entry process does not require a workflow. □ □ 4. All rights reserved. True False A mass start process creates a workkflow instance for each employee. □ □ 2.

All rights reserved. 2011 . HR280 You do not need to determine the process type within the process Customizing. □ □ 380 True False © 2011 SAP AG.Test Your Knowledge 7. Determine whether this statement is true or false.

If you execute a process without assigning an employee. the data cannot be saved in the infotype of the back-end system. you can nevertheless store data in the employee's infotypes. 3. Answer: False As of EhP2.HR280 Test Your Knowledge Answers 1. This is a Web Dynpro application that does not use a form. You need to generate the ISR scenario after you have changed the form scenario. when you save the form scenario the ISR scenario is automatically saved and generated as well. All rights reserved. 381 . Answer: False In this case. it is saved in the process object for Case Management. 4. Answer: True No workflow is involved in the one-step fast data entry process. Form scenarios do not have versions. 2011 © 2011 SAP AG. Answer: False Form scenarios are version-dependent. A process for multiple employees can be a single-step process or a multi-level process. 2. This can also be a multi-level process when individual process instances are generated for each employee selected in the request step. Rather. Since processes can vary. Answer: True This can be a single-step process when you want to change specific data for a number of employees. 5. A one-step fast data entry process does not require a workflow. it is important to ensure that the corresponding form scenario is adjusted accordingly.

Answer: True If the first agent starts the process. All rights reserved.Test Your Knowledge 6. HR280 A mass start process creates a workkflow instance for each employee. Answer: False You must define the process type at process level. You do not need to determine the process type within the process Customizing. 2011 . The agents of the following process steps receive a workflow item in their universal worklist for each employee. a process object is created and a workflow instance is opened for each selected employee. 382 © 2011 SAP AG. 7. for example. Choose Enable Mass Start of Processes.

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HR280 Course Summary Course Summary You should now be able to: • • • • • 2011 Use transaction HRFORMS Create and model an InfoNet Use Smart Forms to create a remuneration statement Use Adobe LiveCycle Designer to create a remuneration statement Adjust HCM Processes and Forms © 2011 SAP AG. All rights reserved. 383 .

2011 . All rights reserved.Course Summary 384 HR280 © 2011 SAP AG.

enter and save the data. You choose the object type. this is allowed for certain processes. 385 . 2011 © 2011 SAP AG. and forward it to the next agent if necessary. and organizational unit. All rights reserved. You can also select a process without specifying an object type.Appendix 1 Processes in Personnel Development Figure 278: Processes in Personnel Development As of EhP4. you can start a process for the object types – job. The process then takes the same format as if you were choosing an employee. position. then select a process for the object type.

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HR280

Figure 279: Example Processes for Organizational Management

Figure 280: Creating a PD Process: Assigning a Back-End Service

Call transaction HRASR_DT and select the Form Scenario view. Enter the name
of the new scenario and choose Display.
In the Create Form Scenario window, enter the required specifications.

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Figure 281: Creating a PD Process: Leading Object Type

In the object hierarchy area, navigate to Back-End Services and open the tree.
In this example, you want to change the name of an organizational unit. Therefore,
specify the Organizational Unit object type as leading (LEAD_OBJECT_ID).
Specify a field name in the Object Abbr. Fieldname column and another one in
the Object Text Fieldname column. Select the required operation and specify a
rule, if necessary.
Choose Continue and confirm the message informing you that the fields of instance
001 of the back-end service SAP_PD have been added.

Figure 282: Creating a PD Process: Process Properties

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To create a single-step process for the Organizational Unit object type, make the
settings displayed above for the start step of the process.
As the workflow template, specify NO_WORKFLOW.

Figure 283: Creating a PD Process: Other Object Types

In the object hierarchy area, navigate to Back-End Services and open the tree.
In this example, you want to link a position to an organizational unit. Therefore,
specify the Organizational Unit object type as leading (LEAD_OBJECT_ID).
Specify a field name in the Object Abbr. Fieldname column and another one
in the Object Text Fieldname column.
Enter a name of your choice for the form field of the dependent object type (in the
example POSITION). The operation for object type S is Create; no specification is
required for object O since the object is not changed.
Choose Continue and confirm the message informing you that the fields of instance
001 of the back-end service SAP_PD have been added. A node with one of the
field names that you chose is added to the tree in the object hierarchy area.

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Figure 284: Creating a PD Process: Relationships

In this example, you want to link a position to an organizational unit. The
dependent Position object type should be linked to the leading Organizational
Unit object type.
Choose Relations in the object hierarchy area and enter the relationship and the
specification of the relationship. Since you want to create the relationship, select
the operation Create.

Figure 285: Creating a PD Process: Form Scenario Fields

You can use the wizard to define fields that you want to display in the form.

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The Adobe form and the workflow are created in the same way as the processes
in Personnel Administration.

Copying a Standard Process

Figure 286: Copying a Standard Process with All Related Objects:
Procedure/Overview

Even though you do not need this technically, it helps you a lot to control the
copying process to get an overview of all the objects involved and have a plan
for the IDs your new object will get.

Figure 287: Copying a Process (1): Noting All Relevant Process IDs

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Even though you do not need this technically, it helps you a lot to control the
copying process to get an overview of all the objects involved and have a plan
for the IDs your new object will get.

Figure 288: Copying a Process (2): Performing “Copy with Dependent
Objects”

Figure 289: Copying a Process (3): Entering New IDs and Altering the
Description

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Figure 290: Copying a Process (4): Selecting Both Objects for Activation
(Preselection Only)

Figure 291: Copying a Process (5): Copying the Workflow Template

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Figure 292: Copying a Process (6): Adjusting the WF Template (References
for Form Scenario (WF and Step Containers)); Activate

Figure 293: Copying a Process (7): Assigning New WF Template to Process;
Generating Event Type Linkage

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All rights reserved. 2011 .Appendix 1: HR280 Figure 294: Copying a Process (8): Checking Process Start and Parallel Run Activating and Running a Sample Process Figure 295: Activating and Running Sample Process (with All Related Objects): Procedure 394 © 2011 SAP AG.

(1) Figure 297: (1) Copying Client (000) According to Piece List .HR280 Appendix 1: Figure 296: (1) Copying Client (000) According to Piece List . 395 . All rights reserved.(2) 2011 © 2011 SAP AG.

Appendix 1: HR280 Figure 298: (1) Copying Client (000) According to Piece List . All rights reserved.(3) Figure 299: (1) Copying Client (000) According to Piece List . 2011 .(4) 396 © 2011 SAP AG.

All rights reserved. 397 .Transaction SICF Enter transaction SICF and go to default_host SAP → BC → Web Dynpro → SAP.(5) Figure 301: (2) Activating Web Dynpro Services . The following HCM Processes and Forms Applications must be activated: • • • • • • • • 2011 asr_form_display asr_keyword_search asr_lauchpad asr_personnel_file asr_processes_display asr_process_execute asr_process_select asr_profiles_show © 2011 SAP AG.HR280 Appendix 1: Figure 300: (1) Copying Client (000) According to Piece List .

You can also use transaction HRASR_DT to open the Design Time of HCM Processes and Forms. 2011 .Appendix 1: HR280 Figure 302: (2) Activating Web Dynpro Services Figure 303: (3) Activating Event Type Linkage for WF Choose IMG → Personnel Management → HR Administrative Services → Configuration of Forms /Processes → Design Time for Processes and Forms. Activate the Event Type Linkage by choosing the Generate button next to the Event Type Linkage field. Choose Workflow in the structure on the left. All rights reserved. As you can see. the workflow of the standard process Membership Fees is entered and available. 398 © 2011 SAP AG. but the Event Type Linkage is not active (incomplete).

399 . If the role is only involved in the process (2nd / 3rd process step) and does not start the process. manager. the process should be activated for the HR Administrator. you do not need to activate the process for this role. Ensure that the example process you want to use is entered and marked as valid in this table for each role. You need to activate the process start only for those roles that should be able to start a process.) from the list. In our example. HR Admin etc. All rights reserved.HR280 Appendix 1: Figure 304: (4) Checking the Validity of the Start Process Go to IMG → Personnel Management → HR Administrative Services → Configuration of Forms /Processes →Process Configuration → Set Up Processes → Validity for Process Start → Specify Valid Processes for Start Application. 2011 © 2011 SAP AG. Choose a role (employee.

go to the Design Time and change the end date of the process. 2011 .Appendix 1: HR280 Figure 305: (4) Checking the Validity of the Sample Start Process The Membership Fees process is entered in the table but not marked as active (last column). Also check the validity period (start and end date) of this process. Figure 306: (5) Checking Infotype 0001 . If the end date is in the past. All rights reserved. Mark the process as active.HR Administrator Entry 400 © 2011 SAP AG.

HR Payroll Admin (rule17900018). HR Time Admin (rule 17900017). The administrators can be maintained in table T526.HR280 Appendix 1: Most of the example processes use rules for • • • • • HR Admin (rule 17900016). Ensure that a user is also maintained. Figure 307: (6) Troubleshooting .(1) For Case Types Go to IMG → Personnel Management → HR Administrative Services → Configuration of Forms /Processes →Process Configuration → Technical Settings → Set Up Process Object SAP delivers the following default case types that are assigned to the Records Management System ID ASR_POBJ: • • • 2011 Process (H_PO) Scenario (H_FO) Step (H_SO) © 2011 SAP AG. All rights reserved. The rule resolution uses the administrators entered in IT0001 Organizational Assignment of the employee for which the process is to be executed. then the user assigned to this identifier (see table T526) is the agent. 401 . Description of rule 17900016 If an “Organizational Assignment” infotype exists and a personnel administrator is defined there for the persons/users affected by the process or the persons/users transferred using the container elements RULE_BASIS_OTYPE/RULE_BASIS_OBJID.

If the Configure RFC Destination has a red light. then the user WF Batch is locked → unlock the user. All rights reserved. and H_SO. H_FO. Go to transaction SWU3.Appendix 1: HR280 SAP delivers the following profiles for the so-called case search for the default case types H_PO. 402 © 2011 SAP AG.(2) Locked Workflow Batch User If you start a process and the process object is created. 2011 . but the workflow is not started. Hint: Read IMG documentation!!! Figure 308: (6) Troubleshooting . It is important that you transfer the case types unchanged. you may need to check workflow RFC Customizing. • • • Process Search (ASR_POBJ) Scenario Search (ASR_FOBJ) Step Search (ASR_SOBJ) Copy the delivered case types (IMG activity Copy Case Types) from the delivery clients.

that is to say. 2011 © 2011 SAP AG. you can specify the validity period for a process by entering a start date (valid from) and end date (valid to).HR280 Appendix 1: Figure 309: (6) Useful Transactions Miscellaneous Figure 310: Implementation: Defining Role for Start Applications (1) In this Customizing step. you define the processes that are valid for start applications. In addition. 403 . which processes can be started by a particular (portal) role within the portal. All rights reserved.

All rights reserved. 2011 . go to the Customizing option Role Assignment. To do so. 404 © 2011 SAP AG. Figure 311: Implementation: Defining Role for Start Applications (2) You also have to define the role assignment in the Design Time for the process.Appendix 1: HR280 Once you have defined the process as “valid” (by selecting the checkbox). the selected role can see and execute the process in the portal.

2011 © 2011 SAP AG.Feedback SAP AG has made every effort in the preparation of this course to ensure the accuracy and completeness of the materials. 405 . If you have any corrections or suggestions for improvement. All rights reserved. please record them in the appropriate place in the course evaluation.