Simple Workflow step...

[Former Member]

Hi,

Can someone tell me steps to crete a simple workflow which will just send email in my sapoffice inbox when I run it ?

<b>No links please..(I already know thsoe links)</b>

Appreciation will be surely done by awarding points...

Thanks.

Regards,

Tushar.

[Former Member]

Go to transaction PFTC_INS and hit the create button.

Enter a name and abbreviation etc.

Hit the Workflow Builder button.

On the bottom, right choose the 'Send Mail' step and drag it into your workflow.

Enter some text then hit the green check.

Activate the workflow and test it.

[Former Member]

It says error:

Prefix number: entry missing for system so and so client so and so....

[Former Member]

That may mean that your system is not setup for workflow.

[Former Member]

What do I do to setup my system for workflow.....

[Former Member]

Have you been through transaction SWU3? Go there and I think you should hit the automatic customizing button. Its been awhile since I've done this, but I remember getting the same error that you are getting. I will try to back track and find out what you need to do.

[Former Member]

If you can send me some documentation on workflow, that

will be awesome...

shah.tg@gmail.com

[Former Member]

Have you tried clicking on the error message?

I don't have any documentation, sorry. I usually just google for workflow tutorials. I'm sure that you've seen the links already.

[Former Member]

Hi,

<b>Step - 1 - To create a Workflow template</b>

1. Open transaction <b>PFTC_INS</b>

2. Choose Task type as Workflow Template.

3. Click Create Button.

4. In the Basic Data tab enter abbrevation (usually user defined name) in the ABBR field. Enter name of the workflow.

5. Click on the Container tab, Click Create Element Button. Enter the Name of the container in the new screen, Element (name) and desription.

in the D. Type tab Choose Object type as BOR OBJECT TYPE and enter BUS2032( Business obejct for for sales order).

In the properties tab check the following checkboxes,import, export,mandatory checkboxes.

6. in the triggering events tab choose Object category as BOR Object type and BUS Object as BUS2032. Now open the F4 help screen for Event field and choose CREATED event.

7. Click the button (Event Creator) with diamond image on it. This will save and activates the evet. Now Choose the record in the table control and clikc the Green color button with quick info as Call Binding editor. This open the bindign editor where you can bind your event with the Container created in the step 5.

8. Now save the workflow template.

9. Click the Additonal Data->agent assignment->maintain. Now click on the Attributes button on the application toolbar and define the attributes for the workflow template. Define the workflow template as Generic.

10. Now save and exit the transaction.

<b>Step - 2 - To create a Standard task.</b>

11. Open transaction <b>PFTC_INS</b>. Choose Task type as Standard task and click the Create button,

12. Enter values in ABBR and Name fields. In the Work Item Text, enter the text that should displayed as Subject of the mail. for example : A new Sales Order is created.

In the Object Method - Choose the Object category as BOR Obejct type.

Object Type as BUS2032 - for sales Order

Method - as Display ( this will display the sales Order to the concerned user).

In the execution - Click Background processing and Confirm End processing.

13. In the Container tab - create a container. as expalined above. This container can be used for later purpose also.

15. Click Additional Data->agent Assignement->maintain. now choose the Assign agent button and assign a USer for the task. This user will receive the mail.

16. Now save and exit the transaction.

<b>STEP - 3 - Attach the Task to the Template.</b>

17. Open Transaciton PFTC_CHG. Enter the Workflow template number generated in the first step. Choose the Task type as Wrokflow template.

18. Click the Workflow builder button. Now you can c the flow of the transactions. Right click the Undefined task image and create a task. Enter the task number generated in the Second step. save the workflow template.

<b>STEP -4 - Execution.</b>

Create a sales order and check whether a mail is generated. You can view the mail in SBWP. ( SAP Business WorkPlace).

Regards,

Vara

[Former Member]

Thanks a lot....

I will try to execute this and will let you know the results soon...

Regards,

Tushar.

[Former Member]

I remember what I had to do for the prefix number. If you are still getting that error after running automatic customizing, then go back to SWU3. Under 'Workflow Development environment' there is a line 'Prefix numbers ....'. Hit the execute on this line and maintain a prefix number for your system.

[Former Member]

Hi,

Please check your mail. I have sent a document on Workflow.

Regs,

Venkat Ramanan N

[Former Member]

Hai Tushar

Go through the following:

1) Goto Tcode PFTC : Standard Task > Create Button>Workflow Templete

For Create Container

Element : ZBUS1001006

Name : ANy Name

Description

Data Type & Properties

Data Type:

select Object Type : BOR Object Type for BUS1001006

Properties:

Parameter Settingd : check all Import, Export & Mandatory Checkboxes

Basic Data :

-

---

Abbr : Create_View

Name : Some Name

Work Item Text : Create View Material & -

---

&

Click on DELE Button & Select Material From The List

Object Catagory : BOR Object Type

Object Type : BUS1001006

Method : View

Triggering Events

-

---

Obj Catagory Object Type Event

BOR Object BUS1001006 View

activate it

Enter on BUS1001006 Object Type you will get Quadratel<> Button after that

double click on Quadratel<> button you get green button

after that the system will generate the task No.

check in the Event linkage Tcode : SWETYPV

if you find an entry with your Workflow and linkage active

goto Tcode : SWEC click on New Entries

Change Doc Obje Obj Cat Obj Type Event on create

Material BOJ Obje BUS1001006 View Option Button(Checked)

save this

goto Tcode : SWEC

Change Doc Object : Material

Obj Catagoty : BOR Type

Obj Type : BUS1001006

Event : View

Check with On Create Button

Goto SWETYPV

Obj Catagoty : BOR Type

Obj Type : BUS1001006

Event : View

Receiver Type : Some Work Flow No: WS80000431 like this

Click on Work flow Builder

Regards

Sreeni