Workflow Forms

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workflow forms

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<p>Using Forms in Workflows and Guided Procedures</p> <p>Overview Forms in SAP Business Workflow Forms in Guided Procedures Summary and Appendices</p> <p>Overview</p> <p>Business Task Management in SAP NetWeaver SAP Interactive Forms by Adobe Guided Procedures and SAP Business Workflow</p> <p>Business Task Management in SAP NetWeaverIT PracticesUser Productivity Enablement Running an Enterprise Portal</p> <p>IT ScenariosEnabling User Collboration Business Task Management Mobilizing Business Processes Enterprise Knowledge Management</p> <p>Data Unification</p> <p>Master-Data Harmonization</p> <p>Master-Data Consolidation</p> <p>Central Master-Data Management</p> <p>Enterprise Data Warehousing</p> <p>Business Information Management Business Event Management End-to-End Process Integration</p> <p>Enterprise Reporting, Query, and Analysis</p> <p>Business Planning and Analytical Services</p> <p>Enterprise Data Warehousing</p> <p>Business Event Resolution Enabling Applicationto-Application Processes</p> <p>Business Task Management</p> <p>Enabling Business-toBusiness Processes</p> <p>Business Process Management</p> <p>Enabling Platform Interoperability</p> <p>Business Task Management</p> <p>Custom Development</p> <p>Developing, Configuring, and Adapting Applications</p> <p>Enabling Platform Interoperability</p> <p>Unified Life-Cycle Management Application Governance &amp; Security</p> <p>Software Life-Cycle Management</p> <p>SAP NetWeaver Operations</p> <p>Authentication and Single Sign-On</p> <p>Integrated User and Access Management</p> <p>Consolidation Enterprise Service Architecture Design &amp; Deployment</p> <p>Enabling Platform Interoperability</p> <p>SAP NetWeaver Operations</p> <p>Master-Data Consolidation</p> <p>Enterprise Knowledge Management</p> <p>Enabling Enterprise Services</p> <p>On the concept of IT Practices and IT ScenariosSAP AG 2006, / 4</p> <p>Business Task Management is Evolutionary+ Guided Procedures + Third Party Duet, UWL API</p> <p>Universal Business Worklist Workflow</p> <p>BPM</p> <p>+ Collaboration Tasks</p> <p>1995 EP 5.0</p> <p>2003 SAP NetWeaver 04</p> <p>SAP NetWeaver 2004s</p> <p>SAP AG 2006, / 5</p> <p>What Is the Current Situation for Managers?Write performance appraisals Identify and reward top performers Perform specific tasks</p> <p>Control and reduce costs Manage budgets Perform budget and headcount planning Trigger processes</p> <p>Motivate employees</p> <p>Susan F.</p> <p>Recruit the right people</p> <p>Delegate tasks</p> <p>Initiate personnel data changes</p> <p>SAP AG 2006, / 6</p> <p>Business Task Management ComponentsUniversal WorklistSingle point of access for managing your work Can be personalized to suit each users working style Process-specific views can be customized for expert users</p> <p>Collaboration TasksEnables end-users to create their own ad hoc processes and drive collaboration Includes various types of collaboration tasks including actions, approvals, and feedback Users track progress of their delegated task</p> <p>Guided ProceduresDesigned to implement process flows with greater ease and speed across multiple applications Integrates backend system transactions and interactive forms Includes process templates that can be easily re-used or copied and easily changed</p> <p>Interactive FormsGenerate forms that contain data extracted from core systems Use dynamic or static forms Accelerate forms-based business processes</p> <p>SAP Business WorkflowStructured, repeatable, simple to complex business process Manages the tasks that need to be performed and who should perform the tasks Ensures business process deadlines and service agreements are appropriately monitored and enforced</p> <p>AlertsException-triggered notifications Define follow-on activities Inter-System alerting</p> <p>DuetProcesses in Microsoft Outlook</p> <p>SAP AG 2006, / 7</p> <p>Business Task Management DefinitionBusiness Task Management is the automation, execution and monitoring of tasksCoordinate and execute tasks arising from automated process flows and spontaneous events Track the progress of tasks</p> <p>Tasks include a wide variety of activitiesBusiness Transaction Alert Form Desktop Document Impromptu Request</p> <p>SAP AG 2006, / 8</p> <p>Overview</p> <p>Business Task Management in SAP NetWeaver SAP Interactive Forms by Adobe Guided Procedures and SAP Business Workflow</p> <p>Understanding FormsForms typically offer a service, share knowledge, or collect and provide answers. A form is the document that an end user views or interacts with. The form design specifies the layout, data capture, and final presentation rules for the form No complex navigation or business rules</p> <p>SAP AG 2006, / 10</p> <p>Challenges in Forms-Based ProcessesPaper-based form processes have limitations.Error-prone and easily outdated Manual data re-entry Process status is hard to track High costs (e.g. production, storage) $30 million per year for a global organization*</p> <p>Casual users (including executives) are typically unfamiliar with enterprise software.Access to enterprise applications needs to be intuitive.</p> <p>External users (suppliers etc.) are disconnected from the process.System-relevant data capture is cumbersome.</p> <p>* GISTICS independent study, 2004SAP AG 2006, / 11</p> <p>Interactive Forms based on Adobe Software Key Capabilities</p> <p>1 2 3 4 5 6 7SAP AG 2006, / 12</p> <p>Integrate interactive PDF documents into business processes driven by SAP applications Allow forms-based input combined with workflow to start automated follow-up steps Generate forms that contain data extracted from SAP systems Use dynamic or static forms Complete forms online or offline Submit data from the form back to SAP systems Allow users to print forms</p> <p>Improving Productivity with Interactive Forms</p> <p>Eliminate process latency, duplication and errors in paper forms Integrate SAP application Data Support casual and mobile users Minimize training time Get the job done faster, and at lower cost</p> <p>SAP AG 2006, / 13</p> <p>Form ScenariosScenarios for capturing or displaying data in a Form1. Interactive formsUsers complete the form (online/offline) Select options online to submit the form data to a predefined process Optional Support for data validations</p> <p>2. Non-interactive formsDesigned to present information to end users Pre-populated with data Data can not be added or modified</p> <p>3. Print and fill formsEnd user opens and prints the form Fills it out manually Returns it by fax or mail</p> <p>SAP AG 2006, / 14</p> <p>SAP/Adobe PartnershipSAP/Adobe Strategic PartnershipSolution first available with SAP NetWeaver 04</p> <p>Adobe providesOpen technology, de-facto standard for forms Benefits of combination of PDF with XML</p> <p>Benefits of SAP/Adobe collaborationAdobe Reader installed on virtually all desktops Natural look and feel of forms User-friendly forms design tool lowers cost of operations Integration of Adobes PDF technology into SAP solutions Interactive Forms based on Adobe Software (Java - ABAP) Generation of forms to mass print, email or archive (ABAP) Linking of processes and Interactive Forms (Java ABAP)</p> <p>SAP AG 2006, / 15</p> <p>Where our Integration Starts? Interactive PDFPaper-like layoutSelf-explanatory Natural look and feel</p> <p>User HandlingSave locally Distribute via email / Portal Apply digital signature Print locally</p> <p>Background ServicesStructured data in XML Pre-filled application values Pre-filled list boxes, help values, Automatic data extraction and integration in application</p> <p>SAP AG 2006, / 16</p> <p>Interactive Forms Design Time and RuntimeNetWeaver Developer Studio ABAP Workbench</p> <p>SAP NetWeaver Application Server Java PDF Object ABAP PDF Object</p> <p>Adobe Document Services</p> <p>SAP J2EE Engine Adobe Document Services</p> <p>SAP AG 2006, / 17</p> <p>Interactive Forms Run-Time ArchitectureApplication ServerJ2EEAdobe LiveCycle Designer</p> <p>ABAPAdobe LiveCycle Designer</p> <p>Adobe Document ServicesDB and OS Abstraction</p> <p>SAP NetWeaver Application ServerJ2EE StackApplication Code (Java)</p> <p>ABAP StackApplication Code (ABAP)</p> <p>PDF Object (Java) Web Services SOAP Web Services Document Service EJB Adobe Document Services Core Components</p> <p>PDF Object (ABAP) Web Services</p> <p>SOAP</p> <p>SAP AG 2006, / 18</p> <p>Adobe LiveCycle DesignerYou are able to create the design of your form with the Adobe LiveCycle Designer. The context elements that were bound to your form can be dragged and dropped onto the form layout.1 2</p> <p>3</p> <p>SAP AG 2006, / 19</p> <p>Overview</p> <p>Business Task Management in SAP NetWeaver SAP Interactive Forms by Adobe Guided Procedures and SAP Business Workflow</p> <p>Execution of Business Task ManagementTASK MANAGEMENT UITask 1 Task 2 Task x Events trigger tasks (workitems, notifications)Collaboration tasks Guided Procedures</p> <p>(Universal Worklist)Business workflows</p> <p>Human Interaction Collaborative Processes Ad Hoc Processes</p> <p>User Interaction with BPM Runtime</p> <p>Dynamic Processes</p> <p>BPM RUNTIME</p> <p>Stable Processes</p> <p>SAP AG 2006, / 21</p> <p>Centralized vs. Decentralized Process ControlWe need to create flexible, robust and highly scalable standardized processes</p> <p>Central IT</p> <p>We need to supplement the companies core processes with our own departmental procedures.</p> <p>Business Department</p> <p>I want to delegate some of my tasks to colleagues, and track their progress.</p> <p>Individual</p> <p>SAP AG 2006, / 22</p> <p>Centralized vs. Decentralized Process ControlWe need to create Unbounded Processes flexible, robust and highly scalable Embedded Processes standardized processesProgrammed Processes SAP NetWeaverTM</p> <p>Central IT</p> <p>SAP We NetWeaver need to supplement the companies core Guided Procedures processes with our Collaboration Room own departmental procedures.</p> <p>TM</p> <p>Business Department</p> <p>SAP NetWeaver I want to delegate some of my tasks Collaboration Tasks to colleagues, and track their progress.</p> <p>TM</p> <p>Individual</p> <p>SAP AG 2006, / 23</p> <p>Guidelines for Interactive Forms and processes when to use what tool Use GP for interactive forms when.You want a simple offline scenario and you have no development resources available to you. Your users normally will process the forms without connection to the system. When the process should email forms and wait for a reply, or when a form filled in offline should initiate a process. When the form is involved in a process that accesses several backend systems. For example, the form is used in CRM and ERP and SRM and various people will interact with the various systems throughout the process.</p> <p>Users normally work online and want to process the forms via their Universal Worklist. You are already familiar with Business Workflow. You want to take existing workflow functions and render them in a form rather than in the current UI. You have developer resources to assist with emailing out forms for offline usage and creating Web Dynpros for form rendering online. The process requires has strict reporting requirements on form approval.</p> <p>Use BWF for interactive forms when</p> <p>SAP AG 2006, / 24</p> <p>Overview Forms in SAP Business Workflow Forms in Guided Procedures Summary and Appendices</p> <p>Forms in SAP Business Workflow</p> <p>Overview Task Management in SAP NetWeaver Business of SAP Business Workflow Universal Worklist Basics SAP Interactive Forms by Adobe SAP Interactive Forms Integration</p> <p>Workflow Definition automation and monitoring of business processes providing appropriate business knowledge of how to perform business processes active flow of informationbring the right information at the right time to the right people distribution of work according to business rules exception handling and deadline monitoring</p> <p>providing metrics on business processese.g. for benchmarking and continuous process improvement</p> <p>SAP AG 2006, / 27</p> <p>Fast-path Implementation</p> <p>Workflow in SAP NetWeaverSAP WorkflowsStandard</p> <p>Customer Workflows</p> <p>Standard workflows ( more than 500) Shrink-wrapped / Best Practice Customizeable</p> <p>Custom workflows workflow modeller Customizable business triggers. Workflow-Wizards</p> <p>Comfortable workbench AccelerateSAP Literature Training User Groups Consulting PartnersSAP AG 2006, / 28</p> <p>Tool</p> <p>Workflow Engines - Composed Of:RolesTaskOrg. structure Role resolution rule</p> <p>Person Position Workplace Group</p> <p>TaskObjects</p> <p>Work itemsActor Execute Forward</p> <p>Organizational element</p> <p>Earliest start Postpone Latest start Cancel Latest end</p> <p>ObjectsKey structure</p> <p>ABAP</p> <p>Publish &amp; subscribe flexible coupling</p> <p>Events EventsFunction module</p> <p>Transaction Function modules OLE2</p> <p>Attributes</p> <p>Trigger</p> <p>Event</p> <p>Work item</p> <p>Methods</p> <p>Workflow</p> <p>SAP AG 2006, / 29</p> <p>Workflow Builder</p> <p>Detail Header</p> <p>Birds-eye View</p> <p>Steps</p> <p>Step Types</p> <p>SAP AG 2006, / 30</p> <p>Information</p> <p>Setting up the local task palette</p> <p>New Workflow</p> <p>Click here for My workflows</p> <p>SAP AG 2006, / 31</p> <p>Build Workflow</p> <p>Activate and Test buttons</p> <p>Detail (double-click)</p> <p>Drag &amp; Drop</p> <p>SAP AG 2006, / 32</p> <p>Test-Execute Workflow in Business Workplace</p> <p>2 1 3 4</p> <p>SAP AG 2006, / 33</p> <p>Forms in SAP Business Workflow</p> <p>Overview Task Management in SAP NetWeaver Business of SAP Business Workflow Universal Worklist Basics SAP Interactive Forms by Adobe SAP Interactive Forms Integration</p> <p>Many Systems, Many InboxesMySAP CRM R/3</p> <p>mySAP ERP</p> <p>SAP AG 2006, / 35</p> <p>Universal Worklist in Central SAP Enterprise PortalMySAP CRM ISV/Third Party R/3</p> <p>mySAP ERP</p> <p>UWL items can include: Business Workflow Collaboration Tasks Guided Procedure ActionsSAP AG 2006, / 36</p> <p>Alerts KM Notifications</p> <p>Universal Worklist and External TaskMySAP CRM R/3</p> <p>mySAP ERP</p> <p>NetWeaver Web Application Server</p> <p>Task</p> <p>SAP AG 2006, / 37</p> <p>First look at the Universal Worklist</p> <p>UWL is part of the standard user end role, accessed via Home - Work</p> <p>Hint: To Refresh your lists of tasks, use the dropdown menu near the Hide Preview link.</p> <p>Process-specific views to display contextrelated columns or detailsSAP AG 2006, / 38</p> <p>Typical Customer LandscapeSAP Business Suite (R/3CRM) SAP Business Suite (ERP)</p> <p>LeeMary</p> <p>Non-SAP Software Local Portal A D S UWL</p> <p>ML005 MaryLeeSAP AG 2006, / 39</p> <p>Universal Worklist and External TaskMySAP CRM</p> <p>2. Universal WorklistDisplay Tasks Invoke Tasks Generic Task Control</p> <p>R/3</p> <p>3. Task DefinitionsUser Interface Context access</p> <p>1. WorkflowProcess Control Deadlines Invoke R/3 Services Task Dispatching</p> <p>NetWeaver Web Application Server</p> <p>Task</p> <p>SAP AG 2006, / 40</p> <p>Launch Work Transaction</p> <p>Parameterized launching for BSP iView URL Web Dynpro (Java or ABAP) SAP GUI (for HTML)</p> <p>SAP AG 2006, / 41</p> <p>Launch Customization: ABAP Web Dynpro</p> <p>1</p> <p>2 3</p> <p>Launches an ABAP Web Dynpro</p> <p>XML Example </p>