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SAP Folders Management: How to integrate SAP Workflow

Jan 23, 2017 at 09:45 AM

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Former Member

Dear SAPers,

I am currently working on a SAP Folders Management - Example TC: SCASE.

NOT CRM and NOT TC: Organizer.

I would like to set up a rolebased workflow within my rolebased case/Folders Management (TC: scase) , so that every user who is a part of the workflow will get his related workflow item into his inbox.

What i know so far is, what even might not be correct:

- Trigger Worklfows through BO2022

- Change the status to the related values and define the processor (Header of a case) to start the workflow

- set up the customizing TC: SCASE_CUSTOMIZING: Case Management --> Process Route --> ...

I really don't get the whole picture how to set up an easy dummy to understand the integration of SCASE and Workflows. Ho can I really integrate a workflow and break it down to workflow items, send them to the related users and actually start the process?

Thanks for your help in advance,

Simon

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1 Answer

Anton Kozhin Jun 09, 2017 at 03:09 PM
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Hi Simon,

To use workflow within Folders Management you need to take a few steps like:

  • Setup a Case type (with "uses a route" flag)
  • Customize Status Profile for this Case type (you should assign WF events INPROCESS and COMPLETED for certain statuses)
  • Customize Functions Profile for Case type (to use Path component)
  • etc

I think it would be better to You to start with the following easy-setup-scenario by Pragya Pande: How to Setup a Simple Scenario Using SAP Records Management

Hope that helps!

Cheers,

Anton

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