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Workflow - Editable file during decision

Mar 21 at 09:26 AM

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hello all,

I have an requirement in which editable pdf file should send to approver and he will make the necessary changes, if required.

Once file is updated it should save back to the transaction(SCASE) , case management.

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3 Answers

Rob Dielemans Mar 21 at 01:33 PM
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Hi,


The editing and saving of the pdf file occurs outside of SAP, correct?

In that case it makes more sense to model this step as a user decision, with an option like : - click here when the PDF file is changed and saved.

Kind regards, Rob Dielemans

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Hi Rob,

The file will be available in the SBWP as the attachment.

How can they save the file from there ? little light will be appriceated.

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this needs user training, because in the workflow inbox you have to click on the attachment and save it to your laptop/pc. Then outside of SAP open it with an editor, make changes and then go back to the SAP workflow inbox and confirm that you have made changes.

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Hi Rob,

Since it is classified information, File are not allowed to save locally by client.

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Hi,

SBWP is not able to incorporate PDF opening, editing and saving. The technical hindrance that will always be present in your case is that you will need third party software for the editing of the file.

I suggest to either alter the requirement or use forms in workflows with the same amount of information. That is the only way to keep data and changing of data within SAP.

Kind regards, Rob Dielemans

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Anjan Paul Mar 21 at 09:38 AM
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Hi,

You can try like this way, take a Activity step from which your transaction will called.

Thanks

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Hi anjan,

could you please elaborate in details.

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Hi,

Take a Activity step, in which you assign custom task, in the Task you can call custom BO method , in this method you call SCASE transaction with appropriate parameter.

Thanks

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Hi Anjan ,

that does not solve problem as user has to manually open the case and check the file. they need to have it on the SBWP and change it directly from there.

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Sevak Chetschumjan Apr 10 at 08:09 PM
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Hello

As already mentioned you need a third party software for this. In our case we use archiving. In the first step of a workflow a PDF or another file is attached and archived (as BO IMAGE). Whenever user open the workflow they can add notifications to the PDF (as annotations or markings) and the IMAGE is updated.

Kind regards

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Can you tell me what is the third party software ?

We are using Records Management to store the PDF's

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Hi,

probably an adobe product. As has been said before, the opening of the pdf file and the editing of the pdf file is not something that SAP has in its portfolio. When you click on the attachment of the workitem, what happens in your system?

Kind regards, Rob Dielemans

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Sorry for the late answer.

First of all we use OpenText software for archiving. As Rob mentioned SAP provides only the attachement list. In this list the PDF is archived and thought archive settings an external programm such as OpenText Imaging Viewer can be opened and in this viewer there are available notes. This notes are then storrend together with the PDF in the SAP archive and can be accessed thorugh the attachement list.

Kind regards

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