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    Workflow: Create Organization Plan Give The Date Range

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    NK
    This document provides instructions for creating a workflow in three steps: 1. Create an organization plan with jobs, positions, and assign users to positions. 2. Create a workflow template using a transaction and add tasks for create, approve, and reject, assigning positions to the tasks. 3. Configure the workflow by adding bindings, deactivating outcomes, adding a user decision, mail notification, loops, and container operations.

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    Workflow: Create Organization Plan Give The Date Range

    Uploaded by

    NK
    18 views45 pages
    This document provides instructions for creating a workflow in three steps: 1. Create an organization plan with jobs, positions, and assign users to positions. 2. Create a workflow template using a transaction and add tasks for create, approve, and reject, assigning positions to the tasks. 3. Configure the workflow by adding bindings, deactivating outcomes, adding a user decision, mail notification, loops, and container operations.

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    document for beginnners

    Original Title

    document for beginnners

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    This document provides instructions for creating a workflow in three steps: 1. Create an organization plan with jobs, positions, and assign users to positions. 2. Create a workflow template using a transaction and add tasks for create, approve, and reject, assigning positions to the tasks. 3. Configure the workflow by adding bindings, deactivating outcomes, adding a user decision, mail notification, loops, and container operations.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    18 views45 pages

    Workflow: Create Organization Plan Give The Date Range

    Uploaded by

    NK
    This document provides instructions for creating a workflow in three steps: 1. Create an organization plan with jobs, positions, and assign users to positions. 2. Create a workflow template using a transaction and add tasks for create, approve, and reject, assigning positions to the tasks. 3. Configure the workflow by adding bindings, deactivating outcomes, adding a user decision, mail notification, loops, and container operations.

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    You are on page 1of 45

    WORKFLOW

    Create Organization plan


    Give the Date range
    Give the organization name and description in the specified area.
    Create jobs by specifying the Job names and descriptions

    Keep the cursor on the Organization name -> Right click and create positions
    Assign the job to the position created earlier

    Search the job and assign to the position


    Create one more position and assign the job to that position by selecting
    Assign the user to the position by searching and selecting from the search criteria
    Create a Workflow ATemplate by using transaction PFTC

    Give the Task a name and description and click on the workflow Builder
    Right Click on the undefined step and select activity
    Select create Task as show in the screen shot
    Assign the task a name and description and fill the object type and select the
    Method Create

    Assign the Task a agent by selecting the Position


    Come back to the task screen
    Come back to the Activity screen.
    Select enter and come to the work flow builder screen
    Create one more Task for which we will assign Approve method
    Assign the position to the task to whom already a user is assigned

    Come back to the main Task screen , The system will propose the binding definition.
    Click on the binding definition
    Select the enter and it will perform automatic binding
    Click on the Approve activity and go into the Outcomes tab and deactivate the New
    Outcome by click on the Green button and it turn to grey colour
    When you come back to main activity screen it will ask for the delete option of the
    node Press enter and then you will come back to the Activity screen
    Right click and select the user decision on the reject node of the work flow definition

    Enter the following details


    Right click on the Approved node of the work flow definition and select the mail
    option
    Select the Recipient type as email and give the email address, give the task a name
    Right click on the Revise node of user decision and create an activity
    Create the Task and use the method update
    Double click the element creation on the workflow container and create a flag by
    giving the following details

    Right click and select the container operation


    Copy the container operation and paste it just before the send mail node
    Right click after the approval node and create a loop
    Cut the approve activity and place with in the loop
    Activate the workflow definition and execute

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