IMP: Need to Create A Workflow

Hey Experts,
Here my Scenario is When ever am creating a sales order it needs to check the amount, if some body exceeds the amount(credit limit) what they specified for the particular person, At this time we need to get approval from the Superior person that approval should be a workflow...
If some one exceeds the credit limit needs to send a mail automatically ,So i need a workflow for this scenario,Actually i never created workflow SO far..,
Can you tell me how to create a workflow?
What are steps i need to follow here to generate a workflow for this type of scenario?
Regards
J Sarathi

Thankyou Swaminathan,
But am not able to find FM... what you have specified??
What i told that was my requirement ,SO Please guide me how to Explore this Workflow ?
What are steps i need to follow here to Execute this Process ??
Regards
J Sarathi

Similar Messages

Need to create a workflow approval. I need a Acrobat Pro or Acrobat Pro Extended?, which one?

I need to create a workflow for approval. But i've downloaded and executed acrobat pro trial and i don't see: commentaries=send a PDF for approval. I only saw commentaries=send a PDF for reviews. Has Acrobat Pro the approval option or just Acrobat Pro extended?

The best way to approve a document is using a signature field. You sign the document when it meets your approval.

Need to create a workflow that sends an email every friday, not every 7 days using sharepoint 2010

Hi Everyone,
So I need to have a workflow in sharepoint designer 2010 that sends an email out every friday, so far all the ones I have seen send it out 7 days from when the item was created, but not every (certain day of the week)
Any help at all would be great.
Thanks
Best regards, Mike

Hi,
Greetings,
Use Information Retention policy settings as below.
pls check below
http://social.technet.microsoft.com/Forums/office/en-US/7be77b5d-c686-4b33-b30c-204f7ffcd569/how-to-send-reminder-email-for-every-2-days-after-due-date-occurs-in-sharepoint-2010-workflow?forum=sharepointadminprevious
I recommend to use Information Management Policy and workflow to achieve this goal.
https://www.earley.com/blog/sharepoint-2010-using-retention-stages-manage-lifecycle-information
http://www.danielroot.info/2012/08/information-management-policy.html
You can also create custom timer job to start the workflow at a schedule time:
http://bhandariasb.wordpress.com/2013/06/03/start-workflow-from-custom-timer-job/
Please remember to click 'Mark as Answer' on the answer if it helps you

Need to create a workflow after Date Modified is greater than 7 days

I'm using SharePoint Deisnger 2010 and attempting to create a workflow to generate an email after the Date Modified is greater than 7 days. Checking to see if there is a way to create this workflow without creating a "calculated" field with a date.
Have:
If Current Item:Modified is greater than Today
But would like to have 7 days not today or a set date.
What's the best way to do this?

Hello,
In addition to Bistech, here is link to set date in WF context variable.
http://stackoverflow.com/questions/17082455/sharepoint-designer-2010-set-variable-today-x-days
Hemendra:Yesterday is just a memory,Tomorrow we may never see
Please remember to mark the replies as answers if they help and unmark them if they provide no help

Aperture Workflow - need help creating workflow for photo management

Hi -
I currently shoot with a Canon SD890 (point & shoot) and a Nikon D300 (SLR). My photography is either personal photography or street photography. I may use some of my photography for a web project but that should not be considered right now. I shoot jpegs with the SD890 and RAW with the D300. I need to create a workflow that will allow me to manage all of my photos as well as the RAW vs JPEG aspect. Here are a few initial questions:
1) Should I separate the RAW and JPEGs in Aperture (two libraries)? One library for finished photos and one for negatives?
2) What folder structure should I use? Since I am not a professional photographer, I won't be shooting projects. I think something date or event driven would be best (preferably both).
I am interested to hear how others do this...especially if you use both point & shoot and SLR cameras.
Thanks for your help!

jnap818 wrote:
1) Should I separate the RAW and JPEGs in Aperture (two libraries)? One library for finished photos and one for negatives? I am interested to hear how others do this...especially if you use both point & shoot and SLR cameras.
No, use a single Library. Aperture will have no problems with the various formats or with various different cameras.
2) What folder structure should I use? Since I am not a professional photographer, I won't be shooting projects. I think something date or event driven would be best (preferably both).
Actually those date or event driven batches of images are very logically "Projects" in Aperture. Simply name each group of images as you import into AP as a new Project.
IMO it is not good to import camera-to-Aperture (or direct to any app other than the Finder). Best is to use a card reader and use the Finder to copy images from the camera card to a folder on the computer hard drive.
Below is my Referenced-Masters workflow:
• Remove the CF card from the camera and insert it into a CF card reader. Faster readers and cards are preferable.
• Finder-copy images from CF to a labeled folder on the intended permanent Masters location hard drive. I label that folder with the Project name suffixed with _masters, that way I can always find the Masters if Aperture forgets where they are.
• Eject CF.
• Burn backup copies of the original images to DVDs or to hard drives (optional backup step).
• Eject backup DVDs/hard drives (optional backup step).
• From within Aperture, import images from the hard drive folder into Aperture selecting "Store files in their current location."
• Review pix for completeness (e.g. a 500-pic shoot has 500 valid images showing).
• Reformat CF in camera, and archive DVDs of originals off site.
Note that the "eject" steps above are important in order to avoid mistakenly working on removable media.
I strongly recommend that every Aperture user spend $35 and work through the tutorial CD Apple Pro Training Series: Aperture 2 (Apple Pro Training Series) by Ben Long, Richard Harrington, and Orlando Luna (Paperback - May 8, 2008), Amazon.com. Note that the value is in working the tutorial, not in using the book as a manual.
Good luck!
-Allen Wicks

Create a workflow that pulls data from a list based on a person in the list and emails that person

I am trying to create a workflow in SharePoint 2010 using SharePoint Designer.
I have a list [ExceptionList] of users each associated with a sponsor. A sponsor can have multiple users aligned to them. I need to create a workflow which emails the sponsor with their associated users.
Example:
John, Bill, and Kelly are listed with Bob as their sponsor. I'd like an email sent that will pull the names of John, Bill, and Kelly into the email so that Bob can validate that he is still their sponsor.
I know how to create the basic workflow email, but am not sure how to pull in the related names into the body of the email. I assume I will need to build a string.
Anyone know how to achieve this?
Thanks in advance!

Hi,
According to your description, my understanding is that you want to use workflow to send an email to the sponsor with the users’ names who are belonging to the sponsor.
I recommend to create another list to store the users’ names who are belonging to the sponsor and then email the sponsor with the values in the list.
In my test, I created another list called test list and created two columns: user(store users’ names) and Sponsor(store sponsor’s name). Fill the list with all the sponsors and leave user field as blank.
After that, create another workflow associated with the ExceptionList to get all the users’ names who are belonging to a sponsor to fill in the user field in the test list and set the workflow to start when an item is created.
And then you can send email with the value in the user field in test list to the sponsor.
Best regards.
Thanks
Victoria Xia
TechNet Community Support

Error while creating concurrent workflow instances with dynamic participant

Hi All,
I have a workflow which has 3 interactive activites. The second interactive activity has requires approval of atleast 3 users to proceed. The participants are also not known in advance and are created dynamically by creating the directory session. The workflow is instantiated using an external trigger. The approval for interactive activities is also provided by an external trigger (API call).
Now, there is a scenario where i have 1000 requests coming in to ALBPM and workflow instance should be created for each of them. But only one instance is created and for the rest i get the following exception. This also happens with just 2 requests. I also tried calling the API in a synchronized way but didnt help.
Is anybody aware why is this error encountered anf how it can be resolved?
java.lang.IllegalStateException: Cannot set the directory Connector Service while connector service is started
at fuego.connector.CompositeConnectorService.setDirectoryConnectorService(CompositeConnectorService.java:97)
at fuego.connector.CompositeConnectorService.restartDirectoryConnectorService(CompositeConnectorService.java:52)
at fuego.directory.DirectoryConfigurationManager.loadDirectoryConfiguration(DirectoryConfigurationManager.java:265)
at fuego.directory.DirectoryConfigurationManager.getDirectoryConfiguration(DirectoryConfigurationManager.java:217)
at fuego.directory.DirectoryConfigurationManager.getDirectoryConfigType(DirectoryConfigurationManager.java:199)
at fuego.directory.provider.Factory.getDirectoryFactory(Factory.java:214)
at fuego.directory.Directory.fillPassport(Directory.java:122)
at fuego.directory.DirectoryPassport.fillPassport(DirectoryPassport.java:274)

Hi Dan,
Thanks for replying and giving attention. I have the following scenario :-
1. I am getting a list of identifiers(some number) from a third party application along with the users/participants who are liable to approve the workflow instance.
2. I create a workflow instance using this identifier through PAPI using process service session and also create the user/participant through PAPI by using the following code. Please note that i dont create participant in ALBPM instead i do it programatically in java using the PAPI :-
DirectorySession directorysession = null;
if (userVO != null && userVO.getUserId() != null && !userVO.getUserId().trim().equals(""))
+{+
+     directorysession = this.createFDISession();+
+     List<RoleAssignment> roleAssignmentList = new ArrayList<RoleAssignment>();+
+     try {+
DirOrganizationalRole[] dirOrganizationalRoleArray = DirOrganizationalRole.fetchAll(directorysession);
for(int i=0; dirOrganizationalRoleArray!=null && i<dirOrganizationalRoleArray.length; i+) {+
+DirOrganizationalRole role = dirOrganizationalRoleArray;+
+}+
int permissions = -1;
permissions
+= 0 |+
DirHumanParticipant.getPermissionValue("X") |
DirHumanParticipant.getPermissionValue("R") |
DirHumanParticipant.getPermissionValue("S") |
DirHumanParticipant.getPermissionValue("A") |
DirHumanParticipant.getPermissionValue("D") |
DirHumanParticipant.getPermissionValue("E") |
+0;+
+String[] whichRoles = new String[]{+
+"Approver",+
+"Requestor",+
+};+
+DirHumanParticipant.RoleAssignment[] roleAssignments = new DirHumanParticipant.RoleAssignment[whichRoles.length];+
for(int i=0; i<whichRoles.length; i+) {+
+roleAssignments[i] = new DirHumanParticipant.RoleAssignment(whichRoles[i], permissions, DirOrganizationalRole.fetch(directorysession, whichRoles[i]).getIn());+
+}+
+     String organizationUnit = configuration.getProperty("ORGANIZATION_UNIT");//fuegoFileProperties.getProperty(BVIDConstants.FUEGO_CONNECTIVITY_KEY_ORGANIZATION_UNIT);+
+     String newUserPwd = configuration.getProperty("FUEGO_FDI_NEW_USER_PASSWORD");//fuegoFileProperties.getProperty(BVIDConstants.FUEGO_CONNECTIVITY_KEY_FDI_PWD);+
+     DirOrganizationalUnit orgUnit = DirOrganizationalUnit.fetch(directorysession,organizationUnit);+
+     DirHumanParticipant user = DirHumanParticipant.create(directorysession, userVO.getUserId(), userVO.getFirstName(), userVO.getLastName(),+
+                              userVO.getFirstName(), userVO.getEmail(), userVO.getPhone(), "",+
+                              newUserPwd, orgUnit,roleAssignments, true);+
+     user.update();+
+     }+
+     finally+
+     {+
+               log.info("diconnecting the directory session created for creating participant");+
+               directorysession.disconnect();+
+     }+
+}+
3. The workflow instance then waits at interactive activity to get the next trigger with the same identifier to move the workflow ahead.
4. Now the case is that i can get 1000 such identifiers at a time in a file which i ll read for which i need to create 1000 workflow instances parallely. During this process i get the following exception : -
java.lang.IllegalStateException: Cannot set the directory Connector Service while connector service is started
at fuego.connector.CompositeConnectorService.setDirectoryConnectorService(CompositeConnectorService.java:97)
at fuego.connector.CompositeConnectorService.restartDirectoryConnectorService(CompositeConnectorService.java:52)
at fuego.directory.DirectoryConfigurationManager.loadDirectoryConfiguration(DirectoryConfigurationManager.java:265)
at fuego.directory.DirectoryConfigurationManager.getDirectoryConfiguration(DirectoryConfigurationManager.java:217)
at fuego.directory.DirectoryConfigurationManager.getDirectoryConfigType(DirectoryConfigurationManager.java:199)
at fuego.directory.provider.Factory.getDirectoryFactory(Factory.java:214)
at fuego.directory.Directory.fillPassport(Directory.java:122)
at fuego.directory.DirectoryPassport.fillPassport(DirectoryPassport.java:274)
Please let me know if you need any more information. awaiting your help
Thanks,
Anand

Create new workflow task

Hi,
I have abap experience, but no workflow. We have a web dynpro screen which when completed has to kick off a workflow and mail workitem to relevant person.
I assume as this is a custom process, in mining, that there won't be a standard workflow task to use. Please provide me with the steps needed to create a workflow.
Regards,
Warren.

Hi,
Go through the following links for workflow:
Regarding Work Flow
check this links
http://help.sap.com/saphelp_erp2005/helpdata/en/fb/135962457311d189440000e829fbbd/frameset.htm
http://help.sap.com/saphelp_erp2005/helpdata/en/c5/e4a930453d11d189430000e829fbbd/frameset.htm
Workflow
http://www.sap-img.com/workflow/sap-workflow.htm
http://help.sap.com/saphelp_47x200/helpdata/en/a5/172437130e0d09e10000009b38f839/frameset.htm
For examples on WorkFlow...check the below link..
http://help.sap.com/saphelp_47x200/helpdata/en/3d/6a9b3c874da309e10000000a114027/frameset.htm
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/PSWFL/PSWFL.pdf
http://help.sap.com/saphelp_47x200/helpdata/en/4a/dac507002f11d295340000e82dec10/frameset.htm
http://www.workflowing.com/id18.htm
http://www.e-workflow.org/
http://web.mit.edu/sapr3/dev/newdevstand.html
Workflow
http://www.sap-img.com/workflow/sap-workflow.htm
http://help.sap.com/saphelp_47x200/helpdata/en/a5/172437130e0d09e10000009b38f839/frameset.htm
http://www.erpgenie.com/workflow/index.htm
http://www.sap-basis-abap.com/wf/sap-business-workflow.htm
http://www.insightcp.com/res_23.htm
A good tutorial
http://www.thespot4sap.com/articles/Invoice_Verification_Automation_Using_SAP_Workflow.asp
http://www.sap-basis-abap.com/wf/sap-business-workflow.htm
/people/alan.rickayzen/blog
/people/jocelyn.dart/blog/2006/06/19/why-use-abap-oo-with-workflow
a good book
http://www.sap-press.com/product.cfm?account=&product=H950
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/PSWFL/PSWFL.pdf
http://help.sap.com/saphelp_47x200/helpdata/en/4a/dac507002f11d295340000e82dec10/frameset.htm
http://www.workflowing.com/id18.htm
http://www.e-workflow.org/
http://web.mit.edu/sapr3/dev/newdevstand.html
http://www.sap-press.com/downloads/h950_preview.pdf
Check the following PDF also:
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/BCBMTWFMSTART/BCBMTWFMSTART.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/BCBMTWFMDEMO/BCBMTWFMDEMO.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/BCBMTWFMPM/BCBMTWFMPM.pdf
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/PSWFL/PSWFL.pdf
also seach the workflow forum: SAP Business Workflow
Regards,
Anji

How to create custom workflow for document library?

Hi All,
I have a document library with a custom people picker column "assign to". Need to create approval workflow using designer, approval must send to person who is selected in "assign to" column. I tried with designer workflow,But finally
facing "The e-mail message cannot be sent. Make sure the e-mail has a valid recipient". How to fix and achieve my scenario? Thanks in advance!

I would suggest you to firstly print the assign to value using "Log to history" action. Moslty it could be of three reasons,
1. Assign to value is not getting populated correctly in your SPD workflow
2. Email server is not configured properly, If alerts and other emails are workfing in your server then this would not be a reason for issue
3. The user your trying to send an email does not have valid email
do let us know if can get the user email in your workflow.
Hope this helps!
Ram - SharePoint Architect
Blog - SharePointDeveloper.in
Please vote or mark your question answered, if the reply helps you

Creating a Workflow to print PDFs with certain attributes

I work in the media dept of a college and am looking for an easier way to print students coursework which they export from Adobe Indesign CS4 as a PDF file.
I have managed to enable printing all PDFs on Tabloid extra paper from my network printer, by setting the default print settings. I have the printer in my dock so all I need to do is drag the PDFs in a folder to the printer icon on the dock and it prints all PDFs.
This is great, however I would like to have more control over this process. If possible I would like to print only the PDFs that have a certain format.
The students are supposed to export there PDFs from Indesign with the "spreads" checkbox checked. This produces a document that has a number of A4 sized pages in portrait and 1 A3 sized page in landscape.
I want to know if there is anyway of printing of the correctly formatted PDFs, whilst skipping the incorrectly formatted PDFs, without having to go through all the PDFs and check the formatting before printing?
Any help or ideas on this would be great.
Thanks

Hi There
Thank you for your response.
I managed to create a workflow that can be started automatically upon the creation of a folder in my document library. I then added an Impersonation step where I used the "Remove list Item Permissions" & "Add List Item Permissions" actions.
The challenge I am faced with is on the Remove Permissions action, I want to remove all inherited permissions for all existing users and only leave Users with Full Control. Is there a way to select All Existing Users in one function and perhaps
pass that as a "Selected Users" parameter? Currently I have to select the users/groups individually and there are over 100 existing users/groups to choose from.
Any thoughts on how I can work around this?
regards Tibz

Creating a workflow to give permissions to a SharePoint folder using Impersonation Step

Hi There,
I have been tasked with creating a workflow in my organise that will allow our users with (Contributor access) to grant people access upon creating a folder in our Shared Documents library.
Currently when our users create a folder, they need to logged a call with site administrators to granted the relevant people access to the folder and its contents.
Is it possible to create a solution that will kick off automatically upon creation of a folder and allow the Creator Only to grant a subset of users permissions to the folder using the Impersonation Step?
Any suggestions would be highly appreciated.
Regards
Tibz
regards Tibz

Hi There
Thank you for your response.
I managed to create a workflow that can be started automatically upon the creation of a folder in my document library. I then added an Impersonation step where I used the "Remove list Item Permissions" & "Add List Item Permissions" actions.
The challenge I am faced with is on the Remove Permissions action, I want to remove all inherited permissions for all existing users and only leave Users with Full Control. Is there a way to select All Existing Users in one function and perhaps
pass that as a "Selected Users" parameter? Currently I have to select the users/groups individually and there are over 100 existing users/groups to choose from.
Any thoughts on how I can work around this?
regards Tibz

HT2488 How do I create a workflow in Automator or a script in AppleScripts to download an excel file from a specific webpage?

I would like to create a workflow in Automator or a script in AppleScript (or a combination of the two), that opens Safari to a specified page and downloads an excel file from this page and saves the downloaded document to my desktop.
Is this something that be done? If so, how?
I have so far been able to build a workflow in Automator to open Safari and added an AppleScript that takes Safari to a specific page that has an Excel document.
I can't figure out where to go from here... Any help would be apprecitated.
Thanks!

Would you have the web address the excel sheet is on?
Is there a simular web page you could point to if not?
Would there be a copy of the file on an FTP page. This would be easier.
curl
http://www.cyberciti.biz/faq/mac-os-x-terminal-download-file/
http://www.thegeekstuff.com/2012/04/curl-examples/
http://curl.haxx.se/docs/manpage.html
Macintosh-HD -> Applications -> Utilities -> Terminal
# Press return to run a command.
the curl is a terminal command ( Unix ). It allows you to read a file off of the web.
man curl
provides cryptic information on the commnad curl.
press the space bar to advance a page.
press letter to q to quit.
What you may have to is to read in the web page as a text file. Go "fishing" through the page to find the excel file you need. Once you find the file, you can use curl to read the file.
curl is a very full featured command. (read complex to figure out ).
It is easier to diagnose problems with debug information. I suggest adding log statements to your script to see what is going on. Here is an example.
    Author: rccharles
    For testing, run in the Script Editor.
      1) Click on the Event Log tab to see the output from the log statement
      2) Click on Run
    For running shell commands see:
    http://developer.apple.com/mac/library/technotes/tn2002/tn2065.html
on run
    -- Write a message into the event log.
    log " --- Starting on " & ((current date) as string) & " --- "
    -- debug lines
    set desktopPath to (path to desktop) as string
    log "desktopPath = " & desktopPath
    set unixDesktopPath to POSIX path of desktopPath
    log "unixDesktopPath = " & unixDesktopPath
    set quotedUnixDesktopPath to quoted form of unixDesktopPath
    log "quoted form is " & quotedUnixDesktopPath
    try
        set fromUnix to do shell script "ls -l " & quotedUnixDesktopPath
        display dialog "ls -l of " & quotedUnixDesktopPath & return & fromUnix
    on error errMsg
        log "ls -l error..." & errMsg
    end try
end run

How to create a workflow dealing with customizing program(Add-on program)

Dear ALL,
I am new to workflow and I was assigned to create a workflow related to an customizing program(Dynpro screen).
I know we can refer to some std. template for workflow developing.
However, I don't know how to create a brand new workflow to deal with the add-on program and table.
My major difficulty is how to create a new object:
--How to create the new event to track the operation of add-on program, for example, push 'submit' button.
--How to create method to update the add-on table.
I do hope someone could give me some guidance.
Thank,
Gary

This is a Function Module that triggers an event ob Business Object tht you will create by making a subtype of Business Object. Use Transaction Code SWO1 to do so.
FUNCTION zwf_process_trip.
""Local Interface:
*" IMPORTING
*"     VALUE(I_EMP_NUMBER) TYPE PERNR_D
*"     VALUE(I_EMP_TRIP) TYPE REINR
INCLUDE <cntn01> .
DATA:i_emp_details TYPE STANDARD TABLE OF p0001, "Employee Details
       wa_request    TYPE p0001,                    "Workarea for Employee details
       v_country_grp TYPE molga,                    "Country SubGrouping
       v_object_key TYPE sweinstcou-objkey.        "Key for the buisness object ZWOBUSTRIP
CONSTANTS: c_bo_trip     TYPE swo_objtyp VALUE 'ZWOBUSTRIP',
             c_event_trip TYPE swo_event VALUE 'TripCreate',
             c_infy_type_1 TYPE infty      VALUE '0001'.
Event Container declaration
swc_container i_event_cont.
swc_create_container i_event_cont.
Reading the INFO TYPE 0001 to obtain the
Employee details
CALL FUNCTION 'HR_READ_INFOTYPE'
    EXPORTING
      pernr           = i_emp_number
      infty           = c_infy_type_1
      begda           = sy-datum
      endda           = sy-datum
    TABLES
      infty_tab       = i_emp_details
    EXCEPTIONS
      infty_not_found = 1
      OTHERS          = 2.
SY-SUBRC check is not required as the error
handelling will be done by WorkFlow rule
resolution.
CLEAR wa_request.
READ TABLE i_emp_details INTO wa_request INDEX 1.
IF sy-subrc = 0.
Retrieving the Country SubGrouping for the employee
    SELECT SINGLE molga
      FROM t001p
      INTO v_country_grp
     WHERE werks = wa_request-werks
       AND btrtl = wa_request-persk.
ENDIF.
Sending the relevant data to event container
swc_set_element i_event_cont 'EmpId'     i_emp_number.
IF sy-subrc <> 0.
No Processing needed.
ENDIF.
swc_set_element i_event_cont 'PersonnelArea'    wa_request-werks.
IF sy-subrc <> 0.
No Processing needed.
ENDIF.
swc_set_element i_event_cont 'CountryGrouping' v_country_grp.
IF sy-subrc <> 0.
No Processing needed.
ENDIF.
swc_set_element i_event_cont 'EmpSubGrp'       wa_request-persk.
IF sy-subrc <> 0.
No Processing needed.
ENDIF.
swc_set_element i_event_cont 'EmpTripId'       i_emp_trip.
IF sy-subrc <> 0.
No Processing needed.
ENDIF.
Raising the event to trigger the workflow
v_object_key = i_emp_number.
CALL FUNCTION 'SWE_EVENT_CREATE'
    EXPORTING
      objtype           = c_bo_trip
      objkey            = v_object_key
      event             = c_event_trip
    TABLES
      event_container   = i_event_cont
    EXCEPTIONS
      objtype_not_found = 1
      OTHERS            = 2.
IF sy-subrc <> 0.
No Processing needed.
ENDIF.
COMMIT WORK.
ENDFUNCTION.
SWEL Transaction Code is used to track event linkage.
SWUS is used to test Workflow manually with single test.
<b>Please reward points if useful</b>
Thanks
Arghadip

How to create a workflow for e-mail adrress entered in a particular record?

HI Experts,
I have to create a workflow in which a mail is triggered to the e-mail ID entered for the record type "Complaint".
Like, if there is a field called as "E-mail ID of customer" in the Complaint page layout and the user creates a complaint and a workflow is created for WNRS the mail should be triggered to the e-mail address which is mentioned in the field "E-mail ID of customer".
I have tried by using Relative user on record but there is no Option to select that kiind of a field.
If any one can help.
Thanks in anicipation.

You need to choose "Specific Email Address" and over there you can select the field from the Complaint.
Regards, Tim

Assistance required in creating BRF workflow SRM

Hi Experts,
I am new to SRM. I have a requirement wherein I need a create a BRF process control workflow. In high the requirement is as follows.
Once a shopping cart is saved the workflow should start and check whether the shopping cart value is greater than or equal to 1000 USD.
Note: Step 1 and Step 2 are only applicable when the shopping cart header value is greater than or equal to 1000 USD else directed to the step 3.In other words step 1 and step 2 are optional steps whereas step 3 is mandatory step
If TRUE (shopping cart value greater than or equal to 1000USD).
step 1) The first level approver need to be determined from ztable based on the cost centre of the shopping cart.
step 2) The second level approver need to be determined from ztable based on item category id of the shopping cart.
If TRUE (shopping cart value greater than or equal to 1000USD) or FALSE (shopping cart value less than or equal to 1000USD).
step 3) The org unit manager approval is required. Org unit manager will be determined from the ztable based on the org unit of the shopping cart. If the value of the shopping cart is greater than the manager's approval limit (determined from a ztable), the manager approves the workitem and also the workitem should go to his manager for approval. The same applies until the approval limit of the approver is greater than or equal to the shopping cart value.
In the above requirement step 3 approval levels is dynamic. Please help me in achieving this requirement.
Thanks and Regards,
Prashanth..

Hi Sam,
I forgot to mention about the workflow process after decisiion. Below are the steps need to be taken care.
After decission:*
In some cases the first level approver will edit the shopping cart , make some changes and will resend the same shopping cart to the requestor (the person who created the shopping cart). If the requestor admits the same changes and save the shopping cart there is no need of sending the workitem to the first level approval again, but incase if the requestor makes new changes the workitem then the workitem should go to the first level approval. The same is applicable for the second level approval aswell.
How will the requestor identify the changes done by the first level approver or second level approver?? Is there any log where the changes done by first level approver or second level approver are saved?
Thanks and Regards,
Prashanth..

IMP: Need to Create A Workflow

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