Re: Workflow for Document

Hi All,
PLease advise me how to configure a workflow for a document.
I would appreciate if I would be explained step by step.
My requirement is that I create a document. It should go in workflow for approval before it can be released and put is use.
Regards,
Vivek

Hi Vivek,
Refer this link for wokflow configuration in SAP DMS environment. It has some good reference.
You may need to involve some workflow consultant to get your task done.
http://www.saptraininghelp.com/business-workflow/sap-business-workflow-processing-of-document-info-records-pdf-tutorial-342.html
Hope this helps.
Regards,
Deepak Kori

Similar Messages

Workflow for Document Approval

Hi all,
I'm a newbie to SolMan and is trying to figure out how to implement a workflow for document approval. A similar question has probably been posted in the past, but I can't find a definite solution, only some hints.
Basically, what we're trying to achieve is the following:
When a document is uploaded using SOLAR02, and the creator of the document changes the status to ready for sign-off, we would like to trigger a workflow which will send an email to a couple of persons who are responsible to approve the document. We already implement the digital signature, we just want to add an automatic email notification to be sent to the approvers.
Based on my research, it seems that this is not supported by SolMan and hence we have to do a custom development.
There's an object key called SOLMANDOC and we should raise an event (something like SIGNATURE_PROCESS_START) to send an email notification to the approvers. Can somebody confirm whether my understanding is right ? Does anybody know the name of the BADI that we can modify to achieve our goal ?
FYI, we're using SolMan Rel 7.01 SP 19.
Thanks in advance
Lara

Hi Phil,
I'm facing with problems with creating a simple 2 steps release strategy.
the problem is I cant approve the last step of the release.
This is what I did:
In spro Digital Signature->Signature strategy:
in "Define Authorization groups" I create this entries:
1. EING
2. VERIF
in "Define Individual Signatures" I create this entries:
1. S1   EING
2. S2   VERIF
in "Define Individual Strategies: I create this entries:
SigStrat: ZSIGSTR
Signature Method: R
Display comment: X Required
Display Remark: X
Display document: X
Verification: not checked
in "Assign individual signatures"
CtrIn Indiv.SIG.      AGrpDIG
1          S1               EING
2          S2               VERIF
Display Predecessor for Ctrln is 2 is 1
for "Display release statuses" an entry with one line with the value 1
and in "Display individual signatures there 2 entries 1 and 2.
in spro "Define Document status schemes"
stat scheme "ZSIGSTR"
4 status:
Status                 init status      Sequence    Low     High       lock         Signature schma End status         Cancel status
COPY_EDITING       X                  10           10       20          -
REVIEW                                     20           10        40        X                    ZSIGSTR         RELEASED    DECLINED
RELEASED                                30           10        40        X
DECLINED                                  40           10        20
I created two roles with object c_sign_bpr one with the value "EING"   and the other with the value "VERIF"
I assign this status scheme to a document type in my project.
I tried to release a document the first step was the author of the document move the status to "REVIEW" and I got a window that i need to enter my password and it worked ok.
The problem is in the second step that I need to release the document (now is in a REVIEW status) When I press on the icon in order to release I didn't get the option to release only to cancel there is no "V" option in the small window.
Can you please tell me if I did a correct customization? also can you tell me if my problem is maybe missing authorization? Can you direct me to reading material or to an example?
Best regards
Lior Grinberg
Edited by: Lior Grinberg on Nov 28, 2011 6:22 PM

General Workflow for documents Activation

Hi Gurus
I am using General workflow for documents to cater for the Absences approval process. However after I execute the process, the workflow is in ERROR state and showing me the following message
"Error when starting a SWITCH branch".
Any suggestion for the solution of the above error message?
Thanks & Regards
Waz

Hello,
Have you searched SDN?
There was a thread some time ago which was answered by this piece of knowledge from the SAP Help:
"The system checks conditions in the sequence specified. The workflow execution is continued using the outcome whose condition produces the value true first"
Maybe you could try changing the order of your conditions, if there is more than one.
What condition(s) are you using?
regards
Rick Bakker
Hanabi Technology

Workflow for Document Set

I am trying to develop an e-mail notification on a Document Set - problem is the workflow triggers not only on the document set, but all the documents within the set.
I know I can't start the workflow "when a document is created" - has anyone found a solution so the workflow is only triggered when the document set is created (and not again when individual documents are uploaded)
Cindi

There are a couple of options that I can think of.
Firstly you could create a Resuable Workflow that is associated with the Document Set Content Type. Although in this instance I would probably look to create a new Content Type (let's say I call it MyCustomDocumentSet) with a Parent of Document Set
and set the Resuable Workflow to be based on MyCustomDocumentSet Content Type. Then associate the MyCustomDocumentSet with your List instead of the Document Set Content Type.
After you have created the Workflow you would need to go back into your MyCustomDocumentSet Content Type and set the Workflow to start on When an item is created.
The second option (perhaps not so elegant, but easy to set up and will work) is to have a normal List Workflow that fires for the Document Set and Documents within it, but have a condition to check what is being created. For example:
If CurrentItem:ContentType not equals Document Set
Stop the workflow and log "My Message"
If it isn't a Document Set then the workflow will stop. However, if it is a Document Set it will continue with whatever you add to your workflow after the condition and stop workflow action.

Std workflow for document distribution.

Hi Gurus,
Scenario is I donot have a workflow resource for customization. I need to send the document for Approval to a list of 4 Approvers after I set the status to "For Approval". Can we achieve it through document distribution with any std workflow avalaible which can be triggered after I set the status to " For Approval"?
Thanks
Pad

Hi Sri,
Thanks for the reply. I had the Workflow WS 20000104 inserted at the " For Approval " status. Then I created a new DIR and before setting this status I created the receipient list with my user Id . After I set the status "For Approval" I cannot see any work item in SBWP. Am I missing any step?
If in case its because of the Workflow linkage inactive, could any of the Workflow experts guide me
on how to do that.
Thanks,
Paddy

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

Workflow approval for documents

Hi,
Looking through the forum, it seems that it is possible to set up workflows for document approval with Solution Manager.
I don't have much experience with this platform; can anybody point me to documentation, blogs or white papers that explain how to do this?
Kind regards,
Tony.

Hi,
Chk out the below link.
[http://mailman.mit.edu/pipermail/sap-wug/2008-February/027794.html|http://mailman.mit.edu/pipermail/sap-wug/2008-February/027794.html]
Thx,
waseem

Trigger workflow for MIRO invoice creation

Hello,
In standard functionning it is not possible to trigger the workflow for documents coming from MM.
When using transaction MIRO and selecting invoice creation the created document has following value :
BKPF-AWTYP = 'RMRP'. whereas creating it from FB60 results to BKPF-AWTYP = 'BKPF'.
The problem is standard code checks AWTYP is not equal to 'RMRP' before creating event to start the standard workflow for invoice validation.
Question : why sap doesn't allow workflow creation for invoices from MIRO?
Thanks for your answers.
Best regards,
Laurent.

Hi,
here they are...
WS20000397 MMIVBlockedP Treatment of inv. blkd for price, Log.IV
WS20001004 MMIVToRel Release the Completed Log. IV Document
WS00400026 MMIVquantity Treatment inv.blocked f.quantity reasons
WS20001003 MMIVToCompl Complete the Parked Log. IV Document
WS00400027 MMIVprice Treatment invoic.blocked f.price reasons
All of these workflows are a one-step / one-level of approval and needs some workflow configuration at least for the agent assignments. For a full-blown workflow you should take these workflows as an example, how you could work with it.
The last two workflows work with preliminary posting on the miro (transaction MIR7).
Best regards,
Florin

Activate Workflwo for document parking

Dear Experts,
Can anyone tell me the step by step procedure to activate workflow for document parking .
The scenario is as under :
I want message to be sent to the concerned authority once an invoice document is saved as complete. The user should then be able 2 check /change & post an invoice .
Regards
anis

Dear Experts,
Can anyone tell me the step by step procedure to activate workflow for document parking .
The scenario is as under :
I want message to be sent to the concerned authority once an invoice document is saved as complete. The user should then be able 2 check /change & post an invoice .
Regards
anis
Hi, Anis,
You can use work flow template WS20001003. In customizing for material management--> Logistics Invoice Verification-> Document Parking----> Activate Workflow Template for document completion.
Regards,
Tushar Patankar

Workflow for payment release doesn't block the FI Document by tnx MIRO

Hi Gurus, we are implementing the Workflows for all the Payable Accounts, we don't have problem with txn FB60, the documents posted are automatically blocked but with txn MIRO it doesn't happen.
In customizing I set the "RE" Class Document (Invoice Verification) like the KR (Vendor FI Invoice) to work in that workflow.
Is the same case for the txn PRRW (travel management) in Travel expenses for example.
I appreciate your help.
Regards.!!

HI,
How did you block payment for FB60? Is there any std BAPI available? Let me know because even i am in need of the same?
Regards,
Raj

Payment release workflow for MIRO documents

Hi,
I have activated payment release function and successfully able to get workflow item for payment release for FI invoices posted through F-43 and FB60, but not on RE documents which are posted through MIRO,
Can some body provide inputs on how to trigger a payment release workflow for MIRO documents.
Thanks
Amanullah

Hi Amanullah, How are you?
Did you get an answer about this situation ? I am trying to do the same thing by FI or by MM and I'm worrying if we can to do by Standard SAP. In FI I'm trying to do via spro:
SAP Customizing Implementation Guide=>Financial Accounting=>Accounts Receivable and Accounts Payable=>Business Transactions=>Release for Payment
Did you remember how can you get the solution?
Thanks and regards,
Jeovana

Function module to find list of workflows for a document

Hi
Is there any standard function module where I can get list of active workflows for a document ?
example : for business object FIPP I have a document number, fiscal yr and co code. I need to get like of workflow instances for it.
what we do in SWI6 or in display transaction - services for objects - workflow overview.
I need find function module as I need to call it in a user exit.
thanks
bhakti.

Hi,
Concatenate the fields in the following order:
1. SourceCompanyCode
2. DocumentNo
3. FiscalYear
Use
CATID = 'BO'
TYPEID = 'FIPP'
INSTID = Concatenated value
in SWW_WI2OBJ to find TOP_WI_ID. Use this TOP_WI_ID as an input Parameter TOP_WI_ID of table SWWWIHEAD.
This will give you all workitems for your Document.
Regards
Gautam
Edited by: gautam maini on Jul 7, 2011 2:23 PM

Triggering of Workflow for park documents based on Document type.

Hi,
I have activated workflow for park documents but it is triggering for all document types. Client dont want workflow for Customer park documents.
I assigned SA document only in "release approval path" but it is triggering for all document types.
Please help me.
Thanks.
Azeem

Hi Azeem,
We have the same requirement. Would you mind sharing how you were able to accomplish this?
Thank you,
Mark.

Enabling workflow for parked documents in FICA

Please let me know if anyone used the standard workflow for approving parked documents before they can be posted. Please let me know the configuration and development steps needed to achieve this requirement as I could not find any kind of documentation around it.

Found the [documentation|http://help.sap.com/saphelp_47x200/helpdata/en/96/8b4e6943ce11d189ee0000e81ddfac/frameset.htm] in regular ERP documentation. I will follow the steps in this document and post a new question if I run into any issues. Closing this one.

Create workflow for parking document

hiiii all
can any one tell me in detail, what is the function of creation of work flow for parking document? and how do i configure? and how do i assign with user? please help
menu path :- financial accounting global settings - document - document parking - create workflow for parking document
regards
rajesh
Moderator: Please, search before posting. These are standard WF functionalities of SAP. If you have particular question about WF, please ask it on a proper forum

Hi,
Are there any special settings for SUBWORKFLOWS
There is no Special Setting for Sub Workflow.
Only error which i get in my inbox is
Please repair the suspended workflow
1) Once you get the Error, open a new session goto T.code SU53 and see any authorization issue
If Yes, send the screen shot to Basis Team to get the authorization.
2) If Authorization is fine, Check the binding for that Workitem Regenerate and Test it . Also Check the Workflow log and see which step error is showing, then see the Step history comments. .
Regards,
Surjith

Re: Workflow for Document

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