Workflow based on role

Hi all,
Please let me know, how to create a workflow based on specific Roles.
I know it's a bit silly query, but i have got struck here.
Thanks,
Shash

Hi Shashi,
You can maitain the Approval limit in personilization tap "APPROVAL LIMIT" sothat workflow will
pics Approvers based on role.
Hope this is use full
Bestregards

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Workflow on accounts role

hi,
can we creat workflow sent to the Account Team or to particular people on the account team based on roles
regards

Same problem. Any solution found?
in2brain

Worflows based on roles

Hi,
Is it possible to have multiple workflows and trigger them based on roles. For example, I have a workflow with, say, 6 steps and I want to trigger it when a person with 'Marketing' role tries to update a record. Then I have a different workflow with, say, 8 steps that I would like to trigger when a person with 'Power User' role tries to update a record. Is it possible to have different workflows for different types of roles?
If it is not possible then what are the workarounds? Suggestions are welcome.
Regards,
-Y

Hi,
    Yes, its always possible to assing workflow events to users depending upon there roles. and its also possible to have n number of workflows with different users or roles assigned to each.
   Q: How its done?
   A: Firstly to create a workflow you need to select the workflow table from the drop down list of tables in the data manager(It will be the last table in the list). then u right click in the right side area of the window and select ADD, this will add a new workflow to your repository. The person using whose user id and password you logged in is the owenr of the workflow(Basically its the Admin). Next when you go to the workflow diagram in MicroSoft Visco you can add different workflow events in that. when you assing an workflow event or activity then there you can specify who is process these step; it depends on the user name or the role. When you requre it to be 'Marketing role' select it from the drop down list.
You have select roles where ever required.
CHARAN
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How to setup the security based on roles in Organization.

Hi,
How to setup the security based on roles in Organization.
For example:Few users are Manager and a few user are Non Manager .Manager should have access to all work data including Non Manager and Non Manager should access based role.How to setup this? How OBI server identify the user role?
kindly let me know.
Regards.,
CHR

Hi,
You need to have Back End support to achieve this. In Back End you need to create two groups . You need to know what joins has to be made for which group (which is more important) and also make session variable for the userrole (with SQL supporting it). In the BMM layer, we need to put the security join conditions in the 'where clause'.
And make a common report. User loggin in with the respective userid will have userrole and joins assigned in the Back end. And they will be viewing the report according to their access.
Hope this will solve your problem.
Regards
MuRam

Workflow based on created date field in opportunity?

Hi All,
Can we write a workflow based on created date field in opportunity that if a opportunity record has not been modified after say 90 days,what will be the workflow syntax.
I just want an email notification to owner and owner's manager.
Thanks in advance,
Manish.

I think you can use the WAIT workflow using Duration('P90D') then Send Email, triggering it upon save and upon modification. Make sure that the Re-evaluate Rule Conditions After Wait option is checked so that the previous WAIT would be reset upon modification.
Edited by: marcocollado on Aug 31, 2012 5:57 AM

How to find the WI of the Workflow based on Object Key of DIR (DMS)

Hi Gurus,
We have developed a DIR workflow for status change, where we are using DRAW as the Business Object.
We are not able to fetch the Work item ID of the Workflow based on the ObjectKey(Concatenation of DOCTYPE DOCNUMBER DOCPART DOCVERSION).
Tried to use the View SWIVOBJECT, also Found no values related to the container table SWW_CONTOB when the Wiorkflow is triggered. But we can see the Contianer values in the workflow log.
Is there a way to find the relation DIR and the Work item ID if the Workflow for Documents? For Documents(DIR), anything needs to be done explicitly?
Need to resolve this as we have too many things based on this including Reporting part to fetch the approval details of the workflow.
Thanks..
Regards,
Prathap
Edited by: Prathap on Feb 18, 2011 5:37 PM

Hi,
You can use FM SAP_WAPI_WORKITEMS_BY_TASK and use the filters.
Afterwards, for every wi id you should get their instances using class cl_swf_run_wim_factory=>find_by_wiid.
Then, get instance of wf container using if_swf_run_wim.
Now you can use interface if_swf_ifs_parameter_container to get parameters or variables.
Regards,

Workflow based up Account Manager/Owner field

We are trying to create a workflow based upon the Account Manager/Owner of a record.
This is what I have set up for an opportunity
PRE('<Status>') <> [<Status>] AND [<Status>] = 'Won' AND [<Revenue>] >= 100 AND DivisionName()= "NA"
I believe that DivisionName() "NA" pulls the Division field from the user who is currently signed in, although I cannot get the workflow to fire with the 'AND DivisionName() = "NA"'
Is there a way to pull the division field from the user record of the account manager/owner of the record?

Perfect. This is what I have and it works
PRE('<Status>') <> [<Status>] AND [<Status>] = 'Won' AND [<Revenue>] >= 100 AND UserValue('<Division>') = “NA”
Is it possible to do this but look at the account mgr/owner to get their value in the division field instead of the current user's value?

PO approval Workflow based on the Release Stratergy.

Hi ,
i am creating PO workflow based on the release Stratergy, in which release group = aa , release stratergy = a1 , a2 ,a3 .
If the PO is created according to a1 then it should goto 1 level approval, if a2 then to 2 level approval and if a3 then 3 level approval.
i have taken BO as BUS2012 and using singlesteprelease as event for triggering the workflow. i am checking the multicondition say if taking bus2012.releasestratergy = a1 then 1 approval if a2 then 2 approval if a3 then 3 approval.
my problem is the workflow is getting triggered but it is not accepting the values from multiple condition box and going to other part and getting struck or getting no where.
please suggest.
thanks in advance

Hi Abhi,
I Guess the approach your doing is different from the standard one (WS20000075) No need to go for any multiple conditions.
1. Copy the standard workflow.
2. Create a Rule (Refer Rule 168) with container elements as POnumber, Release strategy and Release Code (Depending on your requirement).
3. Write an FM which will have 2 table parameter fields ACTOR_TAB and AC_CONTAINER and fill ACTOR_TAB with approver name.
4. Use this rule in Release of PO step and correct binding and everything will work fine.
Please revert back if you need more information.
Regards,
Gautham

Selection of people based on Roles

Hi Experts,
This is related to Appraisals. How to select people based on Roles in 360 degree Appraisals. For eg: If sales employee has to be appriased by external customers, vendors..how to select those people as part appraisers.
Please advice..
Thanks!

hope ur problem cleared and let me know if anything
hey in SDN greeting will be said by rewrding points sont forget that
u can serach sdn for the materials
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sikindar

BAM views based on roles

Hi All,
Is it possible to have single BAM view with all the necessary details and based on roles only specific field should be viewed.
Thanks

Hi ChampBoss,
BAM views are nothing but SQL views. You can't restrict users for certain fields in views. BAM activities relates to SQL tables and BAM views are SQL views. BAM views are meant to providing authorisation over the BAM-Activities. Restricting the views
to the data of the BAM-activities based on the roles.
You can't restrict the views of the BAM-view's fields. But what you can do is
create new multiple views of the BAM-activities. new Views with fewer fields which you want to show to user.
Completely hide all the users from the existing view ( from which you want to restrict the users for the view-fields, if you don't want you can delete it. Otherwise just hide is from other roles.)
Provide access to the news BAM-views based on the user role.
If this answers your question please mark it accordingly. If this post is helpful, please vote as helpful by clicking the upward arrow mark next to my reply.

Restrict Dashboard based on Role

Hi
Is it possible to Restrict Dashboards based on Role. I want hide out-of-the-box dashboards and display custom dashboards based on Role.
Regards
Sundar

Hi,
but note that the Look In function is not available in the custome web tab. this is really a shame because the lookin allows managers to see the data in different ways. If any of you found a way to get the look in functionaliyt into the web tab, I would love to find out.
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Gonzalo

Workflow based on Account Manager

Is it possible to create a workflow based on the Account Manager field?
I currently have this is the code
FieldValue('<Owner>') = "Joe Smith"
I also tried
[<Owner>] = "Joe Smith"
Neither of them worked. Anyone have suggestions?

I believe Owner field maps to Alias field in User.
If the trigger event is When New Record Saved, then try it with OwnerId.

Customize the privileges based on role i mean just assign the privileges to security gurop?

how to create and configure privileges like how to assign privileges to help desk, server administrator, desktop administrator if any way to customize the privileges based on role i mean just assign the privileges to security gurop?

Yes, you can read the Wiki you started here: http://social.technet.microsoft.com/wiki/contents/articles/20292.delegation-of-administration-in-active-directory.aspx
Mainly, you can create security groups, delegate them rights on your platforms and then just add/remove users to these groups.
This posting is provided AS IS with no warranties or guarantees , and confers no rights.
Ahmed MALEK
My Website Link
My Linkedin Profile
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Badi for workflow based on Product category

Hi,
Could let me know if there is any BADI that can be used to implement the process of my workflow based on product category.
kindly guide me in this.
regards
subhash

Hi,
Please go to SPRO nodes and there you will see one tab with BADI for self service procurement. there you will find badi.
i am not remeber the exact badi name but one badi is there bbp_target_sys
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Ravi

How to create activity workflow based on the Web API 2 services

Hi,
We have Web API 2 services and we want create activity workflow based on the Web API 2 services.
Web API 2 services provide some application operations and based on this operations we would like to create custom activity workflow.
Question:
Is that possible?
Could you please give best practices to create activity workflow based on the Web API 2 services ?
Thanks for your support.

HI Max_P,
Welcome to workflow forum.
ASP.NET Web API is a framework that makes it easy to build HTTP services that reach a broad range of clients, including browsers and mobile devices. ASP.NET Web API is an ideal platform for building RESTful applications on the .NET Framework.
I researched relevant topic about creating workflow application using Web API 2, I just found these resources about it.
Learn About ASP.NET Web API
Hope it helps.
Best regards,
Angie
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Workflow based on role

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