Skip to Content

Create a Start Form and its Custom Tile for Your Workflow

test
0 %
Create a Start Form and its Custom Tile for Your Workflow
Details

Create a Start Form and its Custom Tile for Your Workflow

August 5, 2021
Created by
October 23, 2019
Create a start form for end users to start and complete the workflow application

You will learn

  • How to start an instance of the workflow definition that you have defined using a start form
QR code

Prerequisites


Step 1: Assign entitlements to your subaccount

So that you can deploy the WorkflowManagementFLP_0.0.1.mtar later on, you need to assign the Application Runtime and Portal entitlements to your subaccount.

  1. In your web browser, open the SAP Cloud Platform trial cockpit.

  2. Navigate to the trial global account by clicking Enter Your Trial Account.

  3. Access your trial subaccount.

  4. From the navigation area, choose Entitlements, and choose for Configure Entitlements.

  5. Choose Add Service Plans and search for Launchpad.

  6. Select Launchpad and choose Add Service Plans. From the available plans only select the Standard (Subscription) Launchpad option.

  7. Save your entries.

Log on to answer question
Step 2: Subscribe to the Launchpad service
  1. From the navigation area, choose Service Marketplace.

  2. Search for the Launchpad service, which is not subscribed yet.

    Subscribe to Launchpad service
  3. In the Launchpad details, choose Create.

  4. In the wizard, check that the entry for Service is Launchpad and set Plan to standard.

  5. Choose Create.

You see a popup that the subscription is created. To display the new status, choose View Subscription.

Log on to answer question
Step 3: Assign yourself the Launchpad_Admin role collection
  1. From the navigation area of your subaccount, choose Security | Trust Configuration.

  2. From the list, choose the name of your IdP.

  3. Enter your mail address, and choose Show Assignments.

    Show Assignments
  4. Choose Assign Role Collection, and then select Launchpad_Admin.

    Assign Role Collection
Log on to answer question
Step 4: Create a start form
  1. In your web browser, open the SAP Business Technology Platform Trial cockpit.

  2. Choose SAP Business Application Studio and access your dev space.

  3. In your workspace, select onboarding | approvals | forms, then start the forms creation.

    On a Windows PC, choose F1 | Workflow: Create New Form.

    On a MAC PC, enter COMMAND + SHIFT + P and then choose Workflow: Create New Form.

    Create Form
  4. You are prompted to enter the following:

    Field Value
    Workflow module approvals
    File name onboardingapprovalform
    Form type Start Form
    Revision 1.0

    The forms folder now contains your new form onboardingapprovalform.form.

Log on to answer question
Step 5: Add fields to your start form

Once the form editor opens, add form data by choosing Add Field.

These expressions refer to the attributes in the JSON file that you have created in the previous step.

Label/Title Type Context Path
First Name String ${context.empData.firstName}
Last Name String ${context.empData.lastName}
Country String ${context.empData.country}
Hire Date Date ${context.empData.hireDate}
Job Title String ${context.empData.jobTitle}
Log on to answer question
Step 6: Add a start action
  1. Switch to the ACTION tab of the form editor.

  2. Enter Start Approval in the Start Action Text field, then choose Select next to Workflow File Name.

    The available workflow files are displayed.

  3. Choose /workflows/onboard.workflow, and choose OK.

    Add Start Action and File
Log on to answer question
Step 7: Build and deploy
  1. Right-click the mta.yaml file in your onboarding project, and then select Build MTA Project.

    Once the build is completed, the new folder mta_archives appears under your application folder.

  2. Right-click the .mtar file, and then select Deploy MTA Archive.

    Note: You might be asked to log in to your Cloud Foundry space. Enter the right API endpoint depending on your region, for example, https://api.cf.eu10.hana.ondemand.com, your username and password, and select your Cloud Foundry org and space.

Log on to answer question
Step 8: Create your launchpad site
  1. Access your trial subaccount.

  2. From the navigation area, choose Instances and Subscriptions, and search for Launchpad.

  3. From the navigation area, choose Subscriptions.

  4. On the Launchpad tile, choose Go to Application.

    Go to App
  5. On the Site Directory that opens, choose Create Site.

    Create Site
  6. Enter the site name mysite, then choose Create.

Log on to answer question
Step 9: Create your custom launchpad tile
  1. In the navigation area of the central SAP Fiori launchpad, choose the Provider Manager icon.

    Choose Provider Manager
  2. To make the default HTML5 Apps content provider load the standard apps of the workflow capability, choose the Refresh action.

    Choose Refresh
  3. In the navigation area, choose the Content Manager icon, and open the Content Explorer tab.

    Choose Content Manager

>If the standard items are not displayed, check whether you have set up the destination correctly in the prerequisites.

  1. In the dropdown, choose the HTML5 Apps content provider.

    Select HTML5 Apps
  2. Select the following items and choose Add to My Content:

    • My Inbox
    • BPM Form Player
    Add WF Apps
  3. On the My Content tab, navigate into the My Inbox item.

  4. On the screen that opens, choose Create a Local Copy.

    For this exercise, we do not change the standard texts.

    You must not change the Configuration data.

  5. Click the Back to Content Management arrow icon, and on the My Content tab, navigate into the BPM Form Player item.

    1. On the screen that opens, choose Create a Local Copy.

    2. To adapt the texts on the PROPERTIES tab under General, choose Edit.

      Enter the title Onboarding. To make the text appear, you need to adapt it on the TRANSLATION tab as well:
      In the Title - English (en) field, enter Onboarding.
      In the Subtitle - English (en), enter Onboarding Employees.

    You must not change the Configuration data.

    1. To configure your local copy of the Start-Form-Based Workflow Start App, open its NAVIGATION tab.
    2. Set the parameters by adding new parameters that match the ones of your start form configuration:
    Name Default Value
    formDefinitionId onboardingapprovalform
    revision 1.0
    appTitle Onboarding Approval
    formTitle Approve Onboarding
    Add Navigation Parameters
  6. Save your changes.

  7. Create a group and assign your local copies of the apps to it.

    1. Click the Back to Content Management arrow icon, choose the My Content | +New | Group.

    2. Enter the title Workflow.

    3. Save your changes.

    4. Click the Back to Content Management arrow icon, and access the Workflow group.

    5. Choose Edit, click inside the Assign Items field, and choose the + next to My Inbox (Local Copy) and Onboarding Local.

      Assign Items to Group
    6. Save your changes.

  8. Assign your local copies to a role so that users can access them.

    1. Click the Back to Content Management arrow icon, and access the Everyone role.

    2. Choose Edit, click inside the Assign Items field, and choose the + next to My Inbox (Local Copy) and Onboarding Local.

    3. Save your changes.

Log on to answer question
Step 10: Start the workflow in your custom tile

After deployment is finished, open your launchpad site that contains the workflow applications.

  1. In the Site Directory, open your site mysite icon.

    Access Custom Launchpad
  2. Open the Onboarding tile, and enter the following data:

    Field Data
    First Name Lara
    Last Name Bryson
    Country France
    Hire Date 2020-07-01
    Job Title Developer
  3. Choose Start Approval.

  4. Open the My Inbox tile, to access the Approval task. Set the Relocation and Equipment fields, and then choose Approve to process the task.

    Choose Approve
What is the purpose of a start form?
×

Summary

Now, you have created a custom end user UI for your workflow using a start form. To learn more about the workflow capability, see:

Next Steps

Back to top