Work with Processes

After you've created a process in SAP Analytics Cloud calendar, you can generate child events to it or add them manually. This lets you model your planning processes hierarchically using calendar events.

Generate Child Events for Your Process

If you want to quickly add child events to your process, you can use the Calendar wizard to generate tasks and processes from an organizational dimension. See Generate Tasks and Processes with the Calendar Wizard.

Use Your Process as Parent Process

If you set your process as parent process for other processes or tasks, you'll see the direct child events in the Hierarchy section of your process, where you can change the status of all or individual child events, or navigate to their details.

You can add direct child events in the Hierarchy section of your process by selecting Add Direct Child Event.

You can select events that meet the following requirements:

  • The event is not yet finished.

  • You are owner of the event.

  • The event has its planned start date in the future or after the parent process start date.

Note

If a child event is planned for a time period that does not match the planned time period of the parent process, the duration of the parent process is extended.

You can't add publications and input tasks.

The option to add direct child events is available for process owners and assignees.

If there are 7 or more direct child events, only the first 5 will be displayed and a link (... 2 More, for example) is added that lets you access a dialog with the complete list of direct child events. In the Direct Child Events dialog, you can search for events, change the status of all or individual child events, remove all or individual events, add child events, and navigate to their details, if needed.

You can remove direct child events that are not yet finished from the Hierarchy section of your process by selecting (Remove).

Transferring Roles

When you activate a process with child events, all valid child events will be activated as well. In addition, you have the option to transfer the roles of the parent process to the child events as follows:

  • The assignees of the parent process become owners of all child events.

  • The owners and viewers of the parent process become viewers of all child events.

Child events that can't be activated, won't inherit any roles. See also: What prerequisites need to be met before I can activate a calendar event?

As the owner of a parent process, you can decide to transfer the roles before activation. To do so, select Transfer Roles Now in the People section.

Change the Duration of Your Process

When changing the duration of a parent process, you can decide if you want to change the duration of its child events as well, or just the process itself. If you decide to change the duration of both process and child events, the child events are adapted as follows:

  • The start and end dates of manual child tasks are changed according to their current ratio to the start and end dates of the parent process.

  • The start date of automatic child tasks is changed according to its current ratio to the start date of the parent process. The duration of automatic tasks is fixed and won't be changed. It is 0 minutes by default, 10 minutes if you selected the Estimated End Date checkbox, or calculated if you've defined an estimated end date.

Change the Event Type

To reduce the steps of your workflow, you can convert your process to a general task. See Convert Calendar Events.