Starting (Initiating) a New Process

Use

You can use the Guided Procedures (GP) design time and runtime tools to start a GP process in the following ways:

Automatically
In GP design time, set the Process is started automatically indicator.

More information: Configuring Process Instantiation
Manually
You can start a process manually anytime using the GP runtime workset.

This procedure describes the steps of manual process initiation and explains the options you can set as a process initiator.

Prerequisites

You have activated the process template.

More information: Activating Guided Procedures Content

Procedure

1. Start initiation

Open the GP runtime workset and in the GP work center, choose You Can → Start New Process.

The Initiate Process view is displayed.

2. Select template

From the gallery, select the active process template to be initiated and choose Next.

You can also initiate an SAP-provided process and check how it is executed. After selecting such a process from the gallery, the system displays a notification in case a customer modified version of the process is available. You can choose whether to initiate the customer modified version or the original one.

3. Fill parameters

Assign values to the individual parameters of the process template and choose Next.

4. Assign process roles

Assign users to each of the following process roles:

Administrator
Owner
Overseer
All custom user-defined process roles

Note

You must provide at least one user for each role of type Initiation Defined, for which you have not defined a default user at design time. Therefore, this step is not available if you have configured all roles with a type other than Initiation Defined.

In case you assign more than one user to a single process role, the order in which users are listed is important to the extent that the first user in the list is always used for impersonation whenever the relevant step is a background callable object. You can reorder entries using Move Up and Move Down.

You can also start multiple processes whenever a single process template needs to be initiated for a group of users. To do this, select Mass Initiation and choose a role from the dropdown box. Assign the relevant users to the selected role. A separate process is created for every user in the list.

More information:

Process Roles

Configuring Process Roles

5. Set deadlines

Change the notification configuration if needed and choose Next.

6. Edit basic data

You can determine the following basic data of the future process instance:

Initiator
Process Name

Note

If you do not modify the process instance title in this step and you have modified the process instance title in the design time, the GP framework returns the latest dynamic process instance title.

For more information, see Customizing a Process Instance Title .

7. Initiate the process

Choose Initiate.

Result

If tasks are assigned to your user, you can see the pending and completed tasks in the GP work center Overview or Tasks views.

To continue the process flow, you have to execute the pending task (process step) assigned to you. To do this, open the task from the Work Item column and complete it.

More information: GP Generic Views