Integrating External Workflows with Business Process Flows

Steps for integrating workflows that are outside of Business Planning and Consolidation with the system's business process flow functionality.

Procedure

  1. The planning instance owner initiates the planning process.
  2. The performer finds the activity in BPC My Activity. Optionally, an OA notification activity may be created, which can be found in the OA. The performer can open a link in the OA notification to launch the BPC activity and complete the required task.
  3. The performer submits an activity, which initiates the workflow instance and passes the following information to the workflow: instance information, such as name and owner; activity information, such as context, driving dimension, and comments; links for any attachments; reviewer workspace URL; and key figures.
  4. The approver sees all information in the workflow necessary to support his completing the approval action. The approver can open the activity reviewer workspace by selecting the link provided, but cannot approve or reject the activity from the reviewer workspace.
  5. In the external workflow, the approver approves or rejects the activity, and add comments if needed. The following then apply:
    1. If the current approver is the last approver in the workflow process, the BPF activity is approved or rejected automatically.
    2. If the current approver is not the last approver in workflow process, the BPF activity status remains unchanged.
    3. Workflow status can be updated to BPF instance comments.
  6. Performers can see the workflow status and comments in My Activities.
  7. Process instance owners can see the latest status and comments of all instances for which they are responsible in the Process Monitor.
  8. Process instance owners can sort, filter, and search for instances in the Process Monitor to quickly locate specific instances.

    A performer can reopen an activity in a BPF. When the reopened activity is submitted, a new external workflow is initiated.