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 4.2 Determining Agents Using Rules

Use

In this lesson you change the processor assignment for the individual workflow steps. You determine that certain steps are run by the thematically responsible processor (such as superior, HR Administrator). In the previous lessons the workflow initiator was assigned as the responsible processor for all of the workflow steps.

Using certain rules, the system can automatically determine the responsible processor. In agent determination for the individual workflow steps you must replace the workflow initiator &_WF_INITIATOR& with the appropriate rule that is used to determine the responsible processor.

In the standard system, we provide various rules. For general information about the rules, see the HR Administrative Services documentation under Agent Determination Rules . For documentation on the individual rules, also see the system in rule processing, on the Description tab page.

Procedure

Proceed as follows to replace the workflow initiator with the rule valid for the step:

  1. Start the Workflow Builder (transaction SWDD).

  2. Specify the workflow using the workflow number or your workflow template ZTWS.

  3. Edit the individual workflow steps.

    Perform the following activities for each individual workflow step in the specified sequence:

    1. Double-click the required step.

    2. Choose the Control tab page.

    3. In the Processor group box, choose Rule as the processor type.

    4. Assign the required agent determination rule to the individual steps. In the Responsible Agent field, specify the rules that are listed in the table below. You do not need to specify such an agent determination rule for all steps in sample workflow ZTWS.

      Business Process Step

      Form Scenario Step

      Agent Determination Rule

      Description

      Step 1: Employee notifies of his or her relocation

      FSS_1 (Request)

      -

      Start of workflow. This step is outside of the actual workflow.

      You do not need an agent determination rule for this step

      Step 2: Edit relocation form

      FSS_2 (Insert Bonus Data)

      17900014 (ASRManager)

      You assign the superior

      Step 3a: Approve relocation form

      FSS_3 (Approve/Reject Bonus)

      17900014 (ASRManager)

      You assign the superior and define the superior level

      Step 3b: Edit relocation form again (employee)

      FSS_1 (Request)

      -

      You do not need to enter an agent determination rule for this step. Enter the workflow initiator instead of a rule. Choose Workflow Initiator as the processor type and &_WF_INITIATOR& as the processor

      Step 4: Edit relocation form (administrator)

      FSS_4 (Department Check)

      17900016 (ASRPersAdmin)

      You assign the HR Administrator

  4. Save your entries.