Designing a Form for Execution as a Work Item (SAP Library

Designing a Form for Execution as a Work Item

Purpose

You want to process a work item with an electronic form. This can be useful, for example, if an agent of a certain workflow wants to execute a workflow step offline using his or her mail client. The agent, therefore, only needs the form application on his or her local PC.

Process Flow

In the process described here, it is assumed that you are using Visual Basic. This also applies to the individual sections in this chapter. However, you can also design forms with MS Outlook .

To execute an electronic form as a work item, you need to carry out the following steps:

In R/3:

Define a workflow

Define the form task (and assign the relevant agents)

Add the elements to the form task container that are to be entered or displayed on the form

Enter the file name and type of the form file (see below) in the initial values of the FORM.Process object method

Add the form task to the workflow definition as an activity (including the assigned agents)

Define the binding between the workflow container and the elements in the task container

Adding a Task to a Workflow Definition

You can also use the Include "Execute form" wizard instead of the following the steps described above. You can start this wizard in the Workflow Builder.

Choose Wizards ® Include "Execute form"

In Visual Basic:

Design the electronic form

Save the form file in the ...\SAPforms\Forms directory

The form file must be stored in the ...\SAPforms\Forms directory or in the active directory so that it can be found by the SAPforms Helper . If you want to save your form application in a different directory, you must change the settings in the system.

Call the SAPforms Designer as an add-in or
Use the Submit control.

Designing forms with Visual Basic

In the SAPforms Designer:

Maintain the plug-ins.

Maintaining Plug-Ins and Opening a Structure: Workflow

Define the binding

Generate

Defining and Generating a Binding: Workflow

Result

Once your form has been designed and processed by the SAPforms Designer , you can make the form accessible to the end users.