
Maintenance of Documents from a Template
Purpose
You use this step type to create documents of various PC applications and process them within the workflow. The work item recipient creates the document based on a document template, which can also contain container elements of the workflow container.
In the workflow definition such a step type is represented with the symbol
.
Prerequisites
The PC application for which you want to create a document must be installed on your PC.
Process Flow
The maintenance is spread across several tab pages. You can process properties on them, such as:
The order of the tab pages defines the recommended sequence of processing.
When a document from template is created, the system enters the SAP document task Create document from template (TS70008298) into the field Task on the tab page Control as standard. You can change this entry at any time.
You should only create your own document task if:
The generated document is passed to a container element of the workflow container, from which it is available to other steps.
Result
The system inserts a step of the type document from template into the workflow definition. To ensure the consistency of the workflow definition, all active outcomes are inserted with the actual step. The system adds a branch to the workflow definition for each outcome. To ensure the consistency of the block structure, all branches created are brought together before the next step of the workflow definition.
The tab page Change data displays when the step was last changed, and by whom.
At runtime, this step is represented by a
dialog work item in the Workflow Inbox of its recipients.When a recipient chooses the work item created for this step for processing in the Workflow Inbox, the relevant PC application is opened with the chosen template. If several or no templates are defined in the step definition, the recipient can choose the desired template in a dialog box.