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 2.4.1 Using Attachment Types in the Form Scenario

Use

Attachments are used to provide additional information or supplementary documents. A differentiation is made between any information that cannot be specifically classified that any process agent can add (in principle), and documents that are required for the business execution of a process.

In this sublesson you make the following settings:

  • You create the ZASR Relocation Cost Document attachment type.

  • You determine the use of attachment type ZASR in form scenario ZTFS.

  • You define the attributes for using the attachment type.

Defining an Attachment Type

Choose Start of the navigation path Configuration of Forms/Processes Next navigation step Form Configuration Next navigation step Cross-Form Settings End of the navigation path and perform the Define Attachment Types IMG activity.

  1. Choose New Entries .

  2. Enter ZASR as the attachment type and Relocation Cost Document as the name.

  3. Save your entries and exit processing.

Using an Attachment Type

  1. Perform the Create a Form Scenario IMG activity.

  2. Select form scenario ZTFS and choose Attachment Types from the dialog structure.

  3. Enter version 0 in the following dialog box.

    The Change Attachment Types view appears.

  4. Choose New Entries .

  5. Use input help to select attachment type ZASR ( Relocation Cost Document ).

  6. Save your entries.

Defining Attributes of Attachment Type

  1. Choose Attributes of Attachment Types in the dialog structure.

  2. Enter version 0 and scenario step FSS_1 ( Request ).

  3. Choose New Entries .

    Use the input values from the following table:

    Attributes of Attachment Type

    Scenario Step

    Name

    Attachment Type

    Required

    Change Permitted

    Display Permitted

    FSS_1

    Request

    ZASR

    Required with warning

    x

    x

    FSS_2

    Insert Bonus Data

    ZASR

    Not required

    x

    FSS_3

    Approve/Reject Bonus

    ZASR

    Not required

    x

    FSS_4

    Department Check

    ZASR

    Required with error

    x

    x

  1. Repeat steps 2 and 3 to define the attributes of the attachment type for scenario steps FSS_2, FSS_3, and FSS_4.

  2. Save your entries and exit processing.

Result

You have created an attachment type and defined the attributes for the step-specific use of this attachment type in the form scenario.