Show TOC

Background documentationField Help for Process Template Dialog Box Locate this document in the navigation structure

 

The process template is a script file that defines the acceptable approval statuses, routing and conditions for each workflow definition. This file is created using a source external to SAP Sourcing and uses an .XPDL format.

For information about customizing a workflow process template, see your system administrator.

For details on editing a process template, see Changing a Workflow Process Template.

Note Note

Changing the process template in an existing workflow definition does not affect currently active workflow processes referencing that definition. This change only applies to documents created after the change is made.

End of the note.

Features

Function

Description

Approval Workflow

Select this checkbox to indicate that this workflow definition defines an approval process. Documents with an approval workflow definition will be locked for editing while the approval process is in progress.

Display Name

Enter a display name for the process template. This is a required field.

Process Owner Role

From the drop-down list, select a collaborator role for the process owner for this template. Typically, you will select Process Owner for this value (you can select any role that has the internal type of Process Owner).

The process owner is a user account created to enable the process template scripts to function. For details, see Creating a workflow process owner.

This field is required if the Approval Workflow box is checked.

Active Approver Role

Select the collaborator role to be given to an approver who is programatically added to the workflow via scripting in the process template. Typically, you will select Approver for this role (you can select any role that has the internal type of Approver). This role will not be used for an approver who is manually added to the Collaborator list.

When a programatically added approver has completed the approval activity, that approver is given the Inactive Approver Role, as described below.

This field is only editable if the Approval Workflow box is checked. It is a required field for approval workflows.

Inactive Approver Role

Select the collaborator role to be given to programatically added approvers when the approval activity is completed. For example, you might select Reviewer for this role. You can select any role that does not have the internal type of Approver.

This field is only editable if the Approval Workflow box is checked. It is a required field for approval workflows.

Comment

Check any comments associated with the process template.

XPDL Source

Choose the Lookup icon to select the process template for this workflow definition. The process template is created using the Workflow Editor and has an extension of .XPDL. For further information on process templates, see your system administrator.