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Procedure documentationCustomizing for Workflow (SAP CRM)

Procedure

In order to use the workflow function in SAP Multichannel Foundation for Utilities and Public Sector, you must make the following settings in Customizing:

  1. Maintain UI object type:

    1. In transaction SPRO, under Customer Relationship Management, choose Start of the navigation path UI Framework Next navigation step UI Framework Definition Next navigation step Define UI Object Types End of the navigation path.

    2. Enter WORKITEM_IB as the Object Type.

  2. Maintain UI object mapping:

    1. In transaction SPRO, under Customer Relationship Management, choose Start of the navigation path UI Framework Next navigation step Technical Role Definition Next navigation step Define Object Mapping End of the navigation path.

    2. Enter CL_CRM_IU_UMC_WFRT_UIU_OBJ_MAP under Class/Interface for the External Object Name WFRoot.

  3. Maintain activity clipboard profiles:

    1. In transaction SPRO, under Customer Relationship Management, choose Start of the navigation path Interaction Center WebClient Next navigation step Basic Functions Next navigation step Define Activity Clipboard Profiles End of the navigation path.

    2. Make the following entries:

      • Description: Workitem

      • Object Type: WORKITEM_IB

      • Column Attr 1: Display

      • Column Attr 2: $(CRM_IC_APPL/WF_ITEM_TITLE)

      • Column Attr 3: //WI_ID

      • Column Attr 4: //WI_TEXT

    3. Add the new entry WORKITEM under Profile Definition for the Profile UTIL_IC.

    4. Maintain object-specific navigation:

      1. In transaction SPRO, under Customer Relationship Management, choose Start of the navigation path Basic Functions Next navigation step Worklist Next navigation step Define Alert Inbox and Workflow Inbox Next navigation step Define Object-Specific Navigation End of the navigation path.

      2. Make the following entries:

        • Obj. Cat: BOR Object Category

        • Object Type: WORKITEM

        • Method: DISPLAY

        • Object Type: WORKITEM_IB

        • Obj. Act.: DISPLAY

    5. Maintain navigation plug:

      1. In transaction SPRO, maintain the Customizing activity Define Navigation Bar Profile under Start of the navigation path Customer Relationship Management Next navigation step UI Framework Next navigation step Technical Role Definition End of the navigation path

      2. Select the UTIL-IC role, and then select Define Generic Outbound Plug Mappings and maintain the activity.

    6. Maintain Business Object Event type linkage:

      • Use transaction SWETYPV.

      • Use the standard workflow template 56600001 or a copy with your own modifications.

      Recommendation Recommendation

      If you are using the copied workflow 8000000, the following entries must be maintained in the event linkage for the event REQUESTRECEIVED within the Business Object BUS5000126:

      • Receiver Call: Function Module

      • Receiver Function Module: SWW_WI_CREATE_VIA_EVENT_IBF

      • Check function Module: CRM_IU_UMC_CHK_ISR_WF_CHG_BP

      • Event Delivery: Using tRFC (Default)

      • Linkage Activated checkbox must be enabled

      • Behavior Upon Error Feedback: System defaults

      • Receiver Status: No errors

      End of the recommendation.

      Note Note

      • The Receiver Type is the ID for the workflow template being used and starts with the prefix WS.

      • The checkbox Linkage Activated must be checked.

      • If multiple workflow templates need to be triggered by the event REQUESTRECEIVED in the Business Object BUS5000126, you must implement your own Check Function Module to decide which workflow template should be triggered based on the input parameters.

      End of the note.