3. Approval Forms

Create and Configure the Approval Form.

Navigate back to the Process Builder canvas to create an Approval Form.

1. On the If branch, choose on (+) > Approval > Blank Approval.

   

2. Enter the name as Approval Form and click Create.

   

3. Select Approval Form, and under General, Select Open Editor.

   

4. Design the form by dragging and dropping the corresponding form elements as shown below.

   Form Fields Type	Form Field Value	Configuration (Read Only)
   Headline1	Approve Sales Order
   Paragraph	A new order has been received. Please review and confirm whether the requirements can be met or not.
   Text	Material	X
   Number	Quantity	X
   Text	Customer Name	X
   Date	Expected Delivery Date	X
   Checkbox	I acknowledge that we have received your order and will process it based on the availability
   Text Area	Message to Buyer

   The Approval form should be the same as below.

   

5. To save the form, choose Save .

6. Back within the process, click on the Approval Form and configure the Subject and Recipients.

   In the Subject section:

   • Enter the subject as: Please review the
   • Map the material from the salesorderdetails Process Content popup to Subject.

   In the Recipients/Users section:

   • Enter {placeholder|userid_lc}@sapexperienceacademy.com
   

7. Configure the Inputs of Approval Form.

   Navigate to Inputs and map the fields accordingly.

   See below:

   

8. Save your work. You should see the following.

Create and Configure the Order Approval Notification Form.

1. After Approve, choose (+)

   

2. Choose on Form >Blank Form.

   

3. Enter the name as Order Confirmation Form and choose Create.

   

4. Choose Open Editor under the General tab.

Make sure you have selected Order Confirmation Form.

5. Design the form by dragging and dropping the corresponding Form elements as shown below.

   Field type	Field Value	Configuration (Read Only)
   Headline 1	Order Confirmation
   Paragraph	Your order has been received and accepted for delivery. We will send you the details as soon as the order is shipped. You can find the details of your order below, please review and verify your request:
   Text Area	Message from the supplier:	X
   Text	Material	X
   Text	Customer Name	X
   Number	Quantity	X
   Date	Expected Delivery Date	X
   Paragraph	Please press the SUBMIT button to acknowledge the order status.

6. To save the form, choose Save.

   

7. Configure the Subject and Recipients. Back in the process, choose the Order Confirmation Form.

   In the Subject section:

   • Enter: Your order has been approved for
   • Map material from the salesorderdetails Process Content pop-up to the subject field

   In the Recipients/Users section:

   • Enter {placeholder|userid_lc}@sapexperienceacademy.com

8. To save your work, choose Save.

   

9. Configure the inputs of Order Confirmation Form.

   Navigate to Inputs and map the fields accordingly.

   See below:

   

10. Choose Save to save your work.