5. Auto Approval Forms

Create and Configure the Auto Approval Notification Form.

In this step, you will create a notification form which would be received by the supplier if the order is approved automatically.

1. To add the new form, you will use the Duplicate feature.

2. Select the Overview.

   • Find Order Confirmation Form under the Artifacts section and select three dots (…).
   • Choose Duplicate.
   

3. In the duplicate artifact pop-up window, change the name to Auto Approval Notification and select Duplicate.

   

   The form is automatically opened in the form builder. Change the auto approval form in the form builder to reflect the data for auto approval use case.

   Design the notification form, the same way as in the previous steps, to send another notification to the requester about auto-approval.

   Modify the Layout fields:

   Form Fields	Field Settings with Label	Configuration(Read Only)
   Headline 1	Automatic Order Confirmation
   Paragraph	Your order has been received and 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:
   Paragraph	Your Sales Order Details:
   Text	Material	X
   Number	Quantity	X
   Text	Customer Name	X
   Date	Expected Delivery Date	X
   Paragraph	Please press the SUBMIT button to acknowledge the order status

   

4. To save your work, choose Save.

5. Go back to the Process Builder canvas (the Order Processing tab) and add the Auto Approval Notification form below the Default node.

   

6. Choose (+) choose Form then Auto Approval Notification.

   

7. Configure the General section.

8. Under Subject:

   • Enter the text: Your order has been automatically approved for

   • Map material from Process Content => salesorderdetails.

9. Under Recipients/Users: Enter {placeholder|userid_lc}@sapexperienceacademy.com

10. To save your work, choose Save.

    

11. Configure the Inputs section.

    Form Input Fields	Process Content Entry
    Customer Name	shipToParty
    Expected Delivery Date	expectedDeliveryDate
    Material Name	material
    Quantity	quantity

12. To save your work, choose Save. Your final process looks as below.

This completes the process design with condition criteria that will decide what process flow is executed and whether there will be an auto-approval or a one-step approval route.