Understanding Workflows in SAP Commerce Cloud

Objective

After completing this lesson, you will be able to describe the core concept, purpose, and role of workflows within the SAP Commerce Cloud Backoffice system.

Introduction

​Imagine your team wants to create a new product and different roles are involved in the process of providing prices, localized images, stock information, etc. ​How can you ensure that each role is performing its job properly on the product, and that all roles collaborate effectively? The answer is simple and nicely supported by SAP Commerce Cloud: use workflows.

​Workflow Definition

​In SAP Commerce Cloud, workflows are human-centric collaboration processes used to guide people through reviewing and approving changes to business data before those changes go live. This might include, for example, creating or modifying products, promotions, prices, or CMS pages. Each workflow contains actions that are assigned to specific user roles. Each workflow also contains decisions that lead from one action to another, culminating in the final action that concludes the workflow.

However, a decision can also lead back to a previous action when a reviewer deems data incomplete or incorrect. ​ ​

Thus, a workflow ensures correct data by assigning process steps to qualified users. Before we dive into the technical details, let’s have a look at a typical use case handled in a workflow:

Workflow Example

The following diagram illustrates a workflow triggered whenever a new product is created. As the workflow begins, three tasks are assigned: the Category Manager is to categorize the new product, the Pricing Manager must set its price, and the Localization Manager should ensure all localized fields are translated into the languages your site supports. Once these tasks are completed satisfactorily, the Product Manager reviews and approves the workflow, concluding the process. If any task does not meet the required standards, the Product Manager rejects it and returns it to the responsible manager for revision.

The Diagram shows Actions and Decisions that need to be performed during the Product Approval workflow. When a new product is created, three actions become active simultaneously. When they are all approved, the workflow ends.

Typical Use Cases for Workflows

  • CMS page/component creation or modification approval workflows in SmartEdit before syncing from Staged to Online.
  • Approve new or changed products, categories, classifications, or media before publishing.
  • Approve changes to promotions, price rows, or vouchers.
  • General Backoffice collaboration: assign, review, and decide on changes to any item type via the Workflow sidebar.

What Benefits do Workflows Provide?

  • Governance and compliance: Enforce approvals, segregation of duties, and brand/legal checks before anything is published. Provides an audit trail of who did what, and when.
  • Data quality and consistency: Helps prevent incomplete or incorrect product data, prices, promotions, or CMS content from reaching the storefront.
  • Collaboration at scale: Assign tasks to roles or groups, track status, add comments/attachments, and notify stakeholders.
  • Risk mitigation: Structured decisions and checkpoints reduce errors that impact revenue, customer experience, or compliance.
  • Transparency and accountability: clear view about what’s pending, who owns each step, and where things are stuck.

Workflow Details

Several of the previously mentioned workflows are available out of the box; however, it is also possible to create new workflow templates to address recurring collaboration problems. An administrator would define each workflow's needed actions and decisions, assign them to the appropriate roles, and make these templates available to Backoffice users.

A good example is the product creation template, as you have already seen in the previous example. Each time a user creates one or more products, they can use this workflow template to create a workflow instance for the created products. Alternatively, if the workflow template's author included an activation script, the workflow can be automatically launched when the conditions are right. In that case, a separate workflow instance would be created for product A, another instance for product B, then C, and so on.

But why do we overcomplicate things by using a template instead of directly creating a workflow when needed?

Good question: The workflow template defines the overall structure, including steps and decisions, required for a general use case. We simply define it once and can reuse it endlessly by creating specific workflow instances out of it. Otherwise, we would have to redo the definition part for each individual workflow again and again – which would be quite inefficient, right?

The major workflow elements are as follows:

This diagram illustrates the main elements OF SAP Commerce Cloud’s workflow module and their relationship to each other.

​Key element composition and relationships:

  • A Workflow exists only at runtime, and its structure is based on a Workflow Template.
  • The Workflow owner is the user who starts the workflow and is often notified of its progress.
  • A Workflow contains multiple runtime steps (Workflow Actions), each created from a Workflow Action Template.
  • A Workflow may have any number of Workflow Item Attachments (the subject items).
  • A Workflow Action may have any number of outgoing Workflow Decisions (available choices). When chosen, a decision leads to a previous or subsequent Workflow Action.
  • A runtime Workflow Decision is created from a Workflow Decision Template definition.
  • Each Workflow Action is assigned to one or more principals, who can process it and make a decision. A principal is either a specific user, or a member of a given user group.
  • A Workflow Template contains multiple Workflow Action Templates, which are connected by Workflow Decision Templates.

There are three kinds of Workflow Action Templates:

  • Start: a workflow’s starting point(s).
  • Normal: neither starting or completions points of a workflow.
  • End: a workflow’s completion point(s).

Summary

  • Workflows are human-centric collaboration processes between different users to handle creation, modification and approval of data in SAP Commerce Cloud.

  • Workflows contain actions, decisions and assigned users.

  • Each workflow inherits its action and decision structure from a template and is assigned at runtime to a specific data set like a new product, modified CMS page, customer complaint, and so on.

  • Workflows ensure compliance, facilitate communication, and mitigate risks.