Initiative Tracker App - Run the App

Objective

After completing this lesson, you will be able to run the completed app

Run the App in Preview Mode

Select the Preview button at the top right of the SAP Build UI.
Select Open Web Preview

Note

: If you wish you may also use the mobile device preview. This requires you to first download the Build Apps Preview app from the relevant mobile store for your device. If you would like to take this option please follow the links on the preview page to download the app and scan the QR code.

Use the search box to locate your app: COO - Initiatives App - and then select Open

You should now see your app open in the browser.

This dashboard provides a visual and tabular overview of all current initiatives. It helps department heads and leadership teams understand initiative distribution, status, and priority at a glance.

Bar Charts: Display breakdowns by:
- Department (number of initiatives per department)
- Status (e.g. Complete, In Progress, Planned)
Initiative Table: A scrollable, tabular view of all initiatives, including key information:
- Title
- Owner
- Department
- Start Date and Due Date
- Status (e.g. Planned, In Progress, Complete)
- Priority (High, Medium, Low)

This dashboard provides a clear and actionable summary of initiative activity and is designed to support both high-level and operational decision-making.

Select the Create Initiative tab.

This screen allows users to propose new initiatives.

Submitted proposals are not added to the dashboard immediately—they are sent for evaluation and approval by the COO’s office or designated reviewers.

Enter Initiative Details: Users can fill in key fields including:
- Title
- Owner (selected from a list of existing team members)
- Department
- Start Date and Due Date
- Priority (Low, Medium, High)
- Notes (for background or context)
Submit Button: A “Submit” button sends the proposal for review.

Now you can submit an Initiative for Review. You can use the below values:

Field	Value
Title	Launch Internal Knowledge Sharing Platform
Owner	Thomas Moore
Department	IT
Start Date	2025-08-01
Due Date	2025-12-31
Status	Planned
Priority	Medium

Once all fields are filled, select Submit
You should see a notifcation informing you that the Workflow has been started. Select OK.

You can process the resulting workflow by selecting the Workflow Inbox from the SAP Build lobby

Here you can see the submitted initiative proposals which you entered in the app, which you can then Approve or Reject using the form buttons. The workflow item and form are generated from the process automation SAP Build project which is integrated into your Initatives App.

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