After completing this lesson, you will be able to:
After completing this lesson, you will be able to:
Automate processes with SAP Build Automation
Automate Processes With SAP Build Automation
Business Scenario
In this exercise, you will complete the first steps to create a process with SAP Build Process Automation and create a trigger form for the process using drag and drop functionality.
In the following steps, you will set up a business process and project.
Exercise Options
You can perform this exercise in two ways:
Live Environment - by using the instructions provided below, you can perform the steps on a live system.
Platform Simulation – follow the step-by-step instructions within the simulation.
Note
We strongly recommend first performing the steps in the live environment.
Subscribe to SAP Build Process Automation (Free Tier/Paid) on your SAP BTP subaccount. Read this blog post, to learn how to setup the Free Tier version on SAP BTP.
How to Obtain Support
To get support during the exercise, please add your question in our SAP BTP Learning Group.
Task 1: Create the First Project and Trigger Form as Foundation for Your Process Automation Request
Steps
Create a new project.
Use the following data:
Field
Value
Project Name
Citizen Developer Tools Access Request & Approval
Short Description
Simple business process for submitting and approving requests to different citizen developer tools
Name
AccessRequestApprovalProcess
Choose Create.
Choose Build an Automated Process.
Choose Business Process.
Especially in SAP Build Process Automation it is helpful to write names and descriptions where the function is well-explained.
In the Project Name field, enter Citizen Developer Tools Access Request & Approval.
In the Short Description field, enter Simple business process for submitting and approving requests to different citizen developer tools.
Choose Create.
In the Name field, enter AccessRequestApprovalProcess.
The Identifier is generated automatically.
Choose Create.
Create a trigger form for the process.
In the following step, you will create a trigger form.
Use the following data:
Field
Value
Name
AccessRequestTriggerForm
Choose Add → Forms → New Form.
In the Name field, enter AccessRequestTriggerForm.
Choose Create.
Configure the trigger form for the process.
In the following steps, you will edit the trigger form for the process in the Open Editor.
Use the following data:
Type
Content
Value
Headline 1
Title
<enter> New Access Request to Citizen Developer Tools
Text
Title
<enter> Requester Name
Headline 2
Title
<enter> Select the tools that you need to access.
Checkbox
Title
<enter> SAP Build Apps
Checkbox
Title
<enter> SAP Build Process Automation
Checkbox
Title
<enter> SAP Build Work Zone
Checkbox
Title
<enter> Microsoft Power Automate
Text Area
Title
<enter> Additional Requester Comments
Headline 2
Title
<enter> Please press "Submit" to send the access request for approval
Choose Settings (three points).
Choose Open Editor.
Drag and drop the Headline 1 tile on top of the right page.
In the Title field, enter New Access Request to Citizen Developer Tools.
Drag and drop the Text tile under the Headline.
In the Title field, enter Requester Name.
Drag and drop the Headline 2 tile under the Requester Name.
In the Title field, enter Select the tools that you need to access.
Drag and drop the Checkbox tile downwards.
In the Title field, enter SAP Build Apps.
Drag and drop the Checkbox tile downwards.
In the Title field enter SAP Build Process Automation.
Drag and drop the Checkbox tile downwards.
In the Title field enter SAP Build Work Zone.
Drag and drop the Checkbox tile downwards.
In the Title field enter Microsoft Power Automate.
Drag and drop the Text Area tile downwards.
In the Title field enter Additional Requester Comments.
Drag and drop the Headline 2 tile downwards.
In the Title field enter Please press "Submit" to send the access request for approval.
Choose Save.
Close the AccessRequestTriggerForm.
This is the result:
Result
You have now successfully created a project and process and built the first trigger form for the process.
Create and Configure Forms
Business Scenario
In this exercise, you will create and configure forms for approving or rejecting an access request.
Exercise Options
You can perform this exercise in the following ways:
Live Environment - by using the instructions provided below, you can perform the steps on a live system.
Platform Simulation – follow the step-by-step instructions within the simulation.
Note
We strongly recommend first performing the steps in the live environment.
Subscribe to SAP Build Process Automation (Free Tier/Paid) on your SAP BTP subaccount. Read this blog post, to learn how to setup the Free Tier version on SAP BTP.
Steps
Create an Access Request Form.
In the following steps, you will create an Access Request Approval Form.
Use the following data:
Field
Value
Name
AccessRequestApprovalForm
Subject
Citizen Developer Tool Access Request
Choose the Add (+) button.
Choose New Approval Form.
In the Name field, enter AccessRequestApprovalForm.
Choose Based on a form.
Choose the dropdown to select a form.
Choose AccessRequestTriggerForm.
Choose Create.
Choose the Subject field.
In the Subject field, enter Citizen Developer Tool Access Request.
Choose Requester Name to insert it into the Subject field.
Choose the Users field.
Choose Process Started By.
Choose Save.
Edit the Access Request Form.
In the following steps, you will edit the Access Request Approval Form in the Open Editor.
Use the following data:
Type
Field
Value
Text
Name
Requester User ID
Headline 2
Name
Requested Tools
Headline
Name
Approval for Citizen Developer Tools Access
Text
Name
Additional Approver Comments
Choose Settings.
Choose Open Editor.
Drag the Text tile.
Drop the Text tile under the Requester Name field.
In the Name field, enter Requester User ID.
Drag the Headline 2 tile.
Drop the Headline 2 tile under the Requester User ID field.
Drop the In the Name field, enter Requested Tools.
In the Headline field, enter Approval for Citizen Developer Tools Access.
Choose the scrollbar to scroll down.
Drag the Text Area tile.
Drop theText Area tile downwards.
In the Name field, enter Additional Approver Comments.
Choose Save.
Configure the inputs of the Access Request Approval form.
In the following steps, you will configure the inputs of the Access Request Approval form.
Use the following data:
Field
Value
Additional Requester Comments
Additional Requester Comments
Microsoft Power Automate
Microsoft Power Automate
Requester Name
Requester Name
Requester User ID
Process Started By
SAP Build Apps
SAP Build Apps
SAP Build Process Automation
SAP Build Process Automation
SAP Build Work Zone
SAP Build Work Zone
Choose the AccessRequestApprovalProcess tab.
Choose AccessRequestApprovalForm.
Choose the Inputs tab.
Choose the Additional Approver Comments field.
Choose Additional Requester Comments.
Enter the data from the table above.
Choose Save.
Create an Approval Notification Form.
In the following steps, you will create an Approval Notification Form.
Use the following data:
Field
Value
Name
ApprovalNotificationForm
Headline
Your Access Request to the following Citizen Developer Tools has been approved
Text: Name
Additional Approver Comment
Choose the Overview tab.
Choose More.
Choose Duplicate.
In the Name field, enter ApprovalNotificationForm.
Choose Duplicate.
Choose Menu.
Choose Delete.
Choose Menu.
Choose Delete.
In the Headline field, enter Your Access Request to the following Citizen Developer Tools has been approved.
Choose SAP Build Apps.
Choose Read Only.
Repeat this step and set SAP Build Process Automation, SAP Build Workzone and Microsoft Power Automate to Ready Only.
Choose the Name field of the Text Area.
In the Name field enter Additional Approver Comment.
Choose Read Only.
Choose Menu.
Choose Delete.
Choose Save.
Add and configure the Approval Notification form.
In the following steps, you will add and configure the Approval Notification Form.
Use the following data:
Field
Value
Subject
Your citizen developer tools access request has been approved
Additional Approver Comment
Additional Approver Comment
Microsoft Power Automate
Microsoft Power Automate
SAP Build Apps
SAP Build Apps
SAP Build Process Automation
SAP Build Process Automation
SAP Build Work Zone
SAP Build Work Zone
Choose the AccessRequestApprovalProcess tab.
Choose the Add (+) button.
Choose Forms → ApprovalNotificationForm.
Choose the Subject field.
In the Subject field, enter Your citizen developer tools access request has been approved.
Choose the Users field.
Choose Process Started By.
Choose the Inputs field.
Enter the data from the table above.
Choose Save.
Create a Rejection Notification form.
In the following steps, you will create a Rejection Notification form.
Use the following data:
Field
Value
Name
RejectionNotificationForm
Headline
Your Access Request to the following Citizen Developer Tools has been rejected
Choose the Overview tab.
Choose More.
Choose Duplicate.
In the Name field, enter RejectionNotificationForm.
Choose Duplicate.
Note that only the word approved must be replaced in the Headline.
In the Headline field, enter Your Access Request to the following Citizen Developer Tools has been rejected.
Choose Save.
Add and configure the Rejection Notification form.
In the following steps, you will add and configure the Rejection Notification Form.
Use the following data:
Field
Value
Subject
Your Citizen developer tools access request has been rejected
Additional Approver Comment
Additional Approver Comment
Microsoft Power Automate
Microsoft Power Automate
SAP Build Apps
SAP Build Apps
SAP Build Process Automation
SAP Build Process Automation
SAP Build Work Zone
SAP Build Work Zone
Choose the AccessRequestApprovalProcess tab.
Choose the Reject Add (+) button.
Choose Forms → RejectNotificationForm.
In the Subject field, enter Your Citizen developer tools access request has been rejected.
Choose the Users field.
Choose Process Started By.
Choose a spot on an empty area in the process field to close the Process Content window.
Drag the Submit Add (+) button of the Rejection Notification Form.
Drop the Submit Add (+) button on End.
Choose Save.
Choose Inputs.
Enter the assignments for the Input fields from the table above.
Choose Save.
Result
You have now successfully created and configured forms for approving or rejecting an access request.
Create Process Conditions
Business Scenario
In this exercise, you will create a Process Condition to automate an approval for SAP Build tools.
Exercise Options
You can perform this exercise in the following ways:
Live Environment - by using the instructions provided below, you can perform the steps on a live system.
Platform Simulation – follow the step-by-step instructions within the simulation.
Note
We strongly recommend first performing the steps in the live environment.
Subscribe to SAP Build Process Automation (Free Tier/Paid) on your SAP BTP subaccount. Read this blog post, to learn how to setup the Free Tier version on SAP BTP.
Steps
Configure a condition to automatically approve a request without Microsoft Power Automate.
In the following steps, you will configure a condition to automatically approve a request if Microsoft Power Automate is not included.
Choose the Add (+) button between the Trigger and AccessRequestApprovalForm.
Choose Controls.
Choose Condition.
Choose Open Condition Editor.
Choose the Process Content field.
Choose Microsoft Power Automate.
Choose the Select value dropdown.
Select true.
Choose Apply.
Create a form for the new decision.
In the following steps, you will create a form for the new decision.
Use the following data:
Field
Value
Name
AutoApprovalNotificationForm
Headline
Your Access Request to the following Citizen Developer Tools has been automatically approved
Choose Save.
Choose the Overview tab.
To simplify the steps, you will duplicate the ApprovalNotificationForm, because only the headline needs to be changed there.
Choose More of ApprovalNotificationForm.
Choose Duplicate.
In the Name field, enter AutoApprovalNotificationForm.
Choose Duplicate.
In the Headline field, enter Your Access Request to the following Citizen Developer Tools has been automatically approved.
Note that only the word automatically has been added. Besides that, the form can be reused again.
Choose Save.
Choose the AccessRequestApprovalProcess tab.
Integrate the created form into the process.
In the following steps, you will integrate the created form into the process.
Use the following data:
Field
Value
Users
Your Citizen developer tools access request has been automatically approved
Microsoft Power Automate
Microsoft Power Automate
SAP Build Apps
SAP Build Apps
SAP Build Process Automation
SAP Build Process Automation
SAP Build Work Zone
SAP Build Work Zone
Choose the Add (+) button.
Choose Forms → AutoApprovalNotificationForm.
In the Users field, enter Your Citizen developer tools access request has been automatically approved.
Choose the Users field.
Choose Process Started By.
Choose Inputs.
Enter the assignments from the table above
Choose Save.
Drag the Submit Add (+) button.
Drop it on End.
Choose Save.
Result
You have now successfully created a Process Condition and automated the approval decision for a request.
Release, Deploy, and Run a Business Process
Business Scenario
In this exercise, you will release, deploy, and run a business process.
Exercise Options
You can perform this exercise in the following ways:
Live Environment - by using the instructions provided below, you can perform the steps on a live system.
Platform Simulation – follow the step-by-step instructions within the simulation.
Note
We strongly recommend first performing the steps in the live environment.
Subscribe to SAP Build Process Automation (Free Tier/Paid) on your SAP BTP subaccount. Read this blog post, to learn how to setup the Free Tier version on SAP BTP.
Steps
Release and deploy your business process.
In the following steps, you will release and deploy your business process.
Use the following data:
Field
Value
Version Comment
First draft version for testing
Choose the Overview tab.
Choose Release.
In the Version Comment field, enter First draft version for testing.
Choose Release.
Choose Deploy.
Choose AccessRequestApprovalProcess.
Run a Business Process.
In the following steps, you will run a Business Process by which you request Microsoft Power Automate and SAP Build Process Automation as tools.
Use the following data:
Field
Value
Requester Name
John Smith
Additional Requester Comments
Please approve asap
Choose AccessRequestApprovalForm.
Choose the Copy button of the Form Link.
Open a new tab.
Insert the copied link in the address bar and press Enter.
Here you can see the form for New Access Request to Citizen Developer Tools from the perspective of the requester.
In the Requester Name field, enter John Smith in the box.
Choose SAP Build Process Automation.
Choose Microsoft Power Automate.
In the Additional Requester Comments field, enter Please approve asap.
Choose Submit.
Check and approve the request.
In the following steps, you will check and approve the request in the Access Approval form from approver's perspective.
Use the following data:
Field
Value
Box
Okay, it will be approved
Additional Requester Comments
Please approve asap
Choose the SAP Build tab.
Choose My Inbox.
Enter Okay, it will be approved in the box.
Choose Approve.
Check from the requester perspective if the approval was successful
In the following steps, you will check from the requester perspective whether the approval was successful.
Choose REFRESH.
Examine the ApprovalNotificationForm.
Choose Submit.
Choose the Process Automation Trigger Form tab.
Run a business process with SAP Build Apps and SAP Build Process Automation and SAP Build Workzone as tools.
In the following steps, you will run a Business Process by which you request SAP Build Apps and SAP Build Process Automation and SAP Build Workzone as tools.
Use the following data:
Field
Value
Requester Name
John Smith
Choose Submit New.
Choose SAP Build Apps.
Choose SAP Build Process Automation.
Choose SAP Build Work Zone.
By not selecting Microsoft Power Automate, the request should automatically be approved due to your defined condition.
In the Requester Name field, enter John Smith.
Choose Submit.
Check your Inbox
In the next steps, you will check in your Inbox whether the request has been automatically approved.
Choose the My Inbox tab.
Choose REFRESH.
Examine the AutoApprovalNotificationForm.
Choose Submit.
Result
You have now successfully released, deployed, and run a business process.