Utilize Low-Code/No-Code Applications and Automations for Citizen Developers

Get Started With a Business Process

Objectives
After completing this lesson, you will be able to:

After completing this lesson, you will be able to:

  • Get started with SAP Process Automation features
  • Create a project and a business process

SAP Process Automation Features

Welcome back to learning about SAP Process Automation, and especially this lesson on getting started with a business process. This is the lesson you have been waiting for, it’s time to become a builder with no-code technology! First, we will show you around SAP Process Automation and then, you will set up your first project in the system.

Now that you have set up your SAP Process Automation landscape, let’s start with an introduction to the features.

Enter the Lobby

First, when you get into the lobby, you will see the landing page of SAP Process Automation.

There, you can create and have access to projects in the process builder.

Also, as in any "lobby" you get "doors" to different areas:

  • The first one is a door to the STORE area.
  • The next one, is the access to the Monitoring area.
  • The third is the Settings area.
  • Last, the My Inbox area which refers to the Inbox of the user.

Let’s see exactly how these areas look and explore the features of each!

  • Use the Lobby to create, manage, and deploy business processes and action projects that encapsulate APIs as actions in your business scenarios.
  • Use the Store to browse, add, and use pre-packaged projects offered and curated by SAP covering a large set of business use cases.
  • Use the Monitor features to view and manage specific processes (also called process instances), automation jobs, acquired events, and visibility scenarios.
  • Use the Settings features to configure and manage desktop agents, backend settings, destinations, API keys, and alert handlers.
  • Use My Inbox for displaying and processing your tasks.

Deep Dive into the Capabilities

1. LOBBY

The lobby is a central page for creating, accessing, and managing your projects in SAP Process Automation.

Access business application processes, company configured templates, and other resources for your end-to-end business process.

The following features are available in the lobby: Create, Search, View, Filters, Actions

You can perform the following operations in the lobby:

  1. Create and edit a project.
  2. Delete a project from the list.
  3. View projects in different ways and perform different actions on them: Delete, Rename, Release, Publish, Deploy and Share.

2. STORE

The Store is available for everyone and can be accessed directly from the home page. The store offers prebuilt content created and curated by SAP which can be used free of charge with SAP Process Automation. This content could contain prebuilt, directly usable packages, including templated automations, workflows, processes, process visibility dashboards, forms, and actions.

The store also offers a variety of filters, a search feature, and content descriptions to help users find what they are looking for quickly.

Though, when using this content, be informed about the following disclaimer:

SAP does not warrant the correctness and completeness of the store content. SAP shall not be liable for errors or damage caused by the use of content unless damages have been caused by SAP's gross negligence or willful misconduct. SAP is free to retire store content at any time from the Store. All content is versioned and only the latest version is available for download.

Though, when using this content, be informed about the following disclaimer:

SAP does not warrant the correctness and completeness of the store content. SAP shall not be liable for errors or damage caused by the use of content unless damages have been caused by SAP's gross negligence or willful misconduct. SAP is free to retire store content at any time from the Store. All content is versioned and only the latest version is available for download.

3. MONITOR

The Monitor page collects events coming from deployed workflows and automation jobs and presents them to the user. These events represent the state of the agents, the status of the jobs that have been run, and the business activity of monitoring events.

The Monitoring page offers several interlinked views for Process and Workflow Instances, Automation Jobs, and Acquired Events. All can be accessed using dedicated tiles in the SAP Fiori launchpad:

4. SETTINGS

You use the Settings page to check the details of deployed projects.

As shown in the following image, you can find the Settings link in the top area and open it as a separate page in SAP Process Automation. It includes various details, the status, and any error messages attached to deployed projects.

5. MY INBOX

You can process tasks within the My Inbox application. You can use My Inbox on your desktop or mobile device.

The key features

  1. View all tasks that are assigned to you with their priority.
  2. Claim tasks.
  3. Sort, filter and group your tasks.
  4. View task-specific details.
  5. Release tasks for which you are the processor.
  6. View workflow log details for a selected task and events, relevant to it chronologically.
  7. Execute and complete tasks.
  8. Share a task via e-mail.

To Create a Project and a Business Process

Now that you are oriented towards the product, let’s create your first project in SAP Process Automation.

Steps

  1. In the Lobby, choose Create and select Business Process.

  2. Set a name for your project and click Create.

  3. A new project will open in a new Tab. Click Create and then Process.

  4. Give it a name and an identifier and click Create.

Result

Your process is now ready for you to add artifacts such as Forms, Automations, Conditions, Decisions, etc., as needed.

Get Started With a Business Process: Lesson Recap

You’re off to a great start! In this lesson you figured out your way around SAP Process Automation and set up your first project. In the next lesson, we will take you deeper into the next steps, and you will learn how to digitalize and make user interactions easier. See you there!

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