Digitalize and Simplify User Interactions With Forms

You have probably experienced that many tasks in your working world, such as reviews, approvals, and validations are still assigned to employees via papers or emails. These tasks are a vital part of any business process, but they are inefficient and slow.

Forms are a popular way to streamline these activities. Once you have created a form, you can use it to trigger a process to start or to add an approval step in the process.

Therefore, now you will learn to create three interactive forms with the SAP Build Process Automation Form Builder, which is embedded in the Process Builder.

The forms can be simply created in the Form Builder by dragging and dropping the text elements and input fields onto the canvas. Forms have one layout, one access point, with traceable actions, and are designed to involve the right kinds of stakeholders at the right time.

Now you will create and design the first Form, which will initiate your business process. Begin by opening your process in the Process Builder.

Now you will create the second Form, which will configure to manage the approval of your business process. Remember to save your work using the Save button at the top-right corner of the screen.

After the user approves or rejects the approval request via the previous form, the next step is to create a form to manage notifications. These notifications will inform the requestor whether their sales order is approved or rejected, and it will be sent either via email or through the form. Be sure to save when you are done!