You have probably experienced that many tasks in your working world, such as reviews, approvals, and validations are still assigned to employees via paper or e-mails. 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 add an approval step in the process.
Let’s have a look at the trigger form. The trigger form is the starting point of your business process.
You can define three different types of triggers:
- Using an Event trigger in SAP Business Process Automation (SBPA), you can automate and trigger a variety of actions based on events within your business processes. The event triggers onboard and listen to back-end events emitted from an external source system, and reacts to such events by triggering artifacts such as processes and automations.
- Using a form as a process trigger gives you an opportunity to use a direct link to the published form to start. Alternatively, you can embed the starting trigger into a tile in SAP workzone edition with the given parameters:
- Using an API call as a process trigger, you can start your business process via API call. To do this, you have to define the required input parameters and reuse them as, for example, input fields:
- Using an Event trigger in SAP Business Process Automation (SBPA), you can automate and trigger a variety of actions based on events within your business processes. The event triggers onboard and listen to back-end events emitted from an external source system, and reacts to such events by triggering artifacts such as processes and automations.
After you have defined your trigger form, it is time to add approval forms to your business process via drag and drop functionality in the forms builder tool. Approval forms are intended to capture and share information. With that, you can simplify and accelerate business approval processes used by business users. Approval forms automatically provide the choice to approve or reject the request with the according notification.
You have different options to configure the approval forms and to add further information:
- Make use of layouts such as headlines, and input fields such as text, dropdown, checkbox, number, date, choice, file upload/attachment*, and more.
- Configure read-only or required fields and their format:
- Define some more details like general information, inputs, and outputs:
