Automate

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  • 1.  Tip : Route workflow in automated manner, without opening form tasks.

    Employee
    Posted 02-07-2025 03:28
    Edited by Hammad Naeem 02-07-2025 03:40

    Hi All,

    Consider a  scenario where an automate update plugin runs and post data to sap, based on the log messages recieved if there is any error in any one of the material, we want to route workflow to Review Route else proceed to Posting or create child forms etc, usually this requires a manual step to open the form task to check if any error received, set certain field values on form and then continue in workflow. 

    Refer screenshot below :

    As shown above, there is error in 2nd material, to automate this scenario workflow can be designed as :

    Steps :

    • Create a Solution Data Library  (say Formdata) with 2 fields: ProcessName and Formdata.
    • Create a data-connection in the solution pointing to Solution Data Library created above.
    • Using 'Export Repeating Group' Plugin Export form field values : Request Number to 'ProcessName' and logfield_1 values to Formdata fields of Solution data library created above.
    • Now, once we have the exported data,Use 'Set Form Data' plugin to  concatenate and set this data on a form field (say LogField) use Function 'Data Connections'(refer screenshot below) to merge all the values from the solution data library. (For more details import the attached solution and refer 'Fetch Data' Node)
    • Now a transition node condition can be applied on Logfield to Match if keyword 'Err' exists, if yes then workflow will route to Review Loop else will Route to 'Post To SAP' Route.
    • At the last Step in Workflow get rid of exported data from Solution Data Library, delete the Data using 'Update Solution Library Data' plugin

    A Working copy of scenario is attached in link : https://nowtransfer.de/1d1852fd4a74

    Hope this helps.

    Regards



    ------------------------------
    Hammad Naeem
    Precisely Software Inc.
    ------------------------------



  • 2.  RE: Tip : Route workflow in automated manner, without opening form tasks.

    Posted 7 days ago

    Thank you Hammad,

    kindly review link, not working for me.

    A Working copy of scenario is attached in link : https://nowtransfer.de/1d1852fd4a74



    ------------------------------
    Renette Nienaber
    Mrd
    VIVO ENERGY SOUTH AFRICA (PTY) LTD
    ------------------------------



  • 3.  RE: Tip : Route workflow in automated manner, without opening form tasks.

    Employee
    Posted 7 days ago

    Hi Renette,

    Above link expired, please find Form Solution and Solution Data Library here : https://nowtransfer.de/b209b3c7a6a3

    Hope this helps.

    Regards



    ------------------------------
    Hammad Naeem
    *Precisely Software Inc.
    ------------------------------