Adjust/Copy Workflow TemplateThis section describes the procedure for implementing the release workflow. Several steps are necessary for this.

Preconditions

Step 1: Standard Customizing for the workflow was carried out (IMG path: Basis --> Business Management -> SAP Business Workflow).

Step 2 (optional): Copying of SAP workflow template WS 20000139 with the name trtmtr_dl_rl and the Sub-Workflow template WS 20000138 with the name trtmtr_no_ch.

This is only necessary if you wish to change the workflow template in a customer-specific manner. Otherwise, you can use the SAP workflow template.

Procedure:

1. Transaction: PFTC (Tools -> Business Workflow -> Development;Task)2. Task category WS; Task 20000138 and/or 200001393. Menu path: Task -> Copy4. Popup "Copy task": Enter ID code and name here (look at the space available for the customer name!)

Step 3 (mandatory): Change Standard role 20000034 (ID code: TRTMTR_DEAL).

The standard role describes the responsibilities for the individual approval steps.

Procedure:

1. Transaction SWLD, path Definition tools -> Display standard roles.2. Branch to the responsibilities and create the necessary responsibilities/roles there:2.a single-level: agent2.b dual-level: agent 1st approval2.c dual-level: agent 2nd approval2.d for triple level release analogous to 3 agent roles. 3. Change the responsibilities so that the "current approval level" is set at the corresponding value and the "release levels" are set at the maximum number of release levels possible.4. In order to enter the agents, choose Edit -> Agent assignment -> Create, after placing the cursor on the corresponding standard role. You can now directly enter the user or a complete position.5. Standard role 20000035 -(addressee for missed deadlines in workflow):maintain one or several users/positions that should be informed whendeadlines are missed.

Step 4 (mandatory): Activate event linkage.

As this workflow is triggered via an event, the event linkage of the workflow used by yourself must be activated.

Procedure:

1. Transaction PFTC2. Enter and display customer task/SAP workflow template WS 20000139.3. Choose "Triggering events" from the tabstrip control.4. Menu path: Edit -> Event -> Activate linkage for object categoryBUS2042 and event "To-be_Approved".5. Save workflow task.

Step 5 (mandatory):

Check whether Agent assignment has been activated, if not, activate it. Standard task TS20000223 (Approval task for release):

1. Transaction PFTC2. Enter and display approval task TS 20000223.3. Choose Additional data -> Agent assignment -> Maintain.4. Choose Edit -> Attributes and mark the task as "General task".Activate the Agent assignment.5. Repeat steps 1-4 for tasks TS 20000235 (add attachment), TS20000239 (change transaction), TS 20000238 (reverse transaction) and TS20000225 (decision).

Step 6 (optional): Activate workflow.

Activation of the workflow after copying and adjusting the workflow (only necessary in step 1 and (customer) workflow).