Customizing guided workflows for reuse

You can use the generated guided workflow to update the implementation of a selected transaction in your business flow in IBM Process Portal. You can update some elements or the entire implementation of the transaction, including the layout, variables, code, and data mapping.

About this task

The following example shows you how to update the layout of a selected step by customizing and reusing an existing guided workflow.

Procedure

In IBM Process Designer, in the Diagram view, select a transaction in the BPD flow.
In the Implementation view, click Toolkits > SAP Guided Workflow > User Interface > Heritage Human Service, right-click Default SAP Transaction Human Service and select Copy item to > Other Process App. Then, select the name of the process application to which you want to add the heritage human service.
In the Process App Settings for the application, click User Interface > Heritage Human Service, right-click Default SAP Transaction Human Service and select Rename to specify a new name for the heritage human service, for example, Customized SAP Transaction Heritage Human Service. Click OK to save the name.
Click User Interface > Heritage Human Service > Customized SAP Transaction Heritage Human Service.
In the Diagram view, select the process that you want to customize and use the Coaches on the palette to customize the selected process. For example, you can customize the layout of a form by adding a check box to it or by renaming an existing button.
On the Variables tab, add the output and private variables that are required for each business object that is used in the customization and bind the business objects to their output variables.
In the Data Mapping view, under Input mapping, assign the private variable to the selected transaction.
Click Save.
Log in to Process Portal and select the name of the BPD that has the generated guided workflow.
In the My Tasks portlet, select the task that corresponds to the customized transaction in your BPD flow and verify that the layout of the Guided Workflow form is customized as you specified.
Click Complete to save your changes.

Results

The following table lists the input and output parameters of the Default SAP Transaction Human Service. More information is available in the documentation for each variable.

Table 1. Input and output parameters in the Default SAP Transaction Human Service
Parameter	Description
sapaccount	(Optional) Specifies the SAP account that you can use to log in to the target SAP server. If the sapaccount parameter is set, you do not need to enter your SAP user name and password in the guided workflow for this activity.
transactionBO	(Optional) Specifies the business object that you can use to enable the information flow. If the transactionBO parameter is not set, the transaction is launched in the default way.
splash	(Optional) Shows or hides the SAP HTML GUI splash page. The default value is `true`.
borderOrNot	Shows or hides the guided workflow border. The default value is `true`.
frameHeight	(Optional) Specifies the height of the SAP transaction displayed in the guided workflow. The default value is `600 (px)`.
protocol	(Optional) Specifies the protocol that you can use to connect to the target SAP server. Valid values are `HTTP` and `HTTPS`. The default value is `HTTP`.
autoSkipFirstScreen	(Optional) Specifies whether to execute the default action in the first screen of the transaction. The default value is `false`.
SAPServerName	Identifies the target SAP server on which the activity will run. The SAPServerName parameter is optional only when the activity has SAP information and its logical component is the default value. Otherwise, SAPServerName is a required parameter.
defaultTransaction	Specifies the transaction that the activity will run. The defaultTransaction parameter is optional only when the activity has SAP information and its standard transaction is the default value. Otherwise, defaultTransaction is a required parameter.
enableSAPAccountPage	(Optional) Specifies whether to display the SAP account page that is designed in the SAP Guided Workflow. Its default value is `false`. If Single Sign-On (SSO) is configured between IBM® BPM and SAP Solution Manager, or if you want to use the SAP logon page, leave the value set to `false`.
servicePath	(Optional) Specifies the SAP service that you want to use to launch the SAP transaction in the guided workflow. The servicePath parameter is provided for cases where the service is configured to use a non-default path.
ableToRetrieveData	(Optional) Allows the user to display retrieved data before the activity is completed. The default value is `false`.
output	Specifies the output that is captured from the SAP transaction.
canceled	Indicates whether the activity is canceled.