Automate SAP S/4 HANA Cloud Application Using the Recorder

1. Once you have successfully created S/4 HANA Cloud Trial account as mentioned in pre-requisites, navigate to SAP S/4 HANA Cloud Trial account.

2. Search for Manage Purchase Orders.

   

You will create a new project in SAP Build Process Automation application.

1. Navigate to SAP Build application and create a project by choosing Create.

   

2. Select Build an Automated Process.

   

3. Select Task Automation.

   

4. In the Create a Task Automation project window, please give the project the name: Upload Purchase Order and choose Create.

   

5. Once the project is created, a new tab will open. You will need to configure your agent version. Select the version of the agent installed on your machine and choose Confirm.

   

6. A pop-up window asking you to create an automation will appear, please choose Cancel.

   

   What is going on?

   As you will be using the recorder feature, you do not need to create an automation but an application.

   The next step would be to create your application within your project.

Before recording the steps of a workflow, ensure that the Manage Purchase Orders application and the SAP Build Process Automation application are running in a Chrome browser in two separate windows.

1. Open the Manage Purchase Orders application in your SAP S/4 HANA Cloud Trial account.

2. In the Overview tab of your Upload Purchase Order project, choose Create, then choose Application.

   

3. In the Create Application window, type Manage Purchase Orders as an application name and choose Create.

   

   What is going on?

   SAP Build Process Automation starts detecting the applications and their screens currently running on your local machine. When it’s done, you’ll see a list of screens in the picker panel on the left.

4. Select the Manage Purchase Orders screen and choose Next.

   

   You have the option to select either Recorder type or Manual Capture type. This tutorial will show you how to use the Recorder.

5. Select Recorder as type and choose Record.

   

   Please note that the technology that you will be recording is Web.

After the dependencies have been successfully added, SAP Build Process Automation application is locked and you will be directed to the S/4 HANA application you want to record.

The Recorder widget will appear. In this tutorial, you will learn how to use a new feature in the Recorder Automatic Capture Mode.

In earlier versions of the Recorder, when the screen changed in the application, the recorder showed a capture hint. This reminded the user to capture the screen where you had to click on the camera icon to capture the screen. Now, the recorder is enhanced such that, as soon as any screen changes are detected, it automatically initiates the capture and captures the screen.

1. Choose Record to start recording.

   

   You can see the Automatic Capture Mode is on.

   

   You can select the drop down menu to view the different available capture modes such as:

   • Automatic Capture Mode
   • Manual Capture Mode
   • Capture on Hover

   

   This step involves recording the setting of the values for Supplier, Purchasing Organization and Purchasing Group.

   Field Name	Value
   Supplier	USSU-TRL04
   Purchasing Organization	1710
   Purchasing Group	Z10

   Once you choose Record, the Recorder will capture the screen.

2. Now choose Manage Purchase Orders tile on the page.

   

   You can see that the activity is added.

   Once a new screen appears, the recorder detects the screen change and initiates the screen capture immediately. First, the recorder waits for the screen to load. Once the screen loads completely, the recorder starts capturing the screen data with green border around the application and capture progress in the recorder.

   CAUTION: Please wait until the page is fully recorded.

3. On the Manage Purchase Orders application, choose Create.

   

   The recorder will add the new screen with the new purchase order that needs to be created. Now you need to set the values for Supplier, Purchasing Organization and Purchasing Group.

4. In the Supplier input field, choose the Show Value Help icon.

   

   CAUTION: Please wait until the page is fully recorded.

   

5. Search for the Supplier: USSU-TRL04 in the search field and choose Go.

   

6. Select the Supplier: USSU-TRL04.

   

   CAUTION: Please wait until the page is fully recorded.

7. Upon selecting the Supplier, the Purchasing Organization input fills itself with the correct value automatically.

   

8. Now you can repeat the above steps for Purchasing Group: Z90.

This step involves recording the setting of the values for Material Details in a table.

1. Choose Create.

   CAUTION: Please wait until the page is fully recorded.

   

   A new empty table row is created.

2. In the Material input field, choose the Show Value Help icon.

   CAUTION: Please wait until the page is fully recorded.

   

3. Search for the Material: MZ-FG-M525 in the search field and choose Go.

4. Select the Material: MZ-FG-M525.

   

5. Set Order Quantity to 200.

6. Set Net Order Price to 9000.

   CAUTION: Please wait until the page is fully recorded.

7. Choose Order.

   

   The new purchase order is created.

   

Once you have completed entering the data in the application screens, you can stop recording. Choose the button to stop the recording. After you stop the recording, by default, the Export button is displayed.

1. Choose the stop button to stop the recording.

2. To export the recorded steps to SAP Build Process Automation, choose the Export button.

   

   CAUTION: Before you start exporting the recording to SAP Build Process Automation, check if your session has not timed out. If it has timed out, you must re-login (do not refresh) and then export the recording.

After successful processing, the recorder widget will be closed. You will be redirected to SAP Build Process Automation application and the confirmation message, Recording successfully exported is displayed.

The application Manage Purchase Orders and the automation Manage Purchase Orders are successfully exported.

You will find the Declared Application in Manage Purchase Orders application. You can view the recorded screens under Declared Application and the recorded elements under Declared Elements. If required, you can manually edit the screens to add or remove objects.

All the recorded steps will be displayed in the automation designer of Manage Purchase Orders automation. You can then edit the automation to update the Step Details.

To test your automation, choose Test.

Manage Purchase Orders application is opened in a browser window and creates the purchase order with values provided in the steps of the automation.

When you record an application, you always create a new application and automation at the end of the recording. The Re-recording of application feature allows you to re-record or update an existing application and enhance the existing automation by merging newly recorded artifacts with it.

1. Navigate to the Overview tab of your Upload Purchase Order project.

2. Choose Create and then select Application. The Create Application popup window is displayed.

   

3. In the Create Application popup window, enter the following:

   • Enter the name in the Application Name field: Home
   • Optional: edit the Application Identifier field without using a space.
   • Enter a short description in the Description field: Add home screen

4. Choose Create.

   

   A new tab labeled to the name of the captured application is displayed. The system starts detecting the applications and their screens currently running on your local machine. When it’s done, a list of screens is displayed in the picker panel on the left.

5. Select the application you want to record from the list of screens. A preview of the screen is displayed in the capture area.

6. Choose Next. This redirects you to the application that you want to record.

   

7. To start the recorder, choose Record.

   

8. To initiate the recording, choose the Record button. The Cloud Studio is locked and the selected application is recorded.

   

9. In the search field, type Manage Purchase Order and hit enter.

   

   Note that the recorder is in Automating Capture Mode. You may change the mode to your liking.

10. You may now stop the recording, choose the stop button and then the Export button.

    

11. In the Export Recording popup window, select Update an existing automation and choose Next.

    What is going on?

    If you select this option, the existing automation is displayed. If you select the Create a new automation option and choose Next, the Successfully created the automation confirmation message is displayed and you are redirected to the Cloud Studio.

    

12. In the Insert Recording popup window, select Start of current automation to add the new recording at the beginning of your automation.

13. To insert the steps into your existing automation, choose Insert.

    

    The Successfully saved the automation confirmation message is displayed, and you are redirected to the Cloud Studio.

    You can see that your new application Home has been added.

    

    Now you need to remove the duplicate Start and Close application activities from your automation.

14. Navigate back to your Manage Purchase Orders automation.

15. You can delete step 3 and 4 as they are duplicate activities.

    

16. Save your automation.

17. You may test your automation. Now Home application is opened in a browser window and creates the purchase order with values provided in the steps of the automation.