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How to add new form created in SAP B1 studio back into SAP B1

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Hey Experts

 

Having a little trouble completely understanding if we have all the tools at our disposal to create a new form in SAP B1 studio, to then add the new form into the SAP B1 menu, to then build a workflow for approval when the end user submits the new form (The new form is for major expenditure request)

 

  • We are on SAP B1 9.0 pl11
  • We recently requested our SAP partner to add the Worflow service and the SAP Business One Studio (Not the MS visual studio)
  • They also did not ever install screen painter, Custom language, SDK or solution packager

 

We have a  SQL Server 2008R

 

OK ..........that gives you all a background

 

I wanted to created a Major expenditure request form in SAP that could workflow to designated PMO and financial delegates for approval.

 

1. I created a new Master Data table and registered it (by doing so I would then have a datasource to use in created my "MER" form

 

User Defined table - Setup.gif

 

2. I added relevant user defined fields to the newly created table  fields.

 

User Defined Fields - Management.gif

 

3. I then register the new table

 

User defined object registration.gif

 

4. I then use this new datasource to build my new form using SAP B1 Studio

 

SAP B1 studio new form.gif

5. New form successfully displays in SAP B1 client

 

NEW Form display in SAP.gif

6. The issue is that I an happy with the form and like how it displays in the SAP B1 client, the piece we seem to be missing is how to get this new form saved into the SAP B1 client ??

 

The form can be exported as either a 'XML' or 'srf' file type  and the new project for new form "Major Expenditure Request Form.b1s" is saved as a solution type "B1s"

 

How do we get this type of solution 'B1s' into SAPB1 ?? or how do I import the file that is saved as either 'XML' or 'srf'

 

In SAP B1 client  ................I looked at the report and layout manager to see if I could import the the new form but it only accepts file types "b1p, rpt or b1px

 

I am at a loss at how to proceed as I was counting on getting this new form in SAp B1 client for the end user to use in submitted Major expenditure requests which I could then use to build a workflow for approval

 

Any assistance and direction would be greatly appreciated

 

Clyde Carson


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