3648709 - How to retrieve form route map steps report using Integration Center

This article provides how to retrieve form route map steps using EDI stacked integration via Integration center.

Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental. 

SAP SuccessFactors Performance Management

Note: In Modify Form Route Map, if you want to use Modify common options to mass modify forms, their route map steps must be completely identical in the following aspects:

• number of steps
• order of steps
• step name
• step type (including steps roles)
• step ID

There are two methods to help you generate the route map steps report from integration center. If you only want to use the report for distinguishing and comparing form steps in order to correctly using “Modify form route map” to mass modify forms, you can refer to Option1 directly. If you prefer to configure your custom columns in route map for your report, you can follow the Option2’s steps to set a new EDI stacked integration.  

Option 1: upload pre-made icd file

1. Download the file "Form route map step_definition.zip" from attachment and unzip the file. 
2. Go to integration center > Click on create > Select "import an integration definition".
   
3. Choose the downloaded pre-made icd file "Form route map step_definition.icd", and click on upload.
   
4. Under configure fields, you will see the already configured column, respectively,
   • Document id 
   • Step name 
   • Step order
   • Step type (type of the step: E, EM, C E EM etc.)
   • Step ID 
   • Form template ID
     
5. Go to Filter and Sort, add filter for your query. It is recommended to use formTemplateId or creationDate.
   
   
6. Go back to configure fields and confirm the preview data. You can click on the eyeglass icon on the right to display preview data in full.
   
7. Go to Destination Settings to configure the necessary information to export the data. For how to fill the information, refer to Destination Settings.
   
8. Save this integration.

Note: Currently the file extension is only supporting csv, txt, xml, dat. 

Option 2: Start from scratch

1. Navigate to the Integration Center>My integrations.
   
2. Click Create > Scheduled EDI/Stacked File Output integration.
   
3. Select the entity - FormHeader and click "Select"
   
4. Enter the integration name and description, click Next.
   
5. Under "Configure Fields", click on the + icon and select Insert Sibling. The first Sibling is added.
   
6. Click on the "New Segment", then click on + icon, select "Insert Child Segment".
   
7. Click on the "New Segment" on the first row and click the folder icon to set this as "Paging/Batch Element".
   
8. Change the Association for child sibling and select formRouteMap > routeStep.
   
   
9. Click "New Element" on the second row, change the label to "Document Id", then change the Association to formDataId.
   
   
10. Click on the "New Element" in the first row and input "Document ID" in "Label" and "Default Value". This will be the header title for the formDataId column.
    
11. To add more header title, click on the "Document ID" configured, then click on + icon and click "insert Sibling". Input corresponding text in "Label" and "Default Value".
    
12. Now click formDataId Element on the second row and click on + icon to add New Element.
    
13. Click the new Element, modify the label to "Step Name", change the Association to "stepName".
    
    
14. Repeat the above two steps to add new element, change association to get the data you want formRouteMap/routeStep. For example,
    • Step Order
      
    • Step Type
      
    • Step ID
      
15. Go to Filter and Sort, add filter for your query. It is recommended to use formDataId or creationDate.
    
    
16. Go back to configure fields and confirm the preview data. You can click on the eyeglass icon on the right to display the data preview.
17. Go to Destination Settings to configure the necessary information to export the data. For how to fill the information, refer to Destination Settings.
18. Save this integration.

Note: Currently the file extension only supports csv, txt, xml, dat. 

• KBA 3520533 - How to get form Audit Trail details via Integration Center 
• KBA 2641363 - How to create an outbound EDI stacked integration which will generate multiple header lines output file

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