SAP Email, SMS, PDF and more!
Floe is a document generator for SAP ERP and S/4HANA for any kind of communication: Email, PDF, SMS and HTML.
Using Floe you can manage document templates and dynamic business rules in order to produce tailored, branded SAP communication.
Floe can be incorporated into existing business processes easily.
SAP add-on for Email, SMS and document generation
Floe is a Communication module for SAP. Using Floe, organisations can deliver outstanding communications in multiple formats, fully integrated with data from their SAP systems.
Developer tool for building dynamic output
With Floe, complex document output and notifications can be built with minimal training and traditional SAP skills of table configuration and simple ABAP.
Business User tool for managing templates
Document templates are made up of content blocks that can be maintained by Business Users through an easy Fiori app. Everything is managed within the SAP system.
What does Floe do?
Floe provides a framework for the definition of business logic and dynamic templates, for easy ongoing maintenance.
Template management
This includes, defining document templates, managing all the business logic for data determination, manipulation, attachments, images, and recipients etc: All the components required for SAP communication.
You can also build recipient lists for the purpose of mass communication.
SAP Email, SMS, PDF and more
Floe generates Emails, Texts or PDF documents based on data and business logic from your SAP system. This enables greatly improved SAP communication with employees and external communities.
This can be entirely data-driven, so you can dynamically select and manipulate the document template, based on the data from SAP.
Floe supports very simple or really complex scenarios, where for example, content is dynamically tailored for the particular recipient, or includes multiple levels of nested content.
Floe Drive: Image Repository
Floe supports multiple ways of handling images, and delivers the functionality to store images in a cloud repository so that they can be included using image links.
Powerful integration
Floe provides impressive SAP integration, such that any data from SAP systems can be incorporated into the body of the email, text or document Recipients, images and attachments can be determined from business logic stored within the SAP system.
In addition, because Floe is delivered as an API, you can trigger it from non-SAP systems too, passing in whatever data you like.
User decision capture is supported for SAP Workflow, order management or anywhere a user decision point is needed.
Floe is integrated to SAP authorisations, and all the outbound messages flow out of the normal SAP Connect interface, so your Basis team can manage them using the standard tools.
Dynamic Content
Each template can be built dynamically from multiple sections, enabling the completed email to be driven by your data.
Templates can include repeating sections or rows to include table-based information, and even repeating nested sections in order to support document output such as sales order item schedule lines.
Tailored Content
Both the data and the content can be derived based on business rules. Using Floe, business logic can be added to dynamically change the content based on SAP data.
In this way, the same document may look very different, containing different paragraphs, links, images or attachments when sent to different recipients. This enables complex output like sales orders and contracts to be generated automatically.
How does Floe work?
The Floe API
Floe is delivered as an API, and can be triggered from anywhere.
For the main use cases, the API is triggered either from a SAP workflow step, or a print program, or from the mass correspondence tool that is included as part of Floe. Floe can also be used for on-demand scenarios used in customer portals and chatbots.
Floe Designer App
The Floe Designer is a Fiori app to enable document templates to be created and maintained.
The app can be linked to the production system or the development system, or deployed more than once to maintain content in more than one place if required.
Floe Designer functionality
- Manage Templates
Enables users to create and change template content, including tables, images and links in multiple languages.
- Manage Library
Enables users to create and change reusable library content which can be used across multiple document types.
- Low Code Dynamic Content
Drag & drop interface enables user to quickly build templates and add dynamic logic.
- One Click Email Attachments
Enables users to add static and dynamically generated PDF email attachments with the click of a button.
- Preview and Test
Enables users to see a preview and send a test email or SMS in order to check the final email on multiple devices.
Technology
Technically Floe is an ABAP Add-on, that installs on top of your SAP solution.
You can then set up and use Floe through the normal SAP menus and IMG.
Back-end core
Arch Floe requires a SAP Netweaver 7.0 application server (or above), with the ABAP and BASIS components installed. (SAP_ABA 700, SAP_BASIS 700).
Typically Floe is installed on your back-end SAP system (SAP ERP or S/4HANA) but it can be separately hosted.
The SAP system must be connected to an SMTP server for outbound e-mail traffic.
To enable PDF generation functionality or SMS sending, a subscription to Renda.IO is required.
Floe Designer app
The Floe Designer app requires SAP Gateway to be installed. The back-end core includes the service definition.
The app can be deployed to the SAP Cloud or to an ABAP system.
It can be added to the Fiori LaunchPad. It can run natively inside the Fiori LaunchPad if the available SAPUI5 version is 1.60 or above. Alternatively it can run as a standalone app outside the Fiori LaunchPad with no dependency on the installed SAPUI5 version.
Deployment options
Floe can be deployed in your Fiori landscape in multiple different ways, either on premise or in the cloud.