Approval Framework (AWE) Basic Overview
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Transcript of Approval Framework (AWE) Basic Overview
1© 2009 Oracle Corporation – Proprietary and Confidential
2
PeopleSoft – Approval Framework (AWE) Basics Overview
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3© 2011 Oracle Corporation – Proprietary and Confidential
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Approval Framework (AWE) Basics Overview
Laurie Thomas
Senior Support Engineer
5© 2011 Oracle Corporation – Proprietary and Confidential
Objective
• Provide basic understanding of the Approval
Framework and Approval Workflow Engine (AWE)
using PeopleSoft 9.1 Applications.
• Lay foundation in preparation for next AWE Advisor
sessions in this series.
6© 2011 Oracle Corporation – Proprietary and Confidential
Approval Framework (AWE)
2011 Advisor Sessions
Title Date
Approval Framework (AWE) Basics Overview Sept. 7th
Approval Framework (AWE), Configuring to be
Site Specific
Sept. 21st
Approval Framework (AWE) Monitoring and
Administration
Oct. 5th
Approval Framework (AWE) Notification and
Escalation (NEM) Processing
Oct. 19th
Approval Framework (AWE) Email Collaboration
Approvals
Nov. 2nd
Using HCM 9.1 Delegation with Approval
Framework (AWE)
Nov 16th
7© 2011 Oracle Corporation – Proprietary and Confidential
Agenda
• History of Approval Workflow Engine (AWE)
• The Approval Framework Foundation
• Process Flow of AWE
• Implementers & End Users
• AWE Terminology & Approval Process Setup
• Additional Resources
• Q & A
8© 2011 Oracle Corporation – Proprietary and Confidential
History of Approval Workflow Engine
(AWE)
• The foundation of AWE is PeopleTools Workflow
Business Process, Activity, and Events
• The Approval Workflow Engine (AWE) is a product
that evolved from eProcurement.
• Adopted early with Expenses in 8.9
• Application AWE adoption per release;
• 8.8, ~18, in 8.9, and ~25 in 9.0, ~30 in 9.1~ 100
• AWE delivered with PeopleTools in PT 8.49.
• Consolidated codeline between HCM and FSCM in PS 9.0.
• AWE delivered as Enterprise Component with PS 9.1.
9© 2011 Oracle Corporation – Proprietary and Confidential
History of Approval Workflow Engine
(AWE)
10© 2011 Oracle Corporation – Proprietary and Confidential
AWE Foundation
•Business Process = EOAW_APPROVALS
•Activity = EOAW_ROUTE
Creates User Worklists
•Activity = EOAW_REDIRECT
Redirects User to Application Approval Page
11© 2011 Oracle Corporation – Proprietary and Confidential
Activity = EOAW_ROUTE
Worklist Attributes
PSWORKLIST.INSTSTATUS=2
12© 2011 Oracle Corporation – Proprietary and Confidential
Activity = EOAW_ROUTE
13© 2011 Oracle Corporation – Proprietary and Confidential
Process Flow of AWE
• (What) Transactions: The Transaction Registry is used to
identify how the calling application will interact with AWE.
• (How) Approval Process Definitions: The Approval Process
Definition pages allow the functional analyst to define the
workflow steps to be executed in order for the transaction to be
approved.
• (When) Configurations: The Approval Process Configuration
page allows the user to define events that trigger notifications.
• (Who) User Lists: User Lists are generated by User Roles, SQL
Definitions, PS/Query options and Application Packages.
Developers Define… What & Who
Implementers Define… How & When
What, How, When, & Who
14© 2011 Oracle Corporation – Proprietary and Confidential
Process Flow of AWE
15© 2011 Oracle Corporation – Proprietary and Confidential
Implementers & End Users
16© 2011 Oracle Corporation – Proprietary and Confidential
Implementers & End Users
1. Develop Transaction entry and Approval components
2. Create Approval cross reference table
3. Create a view of users
4. Develop Approval transaction handler class
5. Develop code to launch and manage the approval
6. Create the Notification Templates for Email
7. Register the Approval Transaction
8. Develop User Lists
Consider for Customization
PeopleSoft Development Delivered
17© 2011 Oracle Corporation – Proprietary and Confidential
Implementers & End Users
1. Modify Notification Email Templates
2. Develop User Lists
3. Configure Process Definitions
4. Transaction Configuration
5. Configure Approval User Monitor
Custom Site Specific Focus
18© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
(What) Transactions
19© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Register Transactions
Enable Notification
20© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Register Transactions
Internal URL is Tied To …
Tools URL for Generation of Email Notification URL
http://ple336268.us.oracle.com:8200/psp/E910GXAM/EMPLOYEE/EMPL/c/APPROVE_EXPENSE_TRANSACTIONS.EX_SHEET_APPR.GBL?Action=U&SHEET_ID=0000000097
21© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
(How) Approval Process Definitions
22© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
•Stages are used to contain one or more Paths
•Stages execute sequentially
•Each Stage must complete before the next begins
•Stages can be defined at the Header or Line level, not both
•Multiple stages can exist for either line or header level
Stages
23© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Paths
•More than one Path can exists per Stage
•Path processing is done in parallel
• ie, Routing line items to different User Lists
•Paths can have either Static or Dynamic Source
• Static source, is set number of Steps
• Dynamic source, User List runs again until no returns
• Dynamic can use Approval AuthorizationCriteria.
24© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Path Details
25© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Steps
•Step is a unit of work that must complete before advancing
•When the Path is Static, there can be multiple Steps.
•When the Path Dynamic, there can only be one Step and the user list cannot be based on a Role.
• Steps are triggered based on criteria resolving to true.
26© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
• 4 Levels of Criteria
• 3 Types of Criteria
• Evaluates to Boolean (true or false)
• Satisfy All Criteria
• Header/Line Record.Field Values
• Monetary Criteria
Criteria Definitions
27© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Criteria Definitions, continued
28© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Step Detail
29© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
(When) Transaction Configuration
30© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Transaction Configuration
PeopleBooks > Approval Framework > Using Email Collaboration > Email Collaboration Support Matrix
Notification Options
31© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Transaction Configuration
Events
32© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Transaction Configuration
Events – SQL Object Identifier
33© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
Transaction Configuration
Events – Notifications
My System Profile
34© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
(Who) User List Setup - Source: Role
• 4 Types of User List
• Only Returns OPRID
• Site Specific, Customize
•Role User List exposes Route Control
•Uses WF Routing & Role
•Uses Security User Profile Role Route Control
35© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
User List Setup – Source: SQL Definition
User Lists Always Only
Return OPRID
Directly relate to Binds in SQL Definition, ie :1, :2
36© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
User List Setup – Source: Query
37© 2011Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
User List Setup – Source: Query, continued
User Lists Always OnlyReturns OPRID
ROLEUSER=OPRID
Checking User List ‘Transaction Keys as Input’ box
Directly relate to Binds in SQL Definition, ie :1, :2
38© 2011 Oracle Corporation – Proprietary and Confidential
AWE Terminology & Setup
User List Setup – Source: Application Class
• Considered customization if not delivered
•Extends the class EOAW_CORE:DEFN:UserListBase
•Use the GetUsers method to create an array of users
•Additional Business Logic
• UserList Attributes are used for application class User Lists
39© 2011 Oracle Corporation – Proprietary and Confidential
Additional Resources
• E-AWE: Enterprise Component Bundles, Releases in 2011 (Doc ID 1280191.1)
• E-AWE: Approval Framework Indexes for 9.1 Applications (Doc ID 1289904.1)
• E-AWE: Approval Framework Project Containing Fixes From PT 8.49.00 Through PT 8.49.30 For 9.0 Applications Only (Doc ID 1067463.1)
• E-AWE: Approval Framework Project Containing Fixes from PT 8.50.00 through PT 8.50.14 For 9.0 Applications Only (Doc ID 1272003.1)
• E-AWE: Functionality to Save, Preview, and Submit Resulting in Poor/Slow Performance. ( 9.0 Indexes) (Doc ID 1159600.1)
• Performance/Deadlock Issues Caused By SYNCID DB Triggers (Doc ID 1059120.1)
• E:AWE - Workflow Functionality Results in Database Locking and/or Contention on PSWLINSTMAX Table, with Large Number of Concurrent Users (Doc ID 1159844.1)
• Approval Framework (AWE) Functionality to Save, Preview, and Submit Resulting in Poor/Slow Performance (Doc ID 1159600.1) 9.0 Apps
• E-AWE: DB2 Worklist Creation Issue with Approval Framework Transactions (Doc ID 1350054.1)
• E-AWE: Submission Of Concurrent AWE Transactions, Result In Duplicate Key Insert Error In PS_PT_WF_NOTFY_TBL (Doc ID 1350132.1)
• E-AWE: Recommended Indexes for Application Cross Reference (XREF) Tables to Improve Performance of Approval Workflow Engine (AWE) (Doc ID 1328945.1)
Knowledge Documents For Both 9.0 & 9.1 Fixes and Performance Improvements
40© 2011 Oracle Corporation – Proprietary and Confidential
41© 2011 Oracle Corporation – Proprietary and Confidential
THANK YOU