Approval Framework (AWE) Configuring to Be Site Specific

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Approval Framework (AWE),

Configuring to be Site Specific

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Approval Framework (AWE), Configuring to be Site

Specific

Laurie Thomas

Senior Principal Technical Support Engineer

5

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


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AGENDA

AWE Data Structure: 9.0 vs 9.1 Applications

AWE Cross Reference, Header and/or Line Records

Customizing User Lists

Cloning Process Definitions

Configuring Notification Events

Email Notification Templates

Additional Resources

Q & A


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Data Structure: 9.0 vs 9.1 Applications


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Data Structure: 9.0 vs 9.1 Applications

PS 9.0 PS 9.1 Purpose

PTAFAW_STEPINST EOAW_STEPINST Instance of approval step

PTAFAW_USERINST EOAW_USERINST Step instance assigned to

Approver

PSWLINSTMAX PSWLINSTMAX Table used to generate next

worklist instance #

PTAFAW_WL EOAW_WL AWE Worklist Record

PSWORKLIST PSWORKLIST Row inserted for each

Worklist instance generated

PT_WF_NOTFY_TBL PT_WF_NOTFY_TBL

Row inserted for each Email

notification.


AWE and PeopleTools

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Cross Reference, Header/Line Records

Cross Reference Record

Includes EOAW_XREF_SBR subrecord

Includes Keys from Transaction Record

Transaction Header/Line Records

Includes list of Key fields

Transaction Registry


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Transaction Registry

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Cross Reference (X)

EOAW_XREF_SBR

Step Instance (S)

EOAW_STEPINST

User Instance (U)

EOAW_USERINST

One Row, per

Transaction per Line

One Row per Step 1 Row per Step, per

Approver

Keys;

EOAWTHREAD_ID

EOAWPRCS_ID

Transaction Keys

Keys;

EOAWTHREAD_ID

EOAWSTEP_INSTANCE

EOAWPRCS_ID

EOAWDEFN_ID

EFFDT

EOAWPATH_ID

EOAWSTAGE_NBR

EOAWSTEP_NBR

Keys;

EOAWUSTEP_INST_ID

Join on;

S.EOAWSTEP_INSTANCE =

U.EOAWSTEP_INSTANCE




User Lists define a collection of Operator Ids

Created from Roles, SQL Definitions, Queries or Application Classes

Dynamic Source Paths, can use Approval Authorizations to further narrow scope

Legacy Route Control is available for use

SQL Definitions, Queries & App Classes need to be tuned to run efficiently.

Deviations from delivered User Lists are considered customizations.

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Demonstration Pages


1. User List changes

2. Cloning Process Definitions

3. Configuring Transactions

4. Email Notification Templates

Using the GLJournal Approval Process Definition

Setup the User List to use Route Control on Business Unit value for approval

Users: Requester: GLA1, GLA3 Analyst

Approvers: GLS1, GLS3 Supervisor

MGR1, MGR3 Manager

PATRICKSANCHEZ, Vice Pres


D E M O N S T R A T I O N

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import EOAW_CORE:DEFN:UserListBase;

class TestUserList extends EOAW_CORE:DEFN:UserListBase

method TestUserList(&rec_ As Record);

method GetUsers(&aryPrevOprs_ As array of string, &recThread_ As Record) Returns array of string;

end-class;

method TestUserList

/+ &rec_ as Record +/

/*Constructor - No real logic goes here except creating the %super object*/

%Super = create EOAW_CORE:DEFN:UserListBase(&rec_);

end-method;

Basic Application Class User List code

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method GetUsers

/+ &aryPrevOprs_ as Array of String, +/

/+ &recThread_ as Record +/

/+ Returns Array of String +/

/+ Extends/implements EOAW_CORE:DEFN:UserListBase.GetUsers +/

/* Extends the GetUsers method. This is where the specific PeopleCode logic goes.

/* The Return must be an array of OPRIDs. For Example, return all OPRID in PS_LT_APPRLIST */

Local array of string &ReturnArray = CreateArrayRept(" ", 0);

Local Rowset &MyAppRowset = CreateRowset(Record.LT_APPRLIST);

&MyAppRowset.Fill();

Local integer &i;

For &i = 1 To &MyAppRowset.ActiveRowCount

If All(&MyAppRowset(&i).LT_APPRLIST.OPRID.Value) Then

&ReturnArray.Push(&MyAppRowset(&i).LT_APPRLIST.OPRID.Value);

End-If;

End-For;

Return &ReturnArray;

end-method;

Basic Application Class User List code, continued

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PeopleSoft Enterprise XXXX 9.1 PeopleBook: Approval Framework > Defining Dynamic Approvals

Understanding Dynamic Paths

Understanding Dynamic Approval Authorizations

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How to Migrate Approval Workflow Engine (AWE) Configuration Across Environments? (Doc ID 762829.1)

E-WF:How To Delete An AWE Approval Process (Doc ID 1326024.1)

E-AWE: How to Setup Workflow & Approval Workflow Engine (AWE) with SSL? (Doc ID 662935.1)

E-WF:How Are URLs Constructed in AWE(Approval Workflow Engine) (Doc ID 1296606.1)

E-WF: Approval Workflow Through Blackberry and Other Mobile Devices (Doc ID 1294033.1)

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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 - Workflow Functionality Results in Database Locking and/or Contention on PSWLINSTMAX Table, with Large Number of Concurrent Users (Doc ID 1159844.1)

E-AWE: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)


THANK YOU

Approval Framework (AWE) Configuring to Be Site Specific

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