1 2009 Oracle Corporation Proprietary and Confidential
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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
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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
2011 Oracle Corporation Proprietary and Confidential
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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
2011 Oracle Corporation Proprietary and Confidential
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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.
2011 Oracle Corporation Proprietary and Confidential
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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Cross Reference, Header/Line Records
2011 Oracle Corporation Proprietary and Confidential
Transaction Registry
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Cross Reference, Header/Line Records
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Cross Reference, Header/Line Records
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
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Customizing User Lists
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
2011 Oracle Corporation Proprietary and Confidential
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
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D E M O N S T R A T I O N
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Customizing User Lists
2011 Oracle Corporation Proprietary and Confidential
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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Customizing User Lists
2011 Oracle Corporation Proprietary and Confidential
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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Additional Resources
2011 Oracle Corporation Proprietary and Confidential
PeopleSoft Enterprise XXXX 9.1 PeopleBook: Approval Framework > Defining Dynamic Approvals
Understanding Dynamic Paths
Understanding Dynamic Approval Authorizations
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Additional Resources
2011 Oracle Corporation Proprietary and Confidential
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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Additional Resources
2011 Oracle Corporation Proprietary and Confidential
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)
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22 2011 Oracle Corporation Proprietary and Confidential
THANK YOU
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