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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

Approval Framework (AWE) 2011 Advisor Sessions

Title
Approval Framework (AWE) Basics Overview Approval Framework (AWE), Configuring to be Site Specific

Date
Sept. 7th Sept. 21st

Approval Framework (AWE) Monitoring and Administration

Approval Framework (AWE) Notification and Escalation (NEM) Processing Approval Framework (AWE) Email Collaboration Approvals

Oct. 5th
Oct. 19th Nov. 2nd

Using HCM 9.1 Delegation with Approval Framework Nov 16th (AWE)
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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

AWE and PeopleTools

PS 9.0
PTAFAW_STEPINST PTAFAW_USERINST PSWLINSTMAX PTAFAW_WL PSWORKLIST

PS 9.1
EOAW_STEPINST EOAW_USERINST PSWLINSTMAX EOAW_WL PSWORKLIST

Purpose
Instance of approval step Step instance assigned to Approver Table used to generate next worklist instance # AWE Worklist Record Row inserted for each Worklist instance generated

PT_WF_NOTFY_TBL PT_WF_NOTFY_TBL Row inserted for each Email notification.

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Cross Reference, Header/Line Records

Transaction Registry

Cross Reference Record Includes EOAW_XREF_SBR subrecord

Includes Keys from Transaction Record

Transaction Header/Line Records Includes list of Key fields

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Cross Reference, Header/Line Records

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 One Row, per Transaction per Line
Keys; EOAWTHREAD_ID EOAWPRCS_ID Transaction Keys

Step Instance (S) EOAW_STEPINST One Row per Step

Keys; EOAWTHREAD_ID EOAWSTEP_INSTANCE EOAWPRCS_ID EOAWDEFN_ID EFFDT EOAWPATH_ID EOAWSTAGE_NBR EOAWSTEP_NBR

User Instance (U) EOAW_USERINST 1 Row per Step, per Approver

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
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 Approvers: GLS1, GLS3 Analyst 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

Basic Application Class User List code
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;

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Customizing User Lists

Basic Application Class User List code, continued
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;
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Additional Resources

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

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Additional Resources
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
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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 2011 Oracle Corporation Proprietary and Confidential

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THANK YOU

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