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Approval Framework (AWE),
Configuring to be Site Specific
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Safe Harbor Statement

The following is intended to outline our general


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2011 Oracle Corporation Proprietary and Confidential


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<Insert Picture Here>

Approval Framework (AWE), Configuring to be Site


Specific
Laurie Thomas
Senior Principal Technical Support Engineer
Approval Framework (AWE)
2011 Advisor Sessions
Title Date
Approval Framework (AWE) Basics Overview Sept. 7th

Approval Framework (AWE), Configuring to be Site Sept. 21st


Specific
Approval Framework (AWE) Monitoring and Oct. 5th
Administration
Approval Framework (AWE) Notification and Oct. 19th
Escalation (NEM) Processing
Approval Framework (AWE) Email Collaboration Nov. 2nd
Approvals
Using HCM 9.1 Delegation with Approval Framework Nov 16th
(AWE)

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

2011 Oracle Corporation Proprietary and Confidential


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Data Structure: 9.0 vs 9.1 Applications
AWE and PeopleTools

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


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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

2011 Oracle Corporation Proprietary and Confidential


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Cross Reference, Header/Line Records
Transaction Registry

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Cross Reference, Header/Line Records

2011 Oracle Corporation Proprietary and Confidential


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Cross Reference, Header/Line Records
Cross Reference (X) Step Instance (S) User Instance (U)
EOAW_XREF_SBR EOAW_STEPINST EOAW_USERINST
One Row, per One Row per Step 1 Row per Step, per
Transaction per Line Approver
Keys; Keys; Keys;
EOAWTHREAD_ID EOAWTHREAD_ID EOAWUSTEP_INST_ID
EOAWPRCS_ID EOAWSTEP_INSTANCE
Join on;
Transaction Keys EOAWPRCS_ID
EOAWDEFN_ID S.EOAWSTEP_INSTANCE =
EFFDT U.EOAWSTEP_INSTANCE
EOAWPATH_ID
EOAWSTAGE_NBR
EOAWSTEP_NBR

2011 Oracle Corporation Proprietary and Confidential


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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.

2011 Oracle Corporation Proprietary and Confidential


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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
2011 Oracle Corporation Proprietary and Confidential
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D E M O N S T R A T I O N

2011 Oracle Corporation Proprietary and Confidential


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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;

2011 Oracle Corporation Proprietary and Confidential


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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;

2011 Oracle Corporation Proprietary and Confidential


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Additional Resources

PeopleSoft Enterprise XXXX 9.1 PeopleBook: Approval


Framework > Defining Dynamic Approvals

Understanding Dynamic Paths


Understanding Dynamic Approval Authorizations

2011 Oracle Corporation Proprietary and Confidential


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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)

2011 Oracle Corporation Proprietary and Confidential


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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)

2011 Oracle Corporation Proprietary and Confidential


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2011 Oracle Corporation Proprietary and Confidential
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THANK YOU

2011 Oracle Corporation Proprietary and Confidential


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