Property Manager

Workflow Approval Setup Steps

Author : Muntazir Qamar
Creation Date : August 25, 2013
Version : Final

The following steps will help you enter required

setups
 Enable the seeded PN Lease Approval Workflow;
2 Enable Business Event “oracle.apps.pn.lease.lease.status” is enabled
and subscribed to the PN Lease Approval Workflow;
3 Enable the Approval Workflow Background process to run periodically
for the PN Lease Approval Workflow;
4 Setup the Profile Option for PN Lease Approval Workflow to Yes at the
Site, Application, Responsibility and User levels;
5 Define and test AME PN Lease Approval Workflow for correct setup,
including Rules, Attributes, Conditions, Action Types, and Approval
Groups.

Login
Environment: (Support or Dev)
12.1.3 Instance: (e.g., pr1yd213)
ID/PW: operations/welcome
Responsibility: Property Manager, Vision Operations (USA)

Setup Approval Workflow

Responsibility: Workflow Administrator Web Application

While doing this setup use (Sysadmin) user name because only this
user having access to perform some furntion in above responsibility
normal FND user does’t have access.

N: Administrator Workflow > Developer Studio

Confirm Workflow Type is setup
 Developer Studio
 Workflow Type: PN: Lease Approval Workflow
 Type Internal Name: PNAPPRWF
Confirm Business Event is is enabled
 Business Event (T)
 Events (ST)
 Name: oracle.apps.pn.lease.leasestatus
 Status: Enabled
 Click Subscription

Confirm Business Event is setup and linked to Workflow

 Business Events
 Events
 Name: oracle.apps.pn.lease.leasestatus
o Action: Launch Workflow
o Function: wf_rule.default_rule
 o Workflow: PNAPPRWF/PNPROC
o Click Update (I)

Confirm Business Event Subscription details

 Subscriber
 Triggering Event
 Execution Condition
 Action Type
 Click Next

Confirm the Subscription Action Type details

 Action
 Subscription Parameters
  Documentation

Setup Approvals Management

Responsibility: Approvals Management Business Management

 N: Business Management Dashboard

 Confirm Transaction Type is setup
 Transaction Types
 Name: PN approval workflow
 Click Rules
 Confirm Rules are setup for the Transaction Type: PN approval workflow
 Click Update

 Confirm the Rule details for the Transaction Type: PN approval workflow
 Item Class: Header
 Rule Type: List Condition
 Effective Dates
 Condition: PNAPPRWF is true
 Action Type & Action:
 Confirm below Attributes are setup for the Transaction Type: PN approval
workflow
 Setup

Attributes
 ALLOW_REQUESTOR_APPROVAL
 AT_LEAST_ONE_RULE_MUST_APPLY
 EFFECTIVE_RULE_DATE
 EVALUATE_PRIORITIES_PER_ITEM
 INCLUDE_ALL_JOB_LEVEL_APPROVERS
 JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID
 PNAPPRWF
 REJECTION_RESPONSE
 REPEAT_SUBSTITUTIONS
 TOP_SUPERVISOR_PERSON_ID
 TRANSACTION_REQUESTOR_PERSON_ID
 USE_RESTRICTIVE_ITEM_EVALUATION
 USE_WORKFLOW
 WORKFLOW_ITEM_KEY
 WORKFLOW_ITEM_TYPE
 Setup Attributes
 Click Update
 ALLOW_REQUESTOR_APPROVAL

 AT_LEAST_ONE_RULE_MUST_APPLY
 EFFECTIVE_RULE_DATE

 EVALUATE_PRIORITIES_PER_ITEM
 INCLUDE_ALL_JOB_LEVEL_APPROVERS

 JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID

 PNAPPRWF
 REJECTION_RESPONSE

 REPEAT_SUBSTITUTIONS
 SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID

 TOP_SUPERVISOR_PERSON_ID

 TRANSACTION_REQUESTOR_PERSON_ID
Note: (Query should be same as below mention in “Value” box)
 USE_RESTRICTIVE_ITEM_EVALUATION

 USE_WORKFLOW
 WORKFLOW_ITEM_KEY

 WORKFLOW_ITEM_TYPE

 Confirm Conditions are setup for the Transaction Type: PN approval workflow
 Setup
 Regular
 Condition Name: PNAPPROVEWF is “True”
 List Modifiers
 Confirm List Modifier details for the Transaction Type: PN approval workflow

 Confirm Action Types are setup for the Transaction Type: PN approval
workflow
 Setup
 Action Types
 Confirm Action details
 Confirm Approver Groups are setup for the Transaction Type: PN approval
workflow
 Setup
 Approver Groups
 Confirm Approver Group details

 Define Group

 Approver Type
After Setup Create lease and Submit for approval and run “ Real Transaction Test “
for that lease parameters values should show exactely as below.

Setup Profile Option

 Responsibility: System Administrator
N: Profile > System
Find System Profile Options: PN Approval Workflow

Setup Profile Option: PN: Use Lease Approval Workflow to Yes

Application: Property Manager

Responsibility:
User:

Setup Concurrent Program

Responsibility: System Administrator

N: Requests > Run
Run This Request… form
Name Workflow Background Process
Item Type: PN Lease Approval Workflow