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How to Create an Approval Rule Which allows the HR_REP to Create a Document Record without Approval but which To Bottom
Requires a Non-HR_REP to Get Approval via their Line manager (Doc ID 2546400.1)
Goal Yes
No
Solution
References
Document Details
Type:
HOWTO
Status:
APPLIES TO: Last Major
PUBLISHED
18-Jul-2019
Update:
18-Jul-2019
Oracle Fusion Global Human Resources Cloud Service - Version 11.13.19.01.0 and later Last Update:
Information in this document applies to any platform.
Related Products
GOAL
Oracle Fusion Global Human
Resources Cloud Service
To Create an Approval Rule, which allows the HR_REP to create a document record without approval, but which requires
a non_HR_REP to get approval via their line manager. In this article, the example used is for when the document type is one
which requires authorization. Information Centers
Oracle Applications Cloud –
Please note, that at the moment, it is not possible to retrieve the Requestor's role in the Manage Document Records Approval Information Center for
Rules, so this is a workaround for that. There is an ER logged for this bug:21442000 "ENH 21442000 - NEED DOCUMENT OF Administrators [110.2]
RECORD APPROVAL BASED ON ROLE OF REQUESTOR"
Document References
SOLUTION
No References available for this
document.
1.Choose a test employee and check their HR_REPS
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=293681813297466&id=2546400.1&displayIndex=2&_afrWindowMode=0&_adf.ctrl-state=52b8jivy3_227#FIX 1/19
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It will show the HR reps for this employee. Worklist Advance Mode
Make a note of the HR reps (as you will first do the testing by entering the document record as the HR rep) [2417293.1]
Fusion Global Human
For example: Resources -- Workflow Not
Triggering When Employee
Has Two Roles [1928065.1]
Configuring Approval Rules
using Advanced Mode in
Oracle BPM Worklist: Worked
Example [2267369.1]
Fusion Applications BI
Publisher : When calling the
BI Publisher runReport
method and returning a PDF
document, the reportBytes
output cannot be read as a
PDF once base64 decoded
[2039080.1]
Fusion Applications BI
Publisher: Execute Web
Service Rest Publisher
[2259073.1]
Show More
For example:
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Then:
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If
box 1:Task.payload.getNewDoRByTransactionIdResponse.result.AuthorizationRequired
is
box2:"Y"
box3:GetAllRepresentatives("HR_REP",Task.payload.getRepresentativeListWrapperResponse.result)
contains
box4: Task.payload.transactionApprovalRequest.Requestor
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=293681813297466&id=2546400.1&displayIndex=2&_afrWindowMode=0&_adf.ctrl-state=52b8jivy3_227#FIX 4/19
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Then
List Builder
Number of Levels:1
Starting
Participant:HierarchyBuilder.getPrincipal(Task.payload.transactionApprovalRequest.Requestor,-1,"","LINE_MANAGER")
Top Participant:
HierarchyBuilder.getPrincipal(Task.payload.transactionApprovalRequest.Requestor,-1,"","LINE_MANAGER")
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=293681813297466&id=2546400.1&displayIndex=2&_afrWindowMode=0&_adf.ctrl-state=52b8jivy3_227#FIX 5/19
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Which is:
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=293681813297466&id=2546400.1&displayIndex=2&_afrWindowMode=0&_adf.ctrl-state=52b8jivy3_227#FIX 7/19
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4.Copy the new rule, and give it a new name and a new "Then" action (it needs a new ‘then’ action, because the approval action
needs to be different if the requestor is not a HR_REP). To copy the rule in BPM worklist,:
For example:
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=293681813297466&id=2546400.1&displayIndex=2&_afrWindowMode=0&_adf.ctrl-state=52b8jivy3_227#FIX 8/19
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5. Give the new rule, a user friendly name (as by default it will be the name of the copied rule with a number after it). In this
example the new rule is called "RequestorIsNotHR_REP"
6. It's now necessary to edit this rule so that it becomes an inverse (because there isn't a "doesn't contain" operator). This
means it's necessary to negate the whole rule of the second section of the rule, so that it uses a ‘not’ condition. To do this,
For example:
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To enter it:
If
box1:Task.payload.getNewDoRByTransactionIdResponse.result.AuthorizationRequired
is
box2:"Y"
and
NOT
box3:GetAllRepresentatives("HR_REP",Task.payload.getRepresentativeListWrapperResponse.result)
contains
box4: Task.payload.transactionApprovalRequest.Requestor
The “Then” part will look like:
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=293681813297466&id=2546400.1&displayIndex=2&_afrWindowMode=0&_adf.ctrl-state=52b8jivy3_227#FIX 11/19
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which is:
for example:
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The above is a detailed example of how the approval rules can be set for this particular scenario. Normally this would be done in
conjunction with other rules, for example, the default rule 'DocumentAutoApprovalRule' would still be needed, as this is a rule that
self approves all documents that do not require authorization. The above example, is only for documents which require
authorization. It may also be a customer requirement to create rules that act differently, according to the name of the document
being uploaded.
How can the above rule be modified so that if the HR_REP is uploading their own document record, then it still
needs approval from their line manager. But if the same HR_REP is uploading for anyone else (who they are
the HR_REP for), then it doesn't need approval?
If the above needed to be implemented (HR_REP cannot upload their own document records without approval from their own
manager), in total the rules would look like this:
Rule 1:DocumentAutoApprovalRule
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The example requirement is for documents which don't require authorization to be self auto approved.
Rule 2:HR_REPButOwnRecord
The example requirement is that this will need line manager approval
rule name:HR_REPButOwnRecord
status: active
rule condition: ((getNewDoRByTransactionIdResponse.result.AuthorizationRequired == "Y") AND
(GetAllRepresentatives("HR_REP",Task.payload.getRepresentativeListWrapperResponse.result) contains
transactionApprovalRequest.Requestor) AND (getRequestorInformationByPersonIdResponse.result.User Name ==
transactionApprovalRequest.Requestor))
then : job level based line manager hierarchy
Rule 3: HRREPbutNOTOwnRecord
rule name:HRREPbutNOTOwnRecord
status: active
rule condition: ((getNewDoRByTransactionIdResponse.result.AuthorizationRequired == "Y") AND
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(GetAllRepresentatives("HR_REP",Task.payload.getRepresentativeListWrapperResponse.result) contains
transactionApprovalRequest.Requestor) AND (getRequestorInformationByPersonIdResponse.result.User Name !=
transactionApprovalRequest.Requestor))
then: self auto approve
Rule 4: RequestorIsNotHR_REP
The example requirement is that this will go for line manager approval
rule name:RequestorIsNotHR_REP
status: Active
rule condition:((getNewDoRByTransactionIdResponse.result.AuthorizationRequired == "Y") AND (NOT
(GetAllRepresentatives("HR_REP",Task.payload.getRepresentativeListWrapperResponse.result) contains
transactionApprovalRequest.Requestor)))
then: job level based line manager hierarchy
Please note that the previously created rule "RequestorIsHR_REP" (which was created at the start of this note) needs to be set to
'inactive' or removed. Because now in this new scenario it has been replaced by rule 2 and 3 above, which will check whether the
requestor (eg. HR_REP) is the same person, as the person for who the document is being uploaded.
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REFERENCES
Related
Products
Oracle Cloud > Oracle Software Cloud > Oracle Human Capital Management Cloud > Oracle Fusion Global Human Resources Cloud Service > Global Human Resources > Approvals
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