Table Of Content

PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval Framework November 2009 PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval Framework SKU fscm91pbr0 Copyright © 1992, 2009, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services. Contents Preface ApprovalFrameworkPreface ..................................................................................................................... xi PeopleSoftApprovalFramework ................................................................................................................... xi PeopleBooksandtheOnlinePeopleSoftLibrary ........................................................................................... xi CommonElementsUsedinThisPeopleBook ............................................................................................... xii Chapter 1 GettingStartedwithApprovalFramework ................................................................................................ 1 ApprovalFrameworkOverview ...................................................................................................................... 1 ApprovalFrameworkImplementation ............................................................................................................. 1 ConfiguringApprovalProcesses ............................................................................................................... 1 CreatingNewApprovalProcesses ............................................................................................................ 2 Chapter 2 UnderstandingtheApprovalFramework ................................................................................................... 5 UnderstandingtheApprovalFrameworkfeature ............................................................................................. 5 UnderstandingtheApprovalFrameworkProcessFlow .................................................................................. 6 UnderstandingTransactionApprovalFlows ................................................................................................... 7 UnderstandingHeader-andLine-LevelApprovals ......................................................................................... 9 UnderstandingCriteriaforApprovalFrameworkProcesses ......................................................................... 10 UnderstandingApprovalFeatures ................................................................................................................. 10 UnderstandingTasksintheApprovalFramework ........................................................................................ 14 Chapter 3 SettingUpApprovalFrameworkProcessDefinitions .............................................................................. 15 DefiningtheSetupProcessDefinitionsComponent ..................................................................................... 15 PagesUsedtoDefineApprovalFrameworkProcesses .......................................................................... 15 DefiningApprovalFrameworkProcesses ............................................................................................... 16 DefiningCriteriaforApprovalFrameworkProcesses ............................................................................ 21 DefiningPathsforApprovalFrameworkProcesses ............................................................................... 26 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. iii Contents DefiningStepsforApprovalFrameworkProcesses ............................................................................... 28 Chapter 4 DefiningtheApprovalTransactionRegistry ............................................................................................ 33 UnderstandingtheApprovalTransactionRegistry ........................................................................................ 33 Prerequisites ................................................................................................................................................... 33 SettingUptheTransactionRegistry .............................................................................................................. 34 PageUsedtoSetuptheTransactionRegistry ......................................................................................... 34 RegisteringApprovalTransactions ......................................................................................................... 34 ConfiguringApprovalTransactions ............................................................................................................... 38 PageUsedtoConfigureApprovalTransactions ..................................................................................... 39 ConfiguringApprovalTransactions ........................................................................................................ 39 Chapter 5 DefiningNotificationTemplatesandUsersforApprovalFramework .................................................. 45 DefiningNotificationTemplatesforApprovalFramework .......................................................................... 45 PagesUsedtoDefineNotificationTemplatesforApprovalFramework ............................................... 45 EnteringGenericTemplateDefinitions .................................................................................................. 45 DefiningUsersforApprovalFramework ...................................................................................................... 46 PagesUsedtoDefineUsersforApprovalFramework ........................................................................... 47 AttachingWorkflowRolestoUsers ....................................................................................................... 47 DefiningWorkflowforUserProfiles ...................................................................................................... 48 DefiningUserLists ................................................................................................................................. 50 Chapter 6 DefiningDynamicApprovals ...................................................................................................................... 53 UnderstandingDynamicPaths ....................................................................................................................... 53 UnderstandingDynamicApprovalAuthorizations ........................................................................................ 54 UnderstandingApprovalAuthorizations ....................................................................................................... 56 DefiningDynamicApprovals ........................................................................................................................ 57 PagesUsedtoDefineDynamicApprovals ............................................................................................. 57 DefiningUserListsforDynamicAuthorizations .......................................................................................... 57 SettingUpApprovalAuthorizations ............................................................................................................. 58 DefiningDynamicApprovalPaths ................................................................................................................ 59 iv Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 7 UsingEmailCollaboration .......................................................................................................................... 61 UnderstandingEmailCollaboration .............................................................................................................. 61 SettingUpthePSFT_EMC_GETMAILNode .............................................................................................. 65 PagesusedtoSetUpthePSFT_EMC_GETMAILNode ....................................................................... 65 SettingUpthePSFT_EMC_GETMAILNode ....................................................................................... 65 DefiningMessageandServiceOperation ...................................................................................................... 66 PagesUsedtoDefineMessageandServiceOperation ........................................................................... 66 DefiningIntegrationBrokerMessage ..................................................................................................... 66 DefineService ......................................................................................................................................... 67 DefiningServiceOperation ..................................................................................................................... 67 DefiningandMappingEMCforms ............................................................................................................... 69 EMCForms ............................................................................................................................................. 69 PagesUsedtoDefineandMapEMCForms .......................................................................................... 69 DefiningEMCforms ............................................................................................................................... 69 DefiningEMCLayouts ........................................................................................................................... 71 DefiningFieldMapping .......................................................................................................................... 73 TriggeringEmailCollaboration ..................................................................................................................... 74 PagesUsedtoTriggerEmailCollaboration ............................................................................................ 74 UpdatingApprovalTransactionRegistrytoSendEmailApprovals ...................................................... 74 ConfiguringTransactionsforEmailApproval ........................................................................................ 76 SchedulingtheApplicationEngineProgramEOAWEMC .................................................................... 76 AddingorModifyingEmailAddressesforUsers ................................................................................... 76 Chapter 8 UsingEMCClasses ...................................................................................................................................... 79 UnderstandingEMCClasses ......................................................................................................................... 79 EmailFormManagerClass ............................................................................................................................ 79 EmailFormManagerClassMethods .............................................................................................................. 79 addRecipient ............................................................................................................................................ 79 addCC ...................................................................................................................................................... 80 addBCC ................................................................................................................................................... 80 addAttachment ........................................................................................................................................ 81 sendEmails ............................................................................................................................................. 82 EmailFormManagerClassProperties ............................................................................................................ 82 inlineText ................................................................................................................................................ 82 attachmentText ........................................................................................................................................ 82 subject ...................................................................................................................................................... 83 submitMessage ........................................................................................................................................ 83 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. v Contents from ......................................................................................................................................................... 83 fromEmail ................................................................................................................................................ 83 replyTo .................................................................................................................................................... 83 propendText ............................................................................................................................................ 84 appendText .............................................................................................................................................. 84 deliveryMethod ....................................................................................................................................... 84 EOAW_EMC:utilsClass ............................................................................................................................... 84 EOAW_EMC:utilsClassMethods ................................................................................................................ 84 getAppRS ................................................................................................................................................ 84 getErrorCodesRS ..................................................................................................................................... 85 getPromptsRS .......................................................................................................................................... 86 getRowFromPath ..................................................................................................................................... 86 Chapter 9 UsingtheNotificationandEscalationManager ....................................................................................... 89 UnderstandingNotificationandEscalationManager .................................................................................... 89 PagesUsedtoSetUptheNotificationandEscalationManager ............................................................ 89 AssociatingEventstoaServer ................................................................................................................ 90 SettingUpanEscalationEvent ............................................................................................................... 90 SettingUpaNEM ................................................................................................................................... 91 Chapter 10 UsingtheApprovalMonitor ....................................................................................................................... 93 UnderstandingtheApprovalMonitor ............................................................................................................ 93 UnderstandingApprovalReassignment .................................................................................................. 94 ConfiguringtheApprovalMonitor ................................................................................................................ 94 PagesUsedtoConfiguretheApprovalMonitor ..................................................................................... 94 ConfiguringtheApprovalMonitor ......................................................................................................... 94 UsingtheApprovalMonitor .......................................................................................................................... 96 PagesUsedtoUsetheApprovalMonitor ............................................................................................... 96 UsingtheApprovalMonitorSearchPage ............................................................................................... 96 ViewingSearchResults .......................................................................................................................... 98 UtilizingtheApprovalMonitorforaSpecificApprovalProcess ........................................................... 99 UsingtheUserMonitor ............................................................................................................................... 102 PagesUsedtoUsetheUserMonitor .................................................................................................... 102 UsingtheUserMonitor ......................................................................................................................... 102 vi Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 11 UsingApprovalFrameworkBaseClasses ............................................................................................... 105 UnderstandingApprovalFrameworkBaseClasses ..................................................................................... 105 LaunchManagerClass .................................................................................................................................. 105 LaunchManagerClassMethods ................................................................................................................... 106 LaunchManager ..................................................................................................................................... 106 DoSubmit .............................................................................................................................................. 107 DoReSubmit .......................................................................................................................................... 107 DoRestart ............................................................................................................................................... 108 PrepareToSubmit ................................................................................................................................... 108 SetHeader .............................................................................................................................................. 109 Reset ...................................................................................................................................................... 110 FindDefinitionID ................................................................................................................................... 111 TerminateRunningProcess .................................................................................................................... 111 LaunchManagerClassProperties ................................................................................................................. 112 hasTxn ................................................................................................................................................... 112 definition ............................................................................................................................................... 112 hasAppDef ............................................................................................................................................. 112 hasAppInst ............................................................................................................................................. 112 hasEndedAppInst .................................................................................................................................. 112 EOAW_CORE:DEFN:AppDefappDef ................................................................................................ 113 resubmitEnabled .................................................................................................................................... 113 submitEnabled ....................................................................................................................................... 113 restartEnabled ........................................................................................................................................ 114 monitorEnabled ..................................................................................................................................... 114 previewEnabled ..................................................................................................................................... 114 EOAW_CORE:ENGINE:AppInstappInst ........................................................................................... 114 EOAW_CORE:DEFN:AWTxntxn ...................................................................................................... 114 requester ................................................................................................................................................ 115 ApprovalManagerClass .............................................................................................................................. 115 ApprovalManagerClassMethods ................................................................................................................ 115 ApprovalManager .................................................................................................................................. 115 DoApprove ............................................................................................................................................ 116 DoApproveRowSet ............................................................................................................................... 116 DoReassign ............................................................................................................................................ 117 DoReassignAll ...................................................................................................................................... 118 DoDeny ................................................................................................................................................. 118 DoDenyRowset ..................................................................................................................................... 119 DoDenyWithAllowUndeny ................................................................................................................... 119 DoHardDeny ......................................................................................................................................... 120 DoLineResubmit ................................................................................................................................... 121 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. vii Contents DoAddNewLine .................................................................................................................................... 121 GetPending ............................................................................................................................................ 122 DoPushback ........................................................................................................................................... 123 AddComments ....................................................................................................................................... 123 TakeNoAction ....................................................................................................................................... 124 PutOnHold ............................................................................................................................................. 125 PutOnHoldCount ................................................................................................................................... 125 GetPushedBack ..................................................................................................................................... 126 GetPertinentThreads .............................................................................................................................. 126 GetStage ................................................................................................................................................ 127 GetPendingSteps ................................................................................................................................... 127 DoLineTerminate .................................................................................................................................. 128 GetParticipant ........................................................................................................................................ 128 GetAllActiveParticipants ...................................................................................................................... 129 RequestInformation ............................................................................................................................... 129 SetAttributeObject ................................................................................................................................. 130 ApprovalManagerClassProperties ............................................................................................................. 130 hasAppInst ............................................................................................................................................. 130 definition ............................................................................................................................................... 131 level ....................................................................................................................................................... 131 hasPending ............................................................................................................................................ 131 pushbackEnabled ................................................................................................................................... 131 EOAW_CORE:ENGINE:AppInstthe_inst ........................................................................................... 131 isReviewer ............................................................................................................................................. 132 ApprovalEventHandlerClass ..................................................................................................................... 132 ApprovalEventHandlerClassMethods ........................................................................................................ 132 ApprovalEventHandler .......................................................................................................................... 132 OnProcessLaunch .................................................................................................................................. 132 OnStepActivate ..................................................................................................................................... 133 OnStepHold ........................................................................................................................................... 134 OnStepReassign .................................................................................................................................... 134 OnStepComplete ................................................................................................................................... 135 OnStepPushback .................................................................................................................................... 135 OnStepReactivate .................................................................................................................................. 136 OnFinalHeaderDeny .............................................................................................................................. 136 OnHeaderDeny ...................................................................................................................................... 137 OnHeaderApprove ................................................................................................................................ 137 OnNoApprovalNecessary ...................................................................................................................... 137 OnLineDeny .......................................................................................................................................... 138 OnLineApprove ..................................................................................................................................... 138 OnAllLinesProcessed ............................................................................................................................ 139 OnTerminate .......................................................................................................................................... 139 OnError .................................................................................................................................................. 140 OnStepReview ....................................................................................................................................... 140 OnTimeout ............................................................................................................................................ 140 viii Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. Contents OnAdHocInsert ..................................................................................................................................... 141 OnAdHocDelete .................................................................................................................................... 141 OnUserLocked ...................................................................................................................................... 142 OnStepRequestInformation ................................................................................................................... 142 OnRequestInformationAdded ............................................................................................................... 143 ProcessNotifications .............................................................................................................................. 143 OnLineTerminate .................................................................................................................................. 144 ApprovalEventHandlerClassProperties ..................................................................................................... 144 wlPrefix ................................................................................................................................................. 144 wlBusinessProc ..................................................................................................................................... 144 wlActivityName .................................................................................................................................... 145 Index ............................................................................................................................................................ 147 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. ix

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PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval Framework. SKU fscm91pbr0. Copyright © 1992, 2009, Oracle .. Attaching Workflow Roles to Users .
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PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval Framework November 2009 PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval Framework SKU fscm91pbr0 Copyright © 1992, 2009, Oracle and/or its affiliates. All rights reserved. Trademark Notice Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. License Restrictions Warranty/Consequential Damages Disclaimer This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. Warranty Disclaimer The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. Restricted Rights Notice If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. Hazardous Applications Notice This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Third Party Content, Products, and Services Disclaimer This software and documentation may provide access to or information on content, products and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third party content, products or services. Contents Preface ApprovalFrameworkPreface ..................................................................................................................... xi PeopleSoftApprovalFramework ................................................................................................................... xi PeopleBooksandtheOnlinePeopleSoftLibrary ........................................................................................... xi CommonElementsUsedinThisPeopleBook ............................................................................................... xii Chapter 1 GettingStartedwithApprovalFramework ................................................................................................ 1 ApprovalFrameworkOverview ...................................................................................................................... 1 ApprovalFrameworkImplementation ............................................................................................................. 1 ConfiguringApprovalProcesses ............................................................................................................... 1 CreatingNewApprovalProcesses ............................................................................................................ 2 Chapter 2 UnderstandingtheApprovalFramework ................................................................................................... 5 UnderstandingtheApprovalFrameworkfeature ............................................................................................. 5 UnderstandingtheApprovalFrameworkProcessFlow .................................................................................. 6 UnderstandingTransactionApprovalFlows ................................................................................................... 7 UnderstandingHeader-andLine-LevelApprovals ......................................................................................... 9 UnderstandingCriteriaforApprovalFrameworkProcesses ......................................................................... 10 UnderstandingApprovalFeatures ................................................................................................................. 10 UnderstandingTasksintheApprovalFramework ........................................................................................ 14 Chapter 3 SettingUpApprovalFrameworkProcessDefinitions .............................................................................. 15 DefiningtheSetupProcessDefinitionsComponent ..................................................................................... 15 PagesUsedtoDefineApprovalFrameworkProcesses .......................................................................... 15 DefiningApprovalFrameworkProcesses ............................................................................................... 16 DefiningCriteriaforApprovalFrameworkProcesses ............................................................................ 21 DefiningPathsforApprovalFrameworkProcesses ............................................................................... 26 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. iii Contents DefiningStepsforApprovalFrameworkProcesses ............................................................................... 28 Chapter 4 DefiningtheApprovalTransactionRegistry ............................................................................................ 33 UnderstandingtheApprovalTransactionRegistry ........................................................................................ 33 Prerequisites ................................................................................................................................................... 33 SettingUptheTransactionRegistry .............................................................................................................. 34 PageUsedtoSetuptheTransactionRegistry ......................................................................................... 34 RegisteringApprovalTransactions ......................................................................................................... 34 ConfiguringApprovalTransactions ............................................................................................................... 38 PageUsedtoConfigureApprovalTransactions ..................................................................................... 39 ConfiguringApprovalTransactions ........................................................................................................ 39 Chapter 5 DefiningNotificationTemplatesandUsersforApprovalFramework .................................................. 45 DefiningNotificationTemplatesforApprovalFramework .......................................................................... 45 PagesUsedtoDefineNotificationTemplatesforApprovalFramework ............................................... 45 EnteringGenericTemplateDefinitions .................................................................................................. 45 DefiningUsersforApprovalFramework ...................................................................................................... 46 PagesUsedtoDefineUsersforApprovalFramework ........................................................................... 47 AttachingWorkflowRolestoUsers ....................................................................................................... 47 DefiningWorkflowforUserProfiles ...................................................................................................... 48 DefiningUserLists ................................................................................................................................. 50 Chapter 6 DefiningDynamicApprovals ...................................................................................................................... 53 UnderstandingDynamicPaths ....................................................................................................................... 53 UnderstandingDynamicApprovalAuthorizations ........................................................................................ 54 UnderstandingApprovalAuthorizations ....................................................................................................... 56 DefiningDynamicApprovals ........................................................................................................................ 57 PagesUsedtoDefineDynamicApprovals ............................................................................................. 57 DefiningUserListsforDynamicAuthorizations .......................................................................................... 57 SettingUpApprovalAuthorizations ............................................................................................................. 58 DefiningDynamicApprovalPaths ................................................................................................................ 59 iv Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 7 UsingEmailCollaboration .......................................................................................................................... 61 UnderstandingEmailCollaboration .............................................................................................................. 61 SettingUpthePSFT_EMC_GETMAILNode .............................................................................................. 65 PagesusedtoSetUpthePSFT_EMC_GETMAILNode ....................................................................... 65 SettingUpthePSFT_EMC_GETMAILNode ....................................................................................... 65 DefiningMessageandServiceOperation ...................................................................................................... 66 PagesUsedtoDefineMessageandServiceOperation ........................................................................... 66 DefiningIntegrationBrokerMessage ..................................................................................................... 66 DefineService ......................................................................................................................................... 67 DefiningServiceOperation ..................................................................................................................... 67 DefiningandMappingEMCforms ............................................................................................................... 69 EMCForms ............................................................................................................................................. 69 PagesUsedtoDefineandMapEMCForms .......................................................................................... 69 DefiningEMCforms ............................................................................................................................... 69 DefiningEMCLayouts ........................................................................................................................... 71 DefiningFieldMapping .......................................................................................................................... 73 TriggeringEmailCollaboration ..................................................................................................................... 74 PagesUsedtoTriggerEmailCollaboration ............................................................................................ 74 UpdatingApprovalTransactionRegistrytoSendEmailApprovals ...................................................... 74 ConfiguringTransactionsforEmailApproval ........................................................................................ 76 SchedulingtheApplicationEngineProgramEOAWEMC .................................................................... 76 AddingorModifyingEmailAddressesforUsers ................................................................................... 76 Chapter 8 UsingEMCClasses ...................................................................................................................................... 79 UnderstandingEMCClasses ......................................................................................................................... 79 EmailFormManagerClass ............................................................................................................................ 79 EmailFormManagerClassMethods .............................................................................................................. 79 addRecipient ............................................................................................................................................ 79 addCC ...................................................................................................................................................... 80 addBCC ................................................................................................................................................... 80 addAttachment ........................................................................................................................................ 81 sendEmails ............................................................................................................................................. 82 EmailFormManagerClassProperties ............................................................................................................ 82 inlineText ................................................................................................................................................ 82 attachmentText ........................................................................................................................................ 82 subject ...................................................................................................................................................... 83 submitMessage ........................................................................................................................................ 83 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. v Contents from ......................................................................................................................................................... 83 fromEmail ................................................................................................................................................ 83 replyTo .................................................................................................................................................... 83 propendText ............................................................................................................................................ 84 appendText .............................................................................................................................................. 84 deliveryMethod ....................................................................................................................................... 84 EOAW_EMC:utilsClass ............................................................................................................................... 84 EOAW_EMC:utilsClassMethods ................................................................................................................ 84 getAppRS ................................................................................................................................................ 84 getErrorCodesRS ..................................................................................................................................... 85 getPromptsRS .......................................................................................................................................... 86 getRowFromPath ..................................................................................................................................... 86 Chapter 9 UsingtheNotificationandEscalationManager ....................................................................................... 89 UnderstandingNotificationandEscalationManager .................................................................................... 89 PagesUsedtoSetUptheNotificationandEscalationManager ............................................................ 89 AssociatingEventstoaServer ................................................................................................................ 90 SettingUpanEscalationEvent ............................................................................................................... 90 SettingUpaNEM ................................................................................................................................... 91 Chapter 10 UsingtheApprovalMonitor ....................................................................................................................... 93 UnderstandingtheApprovalMonitor ............................................................................................................ 93 UnderstandingApprovalReassignment .................................................................................................. 94 ConfiguringtheApprovalMonitor ................................................................................................................ 94 PagesUsedtoConfiguretheApprovalMonitor ..................................................................................... 94 ConfiguringtheApprovalMonitor ......................................................................................................... 94 UsingtheApprovalMonitor .......................................................................................................................... 96 PagesUsedtoUsetheApprovalMonitor ............................................................................................... 96 UsingtheApprovalMonitorSearchPage ............................................................................................... 96 ViewingSearchResults .......................................................................................................................... 98 UtilizingtheApprovalMonitorforaSpecificApprovalProcess ........................................................... 99 UsingtheUserMonitor ............................................................................................................................... 102 PagesUsedtoUsetheUserMonitor .................................................................................................... 102 UsingtheUserMonitor ......................................................................................................................... 102 vi Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. Contents Chapter 11 UsingApprovalFrameworkBaseClasses ............................................................................................... 105 UnderstandingApprovalFrameworkBaseClasses ..................................................................................... 105 LaunchManagerClass .................................................................................................................................. 105 LaunchManagerClassMethods ................................................................................................................... 106 LaunchManager ..................................................................................................................................... 106 DoSubmit .............................................................................................................................................. 107 DoReSubmit .......................................................................................................................................... 107 DoRestart ............................................................................................................................................... 108 PrepareToSubmit ................................................................................................................................... 108 SetHeader .............................................................................................................................................. 109 Reset ...................................................................................................................................................... 110 FindDefinitionID ................................................................................................................................... 111 TerminateRunningProcess .................................................................................................................... 111 LaunchManagerClassProperties ................................................................................................................. 112 hasTxn ................................................................................................................................................... 112 definition ............................................................................................................................................... 112 hasAppDef ............................................................................................................................................. 112 hasAppInst ............................................................................................................................................. 112 hasEndedAppInst .................................................................................................................................. 112 EOAW_CORE:DEFN:AppDefappDef ................................................................................................ 113 resubmitEnabled .................................................................................................................................... 113 submitEnabled ....................................................................................................................................... 113 restartEnabled ........................................................................................................................................ 114 monitorEnabled ..................................................................................................................................... 114 previewEnabled ..................................................................................................................................... 114 EOAW_CORE:ENGINE:AppInstappInst ........................................................................................... 114 EOAW_CORE:DEFN:AWTxntxn ...................................................................................................... 114 requester ................................................................................................................................................ 115 ApprovalManagerClass .............................................................................................................................. 115 ApprovalManagerClassMethods ................................................................................................................ 115 ApprovalManager .................................................................................................................................. 115 DoApprove ............................................................................................................................................ 116 DoApproveRowSet ............................................................................................................................... 116 DoReassign ............................................................................................................................................ 117 DoReassignAll ...................................................................................................................................... 118 DoDeny ................................................................................................................................................. 118 DoDenyRowset ..................................................................................................................................... 119 DoDenyWithAllowUndeny ................................................................................................................... 119 DoHardDeny ......................................................................................................................................... 120 DoLineResubmit ................................................................................................................................... 121 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. vii Contents DoAddNewLine .................................................................................................................................... 121 GetPending ............................................................................................................................................ 122 DoPushback ........................................................................................................................................... 123 AddComments ....................................................................................................................................... 123 TakeNoAction ....................................................................................................................................... 124 PutOnHold ............................................................................................................................................. 125 PutOnHoldCount ................................................................................................................................... 125 GetPushedBack ..................................................................................................................................... 126 GetPertinentThreads .............................................................................................................................. 126 GetStage ................................................................................................................................................ 127 GetPendingSteps ................................................................................................................................... 127 DoLineTerminate .................................................................................................................................. 128 GetParticipant ........................................................................................................................................ 128 GetAllActiveParticipants ...................................................................................................................... 129 RequestInformation ............................................................................................................................... 129 SetAttributeObject ................................................................................................................................. 130 ApprovalManagerClassProperties ............................................................................................................. 130 hasAppInst ............................................................................................................................................. 130 definition ............................................................................................................................................... 131 level ....................................................................................................................................................... 131 hasPending ............................................................................................................................................ 131 pushbackEnabled ................................................................................................................................... 131 EOAW_CORE:ENGINE:AppInstthe_inst ........................................................................................... 131 isReviewer ............................................................................................................................................. 132 ApprovalEventHandlerClass ..................................................................................................................... 132 ApprovalEventHandlerClassMethods ........................................................................................................ 132 ApprovalEventHandler .......................................................................................................................... 132 OnProcessLaunch .................................................................................................................................. 132 OnStepActivate ..................................................................................................................................... 133 OnStepHold ........................................................................................................................................... 134 OnStepReassign .................................................................................................................................... 134 OnStepComplete ................................................................................................................................... 135 OnStepPushback .................................................................................................................................... 135 OnStepReactivate .................................................................................................................................. 136 OnFinalHeaderDeny .............................................................................................................................. 136 OnHeaderDeny ...................................................................................................................................... 137 OnHeaderApprove ................................................................................................................................ 137 OnNoApprovalNecessary ...................................................................................................................... 137 OnLineDeny .......................................................................................................................................... 138 OnLineApprove ..................................................................................................................................... 138 OnAllLinesProcessed ............................................................................................................................ 139 OnTerminate .......................................................................................................................................... 139 OnError .................................................................................................................................................. 140 OnStepReview ....................................................................................................................................... 140 OnTimeout ............................................................................................................................................ 140 viii Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. Contents OnAdHocInsert ..................................................................................................................................... 141 OnAdHocDelete .................................................................................................................................... 141 OnUserLocked ...................................................................................................................................... 142 OnStepRequestInformation ................................................................................................................... 142 OnRequestInformationAdded ............................................................................................................... 143 ProcessNotifications .............................................................................................................................. 143 OnLineTerminate .................................................................................................................................. 144 ApprovalEventHandlerClassProperties ..................................................................................................... 144 wlPrefix ................................................................................................................................................. 144 wlBusinessProc ..................................................................................................................................... 144 wlActivityName .................................................................................................................................... 145 Index ............................................................................................................................................................ 147 Copyright © 1992, 2009, Oracle and/or its affiliates. All Rights Reserved. ix

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PeopleSoft Enterprise FSCM 9.1 PeopleBook: Approval Framework. SKU fscm91pbr0. Copyright © 1992, 2009, Oracle .. Attaching Workflow Roles to Users .
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