Appendix: Creating Workflow Queries

This appendix provides an overview of workflow queries and discusses how to define workflow queries.

Click to jump to parent topicUnderstanding Workflow Queries

Workflow queries—also called role queries—are queries that PeopleSoft Workflow uses as part of automated business processes to determine which users should receive work items.

Because these queries are run by the system rather than by users, the PeopleSoft application does not run the same prequery security checks. In particular, the application does not check which access groups the user who is running a workflow query can access—because the user is a workflow agent. (For this reason, you may not want to allow all users to create workflow queries.)

Click to jump to parent topicDefining Workflow Queries

Use the Query Properties page to define a workflow query.

This is an example of the Query Properties page:

To define a workflow query:

  1. Select Reporting Tools, Query, Query Manager.

  2. On a Query Manager page, click the Properties link.

    The Query Properties page appears.

  3. Select the query type of Role, and click the OK button.

    Note. You should use a naming convention to distinguish the different types of queries.

    The Role query option refers to the fact that role queries are named with names that begin with [ROLE].

See Also

Understanding Query Types

Using Query Profiles