Approval Framework Implementation

Many PeopleSoft applications are delivered with predefined Approval Framework processes. In order to configure and use predefined processes you will:

Configuring Approval Processes

Use the following steps to configure predefined approval processes for your application:

Step	Reference
Activate workflow	Refer to the appropriate product documentation for your product implementation.
Define user lists	See User List Definition Page.
Set up approval framework	See Defining the Setup Process Definitions Component.
Configure the approval user monitor	See Configuring the Approval Monitor.

Creating New Approval Processes

The approval framework can be used to create new approval processes. Application developers can set up workflow approvals using a transaction-definition component. The following steps are used to create a new approval process.

Step	Reference
Identify the transaction entry component	Identify the component that will be used for transaction entry.
Identify an approval component	Identify or create a component that will be used for transaction approval. This is usually a new component, but can be the same as the transaction component. The approval component will include the necessary push buttons to approve or deny transactions, as well as any other actions that can be taken.
Create an approval cross reference table	The cross reference table must include the subrecord EOAW_XREF_SBR. See Setting Up the Transaction Registry.
Create a view of all users that can be an approval participant	The view is used by the approval monitor to display the person's name and contact information.
Develop an approval transaction handler class	Define an application class used to monitor events for the transaction. The application class must extend the ApprovalEventHandler class and enable applications to receive notifications. See ApprovalEventHandler Class Methods.
Create code to launch approvals	Create the code to launch Approval Framework. The code must extend the LaunchManager application class and at a minimum define a submit button. See LaunchManager Class Methods.
Create code to manage approvals	Create the code to manage the approvals using the ApprovalManager application class. See ApprovalManager Class Methods.
Define notifications	See Defining Notification Templates for Approval Framework.
Create the approvals transaction registry	See Understanding the Approval Transaction Registry.
Configure the approval transactions	See Configuring Approval Transactions.
Define user lists	See User List Definition Page.
Set up approval framework	See Defining the Setup Process Definitions Component.
Configure the approval user monitor	See Configuring the Approval Monitor.