Triggering Email Collaboration

This section discusses how to:

Update approval transaction registry to send email approvals.
Configure transaction for email approval.
Schedule the application engine program EOAWEMC.
Add or modify email addresses for users.

Pages Used to Trigger Email Collaboration

Page Name	Definition Name	Navigation	Usage
Register Transaction	EOAW_TXN	select Enterprise Components, then select Approvals, then select Approvals, then select Transaction Registry	Create and update the transaction registry.
Configure Transactions	EOAW_TXN_NOTIFY	select Enterprise Components, then select Approvals, then select Approvals, then select Transaction Configuration	Configure how a specific approval process uses email notification options.
Recurrence Definition	PRCSRECURDEFN	select PeopleTools, then select Process Scheduler, then select Recurrences	Define how often you want the process scheduler to run processes.
Application Engine Request	AE_REQUEST	select PeopleTools, then select Application Engine, then select Request AE	Set up the Request AE for EOAWEMC.
Email Addresses	USER_EMAIL	select PeopleTools, then select Security, then select User Profiles, then select User Profiles, then select General Select the Email Addresses link on the User Profiles - General page.	Modify email addresses.

Register Transactions Page

Use the Register Transactions page (EOAW_TXN) to register the approval transaction.

Navigation

select Enterprise Components, then select Approvals, then select Approvals, then select Transaction Registry

Image: Register Transactions page

This example illustrates the fields and controls on the Register Transactions page. You can find definitions for the fields and controls later on this page.

Use Email Approvals

Select this check box to use Email Approvals.

Form Generator Package Root

Enter the package name that contains the class that contains the form generator application class for this transaction, or use the Lookup button to search for and select one.

Form Generator Class Path

Enter the application class path that contains the form generator application class for this transaction, or use the Lookup button to search for and select one.

Application Class for Form Generator

The application class for the form generator must be an extension of EOAW_EMC:API:formGeneratorBase. When the approvals engine determines that it needs to send out an email approval, it will create an instance of the class you specify on this page. It will pass to it 2 parameters:

&threads as array of EOAW_CORE:ENGINE:Thread - This is an array of Approval Engine Threads.
&userID as String - The userid of the individual receiving the email.

The base class provided takes the parameters passed in and makes them protected properties. Immediately after instantiating your object, the approvals engine will call the only method defined in the base class: returnEFM(). In this method you should take the threads and userid, create an instance of the emailFormManager, and return it. The approvals engine will then call the sendEmails() method on the object you return.

Configure Transactions Page

Use the Configure Transactions page (EOAW_TXN_NOTIFY) to configure how a specific approval process uses email notification options.

Navigation

select Enterprise Components, then select Approvals, then select Approvals, then select Transaction Configuration

Image: Configure Transactions page

This example illustrates the fields and controls on the Configure Transactions page. You can find definitions for the fields and controls later on this page.

The Notification Options section is only available if the Use Email Approvals check box is selected for this transaction on the Transaction Registry page.

See Configure Transactions Page.

Scheduling the Application Engine Program EOAWEMC

To schedule the application engine program EOAWEMC:

(Optional) Access the Recurrence Definition page (select PeopleTools, then select Process Scheduler, then select Recurrences), and specify an interval for the process scheduler recurrence.
Select select PeopleTools, then select Process Scheduler, then select Processes for the application engine program EOAWEMC and up the process definition.
Access the Process Definition Option page and specify the process schedule server and the recurrence.

See , Defining PeopleSoft Process Scheduler Support Information, Defining Process Definitions.

Email Addresses Page

Use the Email Addresses page (USER_EMAIL) to modify email addresses.

Navigation

select PeopleTools, then select Security, then select User Profiles, then select User Profiles, then select General

Select the Email Addresses link on the User Profiles - General page.

To update your own email address, select System Profile.

Image: Email Addresses page

This example illustrates the fields and controls on the Email Addresses page. You can find definitions for the fields and controls later on this page.