Configuring Approval Transactions

Use the Configure Transactions page to select and define elements that determine what triggers a notification, who receives the notification, and the content of the notification. Notifications are mapped to work with the approval transaction registry and include menus and components and SQL definitions.

Page Used to Configure Approval Transactions

Page Name	Definition Name	Navigation	Usage
Configure Transactions	EOAW_TXN_NOTIFY	select Enterprise Components, then select Approvals, then select Approvals, then select Transaction Configuration	Use the Configuration Transactions page to configure how the system uses the particular implementation of approval triggers.

Configure Transactions Page

Use the Configure Transactions page (EOAW_TXN_NOTIFY) to configure how the system uses the particular implementation of approval triggers.

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.

Use this page to select and define elements that determine what triggers a notification, who receives the notification, and the content of the notification. Notifications are mapped to work with the approval transaction registry and include menus and components and SQL definitions. The events for which the system sends notifications include:

Launch of the approval process on a transaction.
Queue of approval step to an approver.
Queue of a review step to a reviewer.
Denial of a line or header.
Approval of a line or header.
Completion of the approval process.

Recipients of notifications include requesters, approvers, and reviewers, who can receive their notifications through either worklist entries or email notification. When using email notifications, business analysts must create email templates.

Ad Hoc Approver Options

Approver User Info View

Provides details about which view a user sees when using the Approval Monitor.

Note: Data in this view dictates what is displayed in the approver links.

Ad Hoc User List

This is a filter used to display only a list of users who can be ad hoc approvers.

Notification Options

This section appears when the Use Email Approvals check box is selected for the Process ID on the Register Transactions page.

Send Email Approvals to All

Select to send email notifications to all approvers.

Email Approval User List

Specify exactly which users should be allowed to do their approval by using email.

Note: If the user receiving the notification also falls into the email approval user list, then they receive an email approval rather than a standard email notification.

Delivery Method

Define whether you wish the users to receive their email approvals as text within the email, or as attachments.

Perform Sent-To Security Check

Selecting this check box informs the system that you want it to verify the security of the person the notification is sent to.

Note: This security check is only performed on new approvals.

User Utilities

User Utilities are the mechanism that the user changes to modify the behavior of delegation and reassignment.

User Utilities Package

Select the parent application class through which alternate users are selected.

User Utilities Path

Select a path that uses a specific class within the root package.

Events

Use the events section to define event parameters to trigger workflow notification.

Level

Select Header or Line to determine the level at which you want a notification sent for an event. For each of these events to be notified, you must select the level of the transaction.

Event

Select the event for which you want to send a notification. Participants will be notified when the selected event is triggered.

Event values include:

Ad Hoc Delete: Send a notification when a step is removed from the approval process through the status monitor.

Ad Hoc Insert: Send a notification when a step is added to the approval process through the status monitor.

Hold Step: Send a notification when a thread is placed on hold.

Locked Out: Send a notification when the application workflow engine (AWE) encounters a user whose account has been locked out.

No Approver Necessary: Send a notification when a thread does not route because no approval is necessary.

On Error: Send a notification when a thread encounters a routing error.

On Escalate: Send a notification when a thread is escalated through the NEM process.

On Final Approval: Send a notification when a thread is approved and there are no more steps to process.

On Final Denial: Send a notification when a thread is denied and there are no more steps to process.

On Process Launch: Send a notification when an approval process is submitted.

On Reactivate: Send a notification when a step is reactivated for a thread.

On Reassign: Send a notification when a thread is reassigned to a new approver.

On Step Complete: Send a notification when a step no long has pending threads.

On Terminate: Send a notification when a thread is terminated.

Processing Complete: Send a notification when an approval process is complete.

Push Back: Send a notification when a thread is pushed back from one step to the prior step.

Request Information: Send a notification when the Request Information action is called by the application.

Request Information Added: Send a notification when a comment is added for a thread and that thread has been placed on hold.

Route for Approval: Send a notification when a thread is routed to an approver.

Route for Review: Send a notification when a thread is routed to a reviewer.

Note: The Lock Out, On Process Launch, and Processing Complete events are for header level only.

Menu Name

Select the menu name that contains the component you want the notification recipient to link to. This identifies where the person should go upon notification. If you do not enter values, the recipient is sent to the same menu and component that is defined for the Worklist Approval component.

Approval Component

Select the component you want to make available to the notification recipient.

Page Name

The page defined is the page approvers are redirected to from the URL sent within the email notification.

Menu Action

This is the action of the page users see when directed to the page from the URL sent within the email notification.

SQL Object Identifier (structured query language object identifier)

Select the SQL definition identifier you want to use to get content for the email. The SQL must accept bind inputs equal to the number of keys at the notification level. For example, header or line keys.

Notifications

Use the Notifications section to define who to notify and how to notify them in addition to the defaults determined in the Events section of this page.

Participant

Define the user who is notified when this event takes place.

A-Delegate: the approver that the approval was originally assigned to.
A-Proxy: the approver who performed the actual approval.
Admin
Approvers
Dynamic
External
R-Delegate: the person who created the request for someone else.
R-Proxy: the person who requested the transaction to be created.
Requester
Reviewers
User List

Channel

Defines how the participant will be notified. Values are:

Both
Email
None
User
Worklist

Note: Routing preferences can also be set up in select PeopleTools, then select Security, then select User Profiles, then select Workflow. From there you have two options. You can select Worklist User and or Email User.

User List

Select either Dynamic or User List as the participant. The option becomes active when you select one of these values.

Template Name

Select the generic template you want to use for the email content of this notification. You define the contents of the email using the Generic Template page.

See Generic Template Definition Page.

Menu Name, Approval Comment, Page Name, Menu Action, and SQL Object Identifier

All of these fields have the same definition as the corresponding fields in the Events section of this page.

Number of Hours

Enter a number that determines how many hours between notifications.

Max Notification (maximum notification)

Enter a number that determines the maximum number of notifications sent. If the approver does not take action, an escalation is sent to the administrator.