Defining Dynamic Approvals

This section includes:

Define user lists for dynamic authorizations.
Setting up approval authorizations.
Define dynamic approval paths.

Pages Used to Define Dynamic Approvals

Page Name	Definition Name	Navigation	Usage
Approval Authorization	EOAW_AUTH	select Enterprise Components, then select Approvals, then select Approvals, then select Authorize Approvers	Authorize roles and approvers for dynamic paths.
Criteria Definition	EOAW_CRITERIA	Click theCriteria link on the Approval Authorization page.	Define criteria for the workflow approver.
Setup Process Definitions	EOAW_PRCS_MAIN	select Enterprise Components, then select Approvals, then select Approvals, then select Approval Process Setup	Define approval process stages.
Approval Path Definition	EOAW_PATH_SEC	Click the Path Details button or the Details link on the Setup Process Definitions page.	Set up workflow approval paths.
User List Definition	EOAW_USER_LIST	select Enterprise Components, then select Approvals, then select Approvals, then select User List Setup	Set up list of users for workflow approval.
User Profile - General	USER_GENERAL	select PeopleTools, then select Security, then select User Profiles, then select User Profiles, then select General	Set up user IDs and assign roles.

User List Definition Page

Use the User List Definition page (EOAW_USER_LIST) to set up list of users for workflow approval.

Navigation

select Enterprise Components, then select Approvals, then select Approvals, then select User List Setup

Image: User List Definition page

This example illustrates the fields and controls on the User List Definition page. You can find definitions for the fields and controls later on this page.

Approval Authorization Page

Use the Approval Authorization page (EOAW_AUTH) to authorize roles and approvers for dynamic paths.

Navigation

select Enterprise Components, then select Approvals, then select Approvals, then select Authorize Approvers

Image: Approval Authorization page

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

If you don’t specify a Definition ID, the authorization is generic. To create an approval authorization for specific definition IDs, you must add a line for each Definition ID.

Select either a role name or User ID. For each role or user, you can configure the criteria and self-approval criteria, using the links provided.

Note: If you activate self-approval on the Approval Authorization page, it replaces the self-approval on static path steps.

Approval Path Definition Page

Use the Approval Path Definition page (EOAW_PATH_SEC) to set up workflow approval paths.

Navigation

Click the Path Details button or the Details link on the Setup Process Definitions page.

Image: Approval Path Definition page

This example illustrates the fields and controls on the Approval Path Definition page. You can find definitions for the fields and controls later on this page.

Step Source

Select Dynamic for a dynamic approval path.

Notify Admin on No Approvers (notify administrator on no approvers)

Select to indicate that the administrator is to be notified if the system does not find an approver for the path. This option is only available when the step source is Dynamic.

Skip Prior Steps for Requester

Select to indicate that if one of the approvers in this path is also the requester, then the system is to skip all steps in the path prior to that approver's step.

Check Authorization

Select to enable the approval authorization. The data set up in Authorize Approvers component is used.

Skip Unauthorized Users

Select to enable the approval process to skip users within the user list if the system determines that they can't satisfy all of the criteria for approval.

Note: When creating criteria within the path that will trigger the approval process to activate, be certain that you set up the final approver as Greater Than so that no gaps occur.