Working With Schedule Rules

Note:

This feature is available only in 11.1.2.4.100 (patch 20307212). For information about new features and updating to release 11.1.2.4.100, see My Oracle Support https://support.oracle.com

Schedule rules apply to all tasks in the schedule and thus apply rules to groups of tasks. Rules configured in the Schedule dialog box are copied to new schedule tasks.

Auto Approve Task: Automatically completes specified approvals only if specified conditions have been met.

Example of conditions that could apply to this rule include: Attributes have specified values (including calculated attributes).

When conditions are satisfied, the specified approver levels are marked complete, and workflow progresses to the next approval level, or closes if no additional approval levels exist.

Auto Submit Task: Automatically submits a task if specified conditions are met.

When conditions are satisfied, the Assignee role is marked complete, and workflow progresses to the first Approval level, or closes if no Approval levels exist.

Prevent Task Approval: Prevents approval of a task based on attribute values, or other characteristics.
Prevent Task Submission: Prevents submission of a task based on attribute values, or other characteristics.

To view schedule rules:

Select Manage, and then Schedule.
Double-click a schedule.
Select the Rules tab. You can view the following information:
- Order—The order of precedence. See Order of Precedence Rules for Close Manager.
- Rule—Name of the Rule
- Conditions—The choice of what conditions must exist before running the rule
To edit a rule, on the Rules tab, click Edit and update:
- Rule—Select a rule.
- Description—Optional. Explain why you configured the rule and how should be used.
- Approver Level—Select the rule for all levels or select the Approver levels.
- Select Create Filter and populate the conditions section, or select Use Saved Filter, and then select a filter. The filter selected and configured for the rule determines the conditions that trigger the rule to apply.
- Conditions—Select one:
  - Use Saved Filter—The Conditions section displays a read-only version of the conditions associated with the saved filter.
  - Create Filter—The Condition section is enabled.
    
    Conjunction, Source, Attribute, Operand, and Value behave as they do for the existing advanced filter feature.
- Filter Task—Specify on which task the conditions should be selected: Current Task, Any Predecessor, Specific Task (Provide the Task ID).
Enter schedule information on the schedule tabs: