Linking Workflow Transactions

To set up links to self-service transactions and approval functionality, use the Workflow Transactions (HCM_EO_TXN) component.

These topics list the page used to link workflow transactions and discuss how to link workflow transactions.

Page Name

Definition Name

Usage

Workflow Transactions Page

HCM_EO_TXN

Link self service transactions to the appropriate approval functionality, either the Approval Framework or the existing approval workflow functionality from previous releases. For transactions that use the Approval Framework, you must additionally specify the approval process ID associated with the transaction. You can also enable delegation of transaction initiation and approval.

Use the Workflow Transactions page (HCM_EO_TXN) to link self service transactions to the appropriate approval functionality, either the Approval Framework or the existing approval workflow functionality from previous releases.

For transactions that use the Approval Framework, you must additionally specify the approval process ID associated with the transaction. You can also enable delegation of transaction initiation and approval.

Navigation

Set Up HCM > Common Definitions > Approvals > Approvals Setup Center > Workflow Transactions > Workflow Transactions

Image: Workflow Transactions page (Workflow Transactions grid)

This example illustrates the fields and controls on the Workflow Transactions page (Workflow Transactions grid). You can find definitions for the fields and controls later on this page.

Workflow Transactions page (Workflow Transactions grid)

The Workflow Transactions grid and the Approval Workflow Engine (AWE) and Delegation Transactions grid are mutually exclusive. You cannot register the same transaction in both grids. If attempted, the system displays an error, and you must delete one of your entries before saving the page.

Workflow Transactions

Use the Workflow Transactions grid to register self-service transactions that use existing workflow configuration from a previous release. For example, if the self-service transaction is currently configured to update core records upon final approval via a component interface, you can list the transaction the Workflow Transactions grid so that you can still leverage these configuration values.

Field or Control

Definition
Transaction Name

Enter the name of the self-service transaction in either one grid or the other, not both.
Category

Assign the self-service transaction to a category. Generally, all self-service transactions are assigned to the HR_TRANSACTIONS category. You can set up categories in the Workflow Transaction Categories page.

See Using Workflow with Self-Service Transactions.
Description

Enter a description of the self-service transaction.
Delegation Initiation

Select to enable delegation of transaction initiation for the corresponding self-service transaction that uses existing approvals configuration from a previous release. The transaction then becomes available for configuration as an initiate-type delegation transaction. Configure delegation transactions on the Configure Delegation Transaction page.

See Configuring Delegation Transactions.

Approval Workflow Engine (AWE) and Delegation Transactions

Use the Approval Workflow Engine (AWE) and Delegation Transactions grid to register self-service transactions that use the Approval and Delegation framework. The data that you enter into this grid links the transaction name and accompanying tables for HCM self-service transactions to the approval process IDs that you create for these transactions on the Register Transactions page as part of the Approval Framework setup.

Note: You can only list a particular transaction once. You cannot assign the same Approval Framework transaction to multiple HR_TRANSACTIONS because this violates Delegation processing requirements.

Image: Workflow Transactions page (Approval Workflow Engine (AWE) and Delegation Transactions grid: Details1 tab)

This example illustrates the fields and controls on the Workflow Transactions page (Approval Workflow Engine (AWE) and Delegation Transactions grid: Details1 tab). You can find definitions for the fields and controls later on this page.

Workflow Transactions page (Approval Workflow Engine (AWE) and Delegation Transactions grid: Details1 tab)

Image: Workflow Transactions page (Approval Workflow Engine (AWE) and Delegation Transactions grid: Details2 tab)

This example illustrates the fields and controls on the Workflow Transactions page (Approval Workflow Engine (AWE) and Delegation Transactions grid: Details2 tab). You can find definitions for the fields and controls later on this page.

Workflow Transactions page (Approval Workflow Engine (AWE) and Delegation Transactions grid: Details2 tab)

Field or Control

Definition
Transaction Name

Enter the name of the self-service transaction in either one grid or the other, not both.
Category

Assign the self-service transaction to a category. Generally, all self-service transactions are assigned to the HR_TRANSACTIONS category. You can set up categories in the Workflow Transaction Categories page.

Description

Enter a description of the self-service transaction.
Approval Process ID

When implementing the Approval Framework, you define a unique transaction registry ID, called a process ID, for each of your HCM self-service transactions on the Register Transactions page. Select the approval process ID that you have defined for this self-service transaction. By creating this link between the self-service transactions and the Approval Framework, the self-service transactions can dynamically retrieve this approval process ID by transaction name and thus invoke the Approval Framework. The Approval Framework requires this parameter during processing.
Delegation Initiation

Select to enable delegation of transaction initiation for the corresponding self-service transaction that uses the Approval Framework. The transaction then becomes available for configuration as an initiate-type delegation transaction. Configure delegation transactions on the Configure Delegation Transaction page.
Delegate Approvals

Select to enable delegation of transaction approval for the corresponding self-service transaction. The transaction then becomes available for configuration as an approval-type delegation transaction. This functionality is available only for transactions that you register with the Approval Framework in the lower grid.

If you select both the Delegation Initiation and the Delegate Approvals check boxes, you can configure the transaction for delegation of initiations and approvals. Configure delegation transactions on the Configure Delegation Transaction page.
Combine Partial

Select to have the system continue searching for a department manager even after it has found a partial position reports to manager. Deselect to have the system stop searching for the manager ID once it is found by one of the access types.
Limit Drill Up

Select to enable the system to continue to drill up an access type until a manager is found. Deselect this check box to allow the system to go up to the next level only.