Understanding PeopleSoft Queries Within the Alert Framework

PeopleSoft Query can be used in combination with the Events and Notifications Framework feature to generate alert messages based on data within one or more PeopleSoft tables.

Using PeopleSoft Query, you can scan one or more PeopleSoft tables and then generate an alert message for any problems or stalled transactions. The steps to set up alert notifications based on a PeopleSoft Query are:

  1. Write the PeopleSoft Query.

  2. Use the Notification Registry page to add the new notification. Add the Process Name and Process Category that identifies this specific query/notification. Add a description of the new notification.

  3. Use the Alert Setup component to define the values to be included in the alert message. The message object data is defined by the PeopleSoft Query name, the Process Name, and the Process Category. The Alert Setup component contains the values used to build the notifications to the Notification Dashboard and email.

  4. Enter the Notification Registry page again to enable overrides. You must select the override check boxes. The values used to build the notifications to the PeopleSoft Worklist and XML messages are defined at the System-Level Notifications page or the BU-Level Notifications page.

  5. Use the System-Level Notifications page to define values used to build the notifications to the PeopleSoft Worklist and XML messages. These values determine who should be notified (user role and node) and how they should be notified (worklist and XML notification). These values are applied for the process name and process category combination to the entire PeopleSoft system. If you enter values for email notification, the entries on the Alert Setup component override these values.

  6. Use the BU-Level Notifications page to define values used to build the notifications to the PeopleSoft Worklist and XML messages. These values determine who should be notified (user role and node) and how they should be notified (worklist and XML notification). These overrides are applied for the process name, process category, and business unit combination. Values at the business unit level override any system-level overrides. If you enter values for email notification, the entries on the Alert Setup component override these values.

  7. For XML notifications, setup and activate the EOEN Notify Message to enable the PeopleSoft Integration Broker to send a message to a third-party system using a XML-formatted messages.

  8. Setup the Alerts process run control to query the PeopleSoft tables on a regular schedule.

For more details, refer the product documentation PeopleTools: Query