Registering Workflow Transactions

This topic discusses how to register workflow transactions.

Page Name

Definition Name

Usage

Workflow Transactions Page

EO_TRANSACTIONS

Register workflow transactions for self-service transactions by associating them with the appropriate workflow functionality and assigning a workflow transaction category. 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 (EO_TRANSACTIONS) to register workflow transactions for self-service transactions by associating them with the appropriate workflow functionality and assigning a workflow transaction category.

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:

Enterprise Components > Delegation > Workflow Transactions

This example illustrates the fields and controls on the Workflow Transactions page: Details1 tab.

Workflow Transactions Details 1 page

This example illustrates the fields and controls on the Workflow Transactions page: Details2 tab.

Workflow Transactions Details 2 page

Field or Control

Description

Transaction name

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

Category

Assign the self-service transaction to a 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 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.

Delegate 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..

Note: 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.

Note: When implementing the Delegation framework, you must register all self-service transactions. Only the registered workflow transactions that you enable for delegation initiation or approval are available for subsequent delegation transaction setup.