Setting Up Workflow Notification for Action Owners

Page Name

Definition Name

Usage

User Profile - Workflow Page

USER_WORKFLOW

Enter workflow processing information for the user.

See the product documentation for PeopleTools: Security Administration.

User Profile - Email Addresses Page

USER_EMAIL

Enter the email address of the action owner to which you will send the notification.

See the product documentation for PeopleTools: Security Administration.

Miscellaneous General Info Page

CUST_GENERAL_MISC

Assign a workflow user to a customer.

See the Miscellaneous General Info Page for more information.

URL Maintenance Page

URL_TABLE

Modify the URL for the AR_NOTIFYURL URL identifier for workflow notification for actions.

See theURL Maintenance Page for more information.

The system sends an e-mail to action owners to notify them of new actions and places the action on their worklist if you set up users for workflow notification. The e-mail includes a universal record locator (URL) to the Action page, where the action owner works the action.

To set up users for workflow notification:

  • Set up a user profile for each user who will receive notification.

    • Set up workflow processing information on the User Profiles - Workflow page.

    • Enter users' e-mail address information on the User Profiles - Email Addresses page, if you want them to receive an e-mail notification.

  • Assign a workflow user to each customer on the Miscellaneous General Info page.

  • Change the AR_NOTIFYURL URL identifier on the URL Maintenance page.

    The system places this URL in e-mail notifications to access the Action page. The URL is the portal URL and varies depending on your system setup. This is an example: http://adas0182.peoplesoft.com/psp/ep910ts1nt/EMPLOYEE/ERP/.

See also the product documentation for PeopleTools: Security Administration and PeopleTools: System and Server Administration.