Setting Up Workflow Transactions
To set up workflow transactions, use the following components:
Workflow Transaction Categories (EO_TRAN_CATS)
Workflow Transactions (EO_TRANSACTIONS)
Workflow System Rule (EO_SYS_WF_RULES)
Page Name |
Definition Name |
Usage |
---|---|---|
EO_TRAN_CATS |
Create workflow transaction categories. |
|
EO_TRANSACTIONS |
Create workflow transactions. |
|
EO_SYS_WF_RULES |
Create workflow system rules. |
If you use PeopleSoft Workflow, the functionality of workflow approval processing is based on specific rules that are defined by three setup transactions. You can create transactions that notify appropriate parties about business events such as approvals, requests, or transfers. By setting up categories of workflow transactions, you can associate groups of transactions with a workflow function that triggers the notification process.
Use the Workflow Transaction Categories page (EO_TRAN_CATS) to create workflow transaction categories.
Navigation:
Field or Control |
Description |
---|---|
Transaction Category |
Name of the group that classifies a workflow transaction. Each workflow transaction is placed in a workflow category. Because workflow rules are defined for categories, the rules apply to each transaction in the category. |
Use the Workflow Transactions page (EO_TRANSACTIONS) to create workflow transactions.
Navigation:
Field or Control |
Description |
---|---|
Category |
Name of the group that classifies a workflow transaction. |
Description |
Explanation or comments about the workflow transaction. |
Use the Workflow System Rules page (EO_SYS_WF_RULES) to create workflow system rules.
Navigation:
Field or Control |
Description |
---|---|
Transaction Category |
Name of the group that classifies a workflow transaction. |
Workflow Rule |
Specify how users are notified when they are required to perform a function. Select from the following values: Both: Notify by email and worklist. Email: Notify the user with an electronic message. None: No notification takes place. User: Notification method is specified in the User Preferences page during system setup. This varies, depending on which application is implementing PeopleSoft Workflow. Worklist: Notify the user by placing an entry on the user's worklist. |
Notify User − Entry |
User receives a confirmation when initiating a transaction. |
Notify − All |
User receives a notification when anyone processes a transaction that the user originated. If more than one person is required to process the user's transaction, the user receives notification each time it is processed. |
Notify − Final Disposition |
User is notified only when the transaction has completed processing. |