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

Workflow Transaction Categories Page

EO_TRAN_CATS

Create workflow transaction categories.

Workflow Transactions Page

EO_TRANSACTIONS

Create workflow transactions.

Workflow System Rules Page

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:

Set Up Financials/Supply Chain > Common Definitions > Workflow > Categories > Workflow Transaction Categories

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:

Set Up Financials/Supply Chain > Common Definitions > Workflow > Delegate Workflow Transactions

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:

Set Up Financials/Supply Chain > Common Definitions > Workflow > System Rules > Workflow System Rules

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.