Approval Framework Implementation
Many PeopleSoft applications are delivered with predefined Approval Framework processes. In order to configure and use predefined processes you will:
Use the following steps to configure predefined approval processes for your application:
Step |
Reference |
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Activate workflow |
Refer to the appropriate product documentation for your product implementation. |
Define user lists |
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Set up approval framework |
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Configure the approval user monitor |
The approval framework can be used to create new approval processes. Application developers can set up workflow approvals using a transaction-definition component. The following steps are used to create a new approval process.
Step |
Reference |
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Identify the transaction entry component |
Identify the component that will be used for transaction entry. |
Identify an approval component |
Identify or create a component that will be used for transaction approval. This is usually a new component, but can be the same as the transaction component. The approval component will include the necessary push buttons to approve or deny transactions, as well as any other actions that can be taken. |
Create an approval cross reference table |
The cross reference table must include the subrecord EOAW_XREF_SBR. |
Create a view of all users that can be an approval participant |
The view is used by the approval monitor to display the person's name and contact information. |
Develop an approval transaction handler class |
Define an application class used to monitor events for the transaction. The application class must extend the ApprovalEventHandler class and enable applications to receive notifications. |
Create code to launch approvals |
Create the code to launch Approval Framework. The code must extend the LaunchManager application class and at a minimum define a submit button. |
Create code to manage approvals |
Create the code to manage the approvals using the ApprovalManager application class. |
Define notifications |
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Create the approvals transaction registry |
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Configure the approval transactions |
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Define user lists |
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Set up approval framework |
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Configure the approval user monitor |