Defining Role Options

PeopleSoft delivers predefined workflow roles, including Catalog Partner and Enterprise Catalog Manager, which are assigned to partner and enterprise catalog manager users.

To define role options for workflow:

  1. Select PeopleTools, Security, Permissions & Roles, Roles, Workflow.

  2. Select the Use Query to Route Workflow check box.

  3. Select EOCM_ROLE_QUERY for the query name.

Creating a New Enterprise Catalog Manager Role

To associate the Enterprise Catalog Manager role with the workflow step object:

  1. Select Application Designer, Activity.

  2. Open EOCM_APPROVE_CAT_OFF.

  3. Right-click and select Approve Offerings WL, Item Properties.

  4. In the Worklist Definition window, click the Field Mapping button.

  5. In the Field Map window, double-click OPRID to open the Map Field window.

  6. Select the role name created for the enterprise catalog manager.

  7. Click Specify Bind Variables to open the Specify Query Bin Variables window.

    Verify the SetID and EOCM_CATALOG_ID are listed as bind variables.

    Note: If they are not listed, define the role options for workflow.

See the product documentation for PeopleTools: Security Administration