Creating or Modifying Notification Template Definitions

Template definitions provide the email content for approval notifications, and are delivered in PeopleSoft General Ledger as demo data.

You can modify the verbiage or create your own template definitions. However, you must keep the delivered journal-related template variables, unless you create your own SQL objects that are referenced on the configuration definition. Using AF for General Ledger enables you to:

  • Create or modify the journal approval routing template definition.

  • Create or modify the journal approved routing template definition.

  • Create or modify the journal denied routing template definition.

Page Name

Definition Name

Usage

Generic Template Definition Page

WL_TEMPLATE_GEN

Define or modify approval notification templates that are used in the Approval Framework (AF) (configurable workflow) process.

Use the Generic Template Definition page (WL_TEMPLATE_GEN) to define or modify approval notification templates that are used in the Approval Framework (AF) (configurable workflow) process.

Navigation:

PeopleTools > Workflow > Notifications > Generic Templates > Generic Template Definition

This example illustrates the fields and controls on the Generic Template Definition page - Journal Approval template. You can find definitions for the fields and controls later on this page.

Generic Template Definition page - Journal Approval template

Access the Generic Template Definition page - Journal Approved template (PeopleTools, Workflow, Notifications, Generic Templates, Generic Template Definition).

This example illustrates the fields and controls on the Generic Template Definition page - Journal Approved template. You can find definitions for the fields and controls later on this page.

Generic Template Definition page - Journal Approved template

Access the Generic Template Definition page - Journal Denied template (PeopleTools, Workflow, Notifications, Generic Templates, Generic Template Definition).

This example illustrates the fields and controls on the Generic Template Definition page - Journal Denied template. You can find definitions for the fields and controls later on this page.

Generic Template Definition page - Journal Denied template

To add the Pushback action for the journal approval process, add a new Demo Email Notification template. Access the Generic Template Definition page (PeopleTools, Workflow, Notifications, Generic Templates, Generic Template Definition):

This example illustrates the fields and controls on the Generic Template Definition page - Journal Pushed Back template. You can find definitions for the fields and controls later on this page.

Generic Template Definition page - Journal Pushed Back template