Assigning Unconfirmed Worklist Operators

Use PeopleSoft Application Designer to create workflow for automated inbound confirmations by assigning a worklist definition and an operator to the Confirm Deals business activity. This enables users to review workflow items in their worklists.

To set up an inbound confirmation workflow:

1. In PeopleSoft Application Designer, open the TR_ADMINISTER_DEALS business process.

2. Click the Auto Inbound Deals Confos button on the Application Designer - Auto Inbound Deal Confos page.

3. Double-click the Unconfirmed Worklist button on the Application Designer - Unconfirmed Worklist page.

4. Click Field Mapping on the Worklist Definition dialog box.

5. Double-click OPRID in the list of message maps to edit an existing role name on the Field Map dialog box, or click Add to add a new role name.

6. Select the appropriate operator role name to route workflow on the Map Field dialog box. If adding a new role name, you must also select OPRID in the Field Name field. Your selection dictates that this operator receives notification for deal transactions that do not pass automatic inbound confirmation.