Assigning the Workflow

Use the Workflow tab to assign the workflow for the form.

To assign the workflow for the form:

1. In New Form or Edit Form, click the Workflow tab.
2. In When to Start area, enter the following:

   • Frequency—How often the data is collected for this form.

   • Schedule from—The collection date:

     • End Date––The end date of the period.

     • Close Date––The closing date specified for the period in the Manage period window.

   • Start day Offset–– The start date for the data collection of the form. This determines the number of days after the End date or Close Date that the data collection date is authorized to begin. It can be a positive or negative number. For example, you can prepare data a few days before the start day, and set -3 for the collection to start 3 days from then.

3. In Workflow area enter the following:

   • Workflow option––Select one:

     • Prepare

     • Prepare and then Approve

     • Prepare, then Approve, and then Post

     • Prepare and then Post

     • Post

   • Level of Approval—Select up to 10 levels of approvers.

   • Duration for—The maximum number of days allowed for a specific action per user:

     This data determines the scheduled completion date for submission, approval, and posting depending on the workflow option.

     • Preparer—The maximum number of days allowed for data entry (submission)

     • Approver—The maximum number of days allowed for each level of approval

     • Integrator—The number of days allowed for posting

     If the preparer is late for submission, the approver's due date remains the same.

     When the approver rejects the submission, regardless of during which level of approval it was rejected, the form always returns to the preparer. Hence, only the preparer can make changes to the data and resubmit. The process starts over upon resubmission.

4. In the Users section of the Form dialog, add or delete users in the enabled fields for the Entity:
   • Optional:

   • To import or export multiple users, groups, or teams from a CSV file, click Import or Export. You can Import or export teams, users, groups by completing the Import workflow users dialog.

     1. Browse to a file.
     2. For Import Type, select Replace All or Update.
     3. Complete the File Delimiter field. Select either a Comma or Tab delimiter.
     4. Click Import.

     Note:

     This feature is available only in 11.1.2.4.101 (patch 21357574). For information about new features and updating to release 11.1.2.4.101, see My Oracle Support https://support.oracle.com/.

     To import a CSV file, create a file with each entry on a separate line per Entity. For example:

     Entity1, Preparer, Approver , Integrator

     Entity2, Preparer Approver , Integrator

   • To add a new user, team, or group, click Actions, then New . A new Entity row is added along with blank workflow fields.

     1. Click the Select icons next to each workflow field.
     2. From the Select dialogs, use the Search Users, Search Groups, or Search Teams icon.
     3. Select a user, group or team for the entity workflow by selecting the Search button.
     4. Click OK.
     5. The user, group, or team is added to the entity workflow tab of the Form.
     6. Click Save and Close.

   • To delete a user, select a user, then click Actions, and then Delete .

   Note:

   If you need to reassign a form to a different user, use the Reassign User feature. See Reassigning Users. This feature is available only in 11.1.2.4.103. For information about new features and updating to release 11.1.2.4.103, see My Oracle Support https://support.oracle.com/.
5. In the Users area, click New to search and add a user, group, or team as follows:
   1. Click the button in the Users area. The Select Preparer dialog is displayed.
   2. Search Users, Groups or Teams by selecting the button and then the Search button. The Search Results area is populated.
   3. Select a user, group, or team from the Search Results area.
   4. Click OK to return to the Workflow tab of the Form dialog. Repeat this step based on what you have selected in the Workflow option area.
   5. Select Save and Close when you are done.