Working With Schedule Rules

Note:

This feature is available only in 11.1.2.4.100 (patch 20307212). For information about new features and updating to release 11.1.2.4.100, see My Oracle Support https://support.oracle.com/

Schedule Rules apply to all Tasks in the Schedule and thus serve as a mechanism to apply rules to groups of Tasks. Rules configured on the Schedule dialog will be copied to newly created schedule tasks.

Available schedule rules:

Auto Approve Task—The objective of this rule is to require specified approver levels to be required only if specified conditions have been met.

Examples of conditions that could apply to this rule include:

• If questions answered by a previous workflow level are answered a certain way

• If attributes have specified values (including calculated attributes)

• If questions are answered a certain way on a predecessor task by any workflow level, or if the predecessor task contains an attribute with a specified value

• If questions are answered a certain way on any other task (even if this task isn’t directly related to the task with the auto approve function), or if this other task has an attribute with a specified value

When conditions have been satisfied, the rule causes the specified approver levels to be marked as complete, thus progressing workflow to the next approval level, or to Closed if no additional approval levels exist.

Auto Submit Task—Requires an assignee to submit a task only if specified conditions have been met.

Examples of conditions that could apply to this rule include:

• If questions are answered a certain way on a predecessor task by any workflow level, or if the predecessor task contains an attribute with a specified value

• If questions are answered a certain way on any other task (even if this task isn’t directly related to the task with the auto submit function), or if this other task has an attribute with a specified value

When conditions have been satisfied, the Assignee role is marked as complete, thus progressing workflow to the first Approval level, or to Closed if no Approval levels exist.

Prevent Task Approval

Prevents approval of a task based on question responses, attribute values, or other characteristics.

Prevent Task Submission

Prevents submission of a task based on question responses, attribute values, or other characteristics.

To view schedule rules:

1. Select Manage, and then Schedule.
2. Double-click a schedule.
3. Select the Rules tab. You can view the following information:

   • Order—The order of precedence.

   • Rule—Name of the Rule

   • Conditions—The choice of what conditions must exist before running the rule

4. To edit a rule, on the Rules tab, click Edit and update:

   • Rule—Select a rule.

   • Description—Optional. Explain why you configured the rule and how should be used.

   • Reviewer Level—Select the rule for all levels or select the Reviewer levels

   • Select Create Filter and populate the conditions section or select Use Saved Filter, and then select a filter. The filter selected and configured for the rule determines the conditions that trigger the rule to apply.

   • Conditions—

     • If Use Saved Filter is selected, the Conditions section displays a read-only version of the conditions associated with the saved filter.

     • If Create Filter is selected, the Condition section is enabled.

       Conjunction, Source, Attribute, Operand, and Value behave as they do for the existing advanced filter feature.