Setting Up Workflow Transactions

To set up workflow transactions, use the following components:

Workflow Transaction Categories (EO_TRAN_CATS)
Workflow Transactions (EO_TRANSACTIONS)
Workflow System Rule (EO_SYS_WF_RULES)

Pages Used to Set Up Workflow Transactions

Page Name	Definition Name	Usage
Workflow Transaction Categories Page	EO_TRAN_CATS	Create workflow transaction categories.
Workflow Transactions Page	EO_TRANSACTIONS	Create workflow transactions.
Workflow System Rules Page	EO_SYS_WF_RULES	Create workflow system rules.

Understanding Setting Up Workflow Transactions

If you use PeopleSoft Workflow, the functionality of workflow approval processing is based on specific rules that are defined by three setup transactions. You can create transactions that notify appropriate parties about business events such as approvals, requests, or transfers. By setting up categories of workflow transactions, you can associate groups of transactions with a workflow function that triggers the notification process.

Workflow Transaction Categories Page

Use the Workflow Transaction Categories page (EO_TRAN_CATS) to create workflow transaction categories.

Navigation:

Set Up Financials/Supply Chain, and then Common Definitions, and then Workflow, and then Categories, and then Workflow Transaction Categories

Field or Control	Description
Transaction Category	Name of the group that classifies a workflow transaction. Each workflow transaction is placed in a workflow category. Because workflow rules are defined for categories, the rules apply to each transaction in the category.

Workflow Transactions Page

Use the Workflow Transactions page (EO_TRANSACTIONS) to create workflow transactions.

Navigation:

Set Up Financials/Supply Chain, and then Common Definitions, and then Workflow, and then Delegate Workflow Transactions

Field or Control	Description
Category	Name of the group that classifies a workflow transaction.
Description	Explanation or comments about the workflow transaction.

Workflow System Rules Page

Use the Workflow System Rules page (EO_SYS_WF_RULES) to create workflow system rules.

Navigation:

Set Up Financials/Supply Chain, and then Common Definitions, and then Workflow, and then System Rules, and then Workflow System Rules

Field or Control	Description
Transaction Category	Name of the group that classifies a workflow transaction.
Workflow Rule	Specify how users are notified when they are required to perform a function. Select from the following values: Both: Notify by email and worklist. Email: Notify the user with an electronic message. None: No notification takes place. User: Notification method is specified in the User Preferences page during system setup. This varies, depending on which application is implementing PeopleSoft Workflow. Worklist: Notify the user by placing an entry on the user's worklist.
Notify User − Entry	User receives a confirmation when initiating a transaction.
Notify − All	User receives a notification when anyone processes a transaction that the user originated. If more than one person is required to process the user's transaction, the user receives notification each time it is processed.
Notify − Final Disposition	User is notified only when the transaction has completed processing.