Workflow Tools

You create and use workflow applications using several tools:

• Worklists are prioritized lists of the work items that a person (or group of people) has to do. A worklist is a standard PeopleTools grid; therefore, the user can use grid personalization features to order and sort columns. When work is routed to a PeopleSoft user, it is put in the user’s worklist. To work on an item, the user selects it from the worklist and is presented with the appropriate page to begin work. Users accessing worklists through a browser see worklist entries prioritized in a predefined order (set on a properties page). For example, worklists for accounts receivable clerks can be sorted by days overdue, amount overdue, or credit class.

  Note:

  The URL/ID field in the worklist grid is an HTML area which cannot be sorted and will not download into a Microsoft Excel spreadsheet.

• PeopleSoft Application Designer includes the tools that you use to design and build business processes, including the workflow rules and routings.

• PeopleCode functions detect when a business rule has been triggered as users enter data into a PeopleSoft application. These functions evaluate who should act on the new work instance (the role) and route it to the appropriate employee (the routing).

• PeopleSoft Workflow Administrator enables you to access, monitor, analyze, and control workflow in your organization.