1. Implementing Expenses
  2. Example of Modifying Expenses Spend Authorization Approval Notification Using Oracle Analytics Publisher

Example of Modifying Expenses Spend Authorization Approval Notification Using Oracle Analytics Publisher

This example shows you how to modify the Authorization Approval Notification template using Oracle Analytics Publisher templates.

The following table summarizes questions to consider for this scenario.

Questions to Consider

This Example

Do I want to change the header of the authorization approval notification?

Add a word to the header.

Do I want to add fields or columns to or remove fields or columns from the authorization approval notification?

Add a field to the template.

You can modify an Expenses BI Publisher authorization approval notification by:

  • Editing the Spend Authorization Approval Notification template

  • Adding field and table attributes to the Spend Authorization Approval Notification template

Prerequisites

Before you can modify an Expenses workflow authorization approval notification, complete these steps:

  1. Download and install the Template Builder for Word, which is a BI Publisher add-on for Microsoft Word.

    1. Sign into the Oracle Analytics Publisher server with the BI Administrator Role.

    2. On the Oracle Analytics Publisher home page by the Get Started section, click the Download BI Publisher Desktop Tools link.

    3. Select and install Template Builder for Word.

  2. Download a copy of the subtemplate, which is the AuthorizationApprovalNotificationReport.rtf file, to your local drive.

    1. Click the Catalog menu.

    2. In the Catalog pane, expand Shared Folders > Common Content > Templates.

    3. Click the Edit link for the Authorization Approval Notification template.

    4. On the Authorization Approval Email Notification page, click the Edit link.

    5. Select the Save File option and click OK.

    6. Save the AuthorizationApprovalNotificationReport.rtf file to your local drive.

  3. Create an spend authorization and note the spend authorization number. You enter the spend authorization number when you export the data model .xml file.

Editing the Spend Authorization Approval Notification Template

To edit the header section of the Authorization Approval Notification template, complete these steps:

  1. Double click the UpdatedAuthorizationApprovalNotificationReport.rtf file you saved to your local drive.

  2. In the header section, place your cursor after Authorization Approval.

  3. Type Notification. The text now reads Authorization Approval Notification.

    You can add, delete, or change words in the Authorization Approval Notification template.

  4. Save and close the .rtf file.

Adding Field and Table Attributes to the Spend Authorization Approval Notification Template

To add field and table attributes to the Authorization Approval Notification template, complete these steps:

  1. In Microsoft Word, open your local copy of the UpdatedAuthorizationApprovalNotificationReport.rtf file.

    Note: Depending on your version of Microsoft Word or your installation of Template Builder for Word, you may see either a BI Publisher tab or you may find BI Publisher by the Add-ins menu.

  2. From the Add-ins menu, select BI Publisher > Data > Load Sample XML Data.

  3. In the Select XML data dialog box, search for and select the Authorization Approval Data Model .xml file you downloaded.

  4. Click Open.

    A message displays that indicates your .xml data was successfully loaded.

  5. Click OK.

  6. To insert a field in the Authorization Approval Notification template, place your cursor at the end of the line you want to insert into, and press the Enter key on the keyboard.

  7. From the Add-ins menu, select BI Publisher > Insert > Field.

  8. In the Field dialog box, scroll to the SPEND_AUTH_HEADER_DS folder, select SA_FUNCTIONAL_CURRENCY_CODE, and click Insert.

  9. Save and close the UpdatedAuthorizationApprovalNotificationReport.rtf file.

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