How do I configure approval rules using the advanced mode?

Title and music.

In this video I’ll explain how to configure approval rules using the Advanced Mode in Oracle BPM Worklist.

To demonstrate this, we'll configure change assignment approval rules based on the following scenario:

1. Requestor’s role name contains “Line Manager” but not “Human Resource Specialist.”

2. Requestor’s role name contains “Human Resource Specialist” but not “Line Manager.”

3. Requestor’s role name contains both “Line Manager” and “Human Resource Specialist.”

The IF conditions in all the three rules need to be mutually exclusive, so that in every case only one approval rule is triggered.

Otherwise, multiple rules can be triggered, leading to extra or repeating approvers in the review page and in the actual routing.

Now let’s configure these rules. Navigate to the BPM Worklist page, Task Configuration tab.

In the Search field, search for the ChangeAssignmentApproval task.

Click the task name to display the task details.

If the task is not in an editable mode, click on the Edit icon.

Next, click on the Assignees tab and click Go to Rule.

In the Rules section, you can see the existing rules.

First, we’ll create a rule where the requestor has the line manager role.

Click the Add options menu, and then select General Rule to create the first of the three rules.

Here, you can see that a new rule displays. Click Properties to rename the rule.

In the dialog box, enter a name for the rule. Let’s use Line_Manager in this example. Because each of the rules involves the requestor’s role details in two conditions, Advanced Mode is required.

Click the Advanced Mode check box and then click OK.

Next, click Insert Pattern.

In this rule, we need to add three patterns, each representing an object in the condition (for example, the Requestor’s Role Details).

In the first pattern, search for and select the pattern name Task and then enter the same name, Task in the text field. Click Add Pattern to add a second pattern.

Select Lists and then enter the same name, Lists in the text field. Click Add Pattern again to include the third pattern.

Select Requestor’s Role Details and enter the same name, Requestor’s Role Details in the text field.

Now that we’ve created the three patterns, we’ll Add a simple test for the Requestor’s Role Details pattern. This is to specify the condition, that is, the Requestor’s Role Name contains “Line manager.”

Click the Left Value icon to open the Condition Browser dialog box.

Expand Requestor’s Role Details and select Role Name.

Now, enter Line Manager in this field.

Click the Surround selected tests with parenthesis icon, and select Surround.

The surround option puts the pattern you just added and other conditions you define later within parentheses, to group them all together. Conditions within parentheses are evaluated in their entirety.

In the drop-down list before the collection pattern, select how you want the rule to match against the collection.

In this case, we’ll select At least one, that is, the Requestor’s Role Name should have at least one “Line Manager.”

We now need to add another pattern, Requestor’s Role Details.

Once the pattern is added, add a test condition.

In this case, this is to check that the Requestor’s Role Name does not contain the Human Resource Specialist role.

Click the Surround selected tests with parenthesis icon, and select Surround.

In the drop-down list, select None. This means the Requestor’s Role Name should not have “Human Resource Specialist.”

Now, let’s configure the THEN statement.

Click the Add button and select Add Approver > Resource.

In the Users field enter Neel.CEO

This means that if the Requestor’s role name contains “Line Manager” but does not contain “Human Resource Specialist,” then the approval flow for this task will go to user “Neel.CEO”.

Save the newly created rule.

Now, let’s create the second rule, that is, if the requestor’s role name contains “Human Resource Specialist” AND doesn’t contain “Line Manager,” send approval to a different user.

To do this, create a copy of the Line_Manager rule.

In the Rules section, select the Line_Manager rule.

In the drop-down list next to the Cut icon, select Copy.

Wait for a few seconds and then click Paste from the same menu.

Once the rule is copied, rename it to Human_Resource_Specialist. Make sure the Advanced Mode checkbox is selected and click OK.

Let’s examine the rule and make the required changes. In the Requestor’s Role Details.Role Name is “Human Resource Specialist” condition, change None to At least one.

In the Requestor’s Role Details.Role Name is “Line Manager” condition, change At least one to None.

Next, edit the THEN statement.

In this rule, the approval workflow will go to a different approver, Martha Jones. So, change the User to Martha Jones and the Rule Name to reflect the name of this rule, Human_Resource_Specalist.

Now, we have two new rules: one for users who have the Line Manager role and not the Human Resource Specialist role and the other for users who have the Human Resource Specialist role but not the Line Manager role.

Let’s create the third and final rule by following the same steps. In this rule, we need to configure that if the requestor’s role name contains both “Human Resource Specialist” AND “Line Manager,” then send approval to a different user.

Copy and paste the Human_Resource_Specialist rule.

Click Properties and then rename the rule as shown.

Next, examine and edit the rule. In the Requestor’s Role Details.Role Name is “Line Manager” condition, change None to At least one.

In the Requestor’s Role Details.

Role Name is “Human Resource Specialist” condition, retain At least one.

Next, update the THEN statement as shown.

In this rule, the approval will go to Harry Stevens and rule name is Human_Resource_Specialist_Line_Manager .

Review the rules and then click Commit to save your changes.

In the Enter Comments dialog box, click OK.

Click OK in the Information notification.

We have now created all the three rules.

For more information on this topic, you can view the courses on Oracle University or reference the available guides on Oracle Help Center.

Thanks for watching.