Considerations for Setting Up Self Service Procurement Task Driven Configuration

Task driven configuration is set up in the BPM Worklist Administration application. To manage task configuration, you must be a BPM Worklist administrator.

This table shows the default task configuration options for Oracle Fusion Cloud Self Service Procurement. For each configuration option the corresponding default value is listed, along with a description of the effect of the default value.

Configuration Option

Default Value

Effect of Default Value

Task Aggregation

Once per task

Within the same task, if a participant is returned multiple times based on the approvals rules, then the participant will only receive one worklist task for action or review.

Allow all participants to invite other participants

Yes (checked)

Participants can add other approval or FYI participants in the approval list.

Allow participants to edit future participants

Yes (checked)

Participants can update participants remaining in the approval list who weren't assigned the approval task. Note that participants can't remove approver participants pre-defined in Approval Groups or generated by the application.

Allow initiator to add participants

Yes (checked)

A requisition preparer can insert ad-hoc approval or FYI participants.

Enable automatic claim

Yes (checked)

Enabled when a task is assigned to a position, role or a LDAP group. Since there can be multiple users in a position, role, or group, a user has to first claim the task to prevent multiple users from updating the task. This doesn't include approvals based on approval groups. Enabling auto claim won't require a participant to first claim before performing an action, hence reducing the number of steps.

Complete task when participant chooses

Reject

The entire requisition approval task will be completed when a Reject action is performed by a participant.

Enable early completion of parallel subtasks

Yes (checked)

The entire requisition approval task will be completed when a Reject action is performed by a participant.

Complete parent tasks of early completing subtasks

Yes (checked)

The entire requisition approval task will be completed when a Reject action is performed by a participant.