1. Implementing Applications
  2. Configure Workflow Approvals and Notifications

Configure Workflow Approvals and Notifications

With approval management in BPM Worklist, you configure workflow tasks that users act on for approvals, including the notifications involved. For example, specify levels of approval needed, control approval routing, and configure email notifications.

After all assignees approve a workflow task, whatever got approved takes effect. Some tasks are just FYI, and assignees don't need to do anything. Either way, here are some examples of what you can do to configure workflow tasks, including notifications:

  • Set how many levels of approval are needed for transactions over a particular amount

  • Define whom the assignees would be, based on the supervisory hierarchy in Oracle Fusion Cloud HCM

  • Create approval groups so that the workflow task can be assigned to the set of users in the group instead of an individual user

  • Control when to send notifications to users involved with the task

  • Disable or enable in-app or email notifications, or both

Get Started

In the Offerings work area, enable the Approval Routing Administration feature at the offering level so that these setup tasks are available in the Application Extensions functional area:

  • Manage Task Configurations

  • Manage Approval Groups

These setup tasks take you to BPM Worklist, where you do most of the setup and configuration related to workflow. But, depending on your offering, you might use a different functional area or even another approval setup task. Some product families have pages or tools that you can use instead of, or in addition to, BPM Worklist, depending on what you want to configure.

Manage Workflow Tasks

After users create a task, for example by submitting something for approval, you can use the Transaction Manager: Transactions page in the Transaction Console work area to keep track of the workflow task. And also to jump in when you need to, especially if something goes wrong.

For workflow data, you can use the tables that start with FND_BPM in the Oracle Fusion Cloud Applications Tables and Views for Common Features guide, and the Manage Tasks API in the REST API for Common Features in Oracle Fusion Cloud Applications guide. Don't query other tables or use other APIs that aren't documented.

Related Topics