peoplesoft approval framework awe

Approval FrameWork Hakan Biroglu

© Logica 2011. All rights reserved

• FrameWork for creating, running and managing approval processes • Foundation PeopleTools WorkFlow, Bussiness Proces, Activity, Events• Introduced in Supply Chain Management 8.8• Introduced overall in PeopleTools 8.49 • Adaptation per release

• 8.8 ~ 18• 8.9 ~ 25• 9.0 ~ 30• 9.1 ~ 100

No. 2

What is Approval FrameWork (AWE)

Approval FrameWork

Visual Approval Chain

© Logica 2011. All rights reserved No. 3

Traditional Workflow

Approval FrameWork

•Development and adjustments in Application Designer•Static flow•Single flow•Static Mail text•Extended knowledge of PeopleSoft Workflow

•Not configurable online

© Logica 2011. All rights reserved

• AWE is made up of 20 Workflow Events

No. 4

AWE – Event Driven

Approval FrameWork

Event DescriptionOn Process Launch Triggered when AWE process is initiatedRoute for Approval Triggered each time an approval is routedOn Final Approval Triggered when all approval steps have been

approvedOn Final Denial Triggered when an approver denies the

approval requestOn Terminate When a transaction is terminated (by the

user)Push Back When a step is pushed back to the previous

step in the approval chain


AWE – Visual Flow Example

Approval FrameWork


AWE – Creation Steps

Approval FrameWork

Task ToolHeader Record Application DesignerCross Reference Record Application DesignerAdd Monitor Subpage Application DesignerExtend AWE Classes Application DesignerApproval User Info View Application DesignerEmail Template AWE Application SetupEmail Template SQL Object Application DesignerUser List Definition AWE Application SetupApproval Transaction Registry AWE Application SetupWorkflow Transaction AWE Application SetupTransaction Configuration AWE Application SetupApproval Process Definition AWE Application SetupComponent PeopleCode Application Designer


AWE – Page

Approval FrameWork

Header record

Approval Chain Monitor Subpage

Approval Trigger Buttons


AWE – Records

Approval FrameWork

Cross reference record is used by AWE to store all AWE data and link to the Header record

Header record

Cross reference record


Approval Setup Center

Approval FrameWork


Who are the approvers - User Lists

Approval FrameWork



Approval FrameWork


What to tell the approvers - User Lists

Approval FrameWork

•%1 reserved for url to approver page•Variables assigned by SQL object



Approval FrameWork


AWE – Create Transaction

Approval FrameWork

Cross Ref Table

Notification Options

Email Approval

using Email Collaboration Framework

(EMC)


EMC – how does it work

Approval FrameWork


AWE – Email Example

Approval FrameWork


AWE – Create Transaction

Approval FrameWork

Cross Ref Table

Approver Component by worklist

Event Handler

Monitor Handler

Header Record

Notification Options


AWE – Handler Classes

Approval FrameWork

•Extend AWE Classes, do not customise!•Extend AWE Class per Transaction•Methods are equal to AWE events •Code bussiness logic here instead of Record or Component •Triggered at SavePostChange



Approval FrameWork


AWE – WorkFlow Transaction

Approval FrameWork

•Mainly used for Delegation Framework, but AWE also needs this configuration



Approval FrameWork


Who should receive what and when

Approval FrameWork

User View SQL object


AWE – User Info View

Approval FrameWork


Who should receive what and when

Approval FrameWork

User View SQL object

Needed for Delegation

Path to Approvers Page in

Notification URL

Who should be notified at which

event & which email template to

use



Approval FrameWork


Bring it all together

Approval FrameWork

Multiple Definitions

possibleCriteria on Definition


Criteria

Approval FrameWork

3 types

Criteria



Approval FrameWork

Multiple Definitions

possibleCriteria on Definition

Auto approve when

approver in more than one step

When Approver = Requester

should he/she take

action



Approval FrameWork

Stages run sequentially

Steps within a path run

sequentially

Paths with a stage run parallel

Approvers

Criteria on levels


Bring it all together – Approval Process Viewer

Approval FrameWork


Initiating AWE – FieldChange & SavePostChange

Approval FrameWork


Show Approval Chain - PostBuild

Approval FrameWork

Set Transaction

Get Header Record

Instantiate AWE

Show Approval

Chain


More information

Approval FrameWork

Logica is a business and technology service company, employing 41,000 people. It provides business consulting, systems integration and outsourcing to clients around the world, including many of Europe's largest businesses. Logica creates value for clients by successfully integrating people, business and technology. It is committed to long term collaboration, applying insight to create innovative answers to clients’ business needs.Logica is listed on both the London Stock Exchange and Euronext (Amsterdam) (LSE: LOG; Euronext: LOG).More information is available at www.logica.com.The company is a public company incorporated and domiciled in the UK. The address of its registered office is 250 Brook Drive, Green Park, Reading RG2 6UA, United Kingdom.

Thank youHakan Biroglu

http://www.logica.com/

peoplesoft approval framework awe

Technology