Property ManagerWorkflow Approval Setup Steps

Author:Muntazir QamarCreation Date:August 25, 2013 Version:Final

The following steps will help you enter required setups

Enable the seeded PN Lease Approval Workflow;2 Enable Business Event oracle.apps.pn.lease.lease.status is enabled and subscribed to the PN Lease Approval Workflow;3 Enable the Approval Workflow Background process to run periodically for the PN Lease Approval Workflow;4 Setup the Profile Option for PN Lease Approval Workflow to Yes at the Site, Application, Responsibility and User levels;5 Define and test AME PN Lease Approval Workflow for correct setup, including Rules, Attributes, Conditions, Action Types, and Approval Groups.

Login

Environment: (Support or Dev)12.1.3 Instance: (e.g., pr1yd213)ID/PW: operations/welcomeResponsibility: Property Manager, Vision Operations (USA)

Setup Approval Workflow

Responsibility: Workflow Administrator Web Application

While doing this setup use (Sysadmin) user name because only this user having access to perform some furntion in above responsibility normal FND user doest have access.

N: Administrator Workflow > Developer Studio Confirm Workflow Type is setup Developer Studio Workflow Type: PN: Lease Approval Workflow Type Internal Name: PNAPPRWF

Confirm Business Event is is enabled Business Event (T) Events (ST) Name: oracle.apps.pn.lease.leasestatus Status: Enabled Click Subscription

Confirm Business Event is setup and linked to Workflow

Business Events Events Name: oracle.apps.pn.lease.leasestatus Action: Launch Workflow Function: wf_rule.default_rule Workflow: PNAPPRWF/PNPROC Click Update (I)

Confirm Business Event Subscription details

Subscriber Triggering Event Execution Condition Action Type Click Next

Confirm the Subscription Action Type details Action Subscription Parameters Documentation

Setup Approvals Management

Responsibility: Approvals Management Business Management

N: Business Management Dashboard Confirm Transaction Type is setup Transaction Types Name: PN approval workflow Click Rules Confirm Rules are setup for the Transaction Type: PN approval workflow Click Update Confirm the Rule details for the Transaction Type: PN approval workflow Item Class: Header Rule Type: List Condition Effective Dates Condition: PNAPPRWF is true Action Type & Action: Confirm below Attributes are setup for the Transaction Type: PN approval workflow Setup

Attributes

ALLOW_REQUESTOR_APPROVAL AT_LEAST_ONE_RULE_MUST_APPLY EFFECTIVE_RULE_DATE EVALUATE_PRIORITIES_PER_ITEM INCLUDE_ALL_JOB_LEVEL_APPROVERS JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID PNAPPRWF REJECTION_RESPONSE REPEAT_SUBSTITUTIONS TOP_SUPERVISOR_PERSON_ID TRANSACTION_REQUESTOR_PERSON_ID USE_RESTRICTIVE_ITEM_EVALUATION USE_WORKFLOW WORKFLOW_ITEM_KEY WORKFLOW_ITEM_TYPE Setup Attributes Click Update ALLOW_REQUESTOR_APPROVAL AT_LEAST_ONE_RULE_MUST_APPLY

EFFECTIVE_RULE_DATE

EVALUATE_PRIORITIES_PER_ITEM

INCLUDE_ALL_JOB_LEVEL_APPROVERS

JOB_LEVEL_NON_DEFAULT_STARTING_POINT_PERSON_ID

PNAPPRWF

REJECTION_RESPONSE

REPEAT_SUBSTITUTIONS SUPERVISORY_NON_DEFAULT_STARTING_POINT_PERSON_ID

TOP_SUPERVISOR_PERSON_ID

TRANSACTION_REQUESTOR_PERSON_ID Note: (Query should be same as below mention in Value box)

USE_RESTRICTIVE_ITEM_EVALUATION

USE_WORKFLOW WORKFLOW_ITEM_KEY

WORKFLOW_ITEM_TYPE

Confirm Conditions are setup for the Transaction Type: PN approval workflow Setup Regular Condition Name: PNAPPROVEWF is True

List Modifiers Confirm List Modifier details for the Transaction Type: PN approval workflow

Confirm Action Types are setup for the Transaction Type: PN approval workflow Setup Action Types Confirm Action details

Confirm Approver Groups are setup for the Transaction Type: PN approval workflow Setup Approver Groups Confirm Approver Group details

Define Group

Approver Type

After Setup Create lease and Submit for approval and run Real Transaction Test for that lease parameters values should show exactely as below.

Setup Profile Option

Responsibility: System Administrator N: Profile > System Find System Profile Options: PN Approval Workflow

Setup Profile Option: PN: Use Lease Approval Workflow to Yes

Application: Property Manager Responsibility: User:

Setup Concurrent Program

Responsibility: System Administrator N: Requests > RunRun This Request formName Workflow Background ProcessItem Type: PN Lease Approval Workflow