Property Manager

Workflow Approval Setup Steps

Author
Creation Date
Version

:
Muntazir Qamar
:
August 25, 2013
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/welcome
Responsibility: 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
o Action: Launch Workflow
o Function: wf_rule.default_rule

o
o

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 > Run
Run This Request form
Name Workflow Background Process

Item Type: PN Lease Approval Workflow