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Table Of Contents

About This PeopleBook
PeopleSoft Enterprise Application Prerequisites
Application Fundamentals
Documentation Updates and Printed Documentation
Obtaining Documentation Updates
Downloading and Ordering Printed Documentation
Additional Resources
Typographical Conventions and Visual Cues
Typographical Conventions
Visual Cues
Notes
Warnings
Cross-References
Country, Region, and Industry Identifiers
Currency Codes
Comments and Suggestions
Common Elements Used in PeopleBooks
PeopleSoft Workflow Technology Preface
PeopleSoft Workflow Technology
CHAPTER 1
Getting Started with PeopleSoft Workflow Technology
PeopleSoft Workflow Technology Overview
PeopleSoft Workflow Technology Implementation
CHAPTER 2
Understanding PeopleSoft Workflow
Understanding Workflow Tools
Workflow Tools
Work Items
Workflow Triggers
Understanding Workflow Application Development
Rules
Roles
Routings
Steps for Developing Workflow Applications
Understanding Extended Workflow Capabilities
Route Controls
Workflow Triggers from External Applications
EIPs
Batch Workflow Processing
Approval Processes
Activity Guides
Notification Features
CHAPTER 3
Building Workflow Maps
Understanding Workflow Maps
Workflow Maps
PeopleSoft Navigator Maps
PeopleSoft Navigator
Understanding Map Hierarchies
Map Hierarchies
Map Icons
Business Processes
Activities
Defining Maps
Understanding Map Definition
Common Elements Used in This Section
Creating a New Map
Defining Business Process Properties
Defining Activity Properties
Adding Map Objects
Understanding Toolbar Buttons
Adding Icons to Maps
Connecting Icons Within a Map
Adding Images to Maps
Controlling Text
Adding Standalone Text to Maps
Moving Objects in Front of or Behind Each Other
Setting Icon Properties
Understanding Descriptive Icons
Setting Properties for Descriptive Icons
Setting Properties for Step Icons
Setting Step Attributes
Step Attributes dialog box
CHAPTER 4
Defining Roles and Users
Understanding Roles and Users
User List Roles
Query Roles
Case Study: The Manager Query Role
Defining a Role Query
Maintaining Roles and Role Users
Understanding Roles and Role User Maintenance
Maintaining User Workflow Information
CHAPTER 5
Defining Worklist Records
Understanding Worklist Records
The Worklist
Worklist Records
Application Fields
Creating Worklist Record Definitions
Replicating Worklists
Understanding Worklist Replication
Understanding Worklist Replication Considerations
Page Used to Replicate Worklists
Replicating a Worklist
CHAPTER 6
Adding Events and Routings
Understanding Events and Routings
Common Elements Used in This Chapter
Events and Routings
Adding and Defining Events
Adding an Event
Defining the Event
Editing the Business Rules
Adding and Defining Worklist Routings
Prerequisites to Adding and Defining Worklist Routings
Creating Worklist Routings
Defining Worklist Attributes
Specifying Field Mappings
Adding and Defining Email Routings
Understanding Email Routings
Creating an Email Routing
Mapping Fields
Field Map dialog box
CHAPTER 7
Defining Event Triggers
Understanding Event Triggers
Writing Workflow PeopleCode
Understanding Workflow PeopleCode
Using the TriggerBusinessEvent Function
Creating Workflow PeopleCode Programs
Writing PeopleCode for Approval Processes
Understanding Approval Processes
Using Virtual Approver
Using the GetApprovers Library Function
Using Additional PeopleCode Functions and Variables
GetWLFieldValue
MarkWLItemWorked
System Variables
CHAPTER 8
Using Additional Routing Options
Understanding Route Control Development
Route Control Development
Route Control Query Roles
Defining Route Controls
Understanding Route Control Definition
Pages Used to Define Route Controls
Adding Route Control Types
Building Route Control Profiles
Route Control Profile page
Using Route Control Roles
Understanding Route Control Query Roles
Defining Routings in Application Designer
Reviewing Role Users
Understanding Role Users
Pages Used to Search for and Review Role Users
Searching for and Reviewing Role Users
CHAPTER 9
Using Batch Workflow Processing
Understanding Workflow Batch Processes
Workflow Batch Processing
Database Monitoring with PeopleSoft Application Engine
Events Triggered with Component Interfaces
Understanding Database Agents Conversion
Understanding the Notification Application Class
Understanding Batch Workflow Applications
Creating Batch Workflow Applications
Monitoring the Database with PeopleSoft Application Engine
CHAPTER 10
Defining Approval Processes
Understanding Virtual Approver
Virtual Approver
Virtual Approver Templates
User List Roles for Organizational Levels
Understanding Approval Rule Sets
Creating Approval Rule Sets
Creating an Approval Rule Set
Specifying Approval Rule Properties
Approval Rule Properties dialog box
Specifying Additional Approval Rule Properties
Making an Effective-Dated Change to an Approval Rule Set
Defining Approval Steps
Understanding Approval Steps
Adding a Rule Step to a Rule Set
Defining a Rule Step
Specifying Rule Step Rules
Specifying Rule Step Events
Maintaining Approval Rules
Understanding Approval Rule Maintenance
Page Used to Maintain Approval Rules
Maintaining Approval Rule Steps
Triggering Virtual Approver Routings
Understanding Virtual Approver Routings
Adding Workflow Work Pages
Adding Virtual Approver PeopleCode
SaveEdit PeopleCode
Reviewing Approval History
Page Used to Review Approval History
Reviewing Approval Instances
Using GetApprovers PeopleCode
GetApprovers
Defining Step Attributes
Defining Activity Guide Options
Understanding Activity Guide Pages
Creating Activity Guide Pages
Setting Up Access to Pages
Understanding Activity Guide Page Access
Understanding Activity Guide Mode
Understanding Step Status
Accessing Activity Guides Through Worklists
Accessing Activity Guides Through Custom Links
CHAPTER 12
Designing PeopleSoft Navigator Maps
Understanding PeopleSoft Navigator
Understanding Navigator Map Design
Establishing Navigator Homepages
Understanding Navigator Homepages
Establishing a User’s Homepage
Preparing a Business Process to be a Navigator Homepage
Associating a Permission List with a Navigator Homepage
Upgrading Maps to Work with PeopleSoft Navigator
CHAPTER 13
Using Notification Templates
Understanding Notification Templates
Pages Used to Define Template Variables
Defining Template Variables
Defining Component Data Variables
Defining Notification Templates
Pages Used to Define Notification Templates
Defining Component Notification Templates
Defining BlackBerry Email Responses
Blackberry Email Responses page
Calling Component Templates with PeopleCode
Understanding Generic Templates
Pages Used to Define Generic Templates
Defining Generic Templates
Using PeopleCode with Generic Templates
Deleting Templates
Storing Preconfigured Email Text in the Message Catalog
CHAPTER 14
Designing BlackBerry Email Responses
Understanding RIM BlackBerry Email Responses
Setting Properties for BlackBerry Email Responses
Understanding Application Server SMTP Settings for Sending Email Messages
Configuring the Email Channel
Creating an Application Engine Program for Responses
Understanding Application Engine Programs for Responses
Activating the Send Notification Component
Running a BlackBerry Response Application Engine Process
CHAPTER 15
Administering PeopleSoft Workflow
Scheduling Workflow Processes
Setting Workflow Defaults
Understanding Workflow Defaults
Page Used to Set Workflow Defaults
Setting Workflow System Defaults
Defining Worklist Messages
Understanding Worklist Messages
Pages Used to Define Worklist Messages
Defining a Default Message
Sending a Message
Receiving and Responding to Worklist Messages
Monitoring Worklist Volumes
Understanding Worklist Volume Monitoring
Pages Used to Monitor Worklists
Configuring a Worklist Volume Monitor
Scheduling Worklist Volume Monitors to Run
Reviewing Notifications Sent by the Volume Monitor
Understanding Worklist Timeouts
Pages Used to Check for Worklist Timeouts
Checking for Worklist Timeouts
Checking Timeout Worklist Data
Reviewing Work Items Online
Understanding Online Work Item Review
Pages Used to Review Work Items
Searching for Work Items Based on Workflow Properties
Searching for Work Items Within a Worklist
Updating Work Items
Running Workflow Reports
Understanding Workflow Reports
Pages Used to Run Workflow Reports
Running Workflow Reports
Setting Notification Options
Enabling the Notify Toolbar Button
Setting Workflow Routing Options
Setting Delivery Options
CHAPTER 16
Understanding Worklist Entries Created by an External System
Understanding Worklist Entries from External Systems
Creating Worklist Entries by an External System
Understanding Routings and Security
Glossary of PeopleSoft Enterprise Terms
Index
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