Practice - Creating an AME Rule

Overview
You can use Oracle Approvals Management (AME) to customize and configure your approvals
processes to meet your specific requirements.

After creating your own custom workflow process, you decide that an additional approval level
is required for SSHR transactions that use this workflow process.

In this practice you create the following list creation rule in AME:

 If the SSHR transaction calls your custom workflow process

(xx_HR_PERSONAL_INFO_JSP_PRC) then the second immediate supervisor in the
chain of authority as well as the immediate supervisor of the person submitting the
transaction must approve the transaction.

To create this rule, you must also carry out the following tasks:

 Check the delivered Workflow Process attribute.

 Define a condition.

 Define the list creation rule.

Assumptions
 You must have access to an Oracle Application Vision database or comparable training
or test instance at your site on which to complete this practice.

 Prefix all names of rules, attributes and conditions with your assigned unique group
number or your initials.

 Use the responsibility/user as offered by the trainer

Tasks
Defining a Condition

Define an ordinary header condition that references your workflow process. Use the
WORKFLOW_PROCESS_NAME attribute.

Defining a Rule

Define a list creation rule, which will use the attributes, conditions and approval types mentioned
above. Create a rule called xxWorkflow Process that uses the chains of authority based on

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number of supervisory levels approval type. Use the WORKFLOW_PROCESS_NAME header
attribute and your new condition.

Testing a Rule

Use the Test feature to create a test transaction. Change the header approver attributes so that the
value of the TRANSACTION_REQUESTOR_PERSON_ID is xx Henry Joseph and the
WORKFLOW_PROCESS_NAME is xxHR_PERSONAL_INFO_JSP_PRC. Check that the
required approvers are returned.

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Solution - Creating an AME Rule
Defining a Condition

Responsibility = Approvals Management Business Analyst

1. Log on to Oracle Applications as operations/welcome and select the Approvals Management

Business Analyst responsibility.

2. Select the transaction type Oracle Self Service Human Resources and click the Conditions
link.

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3. Click Create.

4. Select Ordinary for the condition type.

5. In the attribute field, select WORKFLOW_PROCESS_NAME from the list of values.

6. In the String Value field for the Workflow Process Name attribute, enter the internal name
of your custom xxPersonal Information workflow process, for example,
xxHR_PERSONAL_INFO_JSP_PRC.

7. Click Apply.

8. A confirmation message is displayed to confirm that the condition has been created.

9. Check that the condition is listed in the conditions list.

Defining a Rule

10. Click the Rules tab.

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11. Click Create.

12. In the Name field, enter xxWorkflow Process.

13. In the Rule Type field, select List-creation.

14. Accept the default start and end dates.

15. Click Next to continue to the next step.

16. Click Add Condition

17. In the Search region, in the Attribute field, enter WORKFLOW_PROCESS and click Go.

18. Select condition WORKFLOW_PROCESS_NAME in

(xxHR_PERSONAL_INFO_JSP_PRC).

19. Click Continue and then Next.

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20. Select the Action “Require approvals up to the first two superiors” for the Supervisory Level
action type.

21. Click Continue, review your rule, and select Finish. Your rule has been created.

Creating a Test to Test Rule

22. Click the Test Workbench tab.

23. Click Create.

24. Enter xxTest Case in the Name field.

25. Select xx Henry Joseph as the test data for the

TRANSACTION_REQUESTOR_PERSON_ID parameter.

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26. Select your workflow process name as the test data for the
WORKFLOW_PROCESS_NAME parameter, for example,
xxHR_PERSONAL_INFO_JSP_PRC.

27. Click Save. The Test Workbench page appears.

28. Select your xxTest Case.

29. Click Run Test Case.

30. AME will list any rule detected that match your test transaction – yours should be listed. The
appropriate people to approve this transaction if initiated by xx Henry Joseph are also listed:
Tamara Jones and Arial Winthrow.

31. Click Logout.

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