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Agenda:
Create Custom Workflow process which sends notification from Requestor to Approver in
order to ‘Approve’ or ‘Reject’ amount entered.
Notification Message: Actual notification message Subject /body information for Approval
Notification (Initial), Approved Notification and Rejected Notification.
Steps:
>>>Step 2>>>
3. Enter the Custom Workflow Process Internal Name and Display Name. Hit ‘OK’
4. Notice that all Item processes attributes, functions, notification, messages are defaulted
to use for this Item type created.
>>>>Step 4>>>>
a. New Attribute, Enter details for ‘APPROVER’ – Type Role and Apply.
b. Similarly for ‘REQUESTOR’ –Type Role and ‘AMOUNT’ - Type Number attribute.
>>>
c. Define Look Up type ‘Result’ with codes as ‘Approved’ and ‘Rejected’ based on which
your workflow will do the transition.
>>>>>
>>>>>>
g. Choose created lookup type ‘Result’ under Result TAB for message, Apply and OK.
Drag and Drop attributes referenced in these message body so that your final message
definition tree looks like below:
6. Define ‘Notifications’ using defined messages.
NOTE: Since you are assigning message ‘Approval Message’ which has result type to Approval
Notification, Result Type must be chosen.
Similarly define Notification for ‘Approved Notification’ and ‘Rejected Notification’ notification
choosing corresponding messages.
NOTE: These notifications DO NOT have Result type assigned as associated message do not have.
7. Now that you have all required attributes, notification and messages defined, you can
define Workflow Process and the flow:
a. Create ‘New Process’ with below details. Hit OK
b. From WFSTD workflow , Choose ‘START’ and ‘END’ pre-existing functions and
drag-drop to the function section of your custom item type and then to newly
defined process empty window along with Notifications to look like below:
c. Now draw the transition lines from Start > Approval notification > (Branching
Based on Result –Approved/Rejected ) > Approved/Rejected Notification > End
8. Validating the Design would give ‘No performer’ Error. Hence to correct assign
performer for each of notification function in the process diagram as below:
APPROVAL_NOTIFICATION Node > Performer Item Attribute , ‘Approver’
APPROVED_NOTIFICATION Node > Performer Item Attribute , ‘Requestor’
10. Import this file to application server. For example under $FND_TOP directory
Testing
>>>>
Note: User will receive similar email notification in order to take action from email
If the :
‘Workflow Notification Mailer’ is setup and running.
User is set a valid notification preference and email ID associated.
3. Select the ‘Custom Approval Process’ instance and click on ‘Status Diagram’