Approval work flow.

Hi expert's
           could any body tell How to create approval work flow? I am working on CRM marketing planner where I need to use this work flow when( user-1 Head of marketing) select status as approved it should go for (user-2 Branch manager) this is mainlyused  for budget allocation and cost center planning.
Regards
subbaraju

Hi,
Please follow thes steps:-
1> find a BO that is defined for CRM Marketing like for Events and Activities we have BUS2000126, Opportunities - bus2000111. Similarly there would be a BO for CRM Marketing.
2> From that BO find an event that can trigger your Workflow and Start Condition if any required.
3> SWDD - create custom Workflow - create a User Decision and in that step assign it as a General Task and assign Agent in that screen as an Expression from BO Attribute which corresponds to user 1.
4> in user-decision implement approval/rejection
5> in the approval branch add another user-decision for next level approval and do the same as there in step 3..
Let me know if you have any doubts
This should work for u..
be careful with the binding..
Regards.
Kanika

Similar Messages

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    Thanks in advance for the help.
    Thanks,
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    If you are using OIM 11gR2 please refer the below document. All steps are very clear with the screenshots.
    http://docs.oracle.com/cd/E27559_01/dev.1112/e27150/request.htm#autoId27
    See section 21.3.5.7 Configuring the Human Task and BPEL Mappings
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    http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/oim/oim_11g/Request_Workflow_for_Self_Registration/request_workflow_for_self_registration.htm

  • PO Approval Work flow Customization

    Hi,
         I want to customize the PO Approval Work flow.
    And interesting thing is never seen or worked in Work Flow.
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    Regards,
    SoundariyaKumar.R

    First you have to study about the workflow then you can move then move for customization.
    https://web.stanford.edu/dept/itss/docs/oracle/10g/workflow.101/b10284.pdf
    https://books.google.co.in/books?id=tl9Nnk9OKvAC&printsec=frontcover#v=onepage&q&f=false
    http://arunrathod.blogspot.in/2010/10/steps-to-customize-po-approval-workflow.html

  • Approval work flow for Role based and Resource based

    Hi All,
    We have to implement approval work flow for the following things in OIM 9.1.0.1
    Approval work flow for Functional Roles (Groups in OIM) (Approvalsrequired for users to get these roles)
    IT Roles (Resources in OIM) (Approvalsrequired for users to get these resource)
    Functional Role (Group) contains policy1,polici2. Polciy1 contains res1,res2 and Policy2 contain res3,res4.I want to create approval work flow for this Functional Role to achieve the following
    User raise a request for the functional role, then it should wait to get manager approval. then once its gets approval, that user account should create on all resources which are involved in that group.
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    Thanks.

    Thats configurable buddy ! ! And possible in 10G and 11G both versions.
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    IT Roles : These would be linked to the resource and you can define individual approvals on the resources as required.These approvals would be required if someone raises a request for these resources individually.
    Thanks
    Sunny

  • HOW TO CALL APPROVAL WORK FLOW ON BUTTON CLICK EVENT OF VISUAL WEB PART?

    Hiall,
    I created an OOB an approval work flow I want to start that approval work flow through visual web  part button click event
    In work flow Settings I selected to manually start .Is this possible ? if possible please guide me how to do this
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    Hi,
    If you have an instance of SPListItem, and know the workflow association name, you can start it. First you need to find workflow assocation instance and tell SPSite.SPWorkflowManager to start your workflow.
    See this for more information:
    http://blog.mmasood.com/2012/06/programatically-start-workflow.html
    Please remember to up-vote or mark the reply as answer if you find it helpful.

  • Approval work flow in 11g

    Hi All,
    I am a new bie to OIM 11g. I have created aapproval work flow and it is working fine.
    Now the requirement is to check for a certain flag and based on the falg value we need to route the request to approvers.
    If the flag value is "true" we need to route to the first level Approval. If it is "false" we need to skip the approval and the request should be rejected.The provisioning process also should be terminated.
    As far as I have tested if we skip all the approval tasks the status of the request will be updated to "Approve" by default. But according to our requirement we need to set the status to "Reject".
    Please suggest any way of implementing it or if any body has already implemented it.
    Thanks in advance.
    Thanks,
    PT

    If you are using OIM 11gR2 please refer the below document. All steps are very clear with the screenshots.
    http://docs.oracle.com/cd/E27559_01/dev.1112/e27150/request.htm#autoId27
    See section 21.3.5.7 Configuring the Human Task and BPEL Mappings
    Also see this OBE tutorial for getting idea on Java embedding activity and assigning and retrieving data from global variables in SOA
    http://www.oracle.com/webfolder/technetwork/tutorials/obe/fmw/oim/oim_11g/Request_Workflow_for_Self_Registration/request_workflow_for_self_registration.htm

  • Automatic approval work flow

    Hi,
    We are using SRM 6.0 , I  am new to workflows
    We have a problem  in Automatic approval of shopping carts work flow in our development system but in QA system automatic approval of shopping carts works  good.
    I feel development  work flow(Automatic approval of shopping carts) not getting trigger.
    Please let me know how to compare both system or need to check any particular setting.
    Regards
    Neelima.

    Hi Masa,
    Please find the details in our system.
    Process Schema Evaluation:
    Object Type BUS2121
    Evaluation ID 1EV_SC_001
    Process Level Configuration:
    Object Type BUS2121
    There are two Process Schema
    Process Schema 1C_SAPSRM_MIG_101
    Process Schema  BUS2121_EX01
    For Process Schema 1C_SAPSRM_MIG_101
    Sequence Number 700
    Level Type Automatic(System User)
    Evaluation ID 0EV999
    Resp. Resolver Name
    Resp. Resolver Parameter
    Task ID 40007988 Automatic Approval
    Decision Type Decision for Entire Document
    For Process Schema  BUS2121_EX01
    Sequence Number 999
    Level Type Automatic(System User)
    Evaluation ID 0EV999
    Resp. Resolver Name
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    Task ID 40007988 Automatic Approval
    Decision Type Decision for Entire Document
    Regards
    Neelima

  • PO approval Work flow

    Dear All,
    Our users need to share the work list for PO Approval workflow with others in the dept. but if the user other than the one who was the initial recipient of the notification approves the PO; the workflow approval history still shows the original recipients name and not the responder as the approver. It does not even puts the message as "Approving on behalf of" as in the case if the notification is forwarded to other user.
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    Edited by: 989622 on Mar 6, 2013 6:27 AM

    I was able to find where it is doing it.
    The PO_WF_PO_NOTIFICATION.POST_APPROVAL_NOTIF has a logic (which does not make much sense) but if the session owner (logged in user) is not equal to the original recipient of the notification it reverts the responder to the original recipient.
    SELECT fu.USER_ID
    INTO l_responder_id
    FROM fnd_user fu,
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    WHERE wfn.notification_id = l_nid
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    aname => 'RESPONDER_APPL_ID',
    avalue => l_preparer_appl_id);
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    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_USER_ID',
    avalue => l_responder_id);
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_RESP_ID',
    avalue => l_preparer_resp_id);
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_APPL_ID',
    avalue => l_preparer_appl_id);
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    after choosing a correct responsibility */
    /* bug 5333226 : If the values of responsibility_id and application
    id are available but are incorrect - i.e. not conforming to say the
    sls (subledger security). This may happen when a response is made
    through the email or the background process picks the wf up.
    This may happen due to the fact that the mailer / background process
    carries the context set by the notification/wf it processed last*/
    IF ( l_preserved_ctx = 'TRUE') THEN
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    itemkey => itemkey,
    aname => 'RESPONDER_USER_ID',
    avalue => l_responder_id);
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_RESP_ID',
    avalue => l_session_resp_id);
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_APPL_ID',
    avalue => l_session_appl_id);
    ELSE
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_USER_ID',
    avalue => l_responder_id);
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_RESP_ID',
    avalue => l_preparer_resp_id);
    PO_WF_UTIL_PKG.SetItemAttrNumber(itemtype=>itemtype,
    itemkey => itemkey,
    aname => 'RESPONDER_APPL_ID',
    avalue => l_preparer_appl_id);
    END IF; -- ( l_preserved_ctx = 'TRUE')
    END IF; --(l_session_resp_id is null)
    END IF; --(l_responder_id <> l_session_user_id)
    END IF; -- (l_responder_id is not null)
    So I have to create custom code to bypass this logic..

  • BId needs approval work flow

    Hi SRM gurus,
    We are working on SRM 5.5
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    Thanks in advance,
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    Edited by: suma reddy on May 19, 2008 10:55 AM

    Hi Reddy,
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    Since you are already in the SWDD, Please try these steps.
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    Sridhar.

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    Dear all,
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    Aflal

    Hi, Aflal!
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  • WORK FLOW SCENARIO IN  CUP STAGE APPROVAL PROCESS

    Hi All,
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    Regards,
    Ram.

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    Ram.

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    Hi Experts,
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    Hi,
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    Hi All,
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    Regards
    Punit

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