Manager approval in workflow

Ideally I want to have the following behavior in a workflow: User submits a form and it shows up in their manager's request list for approval (trying to mimic IDM User App workflow and usage of eDir manager attribute...except Teaming isn't quite there and doesn't hold user-manager relationships). I read a post that suggested adding a "user list" element to the form so a user could choose their manager. I don't like this approach because (as I understand it) it would allow the user to choose ANY person...there's no distinction or organizational/group filtering. I thought the "user list selectbox" element might offer what I need but I can't find any doumentation or examples on how to configure it. In the configuration, what is "Source user list from the parent folder" ? Is what I am trying to achieve even remotely possible in Teaming?
Thanks

Originally Posted by chipps7
Ideally I want to have the following behavior in a workflow: User submits a form and it shows up in their manager's request list for approval (trying to mimic IDM User App workflow and usage of eDir manager attribute...except Teaming isn't quite there and doesn't hold user-manager relationships). I read a post that suggested adding a "user list" element to the form so a user could choose their manager. I don't like this approach because (as I understand it) it would allow the user to choose ANY person...there's no distinction or organizational/group filtering. I thought the "user list selectbox" element might offer what I need but I can't find any doumentation or examples on how to configure it. In the configuration, what is "Source user list from the parent folder" ? Is what I am trying to achieve even remotely possible in Teaming?
Thanks
Source user list from the parent folder is asking you for the list of users you designated within the specific parent folder. It is the user list that only the creator of the folder can manage. This creator will designate the person or people allowed to view the contents of that particular folder. This is another way of adding access controls.
There is a difference between adding a user list to a form (this will allow the user to chose from all users) and adding a user list to a parent folder that can then be sourced by the workspace or children folders (produces a list of users that only the creator can designate). The latter is especially helpful for team work spaces.
To accomplish what you are wanting to do (from what I understand) you only need to build an accompanying workflow that contains an immediate transition to a "manager" state. The manager state should carry an "on entry" "move entry" element. Designate the Managers request list folder as the destination folder and Teaming will simply dump the completed form from the creation folder into the Manager request list folder. I realize that this may not be clear. If you have any questions feel free to email [email protected]

Similar Messages

HOW TO MANAGER APPROVE LEAVE REQUEST AT A TIME MORE THEN TWO

Hi Experts,
This is Kalyan.I am working on ess/mss . How to manager approve four work items at a time .
And how to add Custom Fields in UWL .Can u please help me.
Regards,
Kalyan

Hi Kalyan
Suppose if multiple persons raise workflows like Leave, Travel, Claims, Loan every workflow is different. You cannot have single workflow and single work item. The work item comes to UWL for the approver. In the UWL you can customize the screen put a radio button in the screen such that only approve and reject button. So every wprk item can be just selected with approve and reject radio button on the UWL itself. Finaly update button will update the entier page with the approvals. But this is very very very difficult.
Think logically Y the approver wants to do mass approval. Suppose the approver receives the leave work item without seeing the leave quota will he approve?. Similiarly for travel without seeing the expense amount will the approver approve the trip.
UWL is for all the module like Travel, Leave, Claims, Loan etc. Every module the approval screen itslef different. So mass approval is not possible.
If ESS is implemented only for Leave or Travel or Payroll then its possible. In that case customize the UWL with radio button and after mass approve or rejection finally need to update. But this is absolutly not advisable since every person the data are different. So mass approval is not advisable.
I think am logically correct?
Regards
vijay

Problem with approving standard workflows.

We are testing workflows in Content DB prior to initiating a larger project. We have defined a serial approval workflow for uploading a file to a folder. When a file is uploaded, the approver can see the request but is not given the possibility to approve or reject the request.
The approver has been granted "approval" role with standard permissions "Set Attributes, Set Metadata, Discover, Lock, Get Metadata, Get Content, Set Content, Copy".
What can be missing in our setup that blocks for approving in workflows?

A few things to check:
1) That a message appears (briefly) on the outbound advanced queue (IFS_OUT) when the workflow is triggered. You can perform a "select * from ifs_out_table;" You need to be quick though.
However, if there is a build up of messages on the queue, but none are being removed, it would appear the Oracle Workflow process is not running.
2) If the message appears on the queue (briefly), then disappears, workflow is correctly dequeing the message.
In order for the approve/reject buttons to become visible in the Content DB Web UI, Oracle Workflow must repond on the inbound queue (IFS_IN) with seperate "notification" messages for each of the applicable responders.
If "orcladmin" was a responder for the worflow, a queue message may look like :-
IFS Queue Message Details:
Message Type: IFS_ECM_WORKFLOW_NID
IFS Queue Message Parameters:
IFS_ECM_WORKFLOW_PROCESSID=48799 (STRING)
IFS_ECM_WORKFLOW_RESPONDER=ORCLADMIN (STRING)
IFS_ECM_WORKFLOW_NID=3 (STRING)
You will thus need to monitor the inbound queue table (IFS_IN_TABLE) - and see if Worflow is responding to the request with these responder notifications.
If workflow is not returning notifications for each responder of the original request, then the Workflow process has failed / or is not running. You will need to check with the Oracle Workflow guys on how to debug workflow further.
If however, the notification messages are on the IFS_IN queue, but are not being removed, it means the Content DB agent responsible for processing inbound queue messages is not running.
The agent responsible for this is the InboundQueueListenerAgent. Check the Content DB node log file and search for entries relating to oracle.ifs.management.servers.InboundQueueListenerAgent
You will notice a table in the Content DB schema named odm_responder
SQL> desc odm_responder;
Name Null? Type
ID NOT NULL NUMBER(20)
REQUEST NUMBER(20)
RESPONDERUSER NUMBER(20)
RESPONSE NUMBER(1)
RESPONSEDATE NUMBER(20)
NOTIFICATIONID NUMBER(20)
For a particular responder to see approve/reject buttons for a particular request, I believe the notificationid value has to be non-null.
BTW - the message on the IFS_OUT queue will look something like :-
Q_NAME MSGID
CORRID
PRIORITY STATE
DELAY
EXPIRATION
TIME_MANAGER_INFO
LOCAL_ORDER_NO CHAIN_NO CSCN DSCN
ENQ_TIME
ENQ_UID ENQ_TID
DEQ_TIME
DEQ_UID DEQ_TID RETRY_COUNT
EXCEPTION_QSCHEMA EXCEPTION_QUEUE STEP_NO
RECIPIENT_KEY DEQUEUE_MSGID SENDER_NAME
SENDER_ADDRESS
SENDER_PROTOCOL
USER_DATA(MESSAGETYPE, PARAMETERLIST(NAME, VALUE, DATATYPE))
USER_PROP()
IFS_OUT 37A0E24085DB24DCE040BB0AC8417ABA
1 0
0 0 0 0
16/AUG/07 04:48:32.357811 PM
65 9.21.1157
0
0
0
IFSQUEUEMESSAGE('START_STANDARD_WORKFLOW', PARAMETERS(
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_MINYESVOTES', '1', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_APPROVE_MSG', 'Choose Yes to Approve the request.', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_MESSAGE_SUBJECT', 'CreateWorkspace Request 43436 submitted in Content Services', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_REJECT_MSG', 'Choose No to Reject the request.', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_OWNER', 'ASLAM', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_MESSAGE_HEADER', 'A CreateWorkspace Request has been submitted in Content Services. You are...', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_REQUEST_TIMEOUT', '14', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_JUSTIFICATION', 'please approve', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_REQUESTID', '43436', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_AGENT_BASED_REQUEST', 'N', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_RESPONDERS', 'ASLAM CONTENTADMIN ORCLADMIN', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_MINNOVOTES', '1', 'STRING'),
IFSQUEUEMESSAGEPARAMETER('IFS_ECM_WORKFLOW_PROCESSID', '43446', 'STRING')))
Workflow must return a notification id message for each person listed in the IFS_ECM_WORKFLOW_RESPONDERS queue parameter.
in the case above, the requesters are "ASLAM, CONTENTADMIN, ORCLADMIN"
Using the request id from above ..
SQL> select responderuser from content.odmv_responder where request = 43436;
RESPONDERUSER
38503
...etc
select name from odmv_publicobject where id = 38503
NAME
orcladmin
select notificationid from content.odmv_responder where request = 43591;
NOTIFICATIONID
notice the notificationid is NULL - meaning approve/reject buttons would not be visible
cheers
Matt.

How to make manager approve more than one request in one time in SSHR

Dear All,
Anyone has an idea on how to make manager approver more than one request in one time in SSHR??
for example, manager is having 20 requests to approve on Change Pay Function, he don't want to check one by one and approve it, he want to approve the 20 requests directly from one time, is there any solution for that??
Thanks and Regards

Hi Adel,
As Vignesh has mentioned we don't have any standard functionality which will allow bulk approvals. We had same kind of requirement in performance management where the business was asking for a bulk approval feature which should be available to Skip level manager for approving the rating suggested by line manager. We had created a custom page which will list all the notifications and user can select the ones which S/He wants to bulk approve and click submit button. Internally we had called the workflow with item key and other required parameter and do the approval.
You can have a work with your technical guy and can work on the same lines.
Thanks,
Sanjay

OIM approval / provisioning workflows

Hi All
I have a query about OIM approval / provisioning workflows.
Application X (e.g. Active Directory) has an OOTB connector which can provision the user and manage his role in the application. The user can raise request for role change via OIM Admin console.
My query - Can I configure access policy/user group for creation of a base user identity in the application X. This will create user identities for all users in application X without any roles. Later user should be able to request for roles and upon approval, his role should be updated in application X.
Can this scenario can be implemented with any OOTB connector with provisioning and role approval workflows in place. Do you see any complexity in this. Please provide your comments.

The base provisioning van be done using access policies.
If you want request based role management in pre OIM 11g you would have to do it over custom ROs. There are a couple of ways to do this.
The easiest way to do is to combine the approaches in these two postings and create a custom RO that moves the user into an OIM group that has an attached access policy that manipulates the child table on the base target system RO.
http://iamreflections.blogspot.com/2010/09/oim-howto-one-resource-object-per.html
http://iamreflections.blogspot.com/2010/09/oim-howto-target-system-group.html
Please take a look and see if this is understandable. I probably should write another entry that addresses this specific use case.
/Martin

Mitigating Control Management Approver

Hello,
What is the significance of the Management Approver when creating a Mitigating Control? I do not see any approval process in GRC . Does this relate to setting up workflow?
thanks
Tammi

Hi Tammi,
Do you have any process documentation on mitigating controls? I don't need to know how to create them in GRC - I've got that covered. However from a non technical audit perspective, there's a process around creating a control, prior to having to set it up in the system. Do you have anything in that area?
If you do and you don't mind sharing, I would most appreciate it.
Thanks,
Santosh

Document Management integration with Workflow

Hi anybody,
I have to setup a workflow using Oracle Databse Server 8.1.7, Oracle 9i Application Server 1.0.2.2.1 and Workflow 2.6 on Windows 2000 Advanced Server.
Trying to run the sample workflow
"Workflow Demonstrations/Document Management"
(http://<host>:<port>/pls/<wf_dad>/wf_initiate.Process?ItemType=WFDM), I get the following problem:
When I push the button "Send Document" to attach a document, the new browser window shows :
"The page cannot be found". The url is like this: http://orc9:7778/jbc/aol/Oasjbc?template=dm_create.htm ...
Does anyone know what is missing or wrong configured here?
Which Document Management software can be used together with Workflow in order to be able to attach documents to items?
Can Internet File System be used here?
Thank you for your help in advance!
Dorian

Hi Dorian
The existing document management feature in Workflow is reserved for future use. If you want to use iFS and Oracle Workflow together, there is a technical whitepaper available on OTN. Navigate OTN:Products:Oracle Internet File System->Technical Information.
CHeers
Mark
Hi anybody,
I have to setup a workflow using Oracle Databse Server 8.1.7, Oracle 9i Application Server 1.0.2.2.1 and Workflow 2.6 on Windows 2000 Advanced Server.
Trying to run the sample workflow
"Workflow Demonstrations/Document Management"
(http://<host>:<port>/pls/<wf_dad>/wf_initiate.Process?ItemType=WFDM), I get the following problem:
When I push the button "Send Document" to attach a document, the new browser window shows :
"The page cannot be found". The url is like this: http://orc9:7778/jbc/aol/Oasjbc?template=dm_create.htm ...
Does anyone know what is missing or wrong configured here?
Which Document Management software can be used together with Workflow in order to be able to attach documents to items?
Can Internet File System be used here?
Thank you for your help in advance!
Dorian

AP completes audit before status is 'Manager Approved'

Hi,
This is regarding the sr 3-3926612411.
Product version is 11.5.10.2
Issue
===
Customer wants to know is there any way to prevent AP to complete audit if the report status of the expense report is not 'manager approved'?
The expense report was audited for the first time on May 3 and the expense report was approved by 2 more managers after that and then re-audited again on June 8. However the report was never imported into AP, and we asked the preparer to withdraw and resubmit for approval and the whole approval process has to re-run again and a lot of time is being delayed on the payment to the requestor. It appears that because AP completes audit before manager approval it does not complete the flow properly into AP
Please advice!!
Sruthi

Hi ,
Please help!!

Two level approval in workflows

Dear All,
I am making a workflow which trigger when the Maintenance Order get RELEASED, the functionality of the workflow is as follows :-
1. A recipient should get workflow in his/her SAP inbox for Approval or Rejection of maint. Order. release.
2. When he approves then the maint. Order should go to Second Recipient for firther Approval.
3. After the second approval the workflow Initiator get the main that his request has been approved.
4. At any point if the approver rejects his Request the application should get back to Workflow Initiator.
Now my first problem is that how can i make the logic for the two level approval.
What i have done is that i have taken one decision Step with the Outcomes
Approve
Reject
On the approve outcome i have added another Decision Step for second approval but htis is not working.
My Second Problem is how can i know that the request has been approved or not. Is there any status Field from where i can know that the request has been approved or not so that i can use condition step.
Please help as i m struck beacause of these two problems.
Thanks!!!!

> On the approve outcome i have added another Decision Step for second approval but htis is not working.
>
Up until this point I was very happy with your explanation, it was thorough, and included the functional need. However, it is quite important to know <u>how</u> 'it is not working'. Are you getting an error when you try to activate the workflow? Is the workflow going to ERROR status during runtime after the first approver has approved? Is there perhaps an error message? Someone might recognize that error message and say 'yes, I had this problem once, and here's how you fix it'.

Remove the last task of the stand approval process workflow in SharePoint Designer

Hello,
I am building a workflow in SharePoint Designer. I have added the standard approval process that comes stock in SharePoint. I also have the approval set up to handle change requests. This is where my issue is. A user can eather approve
a document or request changes(according to some limitations i have in place on the InfoPath form). If they approve, the workflow is complete. If they request a change, a request change task gets assigned to another user. This other user then
completes their review and submits their response. this then kicks off the approval process again to the original user to approve.
1. User A recieves approval form - requests a change
2. User B recieves Form - submits that changes have been made
3. User A recieves another approval form - then can approve
I am looking for a way to eliminate step number 3. I want User B to be able to complete the approval when he submits the changes. I tried copying and pasting the approve button from the default infopath view onto the view that UserB
sees, which has a data submit action when the button is clicked. This did not work.
Any ideas would help

Hi,
According to your post, my understanding is that you wanted to add a “request a change” button in the Task Form.
If you can cutomize the task form, I recommend to add button directly and then add conditions and rules to the button.
After you add the “request a change” button, the workflow is similar to the
Multiple Approval Workflow.
Here is a great blog for your reference:
Implementing Workflow using InfoPath 2010 and SharePoint designer 2010
Best Regards,
Linda Li
Linda Li
TechNet Community Support

The error... when I approve the workflow

When I approve the workflow, the PR's status (PO_REQUISITION_HEADERS_ALL.AUTHORIZATION_STATUS) is 'IN PROCESS'.
But the notification¡¦s status (WF_NOTIFICATIONS.STATUS) becomes 'CLOSE'.
I find the error log in wf_item_activity_statuses. (where item_type = 'REQAPPRV' and item_key like '%94210-595540%')
What is mean about the error, and how to solve this problem?
Can anyone please please please help me?
Thanks, all.
Gavin
------------- error log in wf_item_activity_statuses
ORA-01403: No data found.
ORA-06512: ¦b "APPS.PO_REQAPPROVAL_INIT1", line 4661
ORA-06512: ¦b "APPS.PO_APPROVAL_LIST_WF1S", line 2368
ORA-20001: Oracle error -20001: ORA-20001: Error occurred during product initialization for MO when executing 'begin MO_GLOBAL.INIT; end;'.
SQLCODE = -20001
SQLERROR = ORA-20001: SQL_PLSQL_ERROR: N, has been detected in FND_GLOBAL.INITIALIZE.

Hello,
Can we assume that it isn't being locked by user 105423?
regards
Rick Bakker
Hanabi Technology

N Level approval custom workflow

Hi, I have a requirement to implement N-Level approval custom workflow.
I am aware that there is standard SRM N-Level approval but I need a customized one.
Could you please provide any documentation/inputs on this.
Regards,
Prasad

Hello,
Documentation on how to implement an N-level approval workflow? That's very generic; just what are you expecting?
What have you tried?
Make a workflow with a loop that checks if any further approval is needed.
regards
Rick Bakker
hanabi technology

Even after manager approves timesheet, it still shows data

Hello Friends,
I am working on FIORI Timesheet approval app and once manager approves timesheet, message says "Timesheet approved successfully". But, if I go back to launchpad home screen and it still shows the employees timesheet for whom Manager has approved.
Please find attached below screenshot
Srikanth

Hi Srikanth,
Probably you use old support package. Please check you have the latest support package.
SRA010 SP03 is the latest one.
Regards, Masa
SAP Customer Experience Group - CEG

Disable Status Manager Approval

I Have the Task Status Manager Approval set to disabled but the person who published the project is seeing task approvals in the Approval Center. Is this the designed behavior?
The behavior I want is when someone submits their timesheet, I want it to go straight to the timesheet manager for approval.

John --
The flaw in your assumption about Project Server 2013 is that people can fill in Timesheets about task work, and then NOT have the task work update the relevant project. The Project Server 2013 system is programmed to do the exact opposite of what
you want. When a team member fills out and submits a timesheet containing task progress, the system automatically sends an approval update request to the project manager. The project manager can see these pending approvals in the Approval Center
page in PWA, where he/she can approve or reject the task updates. Once the task updates are approved, the system pushes the task update data into the project.
The only way to avoid this behavior is to capture top-level data in timesheets from your team members. By doing this, your team members can enter hours worked on the project as a whole, but not enter progress against individual tasks.
Hope this helps.
Dale A. Howard [MVP]

Unable to see the manager approval mail

Hi Folks,
After once the manager approves/Send travel request back for corrections from the MSS UWL,where can an employee see the manager responce from the ESS side along with the managers description that was mentioned in his responce.
Regards
Siva

Hi Siva,
In this scenario, a mail will be triggered to the employee, which contains the correction remarks entered by Manager.
This may also be displayed as a task in the Employee Work List.
You can also view the triggered mail from SOST transaction.
Hope this helps.
Thanks,
Prashanth
Edited by: Praisty on Mar 29, 2011 3:42 PM

Manager approval in workflow

Similar Messages

Maybe you are looking for