Phani's Peoplesoft: Workflow Steps to Setup in People Soft workflow application

Workflow Steps to Setup in People Soft workflow application

Steps to Setup Workflow in PeopleSoft

1. Designing a Workflow Application

– Analyze and document business requirements.

– Diagram the process flow.

– Document the workflow object attributes for business processes, activities, steps, events, and email and worklist routings.

2. Build Supporting Definitions

3. Create Workflow Maps

– Create the workflow maps comprising the steps, activities, and business processes required for your workflow as determined in step one.

4. Define Roles and Role Users

– Define the roles and the role users, including any Query roles, required for your workflow.

5. Define Worklist Records

– Create a record definition that will be used to store all of the application-specific information for the worklist.

6. Define the Workflow Objects

– This is the step in which you define the workflow application. You enter each of the objects onto a business process definition in Application Designer as determined in step one.

7. Define Event Triggers

– Define the business rule in PeopleCode on the triggering application record definition. Workflow programs are defined on a record definition for one of the tables that the component accesses. They contain the business rules used to decide whether to trigger the business event. The PeopleCode detects when a business rule has been triggered and determines the appropriate action.

8. Test

– Test your workflow, or use the workflow monitoring tools in Workflow Administrator to validate worklist routing results.