Customize Oracle iExpenses Workflows

Here is a couple of examples of how to customize Oracle Internet Expenses workflows. You may need to change the seeded expense report notification routing or expense report approval method.

Changing Receivers of Certain Notifications

We wanted to re-route some notifications from the seeded performers (users, responsibilities, people) to a new performer (group of users). We created a new Oracle user with a new email distribution list as follows:

• Define a new OIEADMIN Role. As System Administrator, complete the following steps, create a new Oracle user
• Assign desired responsibilities to user OIEADMIN
• Run the Synchronize Local WF tables process every time you make changes to user setup.

Define Workflow Notification Performers

Perform these steps in Oracle Workflow Builder to set up/change expense report performers. These steps include recommendations for which item attribute to use for each notification.

• Load OIEADMIN Role. From the Files menu, select Load Roles from Database.
• In the Role Selection window, query the OIEADMIN role.
• From the Query Results region, select the required roles and click the Add button to add the role to the Loaded Roles region. Click OK to save the loaded role to the database. Save your work.
• Assign Role to the attribute: From the Navigator window, open the attribute. In the Navigator Control Properties, under the Attribute tab the Type in the main region should be set to Role. In the Default region, select the proper Value (role) and click Apply. Save your work. Assign a role for each of the attributes listed in the Performer Definitions table below.

Define Notification Performers. For each notification outlined in the Performer Definitions table below:

• Open the appropriate workflow process.
• In the workflow process, open the notification.
• In the Navigator Control Properties window, click the Node tab.
• Set Performer Type as Constant instead of Attribute.
• Choose OIEADMIN as Value.
• Click Apply and save your work.

Note: To directly link a role to a notification, Set Performer Type as Constant instead of Attribute. Then, select the role OIEADMIN. By using the Constant type, you have more flexibility. The table below lists the notifications, the seeded performer for each workflow process, and new performer

Change the Find Approver Method

Perform these steps in Oracle Workflow Builder to change the Find Approver method.

• Open the ‘Expenses’ item type from the database
• In the Navigator window, expend Expenses and Processes folders.
• Open (double-click) the manager (Spending) Approval Process
• Open the Find Approver function
• In the Navigator Control Properties window, click the Node Attributes tab.
• In the Value field, select your approval method (e.g. One Stop Then Go Directly)
• Click Apply and save your work. Click OK to save the workflow file to the database.