The document discusses PeopleSoft's Approval Framework (AWE), which provides a foundation for creating, running, and managing approval processes in PeopleSoft applications. AWE is event-driven and uses workflow events to trigger notifications and approvals. It allows visual configuration of approval chains and processes without extensive coding. The document outlines how to set up approval definitions, transactions, user lists, and notifications using AWE tools in PeopleSoft like the Approval Setup Center.

1. Approval FrameWork
Hakan Biroglu

2. © Logica 2011. All rights reserved
• FrameWork for creating, running and managing approval processes
• Foundation PeopleTools WorkFlow, Bussiness Proces, Activity, Events
• Introduced in Supply Chain Management 8.8
• Introduced overall in PeopleTools 8.49
• Adaptation per release
• 8.8 ~ 18
• 8.9 ~ 25
• 9.0 ~ 30
• 9.1 ~ 100
No. 2
What is Approval FrameWork (AWE)
Approval FrameWork
Visual Approval Chain

3. © Logica 2011. All rights reserved No. 3
Traditional Workflow
Approval FrameWork
•Development and adjustments
in Application Designer
•Static flow
•Single flow
•Static Mail text
•Extended knowledge of
PeopleSoft Workflow
•Not configurable online

4. © Logica 2011. All rights reserved
• AWE is made up of 20 Workflow Events
No. 4
AWE – Event Driven
Approval FrameWork
Event Description
On Process Launch Triggered when AWE process is initiated
Route for Approval Triggered each time an approval is routed
On Final Approval Triggered when all approval steps have been
approved
On Final Denial Triggered when an approver denies the
approval request
On Terminate When a transaction is terminated (by the
user)
Push Back When a step is pushed back to the previous
step in the approval chain

5. © Logica 2011. All rights reserved No. 5
AWE – Visual Flow Example
Approval FrameWork

6. © Logica 2011. All rights reserved No. 6
AWE – Visual Flow Example
Approval FrameWork

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AWE – Creation Steps
Approval FrameWork
Task Tool
Header Record Application Designer
Cross Reference Record Application Designer
Add Monitor Subpage Application Designer
Extend AWE Classes Application Designer
Approval User Info View Application Designer
Email Template AWE Application Setup
Email Template SQL Object Application Designer
User List Definition AWE Application Setup
Approval Transaction Registry AWE Application Setup
Workflow Transaction AWE Application Setup
Transaction Configuration AWE Application Setup
Approval Process Definition AWE Application Setup
Component PeopleCode Application Designer

8. © Logica 2011. All rights reserved No. 8
AWE – Page
Approval FrameWork
Header record
Approval Chain Monitor Subpage
Approval Trigger Buttons

9. © Logica 2011. All rights reserved No. 9
AWE – Records
Approval FrameWork
Cross reference record is used
by AWE to store all AWE data
and link to the Header record
Header record
Cross reference record

10. © Logica 2011. All rights reserved No. 10
Approval Setup Center
Approval FrameWork

11. © Logica 2011. All rights reserved No. 11
Who are the approvers - User Lists
Approval FrameWork

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Approval Setup Center
Approval FrameWork

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What to tell the approvers - User Lists
Approval FrameWork
•%1 reserved for url to approver
page
•Variables assigned by SQL
object

14. © Logica 2011. All rights reserved No. 14
Approval Setup Center
Approval FrameWork

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AWE – Create Transaction
Approval FrameWork
Cross Ref
Table
Notification
Options
Email
Approval
using Email
Collaboration
Framework
(EMC)

16. © Logica 2011. All rights reserved No. 16
EMC – how does it work
Approval FrameWork

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AWE – Email Example
Approval FrameWork

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AWE – Create Transaction
Approval FrameWork
Cross Ref
Table
Approver
Component
by worklist
Event
Handler
Monitor
Handler
Header
Record
Notification
Options

19. © Logica 2011. All rights reserved No. 19
AWE – Handler Classes
Approval FrameWork
•Extend AWE Classes, do not
customise!
•Extend AWE Class per
Transaction
•Methods are equal to AWE
events
•Code bussiness logic here
instead of Record or
Component
•Triggered at SavePostChange

20. © Logica 2011. All rights reserved No. 20
Approval Setup Center
Approval FrameWork

21. © Logica 2011. All rights reserved No. 21
AWE – WorkFlow Transaction
Approval FrameWork
•Mainly used for Delegation
Framework, but AWE also
needs this configuration

22. © Logica 2011. All rights reserved No. 22
Approval Setup Center
Approval FrameWork

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Who should receive what and when
Approval FrameWork
User View
SQL object

24. © Logica 2011. All rights reserved No. 24
AWE – User Info View
Approval FrameWork

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Who should receive what and when
Approval FrameWork
User View SQL
object
Needed for
Delegation
Path to Approvers
Page in
Notification URL
Who should be
notified at which
event & which
email template to
use

26. © Logica 2011. All rights reserved No. 26
Approval Setup Center
Approval FrameWork

27. © Logica 2011. All rights reserved No. 27
Bring it all together
Approval FrameWork
Multiple
Definitions
possible
Criteria on
Definition

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Criteria
Approval FrameWork
3 types
Criteria

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Bring it all together
Approval FrameWork
Multiple
Definitions
possible
Criteria on
Definition
Auto approve
when
approver in
more than
one step
When
Approver =
Requester
should
he/she take
action

30. © Logica 2011. All rights reserved No. 30
Bring it all together
Approval FrameWork
Stages run
sequentially
Steps within
a path run
sequentially
Paths with a
stage run
parallel
Approvers
Criteria on
levels

31. © Logica 2011. All rights reserved No. 31
Bring it all together – Approval Process Viewer
Approval FrameWork

32. © Logica 2011. All rights reserved No. 32
Initiating AWE – FieldChange & SavePostChange
Approval FrameWork

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Show Approval Chain - PostBuild
Approval FrameWork
Set
Transaction
Get Header
Record
Instantiate
AWE
Show
Approval
Chain

34. Demo

35. © Logica 2011. All rights reserved No. 35
More information
Approval FrameWork

36. Logica is a business and technology service company, employing 41,000 people. It provides business consulting, systems integration and outsourcing to
clients around the world, including many of Europe's largest businesses. Logica creates value for clients by successfully integrating people, business and
technology. It is committed to long term collaboration, applying insight to create innovative answers to clients’ business needs.
Logica is listed on both the London Stock Exchange and Euronext (Amsterdam) (LSE: LOG; Euronext: LOG).
More information is available at www.logica.com.
The company is a public company incorporated and domiciled in the UK. The address of its registered office is 250 Brook Drive, Green Park, Reading RG2
6UA, United Kingdom.
Thank you
Hakan Biroglu