HIUG 2018 Forms and Approval Builder Clinic Location: JW Marriott Desert Ridge - Grand Sonoran D

Environment InfoPum Instance: Peoplesoft FSCM 9.2.28 PeopleTools: 8.56.08 Oracle Infrastructue Cloud Environment:http://129.213.45.221:8000/ps/signon.html Power User Login: VP1/VP1

User and Role Setup1. Login to Environment Oracle Infrastructure Cloud environment as VP1/VP1

Oracle Infrastructue Cloud Environment:http://129.213.45.221:8000/ps/signon.html

2. In this step we will be creating a workflow approval role that will be used in future steps. Still logged in as VP1/VP1 navigate to my favorites under the navigator icon top right then my favorites.

Select the add new roles tab from the search dialogue page

Give your role a unique name as seen below then click add

Next Give the role a description and click save

3. We will now create a new user profile by copying VP1/VP1 and assign the role you just created. Under the navigator(top right) click my favorites then copy user profile.

Search for VP1

Enter a unique user id and a password that you will remember. Also select the “copy id type information” check box as seen below. MAKE a note of your user id and password as you will use it shortly. Then click Save.

You’ll then be redirected to your newly created User.

Click the Roles tab and add the new role you created in step 2. And save it.

Click OK to all warning messages to allow the page to save.

4. We will now add the role you just created to a approval user list. The user list is what enables it to be used in the approval workflow engine.

Under the navigator top right click my fravorites then user list setup

Click the add tab on the search dialogue and enter a unique name for your user list.

Add a description. Select the new role you just created in previous steps and click save

Create a Form1. If you are still logged in as VP1 still make sure to logout and login as your newly created user.

Once you login as you user you will be presented with the Employee Self Service HomePage.

On the Employee Self Service homepage select the design form tile

On the design a new form page add a form title and click add

On step 1 of the form designer add a label, description and change the effective from date to 06/01/2018 then click next.

Drag a prompt from the widgets panel on the left side of the page to the form designer in the middle. Drop it on the plug icon.

Select the prompt you just added and on the right hand side of the page you will see the field properties. Give the new form field a label, description and choose the prompt table COUNTRY_TBL

We will also want to use the Country table prompt to drive the value in the state prompt. To do this we need to add a prompt control. On the right side of the page in the field properties area click the prompt control button.

Add the state_tbl and country field as seen below

Now drag another prompt field from the widgets on the left for states and use the state_tbl prompt record.

Test some of the layout options and interact with the form by choosing a country then state.

Click Next

And some instructions and click next

Click next on approvers step(we will return to this)

On the security step add the employee role than click activate

The form will then be activated and you will be routed to the form designer home page. Click the add to homepage button for your new form

On the add to home page dialogue choose employee self service

You will then be notified that it was added to your homepage.

Click the home icon in the header in the top right

You will be routed your home page. Find the tile for your new form. Example of the one I created is below.

Fill out new Form Select your form from the employee self service home page example of the form I created below yours will have a different name.

Click fill out new form on the right of the page.

Note the form you created at run time. Enter some data and click save.

Extra credit:

Copy the url from the browser and email or text it to yourself and view your form from your phone or tablet.

Add ApprovalsReturn to the employee self service home page and select design a form.

Find your form and click edit

Click on step 4 to view the approval setup for your form

Add the VP1FB user list and click next

Activate your form

Return to the homepage and find the tile for your form.

View an existing or fill out a brand new form then view then click the preview approvals button note the approvals.

Next we will add a reviewer to the approval workflow engine definition for this form. Navigate to the navigator icon in top right then navigator then enterprise components.. scroll down

Under the Enteprise Components menu find approvals. Under approvals find approval process setup.

Find your form by searching by definition id as your form name then select the form in the search results as seen below

Click on the details for the VPFB approval path step

Find a class mate and ask them what the user list was that they created in the setup steps and add it to the reviewer list.. Or just add the user list you created.

Make sure your in correction mode and save your approval definition.

Return to your home page and find your form tile and navigate to it. Either create a new form or add an existing and save it. Then click preview approval. Note the reviewer has been added.

Add Component InterfaceFirst lets remove the approval to make this easy to show.

Navigate to form designer and edit your form. Hint the tile for this is on your employee self service home page.

Find approval step 4 delete the approval and select next.

Activate your form as seen below

Under navigator, navigator then enterprise components find the forms menu

Then find forms to ci mapping

In the search dialogue click the add tab and in the document name select your form

Add a description. Choose the country Component Interface. Choose the leve 0 record of COUNTRY_TBL. Then click get CI Properties.

Play around with this page. Note the form fields from your form on the left and the CI properties on the right. You can also add default values in the Property default column.

Save the page.

For example you can map the country form field to the component interface field for country.

Save the page.

Find your form from your home page. Edit an existing or add a new form sequence. Note you may have to cancel any approvals to see this. Now htat you have a CI and there are no approval steps left you will see the save and post form button. This means that it will call your CI to load the data to core.

Extra CreditAdd a new prompt table to your form. Hint its under the enterprise component forms menuPlay around with forms designer Find Question for Oracle or Spear MC.