1. SiS Technical Training Development Track Day 9

2. Agenda  Understand Workflow Technology  Practice of Workflow (Instructor Led)

3. Workflow Technology Overview: Many of the daily tasks that you perform are part of larger tasks that involve several steps and several people working together. For example, when you enter an invoice, you are initiating an approval and payment process: someone else reviews and approves it, and a third person submits payment to the vendor. The term workflow refers to this larger process. Usually workflow to refer to processes that involve multiple users and the routing of data between the users.

4. Workflow Technology Development Following things are important in workflow development: Rules: Rules determine which activities are required to process your business data. Implement rules through workflow events, such as PeopleCode that evaluates a condition and triggers a notification (a routing) when appropriate. Roles: Roles describe how people fit into the workflow. A role is a class of users who perform the same type of work, such as clerks or managers. Roles direct the work to types of people rather than to individuals. Identifying roles instead of individual users makes a workflow more flexible and easier to maintain. Routings: Routings specify where the information goes and what form it takes: email message or worklist entry.

5. Workflow Technology Development Steps: 1.Design the workflow application. 2.Build the underlying application. 3.Create workflow maps. 4.Define roles and users. 5.Create a worklist record. 6.Define workflow objects. 7.Define event triggers. 8.Test.

6. Workflow Technology Development Design the workflow application: Before you start developing workflow applications, analyze the business processes that you want to automate. Identify the goal of each business process, what its component tasks are, and how the tasks should be divided into smaller activities and steps. Articulate the conditions that trigger a workflow event and what happens when those conditions occur. Understand who your workflow users are and how you’ll determine who receives a work item. Build the underlying application: Create workflow maps: Use PeopleSoft Application Designer to create graphical maps that represent your business process.

7. Workflow Technology Development Define roles and users: Define users’ roles when you give them their user IDs. To ensure that work flows to the correct person, you must determine who that person is. Create a worklist record: The worklist record determines which fields of information the system stores for each work item. Define workflow objects: Events and routings are both objects on the workflow maps.

8. Workflow Technology Development Define event triggers: After you create workflow processes, link them into the PeopleSoft applications by adding PeopleCode programs to the pages. The PeopleCode detects when a business rule has been triggered and determines the appropriate action. Test: No development is complete until the workflow is thoroughly tested. Be sure to test under a variety of conditions, both usual and unusual.

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