WORKFLOW-ENABLE PEOPLESOFT TRANSACTIONS

Automate business process routing through AWE!

What you will learn

  •  AWE metadata configuration
  •  Dynamic process definitions
  •  Administering approvals
  •  Fluid-specific considerations
  •  Developer Registration
  •  Multi-step approvals
  •  Delegations and proxies
  •  PeopleCode and Application Classes
  •  Page Composer
  •  User lists

Also Available as

WHO SHOULD ATTEND?

  • Functional Business Analysts

  • PeopleSoft Developers

Certificate

Each course includes a blockchain-enabled digital certificate of achievement to prove your participation in our online course. Since this is a digital certificate, you print it, add it to your LinkedIn profile, or share it on social media!

Duration

Students typically complete this material within 20 hours.

You will have access to the videos for 60 days after purchase and may keep the accompanying activity guide for life.

RECOMMENDED PREREQUISITES

Course curriculum

  • 1
    Introduction
    • © Copyright
    • 💡 Hints and Definitions
    • How to use this course
  • 2
    1. Introduction to AWE
    • Watch: Introduction to AWE
    • About AWE
    • Watch: Submitting an Approval
    • Walkthrough 1-1: Submit and Review an Approval
    • Walkthrough 1-2: Classic Approval
  • 3
    2. Approval Metadata
    • Watch: Initial Definition Setup
    • Initial Definition Setup
    • Watch: Introduction to AWE Metadata
    • Introduction to AWE Metadata
    • Watch: Approval Registry
    • Walkthrough 2-1: Transaction Registry
    • Watch: Enabling Adhoc Approvers
    • Walkthrough 2-2: Cloning the Ad-hoc Approver Class
    • Walkthrough 2-3: Enabling Ad-hoc Approvals
    • Watch: Query the Transaction Header Record
    • Walkthrough 2-4: Query Transaction Header Record
    • Watch: Approval Setup
    • Walkthrough 2-5: Transaction Configuration
    • Watch: User Lists
    • Walkthrough 2-6: Viewing a User List
    • Watch: Creating a User List
    • Walkthrough 2-7: Creating a User List
    • Watch: Assigning a User List
    • Walkthrough 2-8: Ad-hoc Approver User List
    • Watch: Creating a Role-based User List
    • Walkthrough 2-9: Creating and Maintaining a Role-based User List
    • Activity 2-10: Creating a Role-based User List
    • Walkthrough 2-11: Notification Composer
    • Watch: Notification Templates
    • Walkthrough 2-12: Reviewing a Notification Template
    • Activity 2-13: Creating a Notification Template
    • Best Practices
    • Summary
  • 4
    3. Approval Process Definitions
    • Objectives
    • Watch: Approval Process Setup
    • Walkthrough 3-1: Selecting a Process Definition
    • About Process Definitions
    • Watch: Create an SQL-based User List
    • Activity 3-2: Create an SQL-based User List
    • Watch: User List Review
    • Watch: Creating a Dynamic Path
    • Walkthrough 3-3: Dynamic Path
    • Deleting Definitions
    • Best Practices
    • Summary
  • 5
    4. Delegation and Proxies
    • Objectives
    • Introduction
    • Watch: Delegations and Proxies
    • Walkthrough 4-1: Review Delegation Transactions
    • Walkthrough 4-2: Delegating Access
    • Summary
  • 6
    5. Approvals Page Composer
    • Objectives
    • Watch: Approvals Page Composer
    • Classic versus Fluid
    • Walkthrough 5-1: Reviewing the Fluid Approvals Page Composer
    • Activity 5-2: Using the Approvals Page Composer
    • Walkthrough 5-3: Page Composer Developer Registration
    • Walkthrough 5-4: Mobile Approval Options
  • 7
    6. Administering Approvals
    • Introduction
    • Watch: Monitoring Approvals
    • Walkthrough 6-1: Approval Monitor
    • Activity 6-2: Find the Status of an Approval
  • 8
    7. Scenario Overview (Developers)
    • About the AWE Development Scenario
    • Watch: Scenario Overview
    • Watch: Building the Custom Module
    • Building the Custom Module
    • Walkthrough 7-1: Review Demo Page
    • AWE Development Checklist
    • Watch: AWE Navigation Collection
  • 9
    8. AWE Enabling the Transaction
    • Objectives
    • Introduction
    • Watch: Data Model Changes
    • Walkthrough 8-1: Data Model (Record) Changes
    • Watch: Creating the Approval Page
    • Walkthrough 8-2: A New Page and Component
  • 10
    9. Cross-reference Record
    • Understanding the Cross-reference Record
    • Watch: Creating a Cross Reference Record
    • Walkthrough 9-1: Creating a Cross-reference Record
    • Watch: Seeding the Approval Thread ID
    • Walkthrough 9-2: Seeding the Approval Thread ID
  • 11
    10. AWE Application Classes
    • Objectives
    • About AWE Application Classes
    • Watch: Approval Application Classes
    • Walkthrough 10-1: Creating an Event Handler
    • Understanding Ad-hoc Access Logic
    • Walkthrough 10-2: The Ad-hoc Logic Class
    • The Approval Status Monitor Thread Description Class
    • Walkthrough 10-3: The Thread Description Class
    • Summary
  • 12
    11. Build a Notification Template
    • Objectives
    • About Notification Templates
    • Watch: Notification Templates
    • Activity 11-1: Creating a Process Launch Notification Template
    • Activity 11-2: Approval Waiting Notification Template
    • Activity 11-3: The Final Approval Notification Template
    • Additional Notification Templates
    • Activity 11-4: Template SQL
  • 13
    12. Creating User Lists
    • Watch: User List Setup
    • Walkthrough 12-1: User List PeopleCode
    • Walkthrough 12-2: Creating a User List
  • 14
    13. Configuring AWE Processes
    • Watch: Approval Setup
    • Walkthrough 13-1: Approval Registry
    • Walkthrough 13-2: Push Notifications and Notification Composer
    • Walkthrough 13-3: Approval Setup
    • Watch: Approval Process Setup
    • Walkthrough 13-4: Approval Process Setup
  • 15
    14. AWE Submission
    • Objectives
    • Introduction
    • Watch: Submission Page Changes
    • Walkthrough 14-1: Submission Page Changes
    • Walkthrough 14-2: Initializing the Status Monitor Page PeopleCode
    • Walkthrough 14-3: Create and Edit Functionality
    • Walkthrough 14-4: Test Submission
    • Activity 14-5: Change the Save Button Label
    • Watch: Approval Component PeopleCode
    • Walkthrough 14-6: Approval Component PeopleCode
    • Activity 14-7: Test Approver Page
    • Watch: Bonus: Fluid Approval Page Changes
    • Summary
  • 16
    15. Page Composer Registration
    • Introduction
    • Watch: Understanding Page Composer Metadata
    • Walkthrough 15-1: Mobile Approval Options
    • Watch: Page Composer Views for Developer Registration
    • Walkthrough 15-2: Developer Registration Data Model
    • Walkthrough 15-3: Developer Registration
    • Walkthrough 15-4: Page Composer
    • Summary
  • 17
    Course Survey
    • Course Survey