Approval Frameworks are triggered when requesters originate a transaction, such as a purchase requisition or a job change request, and a set of approvers carry out tasks related to the transaction.

Sample AWE Process Flow

1. Part 1 – Contains Record , Component , Pages & Menu Creation ( This Part )
2. Part 2 – Contains AWE Transaction Registration , Configuration , Approval Process & Generic Template Setup in thru PeopleSoft Portal ( Create A Simple AWE PeopleSoft Part – 2 )

PeopleSoft Approval Workflow Engine (AWE) is a recent entrant into the PeopleTools family – introduced only in 8.48 AWE provides capabilities for creating, running, and managing approval processes within PeopleSoft. All of the steps in approval workflow are defined using PeopleSoft pages and not PeopleCode.

Business analysts use the Setup Process Definition page to define an approval definition process. The process is made up of stages and their paths and steps. The approval steps that you place on the approval path represent the approval levels that are required for a transaction.

An approval process is the method an organization uses to approve anything from documents, invoices, budgets, and purchase orders, to a new process that a company wants to institute.

These five simple steps will ensure that decision makers will say “yes” to your project.

1. Share your “Big Idea” Every project should have a big idea that gets people excited and drives the whole working process.
2. Define benefits.
3. Create a roadmap.
4. Make the pitch.
5. Keep your presentation simple.

Pages Used to Set Up Approval Workflow Processes Click the Definition Criteria link on the Setup Process Definitions page. Click the Criteria link from the Setup Process Definitions page in the Path section. Click the Criteria link from the Setup Process Definitions page in the Steps section.

Create workflow maps Use PeopleSoft Application Designer to create graphical maps that represent your business process. At this stage, you create maps only for the processes that are involved in the underlying application; you add PeopleSoft Workflow-specific elements to the maps when you define events and routings.

If the User 1 does not approve request within 1 day (time starts when approval request is generated), it is automatically delegated to User 2. The Delegation from User 1 to User 2 works when: Original Requester press “Delegate” button on “requests to approve” page. User 1 press “Delegate” button.

Final approval actions are the actions that occur when all required approvals have been given for a record. Final approval actions can include email alerts, field updates, tasks, or outbound messages. For example, a final approval action can change the status to “Approved” and send an email notification.