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    Tanmay Yadav
    Use approval group as a condition in requisition approval...Answered
    Topic posted June 12, 2019 by Tanmay YadavBronze Medal: 1,250+ Points, tagged Approvals/Notification, Create Requisition, Update Preparer and Requester 
    147 Views, 13 Comments
    Title:
    Use approval group as a condition in requisition approval group
    Summary:
    Use a approval group and only approve when preparer is member of approval group else reject it
    Content:

    Hello,

     

    the requirement is to approve requisition when it's created by a group of preparer (around 750 users) else reject it. How can we use a approval group with these users and then use them as a condition in approval group?

     

    Any other way to achieve it?

    Thanks,

    Tanmay

    Best Comment

    Sumana Sarkar

    Hi Tanmay,

    I meant to attach a screen shot of the list function in my previous post, I am attaching it here now.

    So before you can move to BPM,  you would first need to clear fsm rules db meta data by using Edit Rules in BPM feature.
    Refer Document 2264952.1 - Setting Up Document Approvals in Oracle Fusion Procurement - Releases 13, 18A, 18B, 19A, 19B (updated June 2019)
    Then in BPM Worklist app, search for  the ReqApproval task.
    Edit the task.
    Go to Assignees tab > and then select Globals and create a new row here with the below details

    Take a look at the below screen shot and let me know if it helped?

    Thanks and Regards

    Sumana

     

     

    List.PNG (33KB)

    Comment

     

    • Dev Thota

      Tanmay,

      Yes, It is possible to create a role with auto-approved.

      In conditions put approval group.

      Thanks,

      Dev Thota.

      • Tanmay Yadav

        Hi Dev, Ashok

         

         Can you please guide how we call approval group in BPM? In Manage requisition approval, i could not find approval group in attribute list.

         

        Thanks,

        Tanmay

         

         

    • Ashok

      I could not even respond. :). The customers are incredibly quick to respond and participate. Loving it....

      Thanks Dev.

      • Tanmay Yadav

        Hi Ashok

         

         Can you please guide how we call approval group in BPM? In Manage requisition approval, i could not find approval group in the available attribute list.

         

        Thanks,

        Tanmay

    • Ashok

      Hi Tanmay

      I will revert shortly. I had logged off and had not seen these posts earlier.

    • Sumana Sarkar

      Tanmay,

      I am not aware of how one can use approval group in condition, possibly you can't.

      So my understanding of your requirement is as below:

      • When requisition is created by a group of 750 Preparers, approval is required (or system needs to auto approve)
      • When anyone outside these 750 users create the requisition, auto-reject the requisition

           This can be achieved by leveraging "list" function feature of BPM Worklist app.

      1. You can create a global list using the Rl.list.create () function and use it in the rules (as an alternate to Approval Groups). The list will contain the username of all the 750 preparers whose requisition should be approved.

        The example rule that I've created (refer screen print -List.png ) demonstrates the creation of a global list to hold the preparer use name.
         
      2. Then create a rule using the list in the rule condition. Based on your approval policy, author the rule action.

        The below screen print shows how the list can be used in a condition to author rule. In the example I have taken, the requisition created by the group of users will be routed to all members holding the Buyer job role. This is just to demonstrate the idea how this feature can be leveraged,. You can create your own rules. You can also create an auto rejection rule to reject requisitions for all other use cases.

      Note: You would need to move to BPM Worklist app for authoring this type of rule. So , if you have been using FSM > Manage Requisition Approval Rules UI up until now, please use the feature "Edit Rules in BPM" before attempting to use BPM. Refer approvals white paper for more details

      Thanks and Regards
      Sumana

       

       

      Screen shot of rule using list function in condition:
       

      List.PNG (33KB)
      • Tanmay Yadav

        Hi Sumana,

         

        The understanding is absolutely correct.

        Will try this option today.

        One query - for global list creation using the Rl.list.create () function , do we have any task in cloud? COuld you please share some information on how to crreate a global list.

        Thanks in Advance.

        Regards,

        Tanmay 

    • Sumana Sarkar

      Hi Tanmay,

      I meant to attach a screen shot of the list function in my previous post, I am attaching it here now.

      So before you can move to BPM,  you would first need to clear fsm rules db meta data by using Edit Rules in BPM feature.
      Refer Document 2264952.1 - Setting Up Document Approvals in Oracle Fusion Procurement - Releases 13, 18A, 18B, 19A, 19B (updated June 2019)
      Then in BPM Worklist app, search for  the ReqApproval task.
      Edit the task.
      Go to Assignees tab > and then select Globals and create a new row here with the below details

      Take a look at the below screen shot and let me know if it helped?

      Thanks and Regards

      Sumana

       

       

      List.PNG (33KB)
      • Tanmay Yadav

        Thank you so much Sumana.

         

        This is very helpful. Will try that and let you know if i face any issue.

         

        Regards,

        Tanmay

      • Tanmay Yadav

        Hi Sumana,

        It worked!

        Only minor issue is that we do not have "RL.donotcontains" option the IF condition... Any thoughts on how we can achieve the NOT condition?

        Thanks,

        Tanmay

    • Sumana Sarkar

      Good to know it worked.
      So one to achieve the 'else part'  is to have always apply (1=1)  auto-reject rule. The rule will reject all requisitions that are not raised by the group of preparers.

      • Priyanka Ravikumar

        Hi Sumana,

        We tried to use the "list" feature of bpm in our approvals.. But we were unable to search for Task.Creator in our attribute list. We are on 19b release.

        We still are able to use “ Task Creator Display Name”, but just checking if  Task Creator is removed in 19b release ?

        Thanks,

        Priyanka

    • Ashok

      Tanmay

      You may wish to tag Sumana's response as a Best Response. This will aid others searching for similar issues find it quicker.