Restricting Element Entries using Task flow in HRMS
Customizing Element Entry Screen form in HRMS and attaching it, or a standard form, to an HRMS Task Flow. by step instructions on setting up Task Flows.
SETTING UP AND ATTACHING FORMS TO TASKFLOWS IN HRMS
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Summary of Steps
1.Define Customization Set
2.Define Custom forms
3.Define Task Flow Node
4.Define Task Flow
5.Attach Task Flows to Functions
LIST OF CUSTOMIZABLE FORMS IN HRMS (subject to changing in different releases of HRMS)
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- ORGANIZATION
- PERSON
- SPECIAL INFORMATION
- ELEMENT ENTRIES
- EVENT BOOKINGS
- LIST PEOPLE BY SPECIAL INFORMATION
- PEOPLE FOLDER
- ASSIGNMENT FOLDER
- RUN QUICKPAINT REPORT
- DEFINE USER VALUES
- LIST EMPLOYEES BY ELEMENT
- VIEW ELEMENT ENTRY HISTORY FOR EMPLOYEE
- ADJUST BALANCE (Oracle Payroll form)
- PAYROLL AND ASSIGNMENT PROCESSES (Oracle Payroll form)
All of these forms have different types of restrictions, this is detailed in the User Guide.
or Configuring, Reporting and System Administration in Oracle HRMS. The restrictions will be listed in a drop down during the customization .
Form Customization
1. From the Navigator -> Security->CustomForm.
2. Select the form you want to customize -- "Element Entry"
3. Enter a NAME for your customized form. This is the name that will be used
defining the Menu Function, it will not be seen by your users.
4. Enter a STANDARD TITLE for your form. This is the window title which will
be seen by the users who are able to use the form for data entry and
editing.
5. Enter a QUERY TITLE for your form.
This is the window title which will be seen by the users who have query only
access to the form.
6. Check the Enabled flag, if you would like the customizations to take effect,
otherwise the form will behave normally.
SAVE
7. Enter the RESTRICTIONS.
The list can be restricted by
1. Customization Set ( I have used in this example)
2. Element Type
3. Element
TASK FLOW NODES
Once we have defined a customized form, now need to define a
Task Flow Node.
1. From the HRMS Responsibility, navigate to Security -> Task Flow Nodes.
2. Enter the NAME of your Task Flow.
3. In UNIT, the Form is the name of the standard form that you have customized( Element Entry)
4. Select the name of your customized form in CUSTOMIZATION.
DEFINING TASK FLOWS
This section will give you details on how to define a Task Flow, which is the
next step you will have to take in this example.
1. Navigate to Security, Task Flow Definition.
2. Enter the name of your new Task Flow and SAVE the record.
3. Select the Legislation (UNITED ARAB EMIRATES)
4. In NODE you will have to enter each of the forms you want to include in your
Task Flow. To do this you use the LOV to pick each one in turn, and page
down or new record to enter each of the forms in this field.
5. Find the form you want to use as the Top Node (the form that will be at the
top of the task flow e.g. People Enter and Maintain) and check the TOP NODE
checkbox.
6. When you have entered each of the forms, commit the record and move to the
next zone Navigate Options to set up the task flow itself.
7. In the Navigate Options, you select the nodes in the task flow that you want
to navigate to.
Note: All Task Flows must begin with one of the following three forms:
- PERSON FORM
- PEOPLE FOLDER
- ASSIGNMENTS FORM
CALLING TASK FLOWS FROM MENUS
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Once the Task Flow set up, we will need to create a function in order
to call it from the required Menu.
1. In the System Administrator responsibility ->Application-> Function.
2. Enter the function name.
3. In Form, enter the name of the Top Node of your Task Flow.
4. In Parameters you will have to enter the following:
WORKFLOW_NAME="taskflowname"
(ensure that there are no spaces, the "'s are included and the taskflowname
is the name that you have given your own Task Flow.)
5. Enter a USER FUNCTION NAME, this is the Name that you will see on the LOV on
the menu when you attach your Task Flow to it.
6. attach the function to a Menu
7. In System Administrator, Application -> Menu
8. Query the Menu that you want the Task Flow attached to.
9. Add your new function to the Menu (quickpick in the LOV).
10. Enter a Navigator Prompt, this is what you will see on the Menu when you
want to access your Task Flow.
