PeopleSoft Workflow Using Tools 8.54 (PSF220)

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About this Course

The Workflow course provides the essential skills necessary to develop custom workflow for all PeopleSoft applications using standard development tools such as Appplication Designer and Query. Developers will learn the components of workflow including Roles, Routings, and Navigator Maps, which will allow them to design and enhance existing components to trigger worklist and email routings. Participants will also learn how to set up approval workflow applications using the existing Virtual Router and Virtual Approver functions as well as the Administrative tools used to monitor and debug workflow-enabled applications.

Audience Profile

  • Technical Consultant
  • Systems Analyst
  • Developer
  • Business Analyst
  • Application Developers

Course Outline

PeopleSoft Workflow 8.54

  • Documentation and Resources
  • PeopleSoft Product Support

Chapter 1 – PeopleSoft Navigation and Business Processes

  • Business Processes and PeopleSoft Navigator
  • Graphical Maps
  • Using PeopleSoft Navigator
  • Walkthrough: Cancelling a Course with the Navigator
  • What is PeopleSoft Workflow?
  • Walkthrough: Using PeopleSoft Worklists
  • Navigator and Workflow: How it’s all related

Chapter 2 - Application Designer

  • Navigator Definitions: Business Processes, Activities and Steps
  • Business Process Definitions
  • Activities Order
  • The Business Process Toolbar
  • Business Process Properties
  • Activity Definitions
  • Steps – Graphical Representations of Page Actions
  • Guidelines for Creating Navigator Maps
  • Creating a Business Process: Student Feedback
  • Walkthrough: Creating the Record Evaluation Activity 

Chapter 3 Introduction to Workflow Development

  • Rules, Roles, and Routings
  • Rules
  • Roles
  • Routings
  • PeopleSoft Workflow Architecture
  • Workflow Architecture: Input Agents
  • Workflow Architecture: Output Routings
  • Workflow Architecture:The Processing
  • The Eight Steps of Workflow Development

Chapter 4 - Step One: Design the Workflow Application

  • Analyze and Document Your Business Requirements
  • Documenting the Process Flow
  • Document Workflow Object Attributes

Chapter 5 - Step Two: Build Supporting Definitions

  • Supporting Definitions
  • The PeopleSoft Application Development Process
  • Activity: Creating a PeopleSoft Web Page

Chapter 6 Step Three: Create Navigator Maps

  • Creating Navigator Maps: A Review
  • Activity: Adding to the Student Feedback Business Process 

Chapter 7 Step Four: Define Roles and Role Users

  • PeopleSoft Roles and Users
  • Understanding Workflow Roles
  • Roleuser Attributes
  • User List Roles and Query Roles
  • User List Roles
  • Assigning Static Roleusers to a User List Role
  • Walkthrough: Creating a User List Role
  • Creating Query Roles
  • When Routings Fail: System Default Roleuser
  • Creating the Query Role
  • Walkthrough: Creating a Query Role for Instructor Notification
  • Activity: Creating and Using a User List Role

Chapter 8 Step Five: Define Worklist Record

  • Worklist Instance Definitions
  • Record Definitions
  • Creating Worklist Record Definitions
  • Activity: Creating a Worklist Record

Chapter 9 Step Six: Define Workflow Objects

  • Terminate Workforce Review
  • Events and Routings
  • Defining Events
  • Defining Worklist Routings
  • Worklist Attributes
  • Walkthrough: Creating the Enrollment Notification Routing

 Chapter 10 Step Seven: Define Event Triggers

  • Workflow PeopleCode
  • Workflow PeopleCode Execution
  • Workflow PeopleCode Function
  • Workflow PeopleCode Program
  • Business Rules
  • Walkthrough: Defining the Event Trigger for the Enrollment Notification Event 

Chapter 11 Step Eight: Test

  • Testing a Workflow Application
  • Worklist Monitor
  • Walkthrough: Testing the Workflow Application 

Chapter 12 Student Activity

  • Activity: Student Suggestion Review Workflow
  • Building a New Workflow Application

Chapter 13 Email Routings

  • Routings
  • Default Messages
  • Sending Messages
  • Email Routings: an Example
  • Walkthrough: Email Mapping Fields 

Chapter 14 Ad-Hoc Notifications Using Notification Templates

  • Ad-Hoc Notification
  • Understanding Ad-Hoc Notification
  • Walkthrough: Sending an Ad-Hoc Notification
  • Component Templates
  • Creating a Notification Template Using Template Variables
  • Creating a Notification Template Using Template Variables

Chapter 15 Route Controls

  • Steps to Define Route Controls
  • Walkthrough: Adding Route Controls to the Student Evaluations Worklist Routing
  • Testing Your Route Controls: The Roleuser Search
  • Examining a Route Control Query
  • New Student Notification with Route Controls

Chapter 16 Workflow Administration

  • Monitoring Worklist Volumes
  • Monitoring Worklist Volumes
  • Worklist Timeout Processing
  • Timeout Exceptions
  • Workflow Reports
  • Updating Worklist Entries

Appendix A – Connecting to the Maverick Training Environments

Appendix B – Component Processor Flow Chart