AWE Setup
Approval Workflow Engine (AWE) Setup allows users to create multiple Definition IDs within a custom Process ID at one time. This tool uses the same criteria and functionality as PeopleSoft Approval Framework.
Navigation: Manage GT eForms 3.x > GT Functional Setup > GT System Setup > AWE Setup
| FIELD | VALUE/USE |
|---|---|
| *PTAF or EOAW | Select the appropriate prefix |
| Create GT Userlist (checkbox) | Defaults to checked to populate the User List Definition. Reach out to Gideon Taylor Support if wanting to uncheck this box. |
| Load Type | Choose load type as Custom from the dropdown Options will include Custom, GT Basic or Install. However, GT Basic and Install are delivered with the Framework and cannot be edited. |
| Create/Update Counter (checkbox) | If you don’t know what this is, don’t use it. This is not typically needed beyond the first install. |
| Counter Name | If you don’t know what this is, don’t use it. This is not typically needed beyond the first install. |
| Counter | If you don’t know what this is, don’t use it. This is not typically needed beyond the first install. |
Process
| FIELD | VALUE/USE |
|---|---|
| Process ID | Name the new AWE route. The name must start with GT. |
| Description | Description of the Process ID. The name must start with GT. |
| Effective Date | Effective date of the Process ID |
| Delete (button) | Button will delete all setup from the page |
Definitions
This section allows for creation of multiple Definition IDs within the indicated Process ID named in the section above. Each row that is added in the Number of Steps table will create a unique Definition ID with the number of workflow steps as indicated in the “Number of Steps” text box. For example, if you have two rows within the table with values of 0 and 10, this will create 2 unique Definition IDs named [Process ID] -> Zero Step and [Process ID] -> Ten Step.
| FIELD | VALUE/USE |
|---|---|
| Number of Steps | Enter a whole number to define the number of workflow steps within a single Definition ID. |
| Plus sign (button) | Adds an additional row to create an additional Definition ID. |
| Minus sign (button) | Deletes the selected row |
| Admin Rolename | Prompt to select the role to use for an Admin |
| User Auto Approval (checkbox) | Per PeopleBooks, check to enable the system to remember an approver’s action for this process. The next time this approval process is presented to the approver, the system automatically applies the approver's selections. |
| Include Requester (checkbox) | Per PeopleBooks, check to enable the user to insert the requester in the event the requester is not equal to the originator. |
| Route to Requestor (checkbox) | Per PeopleBooks, check to route this approval to the requester. When this check box is selected and the requester is also an approver, the requester must manually approve the transaction, unless the minimum approvals have already been satisfied. |
Paths
| FIELD | VALUE/USE |
|---|---|
| Notify Admin on No Approvers (checkbox) | Per PeopleBooks, check to indicate that the administrator is to be notified if the system does not find an approver for the path. |
| Check Authorization (checkbox) | Per PeopleBooks, check to bypass the existing criteria and use the Authorize Approvers component and criteria definitions. |
| Skip Prior Steps for Requester (checkbox) | Per PeopleBooks, check to indicate that if one of the approvers in this path is also the requester, then the system is to skip all steps in this path prior to that approver's step |
| Skip Unauthorized Users (checkbox) | Per PeopleBooks, check to bypass an approver that is not qualified to approve the transaction. |
Steps
| FIELD | VALUE/USE |
|---|---|
| Approver User List | Use prompt to select user list. Should always be G3UserListHook. |
| Self Approval (checkbox) | If checked, will allow requester to approve their own form. |
| External Approver (checkbox) | Per PeopleBooks, check to indicate that an external approver is supplied the email information. This feature is used to notify someone that is not part of the Employee Portal. |
| Route to Requester (checkbox) | Per PeopleBooks, check to route this approval to the requester. When this check box is selected, the requester must always manually approve the transaction. Route to requester works in conjunction with the self-approval flag. |
| Filter Requester (checkbox) | Per PeopleBooks, only use when Route to Requester is not checked. If box is checked, requester’s user Id is filtered from the result set whenever it is encountered. |
| Create (button) | Creates the Process and Definition IDs based on the selections above. |