Fluid Approval Framework using Page Composer

 Approval workflow is the distinctive designer to configure Approval Framework without writing any code. In traditional approaches, one needs to create different pages or components to present requestor and approver data.

Recently, Peoplesoft has delivered Page composer for all workflow Processes and easily linked to approval tile. The Page Composer feature enables users to design their own Fluid Application Pages to make it more in line with the business needs. The feature allows users to design pages for different form factors and to include fields and tabs using the registered components delivered with the feature. It is metadata driven so the users can modify the styling and layout of select areas on component pages without having to code or customize delivered PeopleSoft application pages.

Below are the step to configure a Process ID with Approval Tile –

• Using Mobile Approval option page, Configure setup for Approval  -Enterprise Components > select Approvals > Approvals > Mobile Approval Option.
• Select Transaction Tab –

• Fill all the necessary information like Order, Transaction ID, Transaction name, Process ID, Root Package ID, Approve, Deny, and Small Image etc.
• Left Side panel shows Process ID with pending Approvals and Right side shows Approval Details (summary of the transaction).

Below are the steps to configure Process ID with Developer Registration –

• Enterprise Component > Page Composer Administrator > Developer Registration.
• Select Definition as ‘Approval’ and System Source. Click on Search
• The Approvals definition the only definition currently registered for Page Composer. Use the Search pane to search for the Approval transactions that are registered to AWE
• Click on Add Approval Type to add new process ID.

• After Click on ‘Add Approval Type’, Screen looks like this, here configure approval page object with record definition.

• Add necessary details on the page like description, Display Type, Page Name, Form Factor, Sequence, and Page Reserved Field.
• Click on Composite Key Fields and Secondary page display

• Select Cross Reference Record and Process ID.
• Add application source record and fields

• Similarly, Field Event link open secondary page to initialize any value to that field.

Below are the steps to configure Process ID with Page Composer –

• Enterprise Component > Page Composer > Page Composer.
• Select ‘Approvals’ as Definition and System Source.
• Select Process ID that has registered to Developer Registration.
• After Selecting Process ID Page Composer’s Page Look like below image.

• Approval Summary comes initially, here just drag and drop Field from toolbox.

• Approval Summary changes reflect on Approval tile page.

• Header Details and line details shows actual transaction page.

• Toolbox are also provide to configure according to different Form Factors.

Note:  Now Peoplesoft Uses Page Composer for Approvals only. However, may be extend the functionality for other purposes also.