Header View How to Use Task Forms

Using Approval Management 26-55 Figure 26–58 Worklist Application: Approval Groups Tab The graphic shows that the DisbursementTeam approval group has two users, bpalmer and rjames. The users act on a task in a specific sequence configuration.

26.5.3.2 How to Search for an Approval Group

You can search for an approval group either by user name or group name. To search by user name: 1. In the left navigation pane, select User from the dropdown list. 2. Enter the full username for the user in the text-entry field. You also can perform a wildcard search with a partial username.

3. Click the action button.

A list of all approval groups to which the user belongs displays in the left navigation pane, as shown in Figure 26–59 . Figure 26–59 User Name Search Results Clicking on the approval group name refreshes the details pane on the right with the structure of that group. To search by group name: 1. In the left navigation pane, select Group from the dropdown list. 26-56 Modeling and Implementation Guide for Oracle Business Process Management 2. Enter the full group name in the text-entry field. You also can perform a wildcard search with a partial group name. 3. Click the action button. A list of all matching approval groups displays in the left navigation pane, as shown in Figure 26–59 . Figure 26–60 Group Name Search Results Clicking on the approval group name refreshes the Details pane on the right with the structure of that group.

26.5.3.3 How to Add a Static Approval Group

The following procedure explains how to add a static approval group. 1. In the left navigation pane, click the Add + button and select Create Static from the dropdown list, as shown in Figure 26–61 . Figure 26–61 Create Approval Group: Select Static Group A page similar to the one shown in Figure 26–62 appears. Figure 26–62 Create Static Approval Group: Details 2. Enter a new name for the group.

3. Click Apply.

Using Approval Management 26-57 You now can add members to the new approval group.

26.5.3.4 How to Add a New Member to a Static Approval Group

Members of a static approval group either can be users or other approval groups. The following procedure explains how to add a new user member to an approval group.

1. From the page shown in

Figure 26–62 , click the Add + icon. The other icons enable you to edit, delete, and reorder members in the approval sequence. The Add to Group pop-up dialog appears, as shown in Figure 26–63 . Figure 26–63 Add to Group Dialog

2. Select User.

3. Select a user using one of these options:

■ Enter a full user name and click OK. The dialog closes and the new member appears in the Members section of the Details pane. ■ Click the magnifying glass to search for a user. If you click the magnifying glass, an Identity Browser pop-up dialog appears, as shown in Figure 26–64 . Figure 26–64 Identity Browser: Add User

4. Select Users from the dropdown list.