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Custom Expense Approval Notification (Preferred Name)
Overall Question: How can I use a custom Report/DM for expense report notifications instead of the delivered one?
Context: We have a requirement that our Expense Report Approval notification use our employee's preferred ('known_as') name instead of their legal name (first_name).
Steps attempted so far: I have found in the Expense Approval Data Model > ExpenseReport data set, there lies the sql query that pulls the employee's full name as
pfv.first_name || ' ' || pfv.last_name as Full_name, FROM per_person_names_f_v pfv
I was able to copy/paste the DM and corresponding Report rtf into my personal OTBI folder and change the sql from using pfv.first_name to pfv.known_as and it worked. But now, I need to get Oracle to use the custom DM & Report instead of the delivered one. How do I do that?
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