Approvals
Discussion List
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All Approval units are visible for the user when using Approval GroupsSummary: Content (please ensure you mask any confidential information): Hi All, We’ve used Approval Groups in EPBCS to configure the workflow. Approval workflow is confi… -
Is there any Standard/Custom/Workaround for Attaching Forms/Reports/Links in EPBCS Approvals Tab?The business is requesting the ability to attach forms, reports, or links in the Approvals tab in the EPBCS application. Below are the business scenarios when a budget p…
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Can we change the Approval Status Actions names in Approval WorkflowSummary: Can we change the Approval Status Actions names in Approval Workflow Content (please ensure you mask any confidential information): Version (include the version…
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Templates should restrict users from performing executions.Summary: In business rules, there is a functionality that prevents users from executing the rules unless they are the current owner of the specific entity, as defined by…
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Disabling Specific Actions in Approval Status within Approval WorkflowSummary: In the Approval Workflow, we are looking to disable certain actions under the Approval Status to restrict users from performing them. The goal is to control the…
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How to setup Project Budget Approval Workflow by converting the budget amount into USD currencySummary: How to setup Project Budget Approval Workflow where Project Currency is different from Planning Currency (USD) and approval threshold is in USD. Content (please…
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bulk submissions in approvals workflow in PBCSIs it possible to submit bulk approvals of multiple entities in a single transaction from the approvals workflow in PBCS ? Currently it appears to be only possible to su…
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How can I assign a group of users to a task in task manager in PBCS. viewer or assigee or approverSummary: How can I assign a group of users to a task in task manager in PBCS. viewer or assigee or approver Content (please ensure you mask any confidential information)…
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How to skip owners in the workflowHow to skip owners in workflow For example, Company A is at hierarchy 3 (terminal organization) and wants to pass approval to Company C at hierarchy 2 (middle hierarchy)…
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Questions about Approval WorkflowI would like to know about the following three points regarding the approval workflow of Oracle EPM Cloud Planning. how to input data for a user who is set as a “confirm…
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Approval notifications and linking notification to in oracle EPM PlanningWe need clarification on how approval notifications in Oracle EPM Planning can be configured to ensure they: Include relevant details and direct links for approvers to a…
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Reporting on Approval AnnotationsSummary: What are the options for reporting on approval annotations in Planning (besides looking at the annotations via the Approvals page)? I'm only aware of the system… -
How to add a department to an Approval Unit?Summary: How do I "add" an Approval Unit for a department not listed within Manage Approvals/Approval Unit? Department 10930 is assigned to Capital Budget project BLD118…
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In the Planning unit maintenance - Can owner assignment be loaded instead of manual updated??Summary: Our finance department would like to know if there is a way the planning units - owner assignment can be loaded instead of manual updates. There are several pla… -
Workforce Planning Task ListIn Workforce planning, whenever any promotion or transfer request is raised, it goes for approval at each line item level to higher level of authority in the organizatio…
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Controlling Approval ActionsThere are two user groups for a certain entity, and users with PowerUser privileges belong to each group. Both are set to have write permission for Entity. Is it possibl…
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What does the "Failed: Not Enough Access" Approvals message mean?Summary: A user promoted an approval unit and now there is a "Failed: Not Enough Access" error. Content (please ensure you mask any confidential information): The promot…
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Phased Submission of Approval Unit using Approval GroupsSummary: We are trying to set phased submission of approval workflow for 2 set of accounts using approval groups feature. While setting up the approval unit, we have sel…Javed Nawaz Khondkar-Oracle 41 views 3 comments 0 points Most recent by Javed Nawaz Khondkar-Oracle Planning -
Is it possible to auto start the plan cycle for a newly created entity in a planning unit?Summary: We would like to auto start the plan cycle for any new created entity (it inherits it's owners and reviewers from its parent, which is what we want). It only se… -
Job Scheduling System Reports -> Approval Unit ReportSummary: How can I Job Schedule the System Reports → Approval unit report. Currently there is no in built Job Schedule for the same and human intervention is required fo…
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PlanningFeasibility to attach reports in the Approval Workflow
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Approval Email NotificationHi Oracle Expert, when a user is promoted approval and the Reviewer receives the corresponding email notification, the link provided should direct the Reviewer to the sp…
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Issue in deleting Approval unitSummary: We are facing an issue in deleting Approval unit, is there way to delete? Content (please ensure you mask any confidential information): Version (include the ve…
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OOTB Budget Revision (Financial Module) ApprovalsSummary: Content (please ensure you mask any confidential information): Hi All, We are leveraging OOTB financial budget revision functionality for budget adjustments (ac…
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warning pop up when user submit approvalHello everyone, When using the approval flow, I realized that when the user presses "change Status" to promote, there are no pops or warnings. So my question is: How can… -
Promote Planning Units using GroovySummary: We're trying to manage approvals using Groovy but we're not able to fetch and apply actions like Promote, originate etc. using Groovy. We've followed all the st…
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Task Manager Approval from 2 applicationSummary: We have 2 application one for manpower and other for fin In the first App for Manpower we are using the default approval process In the second App For Fin we ar…Amr Farghaly 21 views 1 comment 0 points Most recent by Shankar - PM Cloud EPM-Oracle EPM Platform and Freeform
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Validation rule run failedHello everyone, I create a validation rule for a form to update promotional path. The first time when i checked in the box "Validate only for pages with existing blocks"…
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EPBCS WorkflowsWas there a way to implement EPBCS workflows with Different owners at the parent and base level entity and it should still allow promotion at the parent level?
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Approval workflow to be set up based on budget typeSummary: Different approval workflow based on the budget type Content (please ensure you mask any confidential information): The client has a requirement where they woul…