Customizing Approval Delegation Notification
Did you know that it’s possible to customize the approval delegation notifications to suit your business requirements? This customization process does require some familiarity with SQL and RTF.
Let’s see how we can do it:
- Access the “Analytics” section by navigating to Tools >> Reports and Analytics, and then select Browse Catalog.
You can also simply copy the base URL in new tab and add /analytics at the end.
Ex: https://xxx.oraclecloud.com/analytics
- Navigate to “/shared/Human Capital Management/Workflow Notifications/ApprovalDelegationFYIReport” and copy it:
- Navigate to “/shared/Custom/Human Capital Management/Workflow Notifications” and paste the copied report.
If the folder does not exist – create the folder with exact name “Workflow Notifications”:
- Likewise, you can copy and retrieve the data model if you wish to add or modify any of the SQL data items.
- Don’t forget to map the newly added data model to our custom version of report:
- You can proceed to modify your SQL and download the RTF file by clicking on “edit,” making your changes, and then uploading it back.
For illustration, I’ve added some “hello” statements in the RTF to demonstrate the difference.
- I’ve re-uploaded the document and set it as the default to be used by selecting “View a list”. Make sure to click Save to preserve this setting.
- The RTF specified will be utilized for sending the approval delegation notification. The system will verify if any customized RTF is available in the “Custom” folder; if so, it will be used for sending notifications.
Please note: Changes made to notifications may take up to 24 hours to be implemented for transactions. To test them immediately, adjust the profile option “BIP_CLIENT_REFRESH_TIME” to 10 or 15 minutes. Keep in mind that this flag will reset to 1440 daily, so remember to check it when testing any BIP notifications. (Doc ID 2697006.1)
