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Former Member

Expense Claim / Workflow

Hi,

I have a requirment in which the Expense claim should generate an e-mail to lotus notes when it is Approved or rejected with some text in the e-mail exclusively to Lotus notes. Yet the moment it only intimated in the UWL of portal (ESS/MSS) . where the intital text ramins the same no chages to it . can you pls let me know how to start this step by step as am new to HR Workflows...

Thanks,

Kumar

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 13, 2009 at 10:56 AM
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  • author's profile photo Former Member
    Former Member
    Posted on Aug 13, 2009 at 01:00 PM

    Hi Kumar,

    Can you please tell me which task you are using for the expense claim application.

    If you have to send mails to Lotus Notes/Outlook, then you need to create a custom task using the following information:

    Object Category : BOR

    Object type: Selfitem

    Method : SendTaskItem

    In the binding, pass the WF_Initiator to the AddressString and Typeid to Typeid..and the rest as you wish to.

    This will send the notification to the SBWP inbox.

    Then you have to setup the 'Automatic forwarding of mails' from SO12 or SO36 to forward the norification to the mail id maintained in the SO12.

    Setup the configuration for the SCOT too.

    Thanks and Regards,

    Pinki

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    • Former Member Former Member

      Hi,

      In the workflow template WS20000040, there is one task TS20000131 (Approve Trip facts). If you check this task then you will find that is an user decision task. This task has 3 branches.

      1. Approval

      2. Rejected

      3. Send back trip for correction.

      If you want to send a mail to the user notifying him about the decision taken by the manager, then first copy the standard workflow in the customer space.

      Then create a custom task for sending notification. Description of the task will be as mentioned before

      Then add this task after the standard tasks TS20000130( approve) in the workflow tempate. This will send notification to the WF_initiator (the person who has raised the trip request) in the SBWP.

      Add the same task after the task for rejection (TS20000139) and send back trip for correction (TS20000189)

      For sending mails into the inbox,setup the automatic forwarding of mails from So36 and the mail will go to the emaild id that you have configured in SO36 or also you hve to configure the SCOT.

      There are also other jobs for sending mails.....which need to be setup selectively as per the configuration in your system.

      I suggest that you take the help of a workflow expert for this activity as this mainly involves workflow configuration.

      Hope this helps,

      Pinki

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