Worklist block

The worklist block lets users view, filter, and act on workflow notifications. A user can:

• See all workflow notifications from the Oracle workflow system
• Enter some search text to filter their notifications by subject, sender, or notification ID
• Use filters to see closed notifications and sent items
• Sort the worklist by date sent, due date, subject, and more
• Use worklist settings to set out-of-office rules (vacation rules) or define delegated access (worklist access)
• See labels on items that are due within the next few days (administrators can opt to suppress these)
• See the body of workflow notifications inline
• Mark FYI notification as read to close them
• Approve, reject, and perform other workflow actions on actionable notifications
• Use the special Reassign and Request More Information workflow actions
• Use Return for Correction and Update Action in line with the other primary responses for HR Notification Types (HRSSA)
• Optionally complete free-text response fields, such as comments and notes
• Complete other types of response fields, such as Forward and Approve and Forward actions in Procurement notifications
• See workflow notification attachments
• Bulk action notifications (mark multiple as read; approve multiple in one transaction)
• View and action notifications that have been forwarded via Vacation Rules

Block settings

This block has the following additional settings:

Configuring primary notification responses

Actionable notifications have multiple primary response fields, such as Approve, Reject, and Forward. These are displayed in the response section of each notification. You can configure these primary responses:

• Set the color and icon for the button
• Override the standard response title
• Remove the primary response as an item action on the notification list view, or hide the response entirely.
• Override the order of the responses.
• Override the link of a particular notification to point to something over the notification detail page.

To configure these options:

1. If you haven't already, copy the seeded XXAS_COM_WL_COLORS Fast Formula, using the Formula Type Applaud Person.
2. Set this formula as the Response formula for the worklist block
3. Adjust the formula to your requirements

The following Fast Formula outputs are available to set:

Notification badge

You can opt to show a notification badge in the quick links section on the desktop.

Mobile push notifications for workflow notifications

Restricting the list of workflow roles when reassigning workflow notifications

Return for Correction support (HRSSA item types)

• Return for Correction is not a standard Oracle workflow feature, it is an HR-only feature
• It does not appear alongside Reassign or Requests More Information, which is similar but has different behaviors
• It appears at the bottom of the notification in a Related Applications section, often missed by the end-user

Applaud includes enhanced support for Return for Correction by:

• Moving the link from the Related Applications section at the bottom into the primary response section at the top, so it appears alongside Approve, Reject, Reassign, and any other primary response
• Allow the transaction to be returned directly inside the applaud notification page
• Allows the user to resume the returned transaction into the Applaud page where it was initiated

This enhanced Returned for Correction support is only available for transactions submitted after the November 2017 patch has been installed.

Update Action support (HRSSA item types)

• Update Action is not a standard Oracle workflow feature. It is an HR-only feature.
• It does not appear alongside Reassign or Requests More Information, which are similar but have different behaviors
• It appears at the bottom of the notification in a Related Applications section, often missed by the end-user

Applaud includes enhanced support for Update Action by:

• Moving the link from the Related Applications section at the bottom into the primary response section at the top so it appears alongside Approve, Reject, Reassign, and any other primary response
• Allowing the user to perform the update action on the Applaud page where it was initiated (rather than linking to the standard Oracle page)

Mass reassign

The worklist supports mass reassigning of workflow notifications by allowing the user to select multiple notifications and then enter the details of who they will be reassigned to and how.

Mass reassign is disabled by default. To enable mass reassignment, you will need to complete the following configuration steps:

1. Use a list block, not a worklist block

   To enable this feature, you will need to change the REST data source of your block. To do this, your notification listing will need to be a block of type list, not worklist. The list block should have the following settings:

   Setting	Value
   Type	List
   Security Type	Role and Data
   Object	Applaud HR Person
   REST data source	workflow-notifications/{USER_ID}?serverDrivenSearch=true&searchKey={searchKey}&bulkReassign=Y
   Style	Row
   Search, filters and sorts	Do not specify these; they are automatically included via the REST data source

   Don't forget to create grants if you're creating this block for the first time.

2. Create a bulk-reassign page

   Create a page with the following settings:

   Setting	Value
   Page Id	bulk-reassign
   Title	Reassign notifications
   Object Id Format	{PERSON_ID}_{NOTIFICATION_LIST}
   Layout	Stacked

3. Add the reassign form to the bulk-reassign page

   Create a block of type form with the following settings:

   Setting	Value
   Type	Form
   Security Type	Role and Data
   Object	Applaud HR Person
   Form	[Enter anything; this will later be overidden]
   Form handler	xxas_com_worklist_pkg.handle_bulk_reassign

4. Override the function parameters

   Note the name of the Linked Function. Now:

   • Navigate to Functional Administrator: Core Services: Functions and search for the Linked Function.
   • Update the function and set the Parameters as follows: pModule=FORM&pViewXmlFunction=xxas_com_worklist_pkg.get_bulk_reassign_xml&pImplementation=xxas_com_worklist_pkg.handle_bulk_reassign
   • Save
5. Create a grant for the form block

   You typically create a grant to your employee role using the Instance Set Applaud HR Person Restricted to the Logged on Employee.

   You should now be able to mass reassign workflow notifications.

   When you complete the configuration steps to enable mass reassignment, each notification will also show a 'Reassign' option as an item action so that notifications can be reassigned individually.