Creating and attaching customized forms to task flows in HRMS (Doc ID 66352.1Applies to: Oracle Human ResourcesInformation in this document applies to any platform.PurposePURPOSE-------This article is to clarify process of creating a customized form in HRMS andattaching it, or a standard form, to an HRMS Task Flow. It will also give stepby step instructions on setting up Task Flows. Scope and Application

SCOPE & APPLICATION-------------------This paper only seeks to back up the existing documentation on this subject,giving clear steps, and brief explanations of the field names on the variousforms to aid in the set up and use this area of the system.

Creating and attaching customized forms to task flows in HRMSSETTING UP AND ATTACHING FORMS TO TASKFLOWS IN HRMS---------------------------------------------------

RELATED DOCUMENTS The Oracle HRMS User's Guides plus the on-line help all cover the setup ofcustomized forms, and attaching forms to Task Flows.

Oracle HRMS User's Guide Release 10 Chapter 16.

CONTENT-------- List of customizable forms in HRMS- Customizing forms in HRMS- Defining Task Flow Nodes- Defining Task Flows- Calling Task Flows from Menus

LIST OF CUSTOMIZABLE FORMS IN HRMS (subject to changing in different releases of HRMS)-------------------------------------------------------------- ORGANIZATION- PERSON- SPECIAL INFORMATION- ELEMENT ENTRIES- EVENT BOOKINGS- LIST PEOPLE BY SPECIAL INFORMATION- PEOPLE FOLDER- ASSIGNMENT FOLDER- RUN QUICKPAINT REPORT- DEFINE USER VALUES- LIST EMPLOYEES BY ELEMENT- VIEW ELEMENT ENTRY HISTORY FOR EMPLOYEE- ADJUST BALANCE (Oracle Payroll form)- PAYROLL AND ASSIGNMENT PROCESSES (Oracle Payroll form)

All of these forms have different types of restrictions, this is detailed in the User Guide, page 16-4 to 16-5.

For an up-to-date list of forms that are supported for use in Taskflows, please refer to the following :

Note 214791.1 - Configuring, Reporting and System Administration in Oracle HRMS Release 11i (these will be the same in release 12)Chapter 2, Task Flow Windows

STEPS FOR CUSTOMIZING FORMS IN ORACLE HRMS------------------------------------------

1. From the Navigator, go to Security, CustomForm.

2. Select the form you want to customize (see above list). (If using the GUI versions of the forms, you will need to customize the F4 versions of the forms.)

If the F4 versions are not in the list, it is likely that you need to run the post install step. The script for this can be found in : $PAY_TOP/admin/sql and is called hrf4cust.sql

3. Enter a NAME for your customized form. This is the name that will be used defining the Menu Function, it will not be seen by your users.

4. Enter a STANDARD TITLE for your form. This is the window title which will be seen by the users who are able to use the form for data entry and editing.

5. Enter a QUERY TITLE for your form. This is the window title which will be seen by the users who have query only access to the form.

6. Check the Enabled flag, if you would like the customizations to take effect, otherwise the form will behave normally.

COMMIT

7. Enter the RESTRICTIONS.

These will vary according to the form you are customizing. For example, the F4 Person Folder restricts only by People Type, and the F4 List Assignments by Element you can select individual Elements, or set up an Element Set. (see details on this in the Oracle HRMS User's Guide, Chapter 16).

COMMIT

DEFINING TASK FLOW NODES------------------------If you have defined a customized form, you will now need to define a Task Flow Node.

1. From the HRMS Responsibility, navigate to Security, Task Flow Nodes.

2. Enter the NAME of your Task Flow.

3. In UNIT, the Form is the name of the standard form that you have customized. (example: People Folder)

4. Enter the name of your customized form in CUSTOMIZATION.

COMMIT

DEFINING TASK FLOWS-------------------This section will give you details on how to define a Task Flow, which is thenext step you will have to take in this example.

1. Navigate to Security, Task Flow Definition.

2. Enter the name of your new Task Flow and commit the record.

3. In NODE you will have to enter each of the forms you want to include in your Task Flow. To do this you use the LOV to pick each one in turn, and page down or new record to enter each of the forms in this field.

4. Find the form you want to use as the Top Node (the form that will be at the top of the task flow e.g. People Enter and Maintain) and check the TOP NODE checkbox.

5. When you have entered each of the forms, commit the record and move to the next zone Navigate Options to set up the task flow itself.

6. In the Navigate Options, you select the nodes in the task flow that you want to navigate to.(Details of how to do this are on p. 16-13 of the Oracle HRMS User's Guide)

Note: All Task Flows must begin with one of the following three forms:

- PERSON FORM- PEOPLE FOLDER- ASSIGNMENTS FORM

Further details can be found on p. 16-10 to 16-11 of the Oracle HRMS User's Guide.

CALLING TASK FLOWS FROM MENUS-----------------------------Now you have your Task Flow set up, you will need to create a function in orderto call it from the required Menu.

1. In the System Administrator responsibility, navigate to Application Function.

2. Enter the function name.

3. In Form, enter the name of the Top Node of your Task Flow.

4. In Parameters you will have to enter the following: WORKFLOW_NAME="taskflowname"

(ensure that there are no spaces, the "'s are included and the taskflowname is the name that you have given your own Task Flow.)

5. Enter a USER FUNCTION NAME, this is the Name that you will see on the LOV on the menu when you attach your Task Flow to it.

COMMIT

6. Now you will have to attach the function to a Menu

7. In System Administrator, navigate to Application, Menu

8. Query the Menu that you want the Task Flow attached to.

9. Add you new function to the Menu (quickpick in the LOV).

10. Enter a Navigator Prompt, this is what you will see on the Menu when you want to access your Task Flow.

If you don't get the results that you are expecting, then you will need to checkthe following:

- Check the User Guide alongside the above setup steps has everything been completed correctly ?- Check that you have entered the correct FORM in the Function setup. It should be the name of the Top Node in your Task Flow.- Examine the setup of your Task Flow, have you linked the forms correctly ? For example you cannot access the Assignments form as a Top Node, you have to go into this form via the People form. This is detailed in the Oracle HRMS User's Guide, as stated above)- Check that you have attached the Task Flow to the correct Menu.________________________________________________________________________________ Oracle Support Services

ReferencesNOTE:214791.1 - Configuring, Reporting and System Administration in Oracle HRMS