Change Personal Information is one of the toughest approval transaction which requires additional conditions to be handled for proper functioning, the reason is it captures lot of elements which can be added or modified by Employee through Self Service, some examples are Phone, Email, Name, Address, Marital Status, Gender, Religion, Family Contacts and more . . .
This article will highlight some of simple rule configuration which can save effort and time assuring accurate approval flow for the transaction.
Address add or Change -
Below syntax will handle all the transaction related to address.
(transactionApprovalRequest.ViewInstanceName == "PersonAddress")Contact Add (Family or Emergency)-
Below syntax will handle all the transaction related to contacts.
((transactionApprovalRequest.ViewInstanceName == "QuickContact") OR (transactionApprovalRequest.FamilyOrEmergencyContact == "Y"))Below sample syntax for marital status -
(Current Person LegislativeInfo.result.MaritalStatus != Proposed Person LegislativeInfo.result.MaritalStatus)At the end we need to have a generic rule which will cover negation all the rules written above, so that other changes where approval is not required can be auto-committed (self-approved) into the system. It is important to take care of all the possible transactions which will not be covered with above rules, to get covered in this generic rule, or else transaction will go in error -
((transactionApprovalRequest.ViewInstanceName != "PersonAddress") AND (transactionApprovalRequest.ViewInstanceName != "QuickContact") AND (transactionApprovalRequest.FamilyOrEmergencyContact != "Y") AND (Current Person LegislativeInfo.result.MaritalStatus == Proposed Person LegislativeInfo.result.MaritalStatus))