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1. Navigate to the Vacation Rules page and choose to create or update a rule.

• If you choose to create a new rule, the Vacation Rule: Item Type page appears first. Continue with step 2.

• If you choose to update an existing rule, the Vacation Rule: Response page appears. Skip to step 6.

2. In the Vacation Rule: Item Type page, select the item type to which this rule applies.

• By default, the list of values for the Item Type field displays those item types for which you have previously received at least one notification. Your workflow administrator can also add item types to this list to let you create vacation rules to handle other notifications you may receive in the future.

• If your workflow administrator has enabled creating generic vacation rules, you can select the All option in the Item Type field. In this case the rule to applies to notifications associated with any item type.

See: Setting Up Vacation Rule Options, Oracle Workflow Administrator's Guide.

3. Choose the Next button to proceed.

• If you selected All as the item type for the rule, the Vacation Rule: Response page appears. Skip to step 6.

• If you selected a specific item type, the Vacation Rule: Notification page appears. Continue with step 4.

4. In the Vacation Rule: Notification page, select the notification message to which this rule applies or select All if you want this rule to apply to all notifications in the selected item type.

5. Choose the Next button.

6. If you choose to update a rule from the Vacation Rules page, choose All in the Vacation Rule: Item Type page, or choose a notification in the Vacation Rule: Notification page, the Vacation Rule: Response page appears. The fields in this page vary depending on the item type(s) and notification(s) to which this rule applies. For example, if your rule applies to all item types, you can automatically reassign all the notifications to another user, but you cannot define an automatic response to all the notifications since different notifications may have different response attributes.

7. Enter values in the Start Date and End Date fields to specify the period that this rule should be active. If you leave the Start Date blank, the rule is effective immediately. If you leave the End Date blank, the rule is effective indefinitely.

Attention: Since you can define different rules for the same notification(s) to be effective at different times, Oracle Workflow allows you to define multiple rules for the same notification(s). You should be careful to ensure that rules for the same notification(s) do not overlap in their effective dates. If multiple rules are effective for the same notification, Oracle Workflow picks one rule at random to apply.

8. In the Message field, enter any text that you want to append to the notification when the rule is applied. The comments appear in a special comments field when the notification is reassigned or automatically responded to.

9. Choose the action that you want this rule to perform:

• "Reassign" - Forward the notification to a designated user.

• "Respond" - Respond to the message with a set of predefined response values.

• "Deliver notifications to me regardless of any general rules" - Leave the notification in your Worklist with no automatic processing. You can define a rule with this action to exclude a certain subset of notifications from a more encompassing rule. For example, suppose you have a rule that reassigns all your notification messages to another user, but you want to exclude a subset of notifications from that rule. To accomplish this, you can define a new rule that applies only to that subset of notifications, whose action is "Deliver notifications to me...".

10. If your rule action is "Reassign", select the type of user or role to which you want to reassign the notifications. Then select the user or role you want within that type.

Note: The assignee types correspond to the originating system partitions in the Oracle Workflow directory service. See: Setting Up a Directory Service for Oracle Workflow Embedded in Oracle Applications, Oracle Workflow Administrator's Guide.

Then specify how you want to reassign the notifications.

• "Delegate your response" - Select this option if you want to give the new user authority to respond to the notification on your behalf, but you want to retain ownership of the notification yourself. For example, a manager might delegate all vacation scheduling approvals to an assistant.

• "Transfer notification ownership" - Select this option if you want to give the new user complete ownership of and responsibility for the notification. For example, use this option if you should not have received the notification and you want to send it to the correct recipient or to another recipient for resolution. A transfer may have the effect of changing the approval hierarchy for the notification. For example, a manager might transfer a notification about a certain project to another manager who now owns that project.

Attention: Your workflow administrator may implement special logic to verify that the role that you attempt to delegate or transfer the notifications to is legitimate or to restrict reassignment of notifications altogether. If so, you may get a warning message to that effect when you attempt to create a reassigning rule.

11. If your rule action is "Respond", set the values that you want to automatically respond with.

See Also