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Define User Procedures#

A procedure is a type of user definable function that links together two or more system functions into a business procedure or workflow.

Typically, complex processes like enrolling employees into benefit plans, multiple record changes like getting married, or post-hire processes are good candidates for definition as a procedure.

The procedure form is divided into two parts: a "header" component that defines general aspects of the procedure and the "procedure steps" component that defines the individual functions that make up the procedure.

The step information has some overflow information below.

The definition data for the Define User Procedure screen is stored in the P2K_AM_FUNCTIONS, P2K_AM_EXECUTION_RIGHTS and P2K_AM_PROCEDURE_STEPS tables.

For more information on procedures see the pages titled How to Define Procedures and Examples of Procedures.

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Procedure Header#

Procedure Name

This field is a code that uniquely identifies the procedure (e.g. NEWHIRE). Procedure Name is a mandatory 30 character alphanumeric field assigned by you. Procedure Names should not contain any spaces or special characters such as !, @, #, $, %, ^, &, *, ?, /, \, etc. Dashes (-) and underscores (_) are allowed.

Description

This field describes the purpose of the procedure.

Product

This field identifies the module that the procedure belongs to (e.g. CM, HR, AT, BE,PR, ...).

Subject Table

This field identifies the main context of the procedure (e.g. P2K_HR_IDENTITIES indicates that the procedure is related to a person). This field is used for procedures that make use of a header.

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Procedure Steps tab#

Seq #

This field is used to order the procedure steps. The value does not matter; it is the order that counts. It is advisable to increment the step sequences by 10 to allow for insertion of new steps.

Function Name

This field identifies the function that the procedure step invokes (e.g. IEID).

Description

This field describes the function that the procedure step invokes (e.g. Maintain Identity Information). This field defaults from the Function Name that is entered.

Mandatory

This field is a toggle that indicates whether the procedure step is mandatory.

Display Find

If this toggle is ON, the Find line will show on the procedure, thus allowing users to select or change the focus of the procedure. This should not be enabled for steps in a procedure that also has a HEADER defined in IMFD, unless it is on the very first step. For more information on the use of this toggle with the HEADER please see the page How to Define User Procedures

Procedure Step Overflow#

Create Allowed

This field is a toggle that indicates whether the procedure step can insert records.

Retrieve Allowed

This field is a toggle that indicates whether the procedure step can display records.

Update Allowed

This field is a toggle that indicates whether the procedure step can update records.

Delete Allowed

This field is a toggle that indicates whether the procedure step can delete records.

Command

This field contains special commands that get executed as part of the procedure.

Execution Rights tab#

Role

This field identifies a role with specific execution rights to the procedure.

User

This field identifies a user with specific execution rights to the procedure.

Create Allowed

This field is a toggle that indicates whether the role or user can create a procedure

Retrieve Allowed

This field is a toggle that indicates whether the role or user can view a procedure

Update Allowed

This field is a toggle that indicates whether the role or user can update a procedure

Delete Allowed

This field is a toggle that indicates whether the role or user can delete a procedure

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Notes #

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