EXTRACT APPROVAL PROCESSES#

Processing Information#

The XDAPP process will extract an approval process from an Personality system.

The XDAPP will extract the following:

  • Approval Processes
  • Where Clauses
  • People Lists
  • Approvers (as long as the employee exists in the receiving database)
  • Data Access Objects (create data, create user, change data, change user)

Approval records will not be extracted and brought over to the other system.

Before the XDAPP can be run there are site preferences that must be defined. Within the IMST screen, the administrator must define where the Extract and Load files are located and where the load functions are to write the exception files to. These locations are used by the functions to create and retrieve information. The customer can modify these values to represent any directory on their system.

The extract directory is defined using the EXTRCT DATA FLDR preference. The load directory is defined using the LOAD DATA FLDR preference. The ATTACHMENTS FLDR must be specified so the load functions know where to write the report exceptions log to.

Once the XDAPP function has been run, it will have created an .xml and .data file, it is suggested to review the .xml file to ensure the correct data was extracted.

The user will then load this data file into the receiving database via the LMDATA process.


Report Parameters & Filters#

Report Parameters
Export File NameMandatory
This is the name of the file that will be created by the XDAPP.
The name should be representative of the data that is to be extracted.
Approval ProcessesOptional,LOV Available
The user may select specific approval processes to extract.
If the parameter is left blank, all approval processes will be extracted.


Notes #

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