Need to know what’s pending with a specific approver in Oracle Fusion? In this article I explain the best standard approach using BPM Worklist, when to use Transaction Console, and when custom reporting is required.

Posted on by

One of the most common questions from Oracle Fusion administrators is:

·        Which transactions are currently pending with a particular approver?
·        How many approvals are awaiting action from a specific user?
·        Can I view all pending approvals for the CEO, Business Manager, or Department Manager from the front end?

While Oracle Fusion doesn’t provide a single cross-module dashboard for this purpose, the BPM Worklist offers the closest standard solution for interactive searches.

Recommended Approach: BPM Worklist

If you have BPM administrative privileges, open BPM Worklist and use Administrative Tasks → Advanced Search. Search by Assignees and set State = Assigned to display only pending workflow tasks for a specific approver.

1.      Open BPM Worklist.
2.      Go to Administrative Tasks.
3.      Click Advanced Search.
4.      Enter the approver in Assignees.
5.      Set State = Assigned.
6.      Click Search.

Key Notes
·        Worklist is best for an individual approver.
·        BPM Worklist is best for workflow administrators searching another user’s tasks.
·        Transaction Console is intended for transaction troubleshooting, not workload reporting.
·        There is no delivered cross-module dashboard showing pending approvals for any approver.
·        For operational reporting and analytics, build an OTBI Analysis or BI Publisher report where supported. Use following query for Data model of report.

SELECT wt.creator RequesterID, wt.fromuserdisplayname Name, wt.owneruser, wt.tasknumber, wt.title RequestTitle,wt.assignees, wt.state,wt.createddate,wt.updateddate,wt.priority
FROM fa_fusion_soainfra.wftask wt
WHERE wt.state = ‘ASSIGNED’
AND lower(wt.assignees) like ‘jhons@gmail.com.sa%’
ORDER BY wt.createddate DESC

Conclusion
For questions such as ‘What is pending with the CEO?’ or ‘Show all approvals waiting for Business Manager X’, BPM Worklist is the best delivered front-end option. For dashboards, KPIs, aging analysis, and cross-process reporting, a custom OTBI or BI Publisher solution is recommended.

#OracleFusion#OracleCloud#ERP#Workflow#BPM#OTBI#BIPublisher#OracleHCM#OracleERP