Setting up HCM Absence Request to PSA Assignment and Timecard Records

In this example, the organization has projects for the USA and Canada regions and requires a custom mapping for absence requests in those regions.

1. Click the Data Transformation Tables tab in the ERP Administration app.
2. Click New.
3. Enter a name for the data transformation table. For example, absenceProjectTransform.
4. Enter a meaningful description for the data transformation table.
5. Create the data transformations for the USA and Canada:
   1. Click New Data Transformation in the Data Transformations related list.
   2. In the Source Value field enter the name of the region you are creating the data transformation for. For instance, USA.
   3. In the Target Value field enter project ID of the project used for absences in the previous step.
   4. Click Save.
6. Click Save.
7. In the ERP Administration app, click the Message Types tab.
8. Click the AbsenceRequest.Update message type.
9. Click HCM/AbsenceRequest.Update in the Publications related list.
10. Click at the worker level.
11. Select Relationship.
12. In the Key field enter RegionId.
13. Select Region from the drop-down list.
14. Click Update.
15. Click at the regionId level that you created.
16. Select Field.
17. Select Region from the Field drop-down list.
18. In the Key field enter Region.
19. Click Update.
20. Click Save.
21. In the ERP Administration app, click the Message Types tab.
22. Click the AbsenceRequest.Update message type.
23. Click PSA/AbsenceRequest.Update in the Subscriptions related list.
24. Click Add.
25. Select Project from the Target field drop-down list.
    Note:

    Note

    

    If the field is not listed, this could be because the mapping has already been added.
26. Select worker - regionId - Region from the Message Key drop-down list.
27. Select the absenceProjectTransform data transformation table you created earlier from the Data Transformation Table drop-down list.
28. Click Update Mapping.
29. Click Save.

1. Create a new formula field on the Absence Request object:
   1. Select the formula type "Checkbox".
   2. Name the field "Send to PSA".
   3. Enter the formula: AND(VanaHCM__Absence_Type_Request__r.Name='Vacation', OR(Text(VanaHCM__Requested_By__r.VanaHCM__Worker_Type_Worker__c) = 'Employee', Text(VanaHCM__Requested_By__r.VanaHCM__Worker_Type_Worker__c) = 'Contractor'))
2. Click the ERP Setup tab in the ERP Administration app.
3. Click the Publications and Subscriptions tab.
4. Click Update under the AbsenceRequest message type.
5. Click the Publication Name HCM/AbsenceRequest.Update in the Publications related list.
6. Click Description to expand the Description section.
7. Add a new field to the message:
   1. Click at the Body level.
   2. Select Field.
   3. Select Send to PSA from the Field drop-down list.
   4. Enter the key "importToPSA".
   5. Click Update.
8. Click Save.
9. Enter "importToPSA" in the Absence Filter Field Key custom field of the ERPPSA Messaging Settings custom setting.
10. Enter "true" in the Absence Filter Values custom field of the ERPPSA Messaging Settings custom setting.

1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
2. Click the Publication Name of the publication you want to edit in the Publications related list.
3. Click Description to expand the Description section.
4. Click at the level to which you want to add a node.
5. In the Add Node popup:
   1. Select Static.
   2. Enter a unique Key for the node.
   3. Enter a meaningful description for the node.
   4. Enter the data to be stored in the node.
   5. Click Update or Update and Add New depending on whether you want to add another node at the same level.
6. Click Save.

1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
2. Click the Publication Name of the publication you want to edit in the Publications related list.
3. Click Description to expand the Description section.
4. Click at the level to which you want to add a node.
5. In the Add Node popup:
   1. Select Field.
   2. Select the field that you want.
      Tip:

      Tip

      

      If the field that you want is not listed, you might be able to reach it using a lookup field. Lookup fields are indicated by >. When you choose a lookup field another field drop-down is shown to enable you to obtain the value of a field from the related object. You can specify up to five lookup fields. This is known as a composite node.
   3. If required, enter a unique Key for the node.
   4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
6. Click Save at the top the Description section.

1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
2. Click the Publication Name of the publication you want to edit in the Publications related list.
3. Click Description to expand the Description section.
4. Click at the level to which you want to add a node.
5. In the Add Node popup:
   1. Select Field.
   2. Select the lookup field that you want to obtain information from.
      Tip:

      Tip

      

      Lookup fields are indicated by >. When you choose a lookup field another field drop-down is shown to enable you to obtain the value of a field from the related object. You can specify up to five lookup fields.
   3. If required, enter a unique Key for the node.
   4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
6. Click Save at the top the Description section.

1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
2. Click the Publication Name of the publication you want to edit in the Publications related list.
3. Click Description to expand the Description section.
4. If the node you want to obtain a value from is not listed, click at the level to which you want to add the node.
   1. Select Relationship.
   2. Select a lookup from the Object drop-down list.
   3. Enter a unique Key for the node.
   4. Click Update.
5. Add the information in the related object that you want to include in the publication:
   1. Click at the level of the node that you created in the previous steps.
   2. Select the type of node you want then complete the fields for that node type.
   3. If required, enter a unique Key for the node.
   4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
   5. Repeat these steps until you have added all the nodes that you want.
6. Click Save at the top the Description section.

1. On the Registered Products tab, click the name of the product containing the publication you want to customize.
2. Click the Publication Name of the publication you want to edit in the Publications related list.
3. Click at the level to which you want to add the node.
4. Select Relationship.
5. Select a Related List from the Object drop-down list.
6. If required, enter a unique key for the node.
7. Click Update.
8. Add the information in the related object that you want to include in the publication:
   1. Click at the level of the list that you created in the previous steps.
   2. Select the type of node you want then complete the fields for that node type.
   3. If required, enter a unique Key for the node.
   4. Click Update or Update and Add New depending on whether you want to add another node at the same level.
   5. Repeat these steps until you have added all the nodes that you want.
9. Click Save at the top of the Description section.