Removing HZ_PARTY records from Workflow Roles

This workaround was originally suggested in the WorkflowFAQ forum by 67_eb_in_619, but I’ve moved it into the blog for more people to look at.

Within eBS, the default definition of the Workflow roles always includes the HZ_PARTY records, as well as those linked to people and users. The problem with this is that if you aren’t using email, then if the notification is sent to the role linked to the party record, then no-one is going to see it!

This is also really bad from a user-friendliness point of view. If you are reassigning a notification, then do you need to transfer it to the user called “SEARLE, Mr. Matthew” or “Mr. Matthew Searle” (in a recent project the first of these was the right one and the latter was for my party record). Potentially, the party record and the user record could have the same display name as well, making it pretty much pot-luck which one the user chooses.

So, how do you remove the records from the view?

There are two ways that you can do this – one supported, one not.

Firstly, you can make the party record inactive. The method that I have been recommended by Oracle to use is:

Navigate: Sales Online Responsibility > Customer Tab > Person Sub Tab
1. Query the person record.
2. Once the person details are displayed, you will see a Status field.
3. Select the status to be Inactive
4. Save

If you don’t use sales, then this is still probably the best place to do it, by all accounts!

Secondly, update the records through SQL:
UPDATE ar.hz_parties
SET    status='I'
WHERE  party_id IN ( SELECT party_id
FROM hr.per_all_people_f );

As ever, make sure you know what you are doing before you commit the changes – I’d be inclined to use the GUI to make the change, but if there are lots of records to fix, or you aren’t fussed about support anyway, then try the second one. I’m not taking any responsibility for it though!

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