Академический Документы
Профессиональный Документы
Культура Документы
Workflow
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D49191GC10
Edition 1.0
June 2007
D50533
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Authors
Clara Jaeckel, Melody Yang
Technical Contributors and Reviewers
Leta Davis, Donna Johnson, Gary Lemmons, Michael Morrison, Georgia Price, Robert
Wunderlich
This book was published using:
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Table of Contents
Introduction to Oracle Workflow ..................................................................................................................1-1
Introduction to Oracle Workflow ..................................................................................................................1-3
Objectives ......................................................................................................................................................1-4
Enabling E-Business......................................................................................................................................1-5
Inter-Enterprise Business Processes ..............................................................................................................1-6
Traditional Workflow ....................................................................................................................................1-7
Workflow-Driven Business Processes...........................................................................................................1-8
Sample Workflow Process.............................................................................................................................1-10
Event-Based Workflow .................................................................................................................................1-11
Subscription-Based Processing......................................................................................................................1-12
System Integration with Oracle Workflow ....................................................................................................1-13
Business Process-Based Integration ..............................................................................................................1-14
Supported System Integration Types.............................................................................................................1-15
Designing Applications for Change...............................................................................................................1-16
Designing Applications for Integration .........................................................................................................1-19
Oracle Workflow in Oracle E-Business Suite ...............................................................................................1-21
Guided Demonstration - Loading and Running a Workflow Process........................................................1-22
Summary........................................................................................................................................................1-24
Oracle Workflow Components.......................................................................................................................2-1
Oracle Workflow Components ......................................................................................................................2-3
Objectives ......................................................................................................................................................2-4
Oracle Workflow Architecture ......................................................................................................................2-5
Oracle Workflow Components ......................................................................................................................2-9
Workflow Engine ..........................................................................................................................................2-10
Workflow Processes ......................................................................................................................................2-11
Supported Process Constructs........................................................................................................................2-13
Oracle Workflow Builder ..............................................................................................................................2-17
Business Event System Architecture .............................................................................................................2-18
Business Event System Components.............................................................................................................2-19
Advanced Queuing, an Enabling Technology ...............................................................................................2-20
Oracle Database Communication Alternatives..............................................................................................2-21
Accessing Oracle Workflow Web Pages .......................................................................................................2-23
Oracle Workflow Home Pages ......................................................................................................................2-24
Notification System .......................................................................................................................................2-25
Worklist Web Pages ......................................................................................................................................2-26
E-Mail Notifications ......................................................................................................................................2-27
Directory Services .........................................................................................................................................2-28
Status Monitor Web Pages.............................................................................................................................2-29
Workflow Definitions Loader........................................................................................................................2-30
Workflow XML Loader.................................................................................................................................2-31
Workflow Manager........................................................................................................................................2-32
Service Components ......................................................................................................................................2-33
Oracle Workflow Documentation..................................................................................................................2-34
Review Questions ..........................................................................................................................................2-36
Summary........................................................................................................................................................2-37
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Loading Roles................................................................................................................................................10-23
Summary........................................................................................................................................................10-24
Defining Function Activities ...........................................................................................................................11-1
Defining Function Activities .........................................................................................................................11-3
Objectives ......................................................................................................................................................11-4
Function Activities ........................................................................................................................................11-5
Defining a Function Activity .........................................................................................................................11-6
Practice - Defining a Function Activity .....................................................................................................11-8
Solution Defining a Function Activity....................................................................................................11-10
External Function Activities ..........................................................................................................................11-13
Assigning a Cost to a Function Activity........................................................................................................11-15
Practice - Branching on a Function Activity Result ..................................................................................11-16
Solution Branching on a Function Activity Result .................................................................................11-18
PL/SQL Procedures for Function Activities ..................................................................................................11-21
Standard API for PL/SQL Procedures Called by Function Activities ...........................................................11-22
Standard API Parameters...............................................................................................................................11-24
Function Activity Execution Modes ..............................................................................................................11-25
Standard API Resultout Parameter ................................................................................................................11-27
Exception Handling .......................................................................................................................................11-28
Exception Handling Example ........................................................................................................................11-29
Defining Activity Details...............................................................................................................................11-30
Error Handling...............................................................................................................................................11-32
Looping .........................................................................................................................................................11-33
Defining an Activity Attribute.......................................................................................................................11-34
Setting Activity Attribute Values ..................................................................................................................11-35
Practice - Using the Standard Assign Activity...........................................................................................11-36
Solution Using the Standard Assign Activity .........................................................................................11-38
Summary........................................................................................................................................................11-44
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Workflow Engine.............................................................................................................................................12-1
Workflow Engine ..........................................................................................................................................12-3
Objectives ......................................................................................................................................................12-4
Overview of the Workflow Engine................................................................................................................12-5
Initiating a Workflow Process .......................................................................................................................12-7
Workflow Engine Processing ........................................................................................................................12-9
Activity Statuses ............................................................................................................................................12-12
Calling the Workflow Engine........................................................................................................................12-13
Background Engines......................................................................................................................................12-14
Stuck Processes .............................................................................................................................................12-15
Timed Out Activities .....................................................................................................................................12-16
Deferred Processing.......................................................................................................................................12-17
Oracle Workflow APIs ..................................................................................................................................12-19
Workflow Engine APIs .................................................................................................................................12-21
Workflow Engine Bulk APIs.........................................................................................................................12-28
Practice - Implementing Timeout Processing ............................................................................................12-29
Solution Implementing Timeout Processing...........................................................................................12-30
Practice - Implementing Deferred Processing ...........................................................................................12-33
Solution Implementing Deferred Processing ..........................................................................................12-34
Summary........................................................................................................................................................12-36
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Defining an Event..........................................................................................................................................13-11
Event Groups .................................................................................................................................................13-12
Defining an Event Group...............................................................................................................................13-13
Maintaining Events........................................................................................................................................13-14
Raising Events ...............................................................................................................................................13-16
Event Message Structure ...............................................................................................................................13-18
Raising an Event Manually............................................................................................................................13-19
Predefined Events ..........................................................................................................................................13-20
Practice - Defining an Event......................................................................................................................13-21
Solution Defining an Event.....................................................................................................................13-22
Practice - Raising an Event........................................................................................................................13-24
Solution Raising an Event ......................................................................................................................13-25
Summary........................................................................................................................................................13-27
Event Subscriptions.........................................................................................................................................14-1
Event Subscriptions .......................................................................................................................................14-3
Objectives ......................................................................................................................................................14-4
Event Subscriptions .......................................................................................................................................14-5
Event Manager Subscription Processing .......................................................................................................14-6
Local Event Subscription Processing ............................................................................................................14-7
External Event Subscription Processing ........................................................................................................14-9
Subscription Properties..................................................................................................................................14-10
Subscription Actions......................................................................................................................................14-14
Subscription Actions: Sending an Event to a Workflow Process ..................................................................14-15
Subscription Actions: Sending an Event to an Agent....................................................................................14-17
Subscription Actions: Sending a Notification................................................................................................14-19
Subscription Actions: Sending and Receiving Oracle XML Gateway Messages..........................................14-21
Subscription Actions: Running a Custom Rule Function ..............................................................................14-22
Subscription Properties..................................................................................................................................14-25
License Status for Subscriptions....................................................................................................................14-28
Deferred Subscription Processing..................................................................................................................14-29
PL/SQL and Java Subscription Processing....................................................................................................14-31
Defining a Subscription .................................................................................................................................14-33
Maintaining Subscriptions .............................................................................................................................14-35
Predefined Subscriptions ...............................................................................................................................14-36
Practice - Defining a Subscription .............................................................................................................14-37
Solution Defining a Subscription............................................................................................................14-39
Summary........................................................................................................................................................14-44
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Post-Notification Functions.............................................................................................................................20-1
Post-Notification Functions ...........................................................................................................................20-3
Objectives ......................................................................................................................................................20-4
PL/SQL Procedures for Notification Activities.............................................................................................20-5
Standard API for PL/SQL Procedures Called by Notification Activities ......................................................20-6
Post-Notification Function Execution Modes................................................................................................20-9
Standard API Resultout Parameter for a Post-Notification Function ............................................................20-11
Post-Notification Function Context Information ...........................................................................................20-12
Practice - Defining a Post-Notification Function.......................................................................................20-13
Solution Defining a Post-Notification Function .....................................................................................20-15
Exception Handling .......................................................................................................................................20-19
Summary........................................................................................................................................................20-20
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Summary........................................................................................................................................................22-20
Master/Detail Coordination Activities ...........................................................................................................23-1
Master/Detail Coordination Activities...........................................................................................................23-3
Objectives ......................................................................................................................................................23-4
Master/Detail Coordination Activities...........................................................................................................23-5
Wait for Flow Activity ..................................................................................................................................23-9
Continue Flow Activity .................................................................................................................................23-11
Master Process Example................................................................................................................................23-12
Detail Process Example .................................................................................................................................23-13
Continue Flow Processing .............................................................................................................................23-14
Summary........................................................................................................................................................23-15
Customizing Workflow Processes ..................................................................................................................24-1
Customizing Workflow Processes .................................................................................................................24-3
Objectives ......................................................................................................................................................24-4
Customizing Workflow Processes .................................................................................................................24-5
Access Protection ..........................................................................................................................................24-7
Access Levels ................................................................................................................................................24-8
Setting the Access Level................................................................................................................................24-10
Setting Protection and Customization Levels ................................................................................................24-11
Example of Access Protection .......................................................................................................................24-13
Unsupported Customizations.........................................................................................................................24-15
Workflow Definitions Loader........................................................................................................................24-16
Preserving Customizations ............................................................................................................................24-17
Summary........................................................................................................................................................24-18
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Workflow Loaders...........................................................................................................................................25-1
Workflow Loaders.........................................................................................................................................25-3
Objectives ......................................................................................................................................................25-4
Workflow Definitions Loader........................................................................................................................25-5
Workflow XML Loader.................................................................................................................................25-7
Summary........................................................................................................................................................25-11
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Preface
Profile
Before You Begin This Course
Prerequisites
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Related Publications
Oracle Publications
Title
Part Number
B31431
B31433
B31432
B31434
B31435
Additional Publications
Read-me files
Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention
Bold italic
Caps and
lowercase
Courier new,
case sensitive
(default is
lowercase)
Initial cap
Element
Glossary term (if
there is a glossary)
Buttons,
check boxes,
triggers,
windows
Code output,
directory names,
filenames,
passwords,
pathnames,
URLs,
user input,
usernames
Arrow
Brackets
Commas
Graphics labels
(unless the term is a
proper noun)
Emphasized words
and phrases,
titles of books and
courses,
variables
Interface elements
with long names
that have only
initial caps;
lesson and chapter
titles in crossreferences
SQL column
names, commands,
functions, schemas,
table names
Menu paths
Key names
Key sequences
Plus signs
Key combinations
Italic
Quotation
marks
Uppercase
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Example
The algorithm inserts the new key.
Click the Executable button.
Select the Cant Delete Card check box.
Assign a When-Validate-Item trigger to the ORD block.
Open the Master Schedule window.
Code output: debug.set (I, 300);
Directory: bin (DOS), $FMHOME (UNIX)
Filename: Locate the init.ora file.
Password: User tiger as your password.
Pathname: Open c:\my_docs\projects
URL: Go to http://www.oracle.com
User input: Enter 300
Username: Log on as scott
Customer address (but Oracle Payables)
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Element
Oracle Forms
triggers
Column names,
table names
Example
When-Validate-Item
Passwords
SELECT last_name
FROM s_emp;
PL/SQL objects
Lowercase
italic
Uppercase
Syntax variables
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1.
(N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
2.
3.
Notations:
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(N) = Navigator
(M) = Menu
(T) = Tab
(B) = Button
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(I) = Icon
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(H) = Hyperlink
(ST) = Sub Tab
Copyright Oracle Corporation, 2007. All rights reserved.
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In the navigation frame of the help system window, expand the General Ledger entry.
2.
3.
4.
Review the Enter Journals topic that appears in the document frame of the help system
window.
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Introduction to Oracle
Workflow
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Chapter 1
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Objectives
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Enabling E-Business
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Traditional Workflow
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Traditional Workflow
Traditional applications-based workflow processes are launched from a business application
through APIs hard-coded within the application. These processes model the business rules in
the individual local application and are made up of activities executed by the Workflow Engine
only in that applications system. For example, the modeling of an approval hierarchy is a
common use of Oracle Workflow in this scenario.
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Event-Based Workflow
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Event-Based Workflow
With the Business Event System, Oracle Workflow supports both traditional applicationsbased workflows and event-based integration workflows.
For e-business, there is a requirement to integrate with external systems, such as sending a
document to a business-to-business exchange, or other systems external to the local
application. Oracle Workflow supports e-business integration workflows by allowing business
analysts and developers to model business processes spanning different systems using a
graphical drag-and-drop designerthe Workflow Builderand run those processes using the
Workflow Engine and the Business Event System. This support enables Oracle Workflow
customers to deal with business objects in comprehensive e-business integration flows with
minimal intrusion into the core application.
The Business Event System and the Workflow Engine can function independently of each
other. However, you can achieve the most powerful and flexible processing by using the
Business Event System and the Workflow Engine together to execute cross-system processes
for e-business integration.
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Chapter 1 - Page 11
Subscription-Based Processing
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Subscription-Based Processing
The Business Event System provides increased flexibility through subscription-based
processing: you raise a business event from an application, but specify the processing to
perform for that event as a subscription in Oracle Workflow. For example, you can launch a
workflow process when an event is raised by specifying that process in a subscription to the
event. You can also define multiple subscriptions to the same event to perform additional
processing for different purposes without intruding any further on the core application.
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Chapter 1 - Page 17
Oracle Workflow empowers process participants by giving them access to review the
progress and current status of their processes.
Users can find the answers to many common questions themselves using these monitoring
capabilities.
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Chapter 1 - Page 21
2.
From the File menu, select Open to open the sample solution file named wfvacXX_062.wft
from the file system.
3.
4.
Save the workflow definition to the class database using File > Save As. Then close the data
store.
5.
6.
Click the Developer Studio link. In the Search region of the Developer Studio page, enter
the name of the XX Vacation Proposal workflow item type and click Go. Then, in the
Results region, click the Run icon for the XX Vacation Proposal item type.
7.
Enter a process owner, item key, user key, requestor, approver, from date, and to date. The
requestor and approver should have Workflow administrator and user responsibilities
assigned to them.
8.
9.
Select the Status Monitor tab to review the process status in the Status Monitor Web pages.
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In the Search region, enter the XX Vacation Proposal item type and the item key you
chose, and click Go.
In the Results region, select your process and click the Activity History button to review
the process activities.
Click the Status Diagram button to review the graphical diagram of the status of the
process.
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10. Log off and log in again as the approver. You can use either a Workflow administrator
responsibility or Workflow user responsibility.
11. Click the Notifications link.
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12. In the Worklist, select the subject line for the Vacation Proposal notification sent by your
process to open the notification message.
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14. Log off and log in as the requestor. To review the updated status of the process in the Status
Monitor Web pages, select the Status Monitor tab. Then search for the process with the XX
Vacation Proposal item type and your item key, and view the status diagram again.
15. Open the Workflow Builder again and make a change to the process diagram, such as
adding a function activity by dragging and dropping the Noop function from the Standard
item type into the process. Then save the definition to the class database again.
16. Repeat steps 5 through 9 to show the new version of the workflow definition in use.
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Summary
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Oracle Workflow
Components
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Objectives
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Workflow Engine
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Workflow Processes
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Workflow Processes
A workflow process definition must be saved to the same database as the Workflow Engine. A
process definition is composed of activities and the transitions between them.
A completed application transaction or event can initiate a workflow process by raising an
event or by calling a series of Workflow Engine APIs.
The Workflow Engine locates the Start activity in the process definition.
The Workflow Engine drives through the process, performing all automated steps such as
function activities and Raise and Send event activities, until an asynchronous activity such
as a notification, Receive event activity, or blocking activity occurs.
- The Workflow Engine calls the Notification System to deliver a notification message
to an appropriate role. Once a user of that role completes the notification response,
the Workflow Engine continues to drive through the remaining activities in the
process.
- If a blocking activity is encountered, the Workflow Engine waits for an external
program to complete and call the appropriate Workflow Engine API before
proceeding to the next activity.
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Chapter 2 - Page 11
- If a Receive event activity is encountered, the Workflow Engine waits to receive the
event from the Business Event System before proceeding to the next activity.
The process completes when the Workflow Engine encounters an End activity.
Example: Order Processing
This example shows a workflow process that includes business events.
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Chapter 2 - Page 21
For more information, refer to the Oracle Streams Advanced Queuing Users Guide and
Reference.
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Chapter 2 - Page 24
Notification System
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Notification System
The Notification System:
Routes notifications to a role, which can be a single user or group of users
Enables users to receive and respond to notifications using an e-mail application or Web
browser of choice
Sends e-mail notifications and processes e-mail responses using the JavaMail API
Allows any users with access to the Internet to be included in a workflow process
Provides access to the Worklist from Oracle E-Business Suite through the Worklist web
pages
Enables users to drill down from a notification in the Worklist web pages to any URL or
Oracle E-Business Suite form to respond to the notification
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E-Mail Notifications
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Directory Services
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Directory Services
Users can be associated with more than one role, and a role may contain more than one user.
The Workflow Engine and Notification System use the directory service to determine who
should receive notifications and in what format. Notifications can be delivered to an individual
user or to all members of a particular role.
Note: Oracle Workflow uses a directory service model in which denormalized information is
maintained in the Workflow local tables for performance gain. You should maintain
synchronization between the user and role information stored in application tables by the
source modules and the information stored in the Workflow local tables.
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Workflow Monitor
Oracle Workflow includes both administrator and self-service versions of the Status Monitor in
the Oracle Application Framework user interface format.
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Workflow Manager
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Workflow Manager
Administrators can use Workflow Manager to perform the following tasks:
Run Workflow service components, such as notification mailers and agent listeners.
Control other Workflow system services, including background engines, purging obsolete
Workflow data, and cleanup of the Workflow control queue.
Monitor work item processing by viewing the distribution of all work items by status and
drilling down to additional information.
Monitor event message processing for local Business Event System agents by viewing the
distribution of event messages by status and drilling down to additional agent information
and individual event messages, as well as by viewing queue propagation details.
With this ability to monitor work items and event messages, a system administrator can
identify possible bottlenecks easily.
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Service Components
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Service Components
Oracle Workflow uses the Generic Service Component Framework (GSCF) to simplify and
automate the management of background Java services. A service component is an instance of
a Java program that has been defined according to the GSCF standards so that it can be
managed through this framework.
Use Oracle Workflow Manager to configure and run service components.
Note: Oracle Workflow Manager also lets you manage Web services outbound components,
which process outbound Web service messages for Oracle XML Gateway. For more
information, see the Oracle XML Gateway Users Guide.
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Review Questions
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Summary
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Objectives
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Chapter 3 - Page 5
Message: The information sent by a notification activity. The message may request the
performer (the role receiving the message) to do some work or may simply provide
information.
Lookup Type: A list of values that can be referenced by any activity in a workflow
process. The values in the list are called lookup codes.
Transition: The relationship that defines the completion of one activity and the activation
of another activity within a process. In a process diagram, a transition is represented as an
arrow between two activities.
Item: A specific business document or transaction.
Process Instance: A unique item being managed by a process.
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Standard Activities
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Standard Activities
The Standard item type is automatically installed on your Oracle Workflow server.You can
also access the Standard item type from the file wfstd.wft located on your PC in the
\<ORACLE_HOME>\Wf\data\<language>\ subdirectory.
The standard activities provided by Oracle Workflow include:
And
Or
Compare Date
Compare Number
Compare Text
Compare Execution Time
Wait
Block
Defer Thread
Launch Process
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Noop
Loop Counter
Start
End
Role Resolution
Notify
Vote Yes/No
Continue Flow
Wait for Flow
Assign
Get Monitor URL
Get Event Property
Set Event Property
Compare Event Property
For a full explanation of these standard activities, refer to the Predefined Workflow Activities
chapter in the Oracle Workflow Developers Guide.
Note
If you are using Oracle XML Gateway, you can also use standard activities supporting XML
messaging that are provided in the XML Gateway Standard item type. For more information,
refer to the Integrating Oracle XML Gateway with Oracle Workflow Business Event System
chapter in the Oracle XML Gateway Users Guide.
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function, notification, or process activity. In all cases, however, the activity must be marked as
a Start activity node.
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If the message only provides information (such as a For Your Information (FYI)
message), then create and include Send message attributes in the message as necessary.
If the message requires a response, then create Send message attributes that provide
enough information for the recipient to respond, and also create Respond message
attributes that prompt a response. For example, the response-required notification activity
in the diagram requests responses for two pieces of information called Resp 1 and Resp 2.
If a particular response defines the actual result of the notification activity, then complete
the Result tab for the message. The information you enter creates a special Respond
message attribute that has an internal name of RESULT. The RESULT attribute has a
data type of lookup and must reference a lookup type that defines the possible result codes
and matches the result type for the notification activity. For example, the responserequired notification activity in the diagram requires a RESULT response which must be
either Yes (Y) or No (N). These codes are defined in the standard Yes/No lookup type in
the Standard item type.
Event Activities
An event activity can either receive, raise, or send a business event from the Business Event
System. An event activity does not have a result, but you can branch on the contents of an
event message using comparison activities provided in the Standard item type.
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Tasks
Planning a Workflow Process
On paper, sketch a diagram of a vacation proposal process. The business process is as follows:
If the approver approves the proposal, the requestor receives a notification reporting
that the vacation is approved.
If the approver rejects the proposal, the requestor receives a notification reporting that
the vacation is rejected.
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Chapter 3 - Page 15
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2.
Make a sketch of a diagram on paper, placing the activities in the approximate order in
which they will occur.
Hint: The process should include only start, end, and notification activities.
3.
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Summary
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Chapter 3 - Page 17
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Diagramming a Workflow
Process
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Chapter 4
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Objectives
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Diagramming a Process
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Chapter 4 - Page 9
Display Name: Enter a translatable display name for the process activity.
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Chapter 4 - Page 11
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Chapter 4 - Page 12
- The item type selector/callback function is a PL/SQL procedure that the Workflow
Engine can call to reset or test context information for an item type before executing
an activity.
- An item type can have multiple workflow processes associated with it. If it does, the
selector/callback function can also identify the appropriate process to run.
- Associating a selector/callback function with an item type makes the item type better
suited to future customizations.
9. Choose Apply to save your changes.
10. Optionally select the Access tab to set the access levels allowed to modify this item type.
Example
For an example workflow item type, see the Requisition demonstration workflow
(wfdemo.wft), located in the ORACLE_HOME\wf\Data\<lang> directory in your Workflow
Builder installation. This workflow is described in detail in the Sample Workflow Process
chapter in the Oracle Workflow Developers Guide.
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Diagramming a Process
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Diagramming a Process
Each process diagram must have one or more Start activities and one or more End activities.
Note: In the process window, you can display information about an activity by positioning
your mouse over the activity. The Instance Label, Internal Name, Display Name, Comment,
and Performer appear in a tool tip display.
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Top-Down Design
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Top-Down Design
When you create a new activity in the process window, the property pages displayed for
activities from the process diagram window include all tabs for the base activity definition as
well as for the usage of the individual activity node. You must enter at least an internal name
and a display name for the activity in order to use the activity in the diagram. You can also
enter the remaining details in the activity and activity node property pages immediately, or you
can save the activity and complete these details at a later time.
When you save a partially completed top-down process, Oracle Workflow Builder displays an
error window with a list of invalid or missing information. You can save the incomplete
process definition and correct the errors later.
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Diagramming a Process
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Diagramming a Process
If the source activity has no result type associated with it, by default no label appears on the
transition. You can choose to show a label for such a transition by selecting the transition,
holding down the right mouse button, and clearing the Hidden Label option. The label will
display as <Default>.
If the source activity has an associated result type, you can create transitions to follow:
When a specific result is returned by the activity, labeled with the result display name
When a result returned is not covered by other transitions, labeled <Default>
Regardless of result returned, labeled <Any>
When the activity times out, labeled <Timeout>
Note: The Timeout property for the node must be set to enable the <Timeout> option in the list
of results for the transition.
If the source activity is a voting activity, you can also create transitions to follow:
When the vote results in a tie, labeled <Tie>
When the vote doesnt return a result, labeled <No Match>
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Chapter 4 - Page 18
<Default> Transition
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<Default> Transition
The Workflow Engine follows a <Default> transition if no other transition matching the
completion result exists. This feature lets you simplify your process diagram modeling and
maintenance by only drawing transitions for unique results, allowing all other results to follow
the default transition.
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Chapter 4 - Page 19
<Any> Transition
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<Any> Transition
The Workflow Engine follows an <Any> transition regardless of what completion result the
activity returns. This feature lets you include a generic activity in the process that the
Workflow Engine executes in parallel with any result-specific activity.
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Editing a Transition
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Editing a Transition
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Self-Looping Transitions
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Self-Looping Transitions
To draw a self-looping transition:
1. Select the activity node.
2. Hold down the right mouse button.
3. Drag the cursor away from and back to the same activity node.
4. Release the right mouse button and select the transition label from the list of results.
Alternatively, you can also use the following steps:
1. Draw a transition to some other activity.
2. Add a vertex point to the transition.
3. Select the arrowhead of the transition with the left mouse button and drag it back to the
originating activity.
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Chapter 4 - Page 23
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Chapter 4 - Page 24
7. For a notification activity, specify a performer. A performer is a role that can consist of
one or more users.
- You can specify a static role. Specify Constant for the Performer Type, and select a
role name. Note that you must first load roles from your database.
- You can alternatively specify a dynamic role. Select Item Attribute for the Performer
Type, and select an item type attribute that returns a role name at runtime.
8. Click Apply to save your changes.
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Chapter 4 - Page 25
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Chapter 4 - Page 26
Display Modes
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Display Modes
In developer mode, Oracle Workflow Builder:
Provides visual distinctions between top-level processes and subprocesses in the navigator
tree
Sets the icons for each activity and object to the default icon of its object type or subtype
in both the navigator tree and the process diagram window
Identifies each object in the navigator tree by its internal name (developer name)
Identifies each activity in the process diagram window by its activity label
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Chapter 4 - Page 28
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Chapter 4 - Page 30
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Chapter 4 - Page 31
Tasks
Creating a Workflow Process
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Create a workflow process in the Oracle Workflow Builder using the Quick Start Wizard. Your
workflow process should model the vacation proposal process that you sketched in the Planning
a Workflow Process practice.
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Chapter 4 - Page 32
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2.
3.
4.
Click OK. The XX Vacation Proposal Process window appears, populated with the Start
and End nodes.
Create notification activity nodes for Vacation Proposal, Vacation Rejected FYI, and
Vacation Approved FYI notification activities.
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For each notification, click the New Notification button in the process diagram window
toolbar, and then click an open spot in the diagram between the Start and End nodes
In the node properties window for each notification, enter an internal name and display
name and click an icon on the Notification tab. For the Vacation Proposal notification,
select the Approval lookup type that is provided in the Standard item type as the Result
Type for the activity. Then click OK.
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5.
Create a new End node by dragging the End function from the Standard item type in the
navigator tree into the process diagram window. Double-click the new End node and select
the Node tab. In the Start/End field, select End and then click OK.
6.
In the process diagram, draw transitions between the nodes in the process to indicate the
process flow. To draw a transition, right-click the source activity, hold down the right
mouse button, drag the cursor to the destination activity, and release the right mouse button.
For transitions from the Vacation Proposal node, select the appropriate result from the
results menu that appears. Select Approve for the Vacation Approved FYI notification
activity and Reject for the Vacation Rejected FYI notification activity.
7.
Select the XX Vacation Proposal Process in the navigator tree, right-click the process
activity, and select Properties to open the property pages for the process.
8.
Select the Activity tab and select Approval as the result type for the process. Then click OK.
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Chapter 4 - Page 33
9.
Double-click the End node that follows the Vacation Rejected FYI node and select the Node
tab. Select Reject in the Result field and then click OK.
10. Double-click the End node that follows the Vacation Approved FYI node and select the
Node tab. Select Approve in the Result field and then click OK.
11. In the Navigator window, click the Verify button to verify your workflow. Because you
have not yet defined the underlying components for your process, the Workflow Error
window displays warnings for validation checks that the process does not yet satisfy.
Review the error messages to learn about the errors. In later practices, you will add
additional functionality to your workflow to eliminate these errors. Click Cancel to exit the
Workflow Error window.
12. From the File menu, select Save As and save your new data store and item type to a
workflow definition file named wfvacXX.wft. The Oracle Workflow Builder will verify your
workflow again. Click Save in the Workflow Error window to finish saving the workflow
definition.
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Summary
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Chapter 4 - Page 36
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Chapter 5
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Chapter 5 - Page 1
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Objectives
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Chapter 5 - Page 4
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Chapter 5 - Page 5
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Chapter 5 - Page 7
Event: A Business Event System event message in the standard WF_EVENT_T structure.
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Chapter 5 - Page 8
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Chapter 5 - Page 9
URL Attributes
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URL Attributes
When you specify a frame target, you can select from the following options:
New Window: The URL loads in a new, unnamed browser window.
Full Window: The URL loads into the full, original window.
Note: The Notification Details page no longer uses frames to display notifications.
Consequently, selecting Same Frame or Parent Frameset is equivalent to selecting Full
Window.
URL Attribute Values
The value of a URL attribute can be a text string or can be token substituted. A URL value is
specified in the format:
http://<location>
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URL Attributes
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URL Attributes
When defining a URL attribute to point to such an image, you must provide the complete URL
for the image, either as a constant or as a value returned from another item attribute. You
cannot token substitute any argument strings within the image URL.
Note: Oracle Workflow displays images only in the message body of a notification. If you
select Attach Content for a URL attribute that points to an image file, the URL attribute
appears as an attached link, just as other URLs do.
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Chapter 5 - Page 11
URL Attributes
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URL Attributes
In a plain text e-mail notification, the URL location value for an attached URL attribute is
included as plain text.
In an HTML-formatted e-mail notification, a URL attribute appears as a hypertext link in the
message body. For attached URL attributes, an attachment called Notification References is
appended to the message. This attachment includes a link to each attached URL attribute for
the message. You can navigate to a URL by clicking its link.
If you define a URL attribute for an image, when the notification is viewed from the
Notification Details Web page or as an HTML-formatted e-mail, the image appears inline in
the message body.
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Chapter 5 - Page 12
Form Attributes
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Form Attributes
Form Attribute Values
The value for an attribute of type form must be the internal function name of an Oracle EBusiness Suite form function, together with any optional form parameters that should be
prequeried with a value when the form is opened.
The default value for the form attribute must be entered using the following format:
function_name:parameter1=value1 parameter2=value2 ...parameterN=valueN
The value of a form parameter can be a text string enclosed in quotes ( ) or can be token
substituted with another predefined item type attribute in either of the following ways:
parameterN = &item_type_attribute
parameterN = Value &item_type_attribute, where
&item_type_attribute represents the rest of the value
To find the internal function name for a form function, navigate to the form, select About
Oracle Applications from the Help menu, and locate the internal form name in the Current
Form section of the information displayed. Then log in to the Application Developer
responsibility and use the Forms window to query for the user form name based on the internal
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Chapter 5 - Page 13
form name and the Form Functions windows to query for the form function name based on the
user form name.
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Form Attributes
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Note
Form attributes cannot be attached to e-mail notifications. To view form attachments, you must
view the notification in the Notification Details Web page.
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Chapter 5 - Page 15
Document Attributes
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Chapter 5 - Page 16
If you want to generate the document identifier for a PL/SQL, PL/SQL CLOB, or PL/SQL
BLOB document dynamically, you can token substitute the document identifier with other item
type attributes. The item attribute names must be in uppercase and must be separated by a
colon. For example:
PLSQL:PO_WF.SHOW_REQ/&REQ_TYPE:&REQ_NUMBER
Oracle Application Framework Regions
You can also use a document attribute to reference an Oracle Application Framework region
that you want to embed in a notification message. Specify the JSP call to reference the region
as the default value for the attribute.
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Document Attributes
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Tasks
Defining Item Type Attributes
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Define item type attributes for the Vacation Proposal item type that you created in the Creating a
Workflow Process practice.
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
4.
5.
Click OK.
6.
7.
Click OK.
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8.
9.
Click OK.
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Chapter 5 - Page 23
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Click OK.
Click OK.
14. You can optionally create a URL item attribute to test how Oracle Workflow includes URL
links in notifications. From the Edit menu, select New > Attribute.
15. Define the following properties for the item attribute:
Internal Name: URL_EXAMPLE
Display Name: URL Example
Type: URL
Frame Target: Full Window
Default Value: http://www.oracle.com
Click OK.
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16. 16. You can optionally create a form item attribute to test how Oracle Workflow attaches
Oracle E-Business Suite forms to notifications. From the Edit menu, select New > Attribute.
17. Define the following properties for the item attribute:
Internal Name: FORM_EXAMPLE
Display Name: Form Example
Type: Form
Default Value: FND_FNDSCAUS
Click OK.
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18. From the File menu, select Save. The Oracle Workflow Builder will verify your workflow.
Click Save in the Workflow Error window to finish saving the workflow definition.
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Summary
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Chapter 6
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Objectives
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Notification Activities
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Defining a Message
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Defining a Message
To create a new message:
1. In the Oracle Workflow Builder, select the item type you want in the navigator tree. Then
select New Message from the Edit menu.
2. On the Message property page, enter an internal name for the message. The internal name
must be all uppercase without any colons or leading or trailing spaces.
3. Enter a display name for the message.
4. Enter a description of the message.
5. Select the priority for the message (High, Normal, or Low). Message recipients can sort
their notifications based on the priority.
6. Click Apply to save your changes.
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Chapter 6 - Page 6
Defining a Message
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Defining a Message
To define the body for a message:
1. In the message property pages, select the Body tab.
2. Enter the subject line for the message.
3. Enter the plain text message body in the Text Body tab.
4. Enter the HTML-formatted message body in the HTML Body tab.
5. Choose Apply to save your changes.
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Chapter 6 - Page 8
8. Set the default value of a Send attribute to reference either a constant or the run-time value
of an item type attribute. You can optionally set a default value for a Respond attribute as
well.
9. Choose Apply to save your changes.
Note: To define a message attribute that references an existing item attribute, you can also
select the item attribute in the navigator tree and drag it onto the message you want in the
navigator tree. Then edit the property page that appears, making sure that the message attribute
has the appropriate source. The default type is automatically set to Item Attribute and the
default value references the originating item attribute.
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Defining a Message
The icon for a message in the navigator tree includes a red question mark in its lower left
corner when the message has a result defined for it.
To define the result for a message:
1. On the message property pages, select the Result tab.
2. Enter a display name for the result. Oracle Workflow uses the display name as the
response prompt in some notification formats, including e-mail notifications and the pulldown menu that appears in the Notification Details page if there are more than four
possible result values.
3. Enter a description for the result.
4. Select a lookup type to provide the possible result values. The lookup type associated with
the message result should be the same as the result type of the notification activity that
sends the notification message.
5. Optionally, set the default value of the result to reference either a constant or the run-time
value of an item type attribute.
6. Choose Apply to save your changes.
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Date
Number
Text
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Type Hint
Value must be one of the following:
<list of lookup codes>
Value must be a date in the form <format>.
Value must be a number in the form <format>.
Value must be <format> bytes or less.
Copyright Oracle, 2007. All rights reserved.
Chapter 6 - Page 15
Tasks
Defining Messages
Define messages for your item type.
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Chapter 6 - Page 16
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
4.
5.
Define a Vacation Proposal message that informs the approver of the vacation proposal.
On the Body tab, enter the following message text body including the message attribute
tokens for the requestor, approver, and the start and end dates of the proposed vacation:
The following vacation proposal requires your approval.
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Requestor: &REQUESTOR
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Approver: &APPROVER
From Date: &FROM_DATE
To Date: &TO_DATE
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On the Result tab, enter Approve as the display name, enter Please approve or reject
this proposal as the description, and select the Approval lookup type.
6.
In the Navigator window, drag and drop the Requestor, Approver, From Date, To Date, and
Comments item attributes onto the message to create the corresponding message attributes
with those item attributes as their default values. If you created URL Example and Form
Example attributes, drag and drop those attributes onto the message as well. For the
Comments attribute, set the Source field to Respond. For the URL Example attribute, select
the Attach Content check box.
7.
8.
Define a Vacation Rejected that informs the requestor that the vacation proposal was
rejected.
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Chapter 6 - Page 17
On the Body tab, enter the following message text body including the message attribute
tokens for the requestor, approver, comments, and the start and end dates of the proposed
vacation:
The following vacation proposal was rejected.
Requestor: &REQUESTOR
Approver: &APPROVER
From Date: &FROM_DATE
To Date: &TO_DATE
Comments: &COMMENTS
9.
Drag and drop the appropriate item attributes onto the message to create the
corresponding message attributes with those item attributes as their default values.
10. Define a Vacation Approved message that informs the requestor that the vacation proposal
was approved.
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On the Body tab, enter the following message text body including the message attribute
tokens for the requestor, approver, comments, and the start and end dates of the proposed
vacation:
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Comments: &COMMENTS
Drag and drop the appropriate item attributes onto the message to create the
corresponding message attributes with those item attributes as their default values.
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11. From the File menu, select Save. The Oracle Workflow Builder will verify your workflow.
Click Save in the Workflow Error window to finish saving the workflow definition.
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Chapter 6 - Page 20
9. Select the Expand Roles check box if you want to send this notification to a multiuser
role and ensure that each user receives an individual copy of the notification. You should
always select the Expand Roles check box for FYI-type notifications.
10. Choose Apply to save your changes.
11. Optionally select the Details tab to display and modify additional activity details.
12. Optionally select the Access tab to set the access levels allowed to modify this activity.
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Chapter 6 - Page 27
through vacation rules. In this case Oracle Workflow does not apply any vacation rules to
reassign those notifications, but simply delivers the notifications to the worklist of the original
recipient. You can also choose to hide the Reassign button but still allow reassignment through
vacation rules.
The #HIDE_REASSIGN attribute must be either of type text or lookup.
To hide the Reassign button in the Notification Details page, and to prevent reassignment
from the Advanced Worklist, Personal Worklist, and self-service home page, as well as
through vacation rules, set the value of this attribute to Y.
To hide the Reassign button in the Notification Details page, and to prevent reassignment
from the Advanced Worklist, Personal Worklist, and self-service home page, but still
allow reassignment through vacation rules, set the value of this attribute to B.
To display the Reassign button in the Notification Details page, and to allow reassignment
from the Advanced Worklist, Personal Worklist, self-service home page, and vacation
rules, set the value to N.
#FROM_ROLE
Use #FROM_ROLE to specify the role that is the source of a notification. For example, if you
have a notification that informs an approver that a requisition was submitted, you can set the
requisition preparer as the From Role for the message.
The From Role for each notification is displayed in the Worklist Web page and in e-mail
notifications to give users additional information for reviewing and responding to the
notifications. Additionally, Oracle E-Business Suite Personal Worklist lets you search for
notifications based on the From Role.
The #FROM_ROLE attribute must be of type role. You should specify an item type attribute as
the value for the #FROM_ROLE attribute and include logic in your workflow process that
dynamically sets that item type attribute to the role you want at run time.
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Chapter 6 - Page 29
particular notification override the default values for the notification mailer specified in the
mailers configuration parameters. Some of the most commonly used notification mailer
attributes are:
#WFM_FROM: Lets you specify the value that appears in the From field of the message
header when the e-mail notification message is delivered to a user.
#WFM_REPLYTO: Lets you specify the address of the e-mail account that receives
incoming messages, to the which e-mail notification response should be sent.
#WFM_HTMLAGENT: Lets you specify the base URL that identifies the HTML Web
agent that handles HTML notification responses. This URL is required to support e-mail
notifications with HTML attachments. The default URL is derived from the Applications
Servlet Agent profile option. You can override this default by defining a different value
for this attribute.
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Chapter 6 - Page 31
The #HIDE_MOREINFO attribute must be either of type text or lookup. To hide the Request
Information button, set the value of this attribute to Y. To display the Request Information
button, set the value to N. It is recommended that you define the #HIDE_MOREINFO attribute
with a type of lookup and assign it the predefined Yes/No lookup type that is provided in the
Standard item type.
#WF_SIG_POLICY
Use #WF_SIG_POLICY to require that a users response to a notification be signed
electronically. This electronic signature is analogous to a written signature. If you define a
notification to require an electronic signature, users must respond to the notification from the
Notification Details Web page and enter the appropriate type of signature. Otherwise, the
response will not be considered valid.
If you define a notification to require a password-based signature, users must sign their
response by entering their Oracle Applications user name and password.
If you define a notification to require a certificate-based digital signature, users must sign
their response with a valid X.509 certificate issued by a certificate authority.
The signed response text for both types of signatures contains the notification header
information and the response values entered by the user. You can optionally require the signed
response text to include the notification message body as well.
Note: If the message body contains a link or an image, the signed response text includes the
HTML code used to reference the link or image, rather than the content of the referenced file
itself. The signed response text does not include notification attachments.
The #WF_SIG_POLICY attribute must be either of type text or lookup.
To require a password-based signature without including the message body in the signed
response text, set the value to PSIG_ONLY.
To require a password-based signature and include the message body in the signed
response text, set the value to PSIG_BODY.
To require a certificate-based digital signature without including the message body in the
signed response text, set the value to PKCS7X509_ONLY.
To require a certificate-based digital signature and include the message body in the signed
response text, set the value to PKCS7X509_BODY.
If you set the value to DEFAULT, leave the value blank, or if you do not define a
#WF_SIG_POLICY attribute for the message, Oracle Workflow performs the default
response processing that does not require a signature.
It is recommended that you define #WF_SIG_POLICY with a type of lookup and assign it the
predefined Signature Policy lookup type provided in the Standard item type.
Oracle Workflow records the status of requested and submitted signatures in the Signature
Evidence Store. You can search for signatures in the Signature Evidence Store to check the
status of a signature request and review details that provide evidence of the signature. If your
business logic requires a signature to be validated as a prerequisite for other activities, your
workflow can include a notification to an administrator to confirm the signature status before
continuing.
To preserve electronic signature evidence for future reference, the Purge Obsolete Workflow
Runtime Data concurrent program and the Oracle Workflow purging APIs by default do not
delete any notifications that required signatures or their associated signature information. If
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Chapter 6 - Page 32
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you anticipate needing access to signature evidence after the associated workflow processes are
complete, ensure that you choose to preserve signature data when purging. If you do not need
to maintain signature evidence, you can choose to delete signature-related information when
purging.
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Action History
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Action History
The action history table contains a row for each previous execution of the same notification
activity node in a process, as well as a row for the initial submission of the process.
For example, for a requisition approval notification activity that sends a certain
notification to several approvers in turn, the action history table would contain a row for
each approver to whom the notification was sent, as well as a row for the process owner.
Additionally, if a notification is reassigned to another user in either delegate or transfer
mode, or if one user requests more information about the notification and another user
answers that request, the action history contains rows for those actions also.
Including the Action History Table
If the notification requires a response, then Oracle Workflow automatically includes the
action history table in the notification.
If the notification does not require a response, then Oracle Workflow only includes the
action history table automatically if the notification has been reassigned at least once or if
at least one recipient has requested more information about the notification. However, you
can manually include the action history table by calling the special message function
WF_NOTIFICATION(HISTORY) in the message body.
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Note: Do not include any spaces or carriage returns in the call to WF_NOTIFICATION(). You
only need to use a comma to delimit the parameters in the list.
The message attribute table contains a row for each message attribute listed in the
WF_NOTIFICATION() call, showing the display name and the value for each attribute.
Action History Table
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Chapter 6 - Page 35
To include an action history table in a message body, call WF_NOTIFICATION() with the
HISTORY option in the following format:
WF_NOTIFICATION(HISTORY)
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Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
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Define a special message attribute to hide the Reassign button in the Notification Details page
for one of the messages that you created in the Defining Messages practice.
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Use the messages that you created in the Defining Messages practice to complete the notification
activity definitions for the item type.
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Chapter 6 - Page 38
2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
In the Navigator window, select the Vacation Proposal message. Then, from the Edit menu,
select New > Attribute.
4.
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Click OK. Defining the special #HIDE_REASSIGN message attribute and setting its
value to Yes (internal value Y) will hide the Reassign button in the Notification Details
page for the notification that sends this message. This attribute will also prevent users
from reassigning the notification in a mass reassignment from the Advanced Worklist,
Personal Worklist, and self-service home page.
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5.
In the Navigator window, expand your XX Vacation Proposal item type and then drag and
drop each message onto the corresponding notification activity to assign that message to the
activity. To verify that each notification activity has an appropriate message, double-click
each notification activity to open the property window and then verify the value in the
Message field. For example, the Vacation Approved message should appear in the Message
field for the Vacation Approved FYI notification activity.
6.
7.
Double-click the Vacation Proposal node and select the Node tab. Set the performer for the
node to the Approver item attribute.
8.
Double-click the Vacation Rejected FYI node and select the Node tab. Set the performer for
node to the Requestor item attribute.
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9.
Double-click the Vacation Approved FYI node and select the Node tab. Set the performer
for node to the Requestor item attribute.
Chapter 6 - Page 39
10. In the Navigator window, click the Verify button to verify your workflow. Because you
have now defined the underlying components for your process, the Workflow Builder
should not display any warnings. Click OK.
11. From the File menu, select Save to save your work to your workflow definition file.
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12. From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
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Chapter 6 - Page 40
Summary
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Chapter 6 - Page 41
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Chapter 6 - Page 42
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Chapter 7
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Chapter 7 - Page 1
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Chapter 7 - Page 2
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Chapter 7 - Page 3
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Chapter 7 - Page 5
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Chapter 7 - Page 6
Note: If a workflow process begins with a Receive event activity, you cannot use the
Developer Studio to test the process. Instead, you should raise a test event from the Event
Manager to trigger an event subscription that launches the process.
After you launch a process, you can review the progress of the process in the Status Monitor
and respond to any notifications using the Worklist.
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Chapter 7 - Page 7
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Administrator Monitor
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Administrator Monitor
The administrator version of the Status Monitor lets you view and administer runtime
workflows. You can:
Review the activities performed for a workflow.
Check the status of the workflow by viewing the status diagram.
Examine responses to notifications sent by the workflow.
Review the workflow definition and attributes.
If you have the appropriate workflow administrator privileges, you can also perform
control operations for a workflow or handle an error.
Workflow Administrator Privileges
Users have workflow administrator privileges if they belong to the Oracle Workflow
administration role, which is defined in the Workflow Configuration Web page.
Oracle Workflow also allows users to be assigned specialized workflow monitoring privileges
with restricted access to workflow data. If you have specialized workflow monitoring
privileges, you can only view workflows and perform administrative actions to which you have
been granted access. For example, you may only have access to monitor workflows belonging
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Chapter 7 - Page 8
to particular item types, and you may be able to suspend and rewind workflows but not to skip
activities.
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Chapter 7 - Page 10
Workflow Owned By: If you have workflow administrator privileges, select the user who
owns the workflows you want to review. If you do not have workflow administrator
privileges, you can only search for workflows that you own.
Item Key and User Key: You can enter a partial value to search for workflows whose keys
begin with that value.
Workflow Started: All the start date ranges include the current date; for example, Last 2
Weeks includes today as well as the previous thirteen days.
Note: You must enter at least one of the following criteria when you search in order to limit
the size of the results list.
Workflow Type
Type Internal Name
Workflow Owned By
Workflow Started: If you search only by this option, you must select a specific start date
range. You cannot use Workflow Started with the Any Time value as your only search
option.
You can also enter additional search criteria to search for workflows by activity characteristics.
The additional search criteria are activity status, activities waiting for a response from a
particular user, and days without progress.
Click the Go button to perform your search.
Viewing Workflows
To send e-mail to the owner of a workflow, click the user link in the Owned By column.
For an errored workflow, click the error icon or the error link in the Status column to view
error details.
For a parent workflow, click the icon in the Child Workflows column to view its children.
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Chapter 7 - Page 11
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Chapter 7 - Page 12
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Chapter 7 - Page 13
Double-click a subprocess activity icon to drill down and display the diagram of the
subprocess and its information in the detail tab window. You can also select the
subprocess activity icon and then choose Zoom In.
The process diagram is view-only. You cannot edit the diagram in the Status Monitor.
Detail Tab Window
Definition: Displays the properties of the activity or process.
Usage: Displays the properties for the activity as a node in the process.
Status: Displays status and result information about the activity. Also shows error
information if the activity status is ERROR.
Notification: Displays notification details for the selected notification activity.
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Chapter 7 - Page 14
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Chapter 7 - Page 15
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Chapter 7 - Page 16
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Chapter 7 - Page 17
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Chapter 7 - Page 18
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Chapter 7 - Page 19
Self-Service Monitor
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Self-Service Monitor
The self-service version of the Status Monitor lets you view and administer workflows that you
own. You can:
Review the notifications sent by a workflow
Check the status of the workflow by viewing the status diagram
Examine responses to notifications sent by the workflow
If you have workflow administrator privileges, you can also perform certain control
operations for a workflow
Workflow Administrator Privileges
Users have workflow administrator privileges if they belong to the Oracle Workflow
administration role, which is defined in the Workflow Configuration Web page.
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Chapter 7 - Page 20
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Chapter 7 - Page 21
You can enter a partial value in the Workflow field to search for workflows whose
identifiers begin with that value.
Click the Go button to perform your search.
Viewing Workflows
For an errored workflow, click the error icon or the error link in the Status column to view
error details.
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Chapter 7 - Page 23
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Chapter 7 - Page 24
Double-click a subprocess activity icon to drill down and display the diagram of the
subprocess and its information in the detail tab window. You can also click the subprocess
activity icon and then choose Zoom In.
The process diagram is view-only. You cannot edit the diagram in the Status Monitor.
Detail Tab Window
Definition: Displays the properties of the activity or process.
Usage: Displays the properties for the activity as a node in the process.
Status: Displays status and result information about the activity. Also shows error
information if the activity status is ERROR.
Notification: Displays notification details for the selected notification activity.
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Chapter 7 - Page 25
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Chapter 7 - Page 26
For a notification that required a signature, the page also displays further signature details.
To send e-mail to the respondent or original recipient for a notification, click the corresponding
user link.
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Chapter 7 - Page 27
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Chapter 7 - Page 28
Assumptions
The instructor will provide you with the username and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them. Additionally, if you
attached the Form Example attribute to the Vacation Proposal message, the user name
for the approver should have the System Administrator responsibility assigned to it to
be able to view the attached form.
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Chapter 7 - Page 29
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Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
2.
Click the Developer Studio link. In the Search region of the Developer Studio page, select
the name of your XX Vacation Proposal item type and click Go. Then, in the Results region,
click the run icon for the XX Vacation Proposal item type.
3.
In the Workflow Owner field, select the role that you want to use as the requestor for the
vacation proposal.
4.
Enter a unique item key such as XX071 in the Item Key field.
5.
Ensure that your XX Vacation Proposal Process is displayed in the Process field.
6.
Next, enter starting values for the necessary item attributes. In the Requestor field, select the
role that you want to use as the requestor for the vacation proposal.
7.
In the Approver field, select the role that you want to use as the approver for the vacation
proposal.
8.
9.
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11. Click the Submit button to run the workflow. Oracle Workflow launches the workflow
process with the values that you entered. A confirmation message appears. Click OK.
12. To review the process status in the Status Monitor Web pages, select the Status Monitor tab.
In the Search region, enter your XX Vacation Proposal item type and the item key you
chose, and click Go.
In the Results region, select your process and click the Activity History button to review
the process activities.
Then click the Status Diagram button to review the graphical diagram of the status of the
process.
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Chapter 7 - Page 30
Summary
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Chapter 8
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Chapter 8 - Page 1
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Chapter 8 - Page 3
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Objectives
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Chapter 8 - Page 5
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Worklist Pages
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Worklist Pages
The Advanced Worklist is available by default from some of the seeded responsibilities in
Oracle E-Business Suite. A system administrator can also add the Advanced Worklist to the
menu for another responsibility.
The Personal Worklist is not available on a seeded responsibility. Before you can access the
Personal Worklist, a system administrator must add it to the menu for an Oracle E-Business
Suite responsibility that is assigned to you.
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Chapter 8 - Page 6
Advanced Worklist
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Advanced Worklist
Use a Web browser to navigate to the Advanced Worklist, using a responsibility and
navigation path specified by your system administrator. Some possible navigation paths in the
seeded Workflow responsibilities are:
Workflow User Web Applications: Advanced Worklist
Workflow User Web Applications: Notifications
Workflow User Web (New): Notifications
Workflow Administrator Web Applications: Notifications
Workflow Administrator Event Manager: Notifications
Workflow Administrator Web (New): Notifications
You can also navigate to the Advanced Worklist from other Oracle Workflow Web pages by
selecting the Notifications tab or clicking the Notifications link at the end of the page, if you
are viewing the page in the context of an Oracle Workflow responsibility.
Accessing Notifications from the Advanced Worklist
In the View pull-down menu, you can choose to view:
- Open Notifications
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Chapter 8 - Page 7
- FYI Notifications
- To Do Notifications
- All Notifications
- Notifications From Me
To define vacation rules, click the Vacation Rules link.
To grant access to your worklist to another user, click the Worklist Access link.
To view another users worklist, click the Switch User button. On the Switch User page,
select the user whose worklist you want to view. If a user granted you access only to
selected item types, then when you view that user's worklist, the page displays only
notifications that belong to those item types.
The Reassign button may be replaced by the Delegate button or the Transfer button,
depending on the access you have been assigned in the WF: Notification Reassign Mode
profile option.
- The Reassign button appears if you have access to reassign notifications to another
user either by delegating the notifications or by transferring complete ownership of
the notifications.
- The Delegate button appears if you only have access to delegate the notifications.
- The Transfer button appears if you only have access to transfer ownership of the
notifications.
If you select more than one notification to open, only one notification is displayed at a
time. You can navigate among the open notifications by clicking the Next or Back buttons
on the Notification Details page.
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Chapter 8 - Page 8
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Notification Details
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Notification Details
You can access the Notification Details page from the Advanced Worklist, from the
Personal Worklist, or from e-mail notifications.
In Oracle E-Business Suite, nonstructured data such as images, spreadsheets, or video can
be linked to structured application data, including Oracle Workflow notifications seeded
by other Oracle E-Business Suite applications. If a notification includes such Oracle EBusiness Suite attachments, the notification header displays an Attachment(s) heading
with links to the attachments. Click a link to view the attached data.
The message body may include embedded links to additional information sources
pertinent to the notification. A reference URL link connects to a specified URL, either in
the same Web browser window or in a new window, depending on the notification.
The Related Applications section may include attachment icons. These icons link to
additional information sources for the notification. There are three types of attachment
links:
- A reference URL link that connects to a specified URL.
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Chapter 8 - Page 9
- A PL/SQL, PL/SQL CLOB, or PL/SQL BLOB document link that displays the
contents of a document generated from a PL/SQL function. Such documents can
contain text, HTML, images, or application files such as PDF or RTF documents.
- An Oracle E-Business Suite form link that drills down to an Oracle E-Business Suite
form or Oracle Application Framework page.
Note: You must use a responsibility with the appropriate security to open a linked
form or Oracle Application Framework page. If the form link or URL link is defined
to use a particular responsibility, you must have that responsibility assigned to you to
open the form or page. Otherwise, Oracle E-Business Suite displays a list from which
you can select the responsibility you want to use.
If you want to view your next notification on the Notification Details page after
responding to this notification, select the Display Next Notification After My Response
check box. Otherwise, Oracle Workflow displays your worklist after you respond to a
notification.
Use the Response section to act on the notification.
- If a notification requires a response, but none of the responses affect the result of the
notification activity, enter your response values and submit your response by clicking
Submit.
- If a notification requires a response with a result, enter your response values and click
the button for the result value you want, or if there are more than four result values,
enter your response values, select the result value you want from the pull-down menu,
and submit your response by clicking Submit.
- The Response section can also display an attached form icon that lets you drill down
to an Oracle E-Business Suite form to complete your response.
- If a notification does not require a response, click the Close button when you have
finished reviewing it so that it does not appear in your worklist the next time you
view your open notifications.
- If you want another user to respond to the notification instead of you, click the
Reassign button. The Reassign button may be replaced by the Delegate button or the
Transfer button, depending on the access you have been assigned in the WF:
Notification Reassign Mode profile option.
- To request more information about this notification from another user or role, click
the Request Information button.
- If another user sent you this notification with a request for more information, the
Response section displays the user who made the request and the request details.
Enter the information you want to provide and click Submit.
If this notification requires a password-based electronic signature, a confirmation page
appears after you submit your response. This page displays notification header
information and the response values that you entered to let you review the response you
are signing. If the notification requires the signed response to include the message body,
then the confirmation page also displays the message body for you to review. To affix
your electronic signature to your response, enter your Oracle E-Business Suite user name
and password and click Submit.
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Reassigning Notifications
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Reassigning Notifications
Navigate to the Reassign Notifications page by one of the following methods:
In the Advanced Worklist or Personal Worklist, select one or more notifications and
choose the Reassign button.
On the Notification Details page for a single notification, click the Reassign button.
Choose to reassign a notification from the Status Monitor.
The Reassign button may be replaced by the Delegate button or the Transfer button, depending
on the access you have been assigned in the WF: Notification Reassign Mode profile option.
The assignee types correspond to the originating system partitions in the Oracle Workflow
directory service.
If you have access either to delegate or transfer notifications, select one of these reassign
modes on the Reassign Notifications page to specify how you want to reassign the notification.
Delegate your response: Select this option if you want to give the new user authority to
respond to the notification on your behalf, but you want to retain ownership of the
notification yourself. For example, a manager might delegate all vacation scheduling
approvals to an assistant.
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Chapter 8 - Page 12
Transfer notification ownership: Select this option if you want to give the new user
complete ownership of and responsibility for the notification. For example, use this option
if you should not have received the notification and you want to send it to the correct
recipient or to another recipient for resolution.
Note: If you only have access to one reassign mode, Oracle Workflow automatically uses that
mode (either delegate or transfer) when you reassign notifications.
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Give your system administrator the exported file for your personal certificate, as well as
the root certificate for your certificate authority and the intermediate certificates for your
type of certificate, if necessary. The system administrator must load these certificates into
Oracle E-Business Suite.
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Chapter 8 - Page 17
administrator privileges, those privileges override this restriction so that you can respond
to all notifications, even notifications from you.)
You cannot define vacation rules for the user whose worklist you are viewing. You also
cannot grant access to that users worklist to anyone else.
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Chapter 8 - Page 19
To update the description for a user, the start and end dates of the user's access period, or
the item types to which the user has access, click the Update icon for that user and enter
your changes.
To revoke a users access, click the Delete icon for that user. The user will no longer have
access to your worklist, even if the users access status was previously Active.
Note: When you delete a user, the record of the users access no longer appears in your
Worklist Access page. If you want to keep this record for reference, you can simply set the end
date to end the users access, rather than deleting the user.
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Status
Workflow Type
Type Internal Name
Subject: This field is case-sensitive. You can use the percent sign (%) as a wildcard
character.
Sent: All the sent date ranges include the current date. For example, Last 2 Weeks
includes today as well as the previous 13 days.
Due Date: All the due date ranges include the current date.
Priority
If you have workflow administrator privileges, you must enter at least one of the following
criteria when you search in order to limit the size of the results list.
Notification ID
Owner
To
From
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Verified Date: The date when Oracle Workflow confirmed that the signature was well
formed, that it was created with a private key corresponding to the offered signing
certificate, and that it signed the plain text that it purported to sign.
Last Validation Date: The most recent date when Oracle Workflow attempted to check
that the certificate used to create the signature was valid at the time the signature was
received.
Validated Complete Date: The date when Oracle Workflow successfully validated the
signature against a certificate revocation list issued by the certificate authority after the
time the signature was received.
You must enter at least one of the following criteria when you search in order to limit the size
of the results list.
Notification ID
Requested Signer
Creation Date
Signed Date
Verified Date
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Chapter 8 - Page 24
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Personal Worklist
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Personal Worklist
The Personal Worklist is not available on a seeded responsibility. Before you can access the
Personal Worklist, a system administrator must add it to the menu for an Oracle E-Business
Suite responsibility that is assigned to you. Then you can use a Web browser to navigate to the
Personal Worklist in that responsibility.
From the Simple Search page, you can also navigate to the Advanced Search page.
In the View pull-down menu, you can choose from the preconfigured views, or you can
create your own personalized views to display notifications that match criteria that you
specify. The views that are available may depend on the responsibility through which you
access the Personal Worklist.
To collectively reassign a group of notifications, select the notifications you want and
click the Reassign button. The Reassign button may be replaced by the Delegate button or
the Transfer button, depending on the access you have been assigned in the WF:
Notification Reassign Mode profile option.
To define vacation rules, click the Vacation Rules link.
To grant access to your worklist to another user, click the Worklist Access link.
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Chapter 8 - Page 25
To view another users worklist, click the Switch User button. On the Switch User page,
select the user whose worklist you want to view. If a user granted you access only to
selected item types, then when you view that user's worklist, the page displays only
notifications that belong to those item types.
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Chapter 8 - Page 30
To create a view that is a duplicate of an existing view, select the existing view that you
want to copy and click the Duplicate button.
Create View/Update View/Duplicate View
Enter a display name to identify your personalized view.
Select the number of notification rows you want to display in the view.
If you want to make this view your default view, select the Set as Default check box. Only
one view can be set as the default at any time, so if you select Set as Default for the
current view, this option is automatically deselected for any view you previously set as the
default.
Enter an optional description for the view.
In the Column Properties region, specify the notification property columns you want to
display in the view and the order in which to display them.
- To add a column to the view, select the column in the Available Columns list and
click the Move button. You can also click the Move All button to add all available
columns.
- To remove a column from the view, select the column in the Columns Displayed list
and click the Remove button. You can also click the Remove All button to remove all
the columns.
- To specify the order in which the columns are displayed, select a column in the
Columns Displayed list and use the top, up, down, or bottom arrow buttons to move
the column to the position you want in the list.
If you want to change the display names for the notification property columns in the view,
click the Rename Columns/Totaling button. In the Rename Columns/Totaling page, enter
the new name for each column and click Apply.
In the Sort Settings region, you can specify up to three levels of sorting for the
notifications in the view. For each level of sorting, select the notification property column
by which you want to sort and specify whether to sort in ascending or descending order.
Specify whether notifications must meet all or only one of your search criteria to be
displayed.
The search criteria you can specify to locate notifications to display in the view are similar
to the search criteria in the Advanced Search page.
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Chapter 8 - Page 31
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Assumptions
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can use as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them. Additionally, if you
attached the Form Example attribute to the Vacation Proposal message, the user name
for the approver should have the System Administrator responsibility assigned to it to
be able to view the attached form.
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Responding to Notifications
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Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor.
2.
Log in as the approver that you assigned for the vacation proposal in the previous practice.
You can use either a Workflow administrator or user responsibility.
3.
4.
In the Worklist, select the subject line for the Vacation Proposal notification sent by your
process to open and review the notification message.
Because you defined the special #HIDE_REASSIGN attribute for the Vacation Proposal
message, the Reassign button should not appear in the Notification Details page.
If you attached the URL Example attribute to the Vacation Proposal message, Oracle
Workflow displays the URL link at the end of the notification.
If you attached the Form Example attribute to the Vacation Proposal message, and you
are logged in as a user who has a responsibility that has access to that form, Oracle
Workflow displays an attached form icon at the end of the notification. You can click the
form icon to drill down to the form. If you have multiple responsibilities with access to
the form, a list of your responsibilities appears to let you select the one with which you
want to navigate to the form. If you do not have responsibility access to the form, the
attached form icon is not displayed.
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5.
6.
Enter comments if you want and select Approve or Reject to respond to the notification.
7.
Log off and log in as the requestor. You can use either a Workflow administrator or user
responsibility.
8.
9.
Open the Vacation Approved or Vacation Rejected notification sent by your process and
review the notification message. Click OK to return to the Worklist.
10. To review the updated status of the process in the Status Monitor Web pages, select the
Status Monitor tab. Then search for the process with the XX Vacation Proposal item type
and your item key, and view the status diagram again by clicking the Status Diagram button.
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Chapter 8 - Page 37
information, along with a list of users who have previously participated in the workflow
process, and a prompt for you to enter the question you want to ask that user.
If another user sent you this notification with a request for more information, click the
response link and enter the information you want to provide between the quotes following
the response prompt.
If this notification requires a password-based signature or a certificate-based digital
signature in your response, you cannot respond to the notification through e-mail. In this
case the notification informs you that an electronic signature is required and directs you to
access the online version of the notification instead. Navigate to the Notification Details
page to submit your response. Depending on the configuration of your Oracle Workflow
installation, the notification may include a "Click here to respond" link that you can click
to navigate to the Notification Details page. You must log in to Oracle Applications before
you can access the Notification Details page.
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Chapter 8 - Page 41
Vacation Rules
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Chapter 8 - Page 44
If you leave the Start Date field blank, the rule is effective immediately. If you leave the
End Date field blank, the rule is effective indefinitely.
Note: Ensure that rules for the same notifications do not overlap in their effective dates. If
multiple rules are effective for the same notification, Oracle Workflow picks one rule at
random to apply.
The comments you enter in the Message field appear in a special comments field when the
notification is reassigned or automatically responded to.
You can choose the following actions:
- Reassign: Forward the notification to a designated user.
- Respond: Respond to the message with a set of predefined response values.
- Deliver notifications to me regardless of any general rules: Leave the notification in
your worklist with no automatic processing. You can define a rule with this action to
exclude a certain subset of notifications from a more encompassing rule.
If your rule action is Reassign,, select the type of user to whom you want to reassign the
notifications. Then select the user you want within that type. Finally, specify whether you
want to delegate or transfer the notifications.
Note: The assignee types correspond to the originating system partitions in the Oracle
Workflow directory service.
Then If your rule action is Respond, set the values with which you want to
automatically respond.
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Chapter 8 - Page 46
Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them.
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Modify the Vacation Proposal workflow process that you created in the Creating a Workflow
Process practice. First, create an HTML body for the Vacation Proposal message.
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Chapter 8 - Page 48
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
In the navigator tree, open your XX Vacation Proposal item type and select the Vacation
Proposal message.
4.
Open the property pages for the Vacation Proposal message and select the Body tab. Within
the Body tab, select the HTML Body tab.
5.
Enter an HTML-formatted version of your message. You can use the Import button to
import a sample HTML body from the wfvacxx.html sample solution file on your file
system. Click OK.
6.
In the Navigator window, click the Verify button to verify your workflow.
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9.
Click OK.
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Click OK.
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Chapter 8 - Page 49
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12. Drag and drop the Alternate From Date and Alternate To Date item attributes onto the
Vacation Proposal message to create the corresponding message attributes. Set the Source
field for both alternate date attributes to Respond.
13. Open the property pages for the Vacation Rejected message. Select the Body tab:
Add the following message attribute tokens for the alternate from and to dates into the
message body before the comments token:
Alternate From Date: &ALT_FROM_DATE
Alternate To Date: &ALT_TO_DATE
14. Drag and drop the Alternate From Date and Alternate To Date item attributes onto the
Vacation Rejected message to create the corresponding message attributes. The Source field
for both alternate date attributes should be set to Send.
Adding a Loop to a Process
15. On the property pages for the Vacation Rejected message, select the Body tab and add the
text Do you want to resubmit your proposal? at the end of the message body. Then select
the Result tab. In the Display Name field for the result, enter "Resubmit Vacation
Proposal?". In the Lookup Type field, select Yes/No.
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16. Ensure that the Vacation Rejected message has From Date and To Date message attributes.
Set the Source field to Respond for these attributes.
17. Open the process diagram window.
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18. Double-click the Vacation Rejected FYI notification activity node. Change the display name
for the activity to "Vacation Rejected - Resubmit?". Change the result type for the activity to
Yes/No to match the message result.
19. Select the transition that connects the Vacation Proposal notification and the Vacation
Rejected - Resubmit? notification and drag the transition to create a vertex point. Select the
transition again and right-click it. Select the Locked option from the menu that appears. In
this way, you can avoid drawing a new transition on top of this one.
20. Delete the existing transition between the Vacation Rejected - Resubmit? node and the End
node. Draw a new transition from the Vacation Rejected - Resubmit? node to the End node
and select No from the transition results menu.
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21. Draw a new transition from the Vacation Rejected - Resubmit? node to the Vacation
Proposal node and select Yes from the transition results menu.
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Chapter 8 - Page 50
22. In the Navigator window, click the Verify button to verify your workflow. Because you
have defined all the underlying components for your process, the Workflow Builder should
not display any warnings. Click OK.
23. From the File menu, select Save to save your work to your workflow definition file.
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24. From the File menu, select Save As and save your item type to the class database, using the
database username, password, and connect string provided by the instructor.
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26. Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
27. Use the Developer Studio to launch your workflow process and test your work. You can use
the Worklist Web pages to view the notifications sent by the process and use the Status
Monitor Web pages to review the status of the process.
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Summary
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Worklist Flexfields
Chapter 9
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Worklist Flexfields
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Objectives
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Worklist Flexfields
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Worklist Flexfields
Note: Worklist flexfields are separate from the key flexfields and descriptive flexfields used in
Oracle Applications. For information about key and descriptive flexfields, see the Oracle
Applications Flexfields Guide.
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Phase Numbers
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Phase Numbers
Do not assign the same phase number to more than one rule for the same item type. To ensure
that the rules you want take effect, assign a different phase number to each rule for an item
type.
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Customization Levels
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Core Rules
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Core Rules
Although core rules cannot override or be overridden by limit and user rules, it is possible for a
core rule with a higher phase number to override a core rule for the same item type with a
lower phase number.
Core rules can map the following worklist flexfields columns.
Data type: Text
- PROTECTED_TEXT_ATTRIBUTE1
- PROTECTED_TEXT_ATTRIBUTE2
- PROTECTED_TEXT_ATTRIBUTE3
- PROTECTED_TEXT_ATTRIBUTE4
- PROTECTED_TEXT_ATTRIBUTE5
- PROTECTED_TEXT_ATTRIBUTE6
- PROTECTED_TEXT_ATTRIBUTE7
- PROTECTED_TEXT_ATTRIBUTE8
- PROTECTED_TEXT_ATTRIBUTE9
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Worklist Flexfields
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- PROTECTED_TEXT_ATTRIBUTE10
Data type: Number
- PROTECTED_NUMBER_ATTRIBUTE1
- PROTECTED_NUMBER_ATTRIBUTE2
- PROTECTED_NUMBER_ATTRIBUTE3
- PROTECTED_NUMBER_ATTRIBUTE4
- PROTECTED_NUMBER_ATTRIBUTE5
Data type: Form
- PROTECTED_FORM_ATTRIBUTE1
- PROTECTED_FORM_ATTRIBUTE2
- PROTECTED_FORM_ATTRIBUTE3
- PROTECTED_FORM_ATTRIBUTE4
- PROTECTED_FORM_ATTRIBUTE5
Data type: URL
- PROTECTED_URL_ATTRIBUTE1
- PROTECTED_URL_ATTRIBUTE2
- PROTECTED_URL_ATTRIBUTE3
- PROTECTED_URL_ATTRIBUTE4
- PROTECTED_URL_ATTRIBUTE5
Data type: Date
- PROTECTED_DATE_ATTRIBUTE1
- PROTECTED_DATE_ATTRIBUTE2
- PROTECTED_DATE_ATTRIBUTE3
- PROTECTED_DATE_ATTRIBUTE4
- PROTECTED_DATE_ATTRIBUTE5
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- NUMBER_ATTRIBUTE2
- NUMBER_ATTRIBUTE3
- NUMBER_ATTRIBUTE4
- NUMBER_ATTRIBUTE5
Data type: Form
- FORM_ATTRIBUTE1
- FORM_ATTRIBUTE2
- FORM_ATTRIBUTE3
- FORM_ATTRIBUTE4
- FORM_ATTRIBUTE5
Data type: URL
- URL_ATTRIBUTE1
- URL_ATTRIBUTE2
- URL_ATTRIBUTE3
- URL_ATTRIBUTE4
- URL_ATTRIBUTE5
Data type: Date
- DATE_ATTRIBUTE1
- DATE_ATTRIBUTE2
- DATE_ATTRIBUTE3
- DATE_ATTRIBUTE4
- DATE_ATTRIBUTE5
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These rules combine to produce a net set of four message attributes that you can display in a
Personal Worklist view for the Requisition item type.
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The phase number you enter for the rule specifies the order in which rules for the same
workflow item type take effect. Rules with a higher phase number override rules with a lower
phase number. Rules seeded by Oracle Applications use phase numbers from 1 to 99. You can
assign your rules phase numbers of 100 or higher.
Note: Do not assign the same phase number to more than one rule for the same item type. To
ensure that the rules you want take effect, assign a different phase number to each rule for an
item type.
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Chapter 9 - Page 23
and Selected lists, if you select at least one attribute with a particular internal name
and data type, all attributes that share that internal name and data type will be
included in the column mapping.
If you display message attributes of a different data type in the Available list, Oracle
Workflow still preserves the message attributes that you already added to the Selected list.
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- If you need to resolve any conflicts, you can return to the previous pages to update
the definition of this rule before finishing it, or you can update other rule definitions
after finishing this rule.
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If you search only by the Level option or the Workflow Type option, you must select a specific
value for that option. You cannot use one of these criteria with the Any value as your only
search option.
The Workflow Type, Message Attribute, and Column Name search options only list values for
which a rule exists.
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Check that no two rules for the same item type have the same phase number. To ensure
that the rules you want take effect, each rule for an item type must have a different phase
number.
To return to the simulation results, click the Return to Worklist Flexfields Rule Simulation
link.
If necessary, you can take action to resolve any conflicts.
To update a rule, click the update icon for that rule.
To create a new rule, click the Create Rule button.
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Assumptions
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility and a Workflow user responsibility. The user
name that you use to log in should have these responsibilities assigned to it.
The instructor will perform the necessary setup steps to provide the Personal Worklist
as a menu option on a Workflow user responsibility and to enable you to define
personalized worklist views. These setup steps include adding the Personal Worklist
function to the application menu for the responsibility, assigning the responsibility to a
user, and setting the Personalize Self-Service Defn profile option to Yes for that user.
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2.
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Chapter 9 - Page 38
3.
Query the menu for the Workflow User Web Applications responsibility by selecting View
> Query by Example > Enter. Enter FND_WFUSER as the menu name and then execute the
query by selecting View > Query by Example > Run to display the menu details.
4.
Scroll down to the last record and click the New record icon from the application toolbar. In
the new record, add the Personal Worklist function to the menu:
Seq: <Enter an appropriate sequence number>
Prompt: Personal Worklist
Submenu: <Leave this field blank>
Function: Personal Worklist (WF_WORKLIST_CUSTOM)
Grant: Checked
Note: There are two spaces between Personal and Worklist in the function name. If you
search by the function display name, ensure that you enter both spaces.
5.
In the navigator, select Security: User > Define to open the Users window.
7.
Query a user name by selecting View > Query by Example > Enter. Enter the user name and
then execute the query by selecting View > Query by Example > Run to display the user
details.
8.
Click the New record icon from the application toolbar and select the Workflow User Web
Applications responsibility.
9.
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10. In the navigator, select Profile > System to open the Find System Profile Values window.
11. Select the User check box and enter the user name to which you assigned the Workflow
User Web Applications responsibility.
12. Enter Personalize Self-Service Defn as the Profile and click Find.
13. Select Yes as the Personalize Self-Service Defn profile value in the User field.
14. Save your work and close the window.
Tasks
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Define a worklist flexfields rule based on the vacation item type that you created in the Creating
a Workflow Process practice.
Copyright Oracle, 2007. All rights reserved.
Worklist Flexfields
Chapter 9 - Page 39
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Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
2.
3.
On the Worklist Flexfields Rules page, click the Create Rule button.
4.
Enter the following values in the Create Worklist Flexfields Rule: Enter General Properties
page:
Rule Name: XXWFVACRULE
Display Name: XX Vacation Worklist Flexfields Rule
Status: Enabled
Phase: 110
Owner Name: XX Practices
Owner Tag: FND
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5.
In the Create Worklist Flexfields Rule: Set Filter Criteria page, search for the XX Vacation
Proposal item type that you created in the Creating a Workflow Process practice.
6.
Select the XX Vacation Proposal item type from the Available Filter Criteria list and move it
to the Selected Filter Criteria list. Click Next.
7.
In the Create Worklist Flexfields Rule: Select Message Attributes page, select the following
attributes from the Available list and move them to the Selected list:
Alternate From Date
Alternate To Date
From_Date
To_Date
Comments
8.
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Click Next.
In the Create Worklist Flexfields Rule: Map Attributes to Columns page, ensure the message
attributes are mapped to the following columns:
Alternate From Date: DATE_ATTRIBUTE1
Alternate To Date: DATE_ATTRIBUTE2
From_Date: DATE_ATTRIBUTE3
To_Date: DATE_ATTRIBUTE4
Comments: TEXT_ATTRIBUTE1
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Chapter 9 - Page 41
9.
Click Finish.
Click the Home global link to return to the Oracle E-Business Suite home page.
Click Go.
12. Review and verify which attributes are available in which worklist flexfields columns for
your item type based on your worklist flexfields rule.
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13. Return to the Oracle E-Business Suite home page and select the Workflow user
responsibility provided by the instructor.
Copyright Oracle, 2007. All rights reserved.
Worklist Flexfields
Chapter 9 - Page 42
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20. Define the following properties in the Column Properties region for your view:
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Click Apply.
Move the following columns from the Available Columns list to the Columns Displayed
list:
Alternate From Date
Alternate To Date
From Date
To Date
Comments
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Move the following columns from the Columns Displayed list to the Available Columns
list:
Due
From
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21. Define the following values in the Search Query to Filter Data in your Table region:
Select the Show table data when any condition is met option.
Copyright Oracle, 2007. All rights reserved.
Worklist Flexfields
Chapter 9 - Page 43
Select Type in the Add Another pull-down menu and click the Add button. For the Type
filter, select the contains filter operator and then enter XX Vacation Proposal as the
workflow type filter value.
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Chapter 9 - Page 44
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Summary
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Worklist Flexfields
Chapter 9 - Page 45
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Worklist Flexfields
Chapter 9 - Page 46
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Chapter 10
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Objectives
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WF_USERS View
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WF_USERS View
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WF_USERS View
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WF_ROLES View
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WF_ROLES View
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WF_ROLES View
If the e-mail address is null for a given role, notification mailers send an individual e-mail to
each user within the role.
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Chapter 10 - Page 12
WF_USER_ROLES View
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WF_USER_ROLES View
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WF_USER_ROLES View
The Assignment_Type column indicates how a user was assigned to membership in a role:
D: The user was directly assigned to this role.
I: The user inherited this role through membership in another role.
B: The user has both direct and inherited assignments to this role.
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Chapter 10 - Page 14
WF_USER_ROLES View
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WF_USER_ROLE_ASSIGNMENTS_V View
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WF_USER_ROLE_ASSIGNMENTS_V View
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Ad Hoc Users/Roles
The WF_DIRECTORY package contains the APIs supporting ad hoc users and roles,
including:
CreateAdHocUser()
CreateAdHocRole()
CreateAdHocRole2()
AddUsersToAddHocRole()
AddUsersToAddHocRole2()
RemoveUsersFromAdHocRole()
SetAdHocUserStatus()
SetAdHocRoleStatus()
SetAdHocUserExpiration()
SetAdHocRoleExpiration()
SetAdHocUserAttr()
SetAdHocRoleAttr()
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Loading Roles
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Loading Roles
To load roles:
1. In Oracle Workflow Builder, select Open from the File menu to connect to your database
and open the item type you want.
2. From the File menu, select Load Roles from Database.
3. Specify search criteria in the Find Roles field of the Role selection window and then click
Find.
4. Select the roles you want to load in the Query Results list, and click Add to add them to
the Loaded Roles list.
5. Click OK to load the roles and make them available to the objects in your open item type.
After you load roles from the database, you can expand the Directory Service branch in the
navigator tree to view information about the roles.
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Summary
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Chapter 11 - Page 1
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Objectives
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Chapter 11 - Page 4
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Function Activities
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Chapter 11 - Page 5
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Chapter 11 - Page 6
enqueue an entry onto the Inbound queue for a Workflow background engine to
consume and process to complete the function activity.
7. Specify the result type that contains the possible results that the function can return.
8. Optionally, specify a relative cost, in seconds, that represents how long the procedure
takes to run. If the cost exceeds the Workflow Engine threshold, the activity will be
deferred for later processing by a background engine.
9. Click Apply to save your changes.
10. Optionally, select the Details tab to display and modify additional activity details.
11. Optionally, select the Access tab to set the access levels allowed to modify this activity.
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Chapter 11 - Page 7
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Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them.
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In the Vacation Proposal item type that you created in the Creating a Workflow Process practice,
add a function activity that updates a schedule of planned vacations.
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Chapter 11 - Page 8
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Chapter 11 - Page 9
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
In the navigator tree, open your XX Vacation Proposal item type and open the process
diagram window for the Vacation Proposal process.
4.
Delete the transition between the Vacation Approved FYI node and the End (Approve)
node.
5.
Click the New Function button, position the cross-hair cursor between the Vacation
Approved FYI node and the End node, and click again to create a new function activity node
there and open the property pages for the node.
6.
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Note: As a workflow development standard, where possible, you should use the procedure
name of the function called by the activity as the internal name of the activity. For example,
the activity that calls the function WFVACXX.SCHEDULE_UPDATE should have the
internal name SCHEDULE_UPDATE.
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7.
8.
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Note: If you are defining a function activity during the process design phase and you do not
yet know the package and procedure name for the PL/SQL procedure you want the activity
to call, you can enter WF_STANDARD.NOOP as a placeholder in the Function Name field.
WF_STANDARD.NOOP is a standard Workflow PL/SQL procedure that sets the resultout
parameter to wf_engine.eng_completed and returns.
9.
Draw transitions from the Vacation Approved FYI node to the Update Vacation Schedule
node, and from the Update Vacation Schedule node to the End (Approve) node.
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10. To verify error handling information for the Vacation Proposal process, open the property
pages for the Vacation Proposal process and select the Details tab. Ensure that the error item
type is WFERROR and the error process is DEFAULT_ERROR. Click OK.
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11. In the Navigator window, click the Verify button to verify your workflow.
Copyright Oracle, 2007. All rights reserved.
Chapter 11 - Page 10
12. From the File menu, select Save to save your work to your workflow definition file.
13. From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
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15. Copy and edit the sample table creation script named wfvacxxc.sql. Open a copy of the
sample file and replace all instances of XX with your own terminal number. Save the file
and rename it by replacing xx with your terminal number.
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Chapter 11 - Page 11
17. Log in to SQL*Plus using the database user name, password, and connect string provided by
the instructor. Run the table creation, package specification, and package body scripts in that
order by entering the following commands from the directory where the scripts are located:
@wfvacxxc
@wfvacxxs
@wfvacxxb
Alternatively, you can run the scripts from the default prompt if you include the directory
path for the scripts in the commands. For example, if your scripts are located in the E:\Labs
folder, then enter the following commands:
@E:\Labs\wfvacxxc
@E:\Labs\wfvacxxs
@E:\Labs\wfvacxxb
Note: You can ignore the table or view does not exist error in the output from the first
script, wfvacxxc. The script follows programming standards that require attempting to
drop the table before attempting to create it, to remove any preexisting table of that name.
After this error message, you should see messages indicating that the table and index have
been successfully created.
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18. Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
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19. Use the Developer Studio to launch your workflow process and test your work. You can use
the Worklist Web pages to view the notifications sent by the process and approve the
vacation proposal, and use the Status Monitor Web pages to review the status of the process.
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Use SQL*Plus to verify that the appropriate row was inserted into your
WFVACXX_VACATION_SCHEDULE table. Enter the following command:
select * from WFVACXX_VACATION_SCHEDULE;
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Chapter 11 - Page 12
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Chapter 11 - Page 13
queue message payload can include activity attribute name and value pairs with updated
values. The Workflow background engine consumes and processes the inbound message
and completes the original function activity.
Note: The Outbound and Inbound queues used for external function activities are separate
from the queues used for the Business Event System. Also, a message in this context is
different from the messages associated with notification activities.
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Chapter 11 - Page 14
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Chapter 11 - Page 15
Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them.
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Load the PL/SQL package containing the predefined PL/SQL procedure for the function activity
to call.
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Chapter 11 - Page 16
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Chapter 11 - Page 17
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If you have not already done so, copy and edit the sample package specification and body
scripts. The sample scripts are named wfvacxxs.sql and wfvacxxb.sql, respectively. They
create a package named WFVACXX that contains all the sample PL/SQL procedures for all
practices in this course. The procedure specific to this practice is
WFVACXX.CHECK_APPROVER. Open a copy of each sample file and replace all
instances of XX with your own terminal number. Save the files and rename them by
replacing xx with your terminal number.
The WFVACXX.CHECK_APPROVER procedure checks whether the approver is the same
as the requestor.
Note: If you have already copied, edited, and run the complete sample package specification
and body scripts containing all the sample procedures for all practices, you do not need to
repeat these steps.
2.
If you have not already done so, log in to SQL*Plus using the database user name,
password, and connect string provided by the instructor. Run the package specification and
package body scripts in that order by entering the following commands from the directory
where the scripts are located:
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@wfvacxxs
@wfvacxxb
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Alternatively, you can run the scripts from the default prompt if you include the directory
path for the scripts in the commands. For example, if your scripts are located in the E:\Labs
folder, then enter the following commands:
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@E:\Labs\wfvacxxs
@E:\Labs\wfvacxxb
4.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
5.
Open the process diagram window for the Vacation Proposal process.
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6.
Delete the transition between the Start node and the Vacation Proposal node.
Chapter 11 - Page 18
7.
Click the New Function button, position the cross-hair cursor between the Start node and the
Vacation Proposal node, and click again to create a new function activity node there and
open the property pages for the node.
8.
9.
10. Enter the package and procedure name WFVACXX.CHECK_APPROVER as the function
name for the activity.
11. Select the Yes/No result type for the activity.
12. Click OK.
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14. Draw a transition from the Approver Same as Requestor? node to the Vacation Proposal
node and select No from the transition results menu.
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15. Create a new End node by dragging the End function from the Standard item type in the
navigator tree into the process diagram. Open the property pages for the node, and select the
Node tab. In the Start/End field, select End. In the Result field, select Reject.
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Using multiple End nodes can help simplify your diagram and uniquely identify which End
activity is executed when different paths through a process can terminate with the same
result. For example, the Vacation Proposal can now end with a result of Reject for two
unique reasons:
A vacation proposal is submitted with the approval equal to the requestor.
A vacation proposal is rejected by the approver.
16. Draw a transition from the Approver Same as Requestor? node to the new End node and
select either Yes or <Default> from the transition results menu.
17. In the Navigator window, click the Verify button to verify your workflow.
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18. From the File menu, select Save to save your work to your workflow definition file.
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Chapter 11 - Page 19
19. From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
20. Close the data store.
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21. Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
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22. Use the Developer Studio to launch your workflow process and test your work. You can use
the Worklist Web pages to view the notifications sent by the process, and use the Status
Monitor Web pages to review the status of the process.
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First, run the process and enter the same role for the requestor and the approver. The
process should end with a result of Reject, and no notification should be sent.
Then, run the process again and enter different roles for the requestor and the approver.
The process should proceed to send the Vacation Proposal notification to the approver.
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Chapter 11 - Page 20
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Chapter 11 - Page 21
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Chapter 11 - Page 22
if (funcmode=CANCEL) then
<your CANCEL executable statements>
resultout:=COMPLETE;
return;
endif;
if (funcmode=SKIP) then
<your SKIP executable statements>
resultout:=COMPLETE:<result>;
return;
endif;
if (funcmode=RETRY) then
<your RETRY executable statements>
resultout:=COMPLETE:<result>;
return;
endif;
...
exception
when others then
WF_CORE.CONTEXT(<package name>, <procedure name>,
<itemtype>, <itemkey>,
to_char(<actid>), <funcmode>);
raise;
end <procedure name>;
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Chapter 11 - Page 23
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Chapter 11 - Page 24
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Chapter 11 - Page 25
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Chapter 11 - Page 26
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Chapter 11 - Page 27
Exception Handling
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Exception Handling
If an activity encounters an error, information about the error is stored in the following
columns in the WF_ITEM_ACTIVITY_STATUSES table, which are viewable from the Status
Monitor.
ERROR_NAME
ERROR_MESSAGE
ERROR_STACK
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Chapter 11 - Page 28
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Chapter 11 - Page 29
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Chapter 11 - Page 30
Note: The Details tab also displays the effective date and version of the activity. You set the
effective date when you save your changes using the Save As option in the File menu. All your
activity modifications share the same effective date when you save. The version number of the
activity is maintained by Oracle Workflow.
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Chapter 11 - Page 31
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Error Handling
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Error Handling
Oracle Workflow provides an item type called System: Error which contains processes that you
can use for generic error handling.
Default Error Process
Retry-only Process
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Chapter 11 - Page 32
Looping
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Looping
To handle a revisited activity, the Workflow Engine can:
Ignore the activity and stop further processing of the thread, so that in effect, the activity
can only run once.
Reset the loop to the loop point before re-executing by first running cancel logic to undo
the activities within the loop.
Loop through the activities to the loop point, re-executing each one without running
cancel logic to undo any previous logic. The Loop option results in faster performance
than Reset, so the Loop option is recommended if the activities within the loop can be reexecuted without first having their status reset by cancel logic.
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Chapter 11 - Page 33
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Chapter 11 - Page 34
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Chapter 11 - Page 35
Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them.
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Tasks
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Create a subprocess within the Vacation Proposal workflow process that you created in the
Creating a Workflow Process practice. The subprocess should use the standard Start, Assign,
And, and End activities from the Standard item type.
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Chapter 11 - Page 36
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Chapter 11 - Page 37
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
4.
Open the property pages for the From Date message attribute associated with the Vacation
Rejected message and set the Source field to Send. The requestor will now no longer
respond to this message with a new from date; instead, the From Date attribute will be
automatically set to the alternate from date suggested by the approver.
5.
Open the property pages for the To Date message attribute associated with the Vacation
Rejected message and set the Source field to Send. The requestor will now no longer
respond to this message with a new to date; instead, the To Date attribute will be
automatically set to the alternate to date suggested by the approver.
6.
7.
Click OK.
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8.
Open the process diagram window for the XX Vacation Proposal Process.
9.
Delete the transition between the Vacation Rejected - Resubmit? node and the Vacation
Proposal node.
10. Drag the Reset Dates and Comments process activity into the process diagram between the
Vacation Rejected - Resubmit? node and the Vacation Proposal node.
11. Draw a transition from the Vacation Rejected - Resubmit? node to the Reset Dates and
Comments node and select Yes from the transition results menu.
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12. Draw a transition from the Reset Dates and Comments node to the Vacation Proposal node.
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13. Double-click the Reset Dates and Comments node to display the process diagram window.
Chapter 11 - Page 38
14. Create a Start node by dragging the Start function from the Standard item type in the
navigator tree into the Reset Dates and Comments process diagram window. Double-click
the new Start node and select the Node tab. In the Start/End field, select Start.
15. Create five Assign nodes by dragging the Assign function from the Standard item type in the
navigator tree into the process diagram window five times.
16. Create an And node by dragging the And function from the Standard item type in the
navigator tree into the process diagram window.
17. Create an End node by dragging the End function from the Standard item type in the
navigator tree into the process diagram window. Double-click the new End node and select
the Node tab. In the Start/End field, select End.
18. Draw a transition from the Start node to the first Assign node.
19. Draw a transition from the first Assign node to the second Assign node.
20. Draw transitions from the second Assign node to the third, fourth, and fifth Assign nodes.
This design specifies that the last three Assign nodes can be processed in parallel.
21. Draw transitions from the third, fourth, and fifth Assign nodes to the And node. This design
specifies that the process should not continue until all three of these Assign nodes have been
completed.
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22. Draw a transition from the And node to the End node.
Defining Assign Activity Nodes
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23. Double-click the first Assign node and select the Node tab. Enter Assign value from
Alternate From Date attribute to From Date as the comment for the node and click Apply.
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24. Select the Node Attributes tab. In the Attribute region, define the following properties for
the Item Attribute activity attribute:
Name: Item Attribute
Type: Constant
Value: From Date
Click Apply.
25. Next, in the Attribute region, define the following properties for the Date Value activity
attribute:
Name: Date Value
Type: Item Attribute
Value: Alternate From Date
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Click OK.
Chapter 11 - Page 39
26. Double-click the second Assign node and select the Node tab. Enter Assign value from
Alternate To Date attribute to To Date as the comment for the node and click Apply.
27. Select the Node Attributes tab. In the Attribute region, define the following properties for
the Item Attribute activity attribute:
Name: Item Attribute
Type: Constant
Value: To Date
Click Apply.
28. Next, in the Attribute region, define the following properties for the Date Value activity
attribute:
Name: Date Value
Type: Item Attribute
Value: Alternate To Date
Click OK.
29. Double-click the third Assign node and select the Node tab. Enter Clear value provided by
approver from Alternate From Date as the comment for the node and click Apply.
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30. Select the Node Attributes tab. In the Attribute region, define the following properties for
the Item Attribute activity attribute:
Name: Item Attribute
Type: Constant
Value: Alternate From Date
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Click Apply.
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31. Next, in the Attribute region, define the following properties for the Date Value activity
attribute:
Name: Date Value
Type: Constant
Value: (Leave this field blank)
Click OK.
32. Double-click the fourth Assign node and select the Node tab. Enter Clear value provided by
approver from Alternate To Date as the comment for the node and click Apply.
33. Select the Node Attributes tab. In the Attribute region, define the following properties for
the Item Attribute activity attribute:
Name: Item Attribute
Type: Constant
Value: Alternate To Date
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Click Apply.
Copyright Oracle, 2007. All rights reserved.
Chapter 11 - Page 40
34. Next, in the Attribute region, define the following properties for the Date Value activity
attribute:
Name: Date Value
Type: Constant
Value: (Leave this field blank)
Click OK.
35. Double-click the fifth Assign node and select the Node tab. Enter Clear value provided by
approver from Comments as the comment for the node and click Apply.
36. Select the Node Attributes tab. In the Attribute region, define the following properties for
the Item Attribute activity attribute:
Name: Item Attribute
Type: Constant
Value: Comments
Click Apply.
37. Next, in the Attribute region, define the following properties for the Date Value activity
attribute:
Name: Text Value
Type: Constant
Value: (Leave this field blank)
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Click OK.
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38. In the Navigator window, click the Verify button to verify your workflow.
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39. From the File menu, select Save to save your work to your workflow definition file.
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Chapter 11 - Page 41
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40. From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
41. Close the data store.
42. Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
43. Use the Developer Studio to launch your workflow process and test your work. You can use
the Worklist Web pages to view the notifications sent by the process and use the Status
Monitor Web pages to review the status of the process.
As the approver, reject the initial vacation proposal and provide alternate from and to
dates and comments.
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Chapter 11 - Page 42
As the approver, review the new vacation proposal. The From Date and To Date should
now be set to the alternate dates that you provided earlier. The Alternate From Date,
Alternate To Date, and Comments should now be null again.
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Chapter 11 - Page 43
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Summary
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Chapter 11 - Page 44
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Workflow Engine
Chapter 12
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Workflow Engine
Chapter 12 - Page 1
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Workflow Engine
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Chapter 12 - Page 3
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Objectives
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Workflow Engine
Chapter 12 - Page 4
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Workflow Engine
Chapter 12 - Page 5
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Workflow Engine
Chapter 12 - Page 6
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Workflow Engine
Chapter 12 - Page 7
You can also use the Workflow Engine bulk APIs to initiate several instances of the same
workflow process at once. Call WF_ENGINE_BULK.CreateProcess and
WF_ENGINE_BULK.StartProcess if you want to set item attributes after creating and
before starting the processes, or call WF_ENGINE_BULK.FastForward to create multiple
new processes and begin executing them at a specified activity stage.
Oracle Workflow also includes the Developer Studio to let you manually initiate a
workflow process. The Developer Studio is intended for use by a workflow developer or
administrator to test workflow processes in a development environment.
Example
The following example shows how to initiate a process using the CreateProcess,
SetItemUserKey, SetItemAttribute, SetItemOwner, and StartProcess APIs.
wf_engine.CreateProcess( ItemType => ItemType,
ItemKey => ItemKey,
process => WorkflowProcess );
-wf_engine.SetItemUserKey ( ItemType => ItemType,
ItemKey => ItemKey,
UserKey => ItemUserKey);
-wf_engine.SetItemOwner ( itemtype => itemtype,
itemkey => itemkey,
owner
=> ProcessOwner );
---- Initialize workflow item attributes
-wf_engine.SetItemAttrText ( itemtype => itemtype,
itemkey => itemkey,
aname
=> 'REQUISITION_NUMBER',
avalue
=> RequisitionNumber);
-wf_engine.SetItemAttrNumber ( itemtype => itemtype,
itemkey => itemkey,
aname
=> 'REQUISITION_AMOUNT',
avalue
=> RequisitionAmount );
--
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Chapter 12 - Page 8
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Chapter 12 - Page 9
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Chapter 12 - Page 10
If a background engine resumes the processing for a process that was deferred or timed
out, the background engine issues a commit after completing its processing. In this case,
the background engine is acting on behalf of the calling application.
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Activity Statuses
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Activity Statuses
Active: The activity is currently being executed. The topmost process will be active until
the entire process completes.
Complete: The activity executed successfully.
Waiting: The activity is waiting for dependencies to complete. An example is the AND
activity, where one incoming transition is complete but the activity is still waiting for
another required incoming transition to complete before it can be marked as complete.
Notified: The activity is waiting for a response from a notification, for an event message,
or for an external program to complete and call the Workflow Engine.
Deferred: The activity is deferred to a background engine for execution.
Error: The activity has encountered an error during execution.
Suspend: The activity is suspended from further execution.
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Chapter 12 - Page 12
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Background Engines
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Background Engines
Use the Workflow Manager component in Oracle Applications Manager to run background
engines by submitting the Workflow Background Process concurrent program.
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Chapter 12 - Page 14
Stuck Processes
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Stuck Processes
For example, a process could become stuck when:
A thread within a process leads to an activity that is not defined as an End activity but has
no other activity modeled after it, and no other activity is active.
A process with only one thread loops back, but the pivot activity of the loop has the On
Revisit property set to Ignore.
An activity returns a result for which no eligible transition exists. For instance, if the
function for a function activity returns an unexpected result value, and no default
transition is modeled after that activity, the process cannot continue.
Generally, you should run a separate background engine to check for stuck processes at less
frequent intervals than the background engine that you run for deferred or timed out activities,
normally not more often than once a day. Run the background engine to check for stuck
processes when the load on the system is low.
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Workflow Engine
Chapter 12 - Page 15
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Chapter 12 - Page 16
Deferred Processing
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Deferred Processing
The Workflow Engine integrates with Oracle Advanced Queuing to carry out deferred
processing. When the Workflow Engine encounters an activity for deferred processing, a
message is written to a separate deferred queue. The Background Engine consumes and
processes the deferred queue messages, executing and completing the deferred activity.
The Workflow Engine threshold is an externalized constant. You can force a process to be
deferred as soon as it is launched by lowering the Workflow Engine threshold level. For
example, if you want to launch a workflow process using the Workflow Engine APIs from a
database trigger, you must defer the process immediately in order to avoid issuing savepoints,
which are not allowed in a database trigger.
The following example shows how to defer a process immediately upon launching it.
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-- Set engine to defer everything to the background engine for this session
-- This provides faster user response time, at the expense of
-- delaying workflow progress until the background engine runs.
save_threshold := wf_engine.threshold;
wf_engine.threshold := -1;
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Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
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The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them.
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Modify the Vacation Proposal workflow process that you created in the Creating a Workflow
Process practice by defining timeout processing to transition to a loop counter, and on the third
loop, exit to approve the proposal automatically.
Running a Background Engine
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
Open the process diagram window for the Vacation Proposal process and open the property
pages for the Vacation Proposal notification activity node.
4.
Select the Node tab. In the Timeout region, select Relative Time as the type. For the value,
enter a short duration such as 1 minute for testing purposes. Click OK.
5.
Select the Loop Counter function activity in the Standard item type. To locate the Loop
Counter activity, you can choose Find from the Edit menu or press Ctrl+F. Enter Loop
Counter in the Search Text field, select the Display Name and Function check boxes, and
click the Search button. The Loop Counter activity will be automatically selected. Close the
Find window.
6.
Drag and drop the Loop Counter activity into the Vacation Proposal process diagram,
positioning it above the Vacation Proposal notification node.
7.
Open the property pages for the Loop Counter node and select the Node Attributes tab to set
the number of times the Workflow Engine should execute the loop. Select the Loop Limit
attribute. Select the type Constant and enter the value 2 for the attribute. Click OK.
8.
Draw a transition from the Vacation Proposal node to the Loop Counter node and select
<Timeout> from the transition results menu.
9.
Create a vertex point in the transition between the Vacation Proposal node and the Loop
Counter node.
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10. Draw a transition from the Loop Counter node back to the Vacation Proposal node and
select Loop from the transition results menu.
11. Draw a transition from the Loop Counter node to the Vacation Approved FYI node and
select Exit from the transition results menu.
12. In the Navigator window, click the Verify button to verify your workflow.
13. From the File menu, select Save to save your work to your workflow definition file.
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14. From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
15. Close the data store.
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16. Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
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17. Use the Developer Studio to launch your workflow process and test your work. You can use
the Worklist Web pages to view the notifications sent by the process, and use the Status
Monitor Web pages to review the status of the process.
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Verify your work by reviewing the Vacation Proposal notification on the Notification
Details Web page. The message header should now display both a sent date and a due
date. The interval between these times should be equal to the relative time value you
entered for the notification timeout. Write down the times for the sent date and due date.
To test your work, do not respond to the Vacation Proposal notification, but allow the
notification activity to time out instead by waiting for the timeout interval you specified
to elapse.
18. Run a background engine for your item type to process the timed out activity and allow the
process to continue. Run the background engine repeatedly to process timed out activities
for each execution of the loop. You can run a background engine through the Oracle
Workflow Manager component of Oracle Applications Manager. You can also run a
background engine using the WF_ENGINE.Background API.
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19. To run a background engine through Oracle Applications Manager to process timed out
activities:
Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
On the Workflow System page, select Background Engines from the Submit Request For
menu and click Go to submit the concurrent request through Oracle Self-Service Web
Applications.
Click Next in each remaining page of the wizard until the Summary page, and then click
Submit.
20. To run the WF_ENGINE.Background API to process timed out activities, open SQL*Plus
and enter the following command:
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21. Log in to Oracle Workflow as the requestor and use the Status Monitor Web pages to review
the status of the process. Check the activity history to verify that the process followed the
timeout transition to execute the Loop Counter activity.
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22. Allow the Vacation Proposal notification activity to time out again. Then run a background
engine again to process the timed out activity.
23. Use the Status Monitor Web pages to review the status of the process and verify that the
process followed the timeout transition to execute the Loop Counter activity a second time.
24. Allow the Vacation Proposal notification activity to time out again. Then run a background
engine again to process the timed out activity.
25. Use the Status Monitor Web pages to review the status of the process and verify that the
process followed the timeout transition to execute the Loop Counter activity a third time and
then followed the exit transition to execute the Vacation Approved FYI activity and the rest
of the process. Use the Worklist Web pages to review the notification sent by the Vacation
Approved FYI activity.
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Assumptions
The instructor will provide you with the connect string for the class database and the
user name and password of the Oracle Workflow database account.
The instructor will provide you with the user name and password of a user with
workflow administrator privileges. The workflow administrator is defined on the
Workflow Configuration page.
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The instructor will provide you with the URL for the login page and the name of a
Workflow administrator responsibility. The user name that you use to log in should
have this responsibility assigned to it.
The instructor will provide you with the names of users that you can assign as the
requestor and approver in the Vacation Proposal process. These user names should have
Workflow administrator and user responsibilities assigned to them.
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Modify the Vacation Proposal workflow process that you created in the Creating a Workflow
Process practice by implementing deferred processing for a function activity in the process. To
do so, set the function activity cost above the engine threshold to defer the activity when the
process is executed.
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2.
From the File menu, select Open to open the wfvacXX.wft data store that you defined in the
Creating a Workflow Process practice.
3.
Open the property pages for the Update Vacation Schedule function activity. Change the
cost for the activity to 100. Because this cost is above the default engine threshold of 50, the
activity will be deferred when the process is executed. Click OK.
4.
In the Navigator window, click the Verify button to verify your workflow.
5.
From the File menu, select Save to save your work to your workflow definition file.
6.
From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
7.
8.
Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
9.
Use the Developer Studio to launch your workflow process and test your work. You can use
the Worklist Web pages to view the notifications sent by the process, and use the Status
Monitor Web pages to review the status of the process.
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To test your work, log in as the approver and approve the Vacation Proposal notification.
Log in as the requestor and use the Status Monitor Web pages to review the status of the
process. The process should be stopped at the Update Vacation Schedule function
activity.
10. Run a background engine for your item type to process the deferred activity and allow the
process to continue. You can run a background engine through the Oracle Workflow
Manager component of Oracle Applications Manager. You can also run a background
engine using the WF_ENGINE.Background API.
11. To run a background engine through Oracle Applications Manager to process deferred
activities:
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Use a Web browser to connect to a Workflow administrator responsibility with the URL
provided by the instructor. Log in as a user with workflow administrator privileges.
Copyright Oracle, 2007. All rights reserved.
Workflow Engine
Chapter 12 - Page 34
On the Workflow System page, select Background Engines from the Submit Request For
menu and click Go to submit the concurrent request through Oracle Self-Service Web
Applications.
Click Next in each remaining page of the wizard until the Summary page, and then click
Submit.
12. To run the WF_ENGINE.Background API to process deferred activities, open SQL*Plus
and enter the following command:
Exec WF_ENGINE.Background('WFVACXX', NULL, NULL, TRUE, FALSE,
FALSE);
13. Log in to Oracle Workflow as the requestor and use the Status Monitor Web pages to view
the diagram for the process. The process should now have completed.
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14. To remove the deferred processing so that you will not need to run the background engine in
later practices, start the Oracle Workflow Builder, open the wfvacXX.wft data store, open
the property pages for the Update Vacation Schedule function activity, and change the cost
for the activity back to 0.
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15. In the Navigator window, click the Verify button to verify your workflow.
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16. From the File menu, select Save to save your work to your workflow definition file.
17. From the File menu, select Save As and save your item type to the class database, using the
database user name, password, and connect string provided by the instructor.
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Summary
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