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					           Workflow 2.5
TRAINING
NCOAUG


               Susan Thomas
  2002




           DARC Corporation
                     Agenda
• 11i New Features
•   Diagramming a Process
•   Modifying an Existing Process
•   Notification Activities
•   Function Activities
•   Function Code
•   Process Activities
•   Workflow in Self-Service
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             11i New Features
• Top-Down Design
•   Quick Start Wizard
•   Launch Processes Web Page for Testing
•   Ability to Set User Preferences
•   Post-Notification Functions
•   Support for External Function Activities


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     11i New Features (cont.)

• Document Management System Integration
• Forced Synchronous Processes
• Advanced Queuing
• LOV for Performers




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Workflow Builder




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      Workflow Navigator
• Uses the Navigator Tree to list all of the
  components of an Item Type:
   – Attributes
   – Processes
   – Notifications
   – Functions
   – Messages
   – Lookup Types
• Displays the Standard Item Type.
• Displays the Directory Service.


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Workflow Navigator




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       Top-Down Design
• Quick Start Wizard assists you in creating the
  item type and process diagram.
• Use components to complete the diagram
  without fully defining the activities.
• Complete transitions to show the flow of the
  process.
• Allows you the ability to get a sign-off on the
  design before completing any activities.




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        Creating a Process
• Use the Quick Start Wizard:
   – Includes the Standard item type
   – Start node and End node
• Add additional nodes to the diagram.
• Customize a process node.
• Use transitions to complete the diagram.
• Use different labels/display modes in the Designer.



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   Notification Activities
• Used as a way to communicate with a user.
• May require a response from the performer.
• Defining a Notification Activity:
   – Function Name is a new feature of 2.5
     allowing you to to define a post-notification
     function.
   – Attach a message.
   – Expand Roles check box is checked for FYI
     notifications.
   – Set the performer.


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Defining a Notification




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               Timeouts
• Set the timeout for a notification if you require a
  response in a specified amount of time.
• Set the notification to timeout from the time the
  activity begins.
   – Days
   – Hours
   – Minutes
• Send the same notification, a new notification,
  or complete a function.
• Need to run a background engine to pick up
  activities that have timed out.

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Node Tab




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                 Attributes
• Used as parameters in the PL/SQL code.
• Need to be sure to type them exactly as they are
  in the code.
• Can be many different types:
   – Text
   – Number
   – Date
   – Lookup
   – Attribute
   – Role
   – URL
   – Form
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Attributes




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                  Messages
• Adding a message to a Workflow process:
   – Use an informative Subject line.
   – Use attributes in the Subject line as well as in
     the message.
   – Create a message for email AND/or HTML
     mail.
   – Need to assign a result type in order to
     provide buttons for a user.
   – Can contain a comments section by choosing
     a respond attribute.

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Defining a Message




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Defining the Message Body




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Result Tab




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Assign a Message to a Notification




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Details Tab




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                     Loops
• Ignore – activity will be run once.
• Reset – activity will run the cancel logic
  before running through the activities in the
  loop again.
• Loop – does not run the cancel logic.
  Therefore, results in faster performance.


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     Function Activities
• Adding a function activity:
  – Enter the function name – be careful
    of validation.
  – Choose a result type to define the
    branches of the activity.
  – Specify a relative cost or how long the
    procedure will take to run.


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Defining a Function Activity




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How to Incorporate Custom Code

          • ‘When-Button-Pressed’
            trigger.
          • Calls the Workflow process.
          • Information is passed from
            the form fields into
            attributes in the Workflow
            code.

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             Writing the Code
• Procedure < procedure name> (
  –   Itemtype      in     varchar2,
  –   Itemkey       in     varchar2,
  –   Actid         in     number,
  –   Funcmode in          varchar2
  –   Resultout     out varchar2) is
  –   <local declarations>

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           Writing the Code (cont.)
•   Begin
     If (funcmode = ‘RUN’) then
              <the statements for the RUN process>
              Resultout:= ‘COMPLETE: <result>’;
              Return;
           Endif;
           If (funcmode =‘CANCEL’) then
                 <the statements for the CANCEL process>
                 Resultout:= ‘COMPLETE: <result>’;
                 Return;
           Endif;



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      Process Activities
• Defining a process activity:
  – Choose a result type if the process is
    returning a result.
  – Set the End nodes once a result type is
    chosen.
  – Check the Runnable check box if the
    process is a top level process or the
    main process.

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Defining a Process Activity




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  Modifying an Existing Process
• Delete an existing transition.
• Add a function or a notification to the process
  diagram.
• Reconnect the activities.
• Customize the nodes.



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Launch Process Page




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Notification Worklist




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Notification Details




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Find Processes




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Process List




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Open a Process




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View Diagram




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View Subprocess Diagram Page




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User Preferences




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Locating Workflow Processes
  Setup / Purchasing / Document Types




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General Ledger Account Generator




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                   Conclusion
•   New features
•   Diagramming a process
•   Modifying an existing process
•   Diagramming activities
•   Launch process page
•   Notification worklist
•   View diagram
•   User preferences

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posted:11/30/2011
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