Workflow Functional Overview

8/13/2019 Workflow Functional Overview

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Release 11iWorkshopsDallas, TX Santa Clara, CA

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Oracle EOracle E--Business SuiteBusiness SuiteRelease 11Release 11ii

Workflow Functional OverviewWorkflow Functional Overview

Susan Behn

Karen Brownfield


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Workflow OverviewWorkflow Overview

Workflow User MenusWorkflow User MenusNotifications /Notifications / WorklistsWorklists

Workflow MonitorWorkflow Monitor

Routing / Notification / Vacation RulesRouting / Notification / Vacation Rules

Common Configuration IssuesCommon Configuration Issues

AgendaAgenda


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Workflow ComponentsWorkflow Components

EngineEnginecontrol processescontrol processes

MonitorMonitorview/administer current processesview/administer current processesNotificationsNotificationsnotify/prompt usersnotify/prompt users

Business EventsBusiness Eventstouch point to executetouch point to execute

procedures, start workflows and/or perform XMLprocedures, start workflows and/or perform XMLmessaging internally and externallymessaging internally and externally

Directory ServicesDirectory Servicesapproval and notification listsapproval and notification lists

LoaderLoaderimport/export workflowsimport/export workflows

BuilderBuilderdefine/modify workflowsdefine/modify workflows


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RolesUsers

Directory Services

NotificationServices

Send

Respond

Forward

Cancel

Query

Oracle Workflow Enabled Application

Oracle server (9.2.0.6)GSM, OEM

Workflow

Engine

Execution

Definition

Administration

Monitoring

Query

WorkflowBuilder

WorkflowLoader

WorkflowDefinition

Files

Workflow

DevelopmentClient

iAS

NotificationMailer

ApplicationServer

WebNotification

Worklist

WebMonitor

WebAnalysis

Tools

BrowserClient

MailApplications

AQ AQ AQ

AQ AQ AQ

Business EventsSystem

Send

Receive

Raise

Admin

Query

OAMOracle

Diagnostics

Workflow ComponentsWorkflow Components


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Workflow User Web ApplicationsWorkflow User Web Applications

SeededSeeded

Advanced WorklistAdvanced Worklist

Self Service WorkflowSelf Service Workflow

HomeHome

Status MonitorStatus Monitor

NotificationsNotifications same as Advanced Worklistsame as Advanced Worklist

New MenusNew Menus


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New MenusNew Menus

Workflow User Web (New)Workflow User Web (New)

SeededSeeded


HomeHome


NotificationsNotifications same as Advanced Worklistsame as Advanced Worklist

Can be addedCan be added

Personal WorklistPersonal Worklist


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Top 5 notificationsTop 5 notifications --dueduenownow

Vacation RulesVacation Rules

Worklist AccessWorklist Access

Status of workflows youStatus of workflows youownown

Switch UserSwitch User

TabsTabs


NotificationsNotificationssame assame asworklistworklist

Self Service WorkflowSelf Service WorkflowHomeHome


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NotificationsNotifications

Automatically Notify UsersAutomatically Notify Users

Alert users of exception conditionsAlert users of exception conditionsRespond to events that require human judgmentRespond to events that require human judgment

Send Notifications to individuals or rolesSend Notifications to individuals or roles

Change the participants in a role withoutChange the participants in a role withoutchanging the processchanging the process

Automatic Notification ForwardingAutomatic Notification Forwarding

When user is unavailable (vacation, sick leave)When user is unavailable (vacation, sick leave)When user wants to temporarily delegate a taskWhen user wants to temporarily delegate a task


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NotificationsNotifications

Recipient can:Recipient can:

Respond (or close if no action required)Respond (or close if no action required)

ForwardForward

Owner or original recipient not updatedOwner or original recipient not updated

If forwarded via email, workflow cant track, but records eventuIf forwarded via email, workflow cant track, but records eventualal

responders eresponders e--mail and respond message attributesmail and respond message attributes Transfer OwnershipTransfer Ownership

Cannot be done via email viewing of notificationCannot be done via email viewing of notification

Cannot Transfer AP Approval Management notificationsCannot Transfer AP Approval Management notifications

Oracle has enhancement request for AMEOracle has enhancement request for AME


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Extended HTMLExtended HTMLmessage formatsmessage formats

Open nextOpen next

NotificationNotificationwithoutwithout

Returning toReturning to

worklistworklist

SelfSelf--Service NotificationsService Notifications


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Electronic SignaturesElectronic Signatures

Cant respond through eCant respond through e--mail (11.5.9)mail (11.5.9)

Includes Link to go to OA based formIncludes Link to go to OA based form

When replying to notificationWhen replying to notification

Confirmation page appearsConfirmation page appears

Enter username/passwordEnter username/password

11.5.1011.5.10check out digital signature and attachcheck out digital signature and attach


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WorklistWorklist


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Advanced WorklistAdvanced Worklist


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Shows existing granteesShows existing grantees

Click Grant Worklist Access to addClick Grant Worklist Access to add


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Choose NameChoose Name

Leave All Employees and Users to avoid getting customerLeave All Employees and Users to avoid getting customer

contacts, etccontacts, etc End date optionalEnd date optional


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Personal WorklistPersonal Worklist

Choose ViewChoose View pulldownpulldown

SearchSearch

Personalize viewsPersonalize views


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Personalize Personal WorklistPersonalize Personal Worklist

To Duplicate View and customize, click DuplicateTo Duplicate View and customize, click Duplicate

To Customize seeded view, click Create ViewTo Customize seeded view, click Create View


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Select ColumnsSelect Columns

Advanced SettingsAdvanced Settings

Rename ColumnsRename Columns

Change Sort SequenceChange Sort Sequence

Filter MessagesFilter Messages

Customize Personal WorklistCustomize Personal Worklist


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Link attachments (images, spreadsheets, video) toLink attachments (images, spreadsheets, video) to

notificationsnotifications

Cannot be included in emailCannot be included in email

Adds View link to Notification headerAdds View link to Notification header

Only viewable in new OA worklist pagesOnly viewable in new OA worklist pages

Enhanced Worklist FunctionsEnhanced Worklist Functions


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Enhanced Notification Detail Page (nonEnhanced Notification Detail Page (non--

email, OA)email, OA)

Response buttons top/bottom pageResponse buttons top/bottom page

Display Next Notification After My ResponseDisplay Next Notification After My Responsecheck boxcheck box

Return to Worklist linkReturn to Worklist link


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Monitor for workflows you ownMonitor for workflows you own


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Click Participant Responses to view notification historyClick Participant Responses to view notification history



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Click Node to see infoClick Node to see info

about nodeabout node

Status tab shows errorStatus tab shows errormessagemessage

Notification tab says who itNotification tab says who it

went towent toUsage tab gives timeoutUsage tab gives timeout

infoinfo

Cant see attributesCant see attributes


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Going on Vacation?Going on Vacation?

Set up Routing / Vacation RulesSet up Routing / Vacation Rules

Routing / Vacation RulesRouting / Vacation Rules

Available from all worklist screensAvailable from all worklist screens

Can only create rules for orCan only create rules for or itemtypesitemtypes currently incurrently in

progressprogress

OWF rollup 2 or 11OWF rollup 2 or 11ii1010

Lookup TypeLookup TypeWF: Vacation Rule Item TypesWF: Vacation Rule Item TypesProfile optionProfile optionVacation Rules: Allow AllVacation Rules: Allow All


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Set up a Vacation RuleSet up a Vacation Rule

First query existing rules

Click Create Rule to add rule


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To create a rule that applies to all notifications,leave highlighted, click Next


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Pick Person to reassign to

Choose Delegate or Transfer

Optionally add comments

Click Apply


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To Create Rule for Specific Item Type or SpecificNotification, Pick the Item Type, press Next


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For all notifications for the Item Type, select

For a specific notification, highlight name, pressNext


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Add comments, auto-answer or choose person to send to,click Apply

Note: can override general rules for specific notification


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When rule uses responsibility as the role,notification is sent to all users of that responsibility

Once one person responds, notification is removedfrom all others in-basket

If multiple rules at same level exist, Oraclearbitrarily picks one



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Multiple rules are processed from most specific to leastMultiple rules are processed from most specific to least

specificspecific

MESSAGE_TYPE = and MESSAGE_NAME = MESSAGE_TYPE = and MESSAGE_NAME = MESSAGE_TYPE = and MESSAGE_NAME is nullMESSAGE_TYPE = and MESSAGE_NAME is null

MESSAGE_TYPE is null and MESSAGE_NAME is nullMESSAGE_TYPE is null and MESSAGE_NAME is null

If reassigned, rules are checked for new recipients list ofIf reassigned, rules are checked for new recipients list of

rulesrules



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Things to watch forThings to watch for

With ATG_PF.H RUP4, OAM forms do not performWith ATG_PF.H RUP4, OAM forms do not perform

new queries (unless refresh button pressed)new queries (unless refresh button pressed)

Ensure following programs are scheduledEnsure following programs are scheduled

Workflow Agent Activity Statistics concurrent ProgramWorkflow Agent Activity Statistics concurrent Program

Workflow Mailer Statistics Concurrent ProgramWorkflow Mailer Statistics Concurrent Program

Workflow Work items Statistics Concurrent ProgramWorkflow Work items Statistics Concurrent Program


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CloningCloning

All components are updatedAll components are updated

Notification MailerNotification Mailer

Turned offTurned off

Individual preferences need to be updatedIndividual preferences need to be updated

Test AddressTest AddressATG RUP3 changes configuration stepsATG RUP3 changes configuration steps

Notorious Business EventsNotorious Business Events

Oracle.apps.ar.hz.DQM.realtimesyncOracle.apps.ar.hz.DQM.realtimesync

MetaLink note 317454.1MetaLink note 317454.1

Oracle.apps.ar.transactionOracle.apps.ar.transaction.%.%

MetaLink notes 364585.1 and 301907.1MetaLink notes 364585.1 and 301907.1


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1111ii.10.10MUST be on ATG_PF.H RUP3 or RUP4MUST be on ATG_PF.H RUP3 or RUP4

Corruption in Directory sync tablesCorruption in Directory sync tables

Should periodically runShould periodically run

Workflow Directory Services User/Role ValidationWorkflow Directory Services User/Role Validation

Update Person NamesUpdate Person Names

Followed immediately by Workflow Directory SyncFollowed immediately by Workflow Directory Sync


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Workflows MUSTWorkflows MUST

be configuredbe configured

TimeoutsTimeouts

ExampleExample --

REQAPPRVREQAPPRV


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Workflows MUST be configuredWorkflows MUST be configured

PerformersPerformers

ExampleExampleAPEXPAPEXP


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Workflows MUSTWorkflows MUST

be configuredbe configured

AccountAccount

GeneratorsGenerators

If Using Projects,If Using Projects,

MUST customizeMUST customize

POWFPOAG,POWFPOAG,

POWFRQAG,POWFRQAG,

PAAPINVWPAAPINVW

No Notifications, noNo Notifications, no

deferred activitiesdeferred activities


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Workflows MUST beWorkflows MUST be

configuredconfigured

AttributesAttributes

ExampleExample

CREATEPO,CREATEPO,

POERRORPOERROR


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Common RequestsCommon Requests

Hide Request More InformationHide Request More Information

#HIDE_MOREINFO#HIDE_MOREINFOset value to Y (not Yes)set value to Y (not Yes)

Hide ReassignHide Reassign

#HIDE_REASSIGN#HIDE_REASSIGNset value to Y (not Yes)set value to Y (not Yes)

Remove Notification History (useful for FYI)Remove Notification History (useful for FYI)

#HISTORY#HISTORYleave value blankleave value blank


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WFERRORsWFERRORs that are openthat are open

bde_wf_clean_worklistbde_wf_clean_worklistMetaLink Note 255048.1MetaLink Note 255048.1

POERRORPOERRORduplicate script and replace nameduplicate script and replace name

Patching resetting Workflow Administrator toPatching resetting Workflow Administrator to

SYSADMINSYSADMIN

Nobody reading notifications to SYSADMINNobody reading notifications to SYSADMIN



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ErroredErrored workflowsworkflows

that are ignoredthat are ignored

Use OAM to checkUse OAM to check

countscounts


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Background Engine recommendationBackground Engine recommendation

Run Stuck by itself (timeout, deferred=N)Run Stuck by itself (timeout, deferred=N)

FrequencyFrequencyonce/day sufficient, once/hour minimumonce/day sufficient, once/hour minimum

Worklist on Home PageWorklist on Home Page

Can be a performance issueCan be a performance issue

Can be hidden through PersonalizationCan be hidden through Personalization

Make sure all admin menus presentMake sure all admin menus present


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Thank you!Thank you!

Susan [email protected]

Karen [email protected]


Real Solutions for the Real World.

Questions and AnswersQuestions and Answers


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Workflow Functional Overview