Workflow 2.5

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Workflow 2.5
Susan Thomas
2002 NCOAUG TRAINING

• DARC Corporation

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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 lt procedure namegt (
• Itemtype in varchar2,
• Itemkey in varchar2,
• Actid in number,
• Funcmode in varchar2
• Resultout out varchar2) is
• ltlocal declarationsgt

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Writing the Code (cont.)

• Begin
• If (funcmode RUN) then
• ltthe statements for the RUN processgt
• Resultout COMPLETE ltresultgt
• Return
• Endif
• If (funcmode CANCEL) then
• ltthe statements for the CANCEL processgt
• Resultout COMPLETE ltresultgt
• 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 ProcessesSetup / 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