Workflow Changes in 11.5.9
Atlanta OAUG
November 21, 2003
Atlanta, GA
Karen Brownfield
www.solutionbeacon.com
© 2003 Solution Beacon, LLC. All Rights Reserved.
Introduction
 Karen Brownfield
 Working with Oracle Applications over 12 years
 OAUG Director 11 years and Past President
 IOUC Pricing Council
© 2003 Solution Beacon, LLC. All Rights Reserved.
Global Preferences
• Gone
• Sync up Jinitiator parameters
• Declare Global Language, Date Format, Territory
• Added
• New ‘Send Me Electronic Mail Notifications’ option
• HTML Mail with attachments
• adds link to Notification page
• requires login to applications
• Sync with LDAP security
• Not needed unless using with non-Apps
databases
• Still “reserved for future use”
• Document Home Node
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services





WF_USERS, WF_ROLES, WF_USER_ROLES views across
WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES
WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated by
Directory sync programs or (with added patches) directly as
change is made
WF_LOCAL_USERS obsolete
New columns added
 Partition_id – gives source of data
 User_flag
New model available to earlier releases – patch 2956353 –
ensure prereq’s are met
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services
Partition Description
Orig_system User_ Sync
ID
flag
Patch
Ad-hoc users/roles Set by code
0
N
N/A
Custom users/roles that adds
Users linked to
employees
Users not linked to
employees
PER
2
Responsibilities
3
Employees not
linked to users
1
Y
2254357
FND_RESP
N
2254357
PER_ROLE
N
2900296
2987886
FND_USR
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services
Partition Description
ID
Positions
4
Orig_system User Sync
_flag Patch
POS
Not
N
released
5
MarketView
Approvals
AMV_APPR
N
Bulk only
6
MarketView
Channels
AMV_CHN
N
Bulk only
7
Engineering
Approval Lists
ENG_LIST
N
2130937
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services
Partition Description
ID
TCA Groups
8
9
10
Persons
Contacts
HZ_PARTY
Y
N
2902135
Federal HR
group boxes
GBX
N
2130875
HTB_SEC
N
PQH_ROLES
N
11
12
Orig_system User Sync
_flag Patch
HZ_GROUP
2902135
N
Position control
roles
© 2003 Solution Beacon, LLC. All Rights Reserved.
Not
released
Directory Services
Established through bulk sync
 If no patch for auto-sync listed, run
incremental sync program
 Log parameter – if not set to Yes, will
have to re-run bulk if re-do logs ever
applied

© 2003 Solution Beacon, LLC. All Rights Reserved.
New Profile options



Socket Listener Activated – must be Yes to launch
forms from email
Socket Listener Port – set at site level to port at
which forms should launch
FND: Notification Reassign Mode



Delegate – cannot choose Re-assign
Transfer – cannot choose Delegate – whether
hierarchy changes depends on workflow involved
Reassign – can choose Delegate or Transfer
© 2003 Solution Beacon, LLC. All Rights Reserved.
Notification Mailer




Must use OAM to setup
Upgrade moves .tag and .cfg into OAM
Requires IMAP4 email system for incoming (uses
SMTP outgoing)
 UNIX-based IMAP4 systems
 UW IMAP Server – Univ Washington
 Cyrus IMAP Server – Carnegie Mellon
Same Mailer does both individual and summary
notifications
© 2003 Solution Beacon, LLC. All Rights Reserved.
New Menus


OA Framework instead of PL/SQL Web Toolkit
Still PL/SQL Web Toolkit
 Find Processes - admin screen – should be
removed
 User Preferences
 Find Notifications – goes to old Worklist – admin
screen – should be removed
© 2003 Solution Beacon, LLC. All Rights Reserved.
New Menus

Workflow User Web Applications
 Seeded
 Worklist
 Advanced Worklist
 Self Service Workflow
• Home
• Status Monitor
• Notifications – same as Advanced Worklist
 Can be added
 Personal Worklist
© 2003 Solution Beacon, LLC. All Rights Reserved.
Worklist
Advanced Worklist
Personal Worklist
Choose View pulldown
Search
Personalize views
© 2003 Solution Beacon, LLC. All Rights Reserved.
Customize Personal Worklist


Duplicate View and customize - Duplicate
Customize seeded view – Create View
© 2003 Solution Beacon, LLC. All Rights Reserved.
Customize Personal Worklist




Select Columns
Advanced Settings
 Rename Columns
Change Sort Seq
Filter Messages
shown
© 2003 Solution Beacon, LLC. All Rights Reserved.
Enhanced Worklist Functions

Link attachments (images,
spreadsheets, video) to notifications
 Cannot be included in email
 Adds View link to Notification header
 Only viewable in new OA worklist
pages
© 2003 Solution Beacon, LLC. All Rights Reserved.
Enhanced Notification Detail
Page (non-email, OA)
Response buttons top/bottom page
 Display Next Notification After My
Response check box
 Return to Worklist link

© 2003 Solution Beacon, LLC. All Rights Reserved.
Self Service Workflow-Home




Top 5 notifications
due now
Routing Rules
Status of workflows
you own
Tabs
 Status Monitor
 Notifications –
same as worklist
© 2003 Solution Beacon, LLC. All Rights Reserved.
Self Service Workflow
Status Monitor

Monitor for workflows you own
© 2003 Solution Beacon, LLC. All Rights Reserved.
Routing Rules

Routing Rules
 Available from all worklist screens
 Can only create rules for <All> or
itemtypes currently in progress
© 2003 Solution Beacon, LLC. All Rights Reserved.
Notification Rules


Can add ‘Notification Rules’ function to
‘Workflow User’ menu
 Won’t display in Personal Home Page menu
Browser window
 <web agent>/wf_route.list
 <web agent> = apps login URL through
:<port>||/pls/<instance name>
 Example
http://sbllc2.solutionbeacon.net:23015/pls/a159vis1/wf_route.list
© 2003 Solution Beacon, LLC. All Rights Reserved.
Electronic Signatures



Can’t respond through e-mail
 Includes Link to go to OA based form
When reply to notification
 Confirmation page appears
 Enter username/password
Message Attribute - #WF_SIG_POLICY
 Triggers signature required
 Source - Send
© 2003 Solution Beacon, LLC. All Rights Reserved.
Electronic Signatures

Message attribute (continued)
 Type – Lookup
 Lookup Type – Signature Policy
 Default Value – Password Signature
• If set to Default, no signature
required
 Type – Text
 Default Value – PSIG_ONLY
• Internal value of above lookup value
© 2003 Solution Beacon, LLC. All Rights Reserved.
Electronic Signatures


Message attribute (continued)
 Can also define as item attribute
 Drag and Drop to message
 Can be set programatically
• To turn off, set value = DEFAULT
Message attribute - #WF_SIG_ID
 Stores the reply (password is secured)
 Oracle created – do not specify
© 2003 Solution Beacon, LLC. All Rights Reserved.
New Data Types for Message
Attributes
PL/SQL CLOB
 PDF or RTF
 (9i database) binary base64
 PL/SQL BLOB
 Images
 Other Application Files

© 2003 Solution Beacon, LLC. All Rights Reserved.
New Message Attributes
#WF_REASSIGN_LOV
 Type – Role
 Specifies users to whom message can
be reassigned
 #Hide_REASSIGN
 Type – Lookup or Text
 Lookup Type – Yes/No
 Hides Reassign button

© 2003 Solution Beacon, LLC. All Rights Reserved.
New Message Attributes


#FROM_ROLE
 Who sent the message
 Set programmatically to anyone
 If reassigned, set to original recipient
#HIDE_MORE_INFO
 Blocks Request Information Button on OA
Notification Detail page
 Request Info sends email to user/role
specified
© 2003 Solution Beacon, LLC. All Rights Reserved.
Developer Studio



Replaces Launch Processes
Select by Display or Internal Name
Click Run
© 2003 Solution Beacon, LLC. All Rights Reserved.
Developer Studio

Pick process, fill in attributes, click Run
Workflow at bottom
© 2003 Solution Beacon, LLC. All Rights Reserved.
Event System Enhancements


Licensed Flag
 Event, event subscription definition
 Event only fires if flag set for both
subscription and triggering event
Agent Listeners
 Service Components
 Run using Generic Service Mgmnt (GSM)
 Run through Workflow Mgr in OAM
© 2003 Solution Beacon, LLC. All Rights Reserved.
Event System Enhancements

Customization Level added
 Core
 No changes event/subscription
 Used for Oracle seeded
 Limit
 Can be Enabled/Disabled
 No Other Changes
 Used for Oracle seeded
© 2003 Solution Beacon, LLC. All Rights Reserved.
Event System Enhancements

Customization Level added (continued)
 User
 Full update
 Used for Customer defined
© 2003 Solution Beacon, LLC. All Rights Reserved.
Event System Enhancements

XML Loader (WFXLOAD)
 Supports download
 By event name alone
 Event name and owning app
 Owning app alone
 Does not touch items with customization
level of User
 Can use force upload mode to update
User level
© 2003 Solution Beacon, LLC. All Rights Reserved.
Event System Enhancements

New Standard Queue Handler
 WF_EVENT_OJMSTEXT_QH
 Uses SYS.AQ$_JMS_TEXT_MESSAGE
as payload type
 Enables JMS Text messages
 Inbound agent – WF_JMS_IN
 Outbound agent – WF_JMS_OUT
© 2003 Solution Beacon, LLC. All Rights Reserved.
New Documentation

Now 5 volumes
 Oracle Workflow Administrator’s Guide
 Setup, Security, Admin scripts
 Oracle Workflow API Reference
 Engine, Directory Service, Notification System, Business
Event System, Queue
 Oracle Workflow Developer’s Guide
 How to Use the Builder
 Oracle Workflow User’s Guide
 Notifications, Monitor own workflows
 Oracle Workflow Web Services Guide
 CRM Java Web Services setup
© 2003 Solution Beacon, LLC. All Rights Reserved.
Thank you!
If you have any questions or comments please contact us:
SBC Participant, <[email protected]>
Partner Participant, <partneremail@address>
For free Release 11i Tools please visit our website at:
www.solutionbeacon.com
© 2003 Solution Beacon, LLC. All Rights Reserved.