© 2003 solution beacon, llc. all rights reserved. workflow changes in 11.5.9 atlanta oaug november...

© 2003 Solution Beacon, LLC. All Rights Reserved.

Workflow Changes in 11.5.9

Atlanta OAUGAtlanta OAUG

November 21, 2003November 21, 2003

Atlanta, GAAtlanta, GA

Karen BrownfieldKaren Brownfield

www.solutionbeacon.comwww.solutionbeacon.com


Introduction

Karen Brownfield Working with Oracle Applications over 12 years OAUG Director 11 years and Past President IOUC Pricing Council


• GoneGone• Sync up Jinitiator parametersSync up Jinitiator parameters• Declare Global Language, Date Format, Declare Global Language, Date Format, TerritoryTerritory

• AddedAdded• New ‘Send Me Electronic Mail Notifications’ New ‘Send Me Electronic Mail Notifications’ optionoption

• HTML Mail with attachmentsHTML Mail with attachments• adds link to Notification pageadds link to Notification page• requires login to applicationsrequires login to applications

• Sync with LDAP securitySync with LDAP security• Not needed unless using with non-Apps Not needed unless using with non-Apps databasesdatabases

• Still “reserved for future use”Still “reserved for future use”• Document Home NodeDocument Home Node

Global Preferences


Directory Services WF_USERS, WF_ROLES, WF_USER_ROLES views across WF_USERS, WF_ROLES, WF_USER_ROLES views across

WF_LOCAL_ROLES, WF_LOCAL_USER_ROLESWF_LOCAL_ROLES, WF_LOCAL_USER_ROLES WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated

by Directory sync programs or (with added patches) by Directory sync programs or (with added patches) directly as change is madedirectly as change is made

WF_LOCAL_USERS obsoleteWF_LOCAL_USERS obsolete New columns addedNew columns added

Partition_id – gives source of dataPartition_id – gives source of data User_flag User_flag

New model available to earlier releases – patch New model available to earlier releases – patch 2956353 – ensure prereq’s are met2956353 – ensure prereq’s are met


Directory Services

PartitioPartition IDn ID

DescriptionDescription Orig_systeOrig_systemm

UserUser_flag_flag

Sync Sync PatchPatch

00 Ad-hoc Ad-hoc users/rolesusers/roles

Custom Custom users/rolesusers/roles

Set by code Set by code that adds that adds

NN N/AN/A

11 Users linked to Users linked to employeesemployees

Users not linked Users not linked to employeesto employees

PERPER

FND_USRFND_USR

YY 22543522543577

22 ResponsibilitiesResponsibilities FND_RESPFND_RESP NN 22543522543577

33 Employees not Employees not linked to userslinked to users

PER_ROLEPER_ROLE NN 29002929002966

29878829878866


Directory Services



UserUser_flag_flag


44 PositionsPositions POSPOS NN Not Not releasereleasedd

55 MarketView MarketView ApprovalsApprovals

AMV_APPRAMV_APPR NN Bulk Bulk onlyonly

66 MarketView MarketView ChannelsChannels

AMV_CHNAMV_CHN NN Bulk Bulk onlyonly

77 Engineering Engineering Approval ListsApproval Lists

ENG_LISTENG_LIST NN 21309321309377


Directory Services



UserUser_flag_flag


88 TCA GroupsTCA Groups HZ_GROUPHZ_GROUP NN 29021329021355

99 PersonsPersons

ContactsContactsHZ_PARTYHZ_PARTY YY

NN29021329021355

1010 Federal HR Federal HR group boxesgroup boxes

GBXGBX NN 21308721308755

1111 HTB_SECHTB_SEC NN

1212 Position Position control rolescontrol roles

PQH_ROLESPQH_ROLES NN Not Not releasereleasedd


Directory Services

Established through bulk syncEstablished through bulk sync If no patch for auto-sync listed, run If no patch for auto-sync listed, run

incremental sync programincremental sync program Log parameter – if not set to Yes, Log parameter – if not set to Yes,

will have to re-run bulk if re-do will have to re-run bulk if re-do logs ever appliedlogs ever applied


New Profile options

Socket Listener Activated – must be Yes to Socket Listener Activated – must be Yes to launch forms from emaillaunch forms from email

Socket Listener Port – set at site level to port Socket Listener Port – set at site level to port at which forms should launchat which forms should launch

FND: NotificationFND: Notification Reassign ModeReassign Mode Delegate – cannot choose Re-assignDelegate – cannot choose Re-assign Transfer – cannot choose Delegate – Transfer – cannot choose Delegate –

whether hierarchy changes depends on whether hierarchy changes depends on workflow involvedworkflow involved

Reassign – can choose Delegate or TransferReassign – can choose Delegate or Transfer


Notification Mailer

Must use OAM to setupMust use OAM to setup Upgrade moves .tag and .cfg into OAMUpgrade moves .tag and .cfg into OAM Requires IMAP4 email system for incoming Requires IMAP4 email system for incoming

(uses SMTP outgoing)(uses SMTP outgoing) UNIX-based IMAP4 systemsUNIX-based IMAP4 systems

UW IMAP Server – Univ WashingtonUW IMAP Server – Univ Washington Cyrus IMAP Server – Carnegie MellonCyrus IMAP Server – Carnegie Mellon

Same Mailer does both individual and Same Mailer does both individual and summary notificationssummary notifications


New Menus

OA Framework instead of PL/SQL Web ToolkitOA Framework instead of PL/SQL Web Toolkit Still PL/SQL Web ToolkitStill PL/SQL Web Toolkit

Find Processes - admin screen – should be Find Processes - admin screen – should be removedremoved

User PreferencesUser Preferences Find Notifications – goes to old Worklist – Find Notifications – goes to old Worklist –

admin screen – should be removedadmin screen – should be removed


New Menus Workflow User Web ApplicationsWorkflow User Web Applications

SeededSeeded WorklistWorklist Advanced WorklistAdvanced Worklist Self Service WorkflowSelf Service Workflow

• HomeHome• Status MonitorStatus Monitor• Notifications – same as Advanced Notifications – same as Advanced

WorklistWorklist Can be addedCan be added

Personal Worklist Personal Worklist


Personal Worklist Choose View pulldown Search Personalize views

Worklist Advanced Worklist


Customize Personal Worklist

Duplicate View and customize - Duplicate View and customize - DuplicateDuplicate

Customize seeded view – Create ViewCustomize seeded view – Create View


Customize Personal Worklist Select ColumnsSelect Columns Advanced SettingsAdvanced Settings

Rename ColumnsRename Columns Change Sort SeqChange Sort Seq Filter Messages Filter Messages

shownshown


Enhanced Worklist Functions Link attachments (images, Link attachments (images,

spreadsheets, video) to notificationsspreadsheets, video) to notifications Cannot be included in email Cannot be included in email Adds View link to Notification headerAdds View link to Notification header Only viewable in new OA worklist Only viewable in new OA worklist

pagespages


Enhanced Notification Detail Page (non-email,

OA) Response buttons top/bottom pageResponse buttons top/bottom page Display Next Notification After My Display Next Notification After My

Response check boxResponse check box Return to Worklist linkReturn to Worklist link


Self Service Workflow-Home Top 5 notifications Top 5 notifications

due nowdue now Routing RulesRouting Rules Status of Status of

workflows you ownworkflows you own Tabs Tabs

Status MonitorStatus Monitor Notifications – Notifications –

same as worklistsame as worklist


Self Service WorkflowStatus Monitor

Monitor for workflows you ownMonitor for workflows you own


Routing Rules

Routing Rules Routing Rules Available from all worklist Available from all worklist

screensscreens Can only create rules for <All> Can only create rules for <All>

or itemtypes currently in or itemtypes currently in progressprogress


Notification Rules

Can add ‘Notification Rules’ function to Can add ‘Notification Rules’ function to ‘Workflow User’ menu‘Workflow User’ menu Won’t display in Personal Home Page menuWon’t display in Personal Home Page menu

Browser windowBrowser window <web agent>/wf_route.list<web agent>/wf_route.list

<web agent> = apps login URL <web agent> = apps login URL through :<port>||/pls/<instance name>through :<port>||/pls/<instance name>

ExampleExamplehttp://sbllc2.solutionbeacon.net:23015/pls/a159vis1/wf_route.listhttp://sbllc2.solutionbeacon.net:23015/pls/a159vis1/wf_route.list


Electronic Signatures

Can’t respond through e-mail Can’t respond through e-mail Includes Link to go to OA based formIncludes Link to go to OA based form

When reply to notificationWhen reply to notification Confirmation page appearsConfirmation page appears Enter username/passwordEnter username/password

Message Attribute - #WF_SIG_POLICYMessage Attribute - #WF_SIG_POLICY Triggers signature requiredTriggers signature required Source - SendSource - Send



Message attribute (continued)Message attribute (continued) Type – LookupType – Lookup

Lookup Type – Signature PolicyLookup Type – Signature PolicyDefault Value – Password SignatureDefault Value – Password Signature

• If set to Default, no signature If set to Default, no signature requiredrequired

Type – TextType – TextDefault Value – PSIG_ONLYDefault Value – PSIG_ONLY

• Internal value of above lookup Internal value of above lookup valuevalue



Message attribute (continued)Message attribute (continued) Can also define as item attributeCan also define as item attribute

Drag and Drop to messageDrag and Drop to messageCan be set programatically Can be set programatically

•To turn off, set value = DEFAULTTo turn off, set value = DEFAULT Message attribute - #WF_SIG_IDMessage attribute - #WF_SIG_ID

Stores the reply (password is secured)Stores the reply (password is secured) Oracle created – do not specifyOracle created – do not specify


New Data Types for Message Attributes

PL/SQL CLOBPL/SQL CLOB PDF or RTFPDF or RTF (9i database) binary base64(9i database) binary base64

PL/SQL BLOBPL/SQL BLOB ImagesImages Other Application FilesOther Application Files


New Message Attributes

#WF_REASSIGN_LOV#WF_REASSIGN_LOV Type – RoleType – Role Specifies users to whom Specifies users to whom

message can be reassignedmessage can be reassigned #Hide_REASSIGN#Hide_REASSIGN

Type – Lookup or TextType – Lookup or Text Lookup Type – Yes/NoLookup Type – Yes/No Hides Reassign buttonHides Reassign button


New Message Attributes

#FROM_ROLE#FROM_ROLE Who sent the messageWho sent the message

Set programmatically to anyoneSet programmatically to anyone If reassigned, set to original If reassigned, set to original

recipientrecipient #HIDE_MORE_INFO#HIDE_MORE_INFO

Blocks Request Information Button on Blocks Request Information Button on OA Notification Detail pageOA Notification Detail pageRequest Info sends email to Request Info sends email to

user/role specifieduser/role specified


Developer Studio

Replaces Launch ProcessesReplaces Launch Processes Select by Display or Internal NameSelect by Display or Internal Name Click RunClick Run


Developer Studio

Pick process, fill in attributes, click Run Pick process, fill in attributes, click Run Workflow at bottomWorkflow at bottom


Event System Enhancements Licensed FlagLicensed Flag

Event, event subscription definitionEvent, event subscription definition Event only fires if flag set for both Event only fires if flag set for both

subscription and triggering eventsubscription and triggering event Agent Listeners Agent Listeners

Service ComponentsService Components Run using Generic Service Mgmnt Run using Generic Service Mgmnt

(GSM)(GSM) Run through Workflow Mgr in OAMRun through Workflow Mgr in OAM


Event System Enhancements Customization Level addedCustomization Level added

Core Core No changes event/subscriptionNo changes event/subscriptionUsed for Oracle seededUsed for Oracle seeded

LimitLimitCan be Enabled/DisabledCan be Enabled/DisabledNo Other ChangesNo Other ChangesUsed for Oracle seededUsed for Oracle seeded


Event System Enhancements Customization Level added Customization Level added

(continued)(continued) UserUser

Full updateFull updateUsed for Customer definedUsed for Customer defined


Event System Enhancements XML Loader (WFXLOAD) XML Loader (WFXLOAD)

Supports downloadSupports downloadBy event name aloneBy event name aloneEvent name and owning appEvent name and owning appOwning app aloneOwning app alone

Does not touch items with Does not touch items with customization level of Usercustomization level of UserCan use force upload mode to Can use force upload mode to

update User levelupdate User level


Event System Enhancements New Standard Queue HandlerNew Standard Queue Handler

WF_EVENT_OJMSTEXT_QHWF_EVENT_OJMSTEXT_QH Uses Uses

SYS.AQ$_JMS_TEXT_MESSAGE as SYS.AQ$_JMS_TEXT_MESSAGE as payload typepayload type

Enables JMS Text messagesEnables JMS Text messagesInbound agent – WF_JMS_INInbound agent – WF_JMS_INOutbound agent – WF_JMS_OUTOutbound agent – WF_JMS_OUT


New Documentation Now 5 volumesNow 5 volumes

Oracle Workflow Administrator’s GuideOracle Workflow Administrator’s Guide Setup, Security, Admin scriptsSetup, Security, Admin scripts

Oracle Workflow API ReferenceOracle Workflow API Reference Engine, Directory Service, Notification System, Engine, Directory Service, Notification System,

Business Event System, QueueBusiness Event System, Queue Oracle Workflow Developer’s GuideOracle Workflow Developer’s Guide

How to Use the BuilderHow to Use the Builder Oracle Workflow User’s GuideOracle Workflow User’s Guide

Notifications, Monitor own workflowsNotifications, Monitor own workflows Oracle Workflow Web Services GuideOracle Workflow Web Services Guide

CRM Java Web Services setupCRM Java Web Services setup


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. workflow changes in 11.5.9 atlanta oaug november...

Documents

worklist screenscan

notification page

applications sync

old worklist admin screen

view link

roles views

workflow changes

page nonemail