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Workflow Changes in 11.5.9

Workflow Changes in 11.5.9. Atlanta OAUG November 21, 2003 Atlanta, GA Karen Brownfield www.solutionbeacon.com. Introduction. Karen Brownfield Working with Oracle Applications over 12 years OAUG Director 11 years and Past President IOUC Pricing Council. Global Preferences. Gone

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Workflow Changes in 11.5.9

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  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. Directory Services © 2003 Solution Beacon, LLC. All Rights Reserved.

  6. Directory Services © 2003 Solution Beacon, LLC. All Rights Reserved.

  7. Directory Services © 2003 Solution Beacon, LLC. All Rights Reserved.

  8. 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.

  9. 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: NotificationReassign 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.

  10. 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.

  11. 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.

  12. 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.

  13. Worklist Advanced Worklist Personal Worklist Choose View pulldown Search Personalize views © 2003 Solution Beacon, LLC. All Rights Reserved.

  14. Customize Personal Worklist • Duplicate View and customize - Duplicate • Customize seeded view – Create View © 2003 Solution Beacon, LLC. All Rights Reserved.

  15. Customize Personal Worklist • Select Columns • Advanced Settings • Rename Columns • Change Sort Seq • Filter Messages shown © 2003 Solution Beacon, LLC. All Rights Reserved.

  16. 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.

  17. 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.

  18. 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.

  19. Self Service WorkflowStatus Monitor • Monitor for workflows you own © 2003 Solution Beacon, LLC. All Rights Reserved.

  20. 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.

  21. 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.

  22. 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.

  23. 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.

  24. 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.

  25. 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.

  26. 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.

  27. 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.

  28. Developer Studio • Replaces Launch Processes • Select by Display or Internal Name • Click Run © 2003 Solution Beacon, LLC. All Rights Reserved.

  29. Developer Studio • Pick process, fill in attributes, click Run Workflow at bottom © 2003 Solution Beacon, LLC. All Rights Reserved.

  30. 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.

  31. 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.

  32. Event System Enhancements • Customization Level added (continued) • User • Full update • Used for Customer defined © 2003 Solution Beacon, LLC. All Rights Reserved.

  33. 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.

  34. 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.

  35. 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.

  36. Thank you! • If you have any questions or comments please contact us: • SBC Participant, <participantemail@solutionbeacon.com> • Partner Participant, <partneremail@address> • For free Release 11i Tools please visit our website at: • www.solutionbeacon.com © 2003 Solution Beacon, LLC. All Rights Reserved.

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