workflow functional overview
TRANSCRIPT
-
8/13/2019 Workflow Functional Overview
1/48
Release 11iWorkshopsDallas, TX Santa Clara, CA
Cincinnati, OH Denver, CO Atlanta, GADetroit, MI Las Vegas, NV
www.solutionbeacon.com
Oracle EOracle E--Business SuiteBusiness SuiteRelease 11Release 11ii
Workflow Functional OverviewWorkflow Functional Overview
Susan Behn
Karen Brownfield
-
8/13/2019 Workflow Functional Overview
2/48
22 2007 Solution Beacon, LLC. All Rights Reserved.
Are you an OAUG Member?Are you an OAUG Member?
Member Benefits include:Member Benefits include: AdvocacyAdvocacy opportunities to influence Oracle on product enhancements, usabiopportunities to influence Oracle on product enhancements, usability,lity,
new features, Oracle support, pricing and qualitynew features, Oracle support, pricing and quality
KnowledgeKnowledge that showcases the latest trends and techniques used by industrythat showcases the latest trends and techniques used by industryleaders through our national and regional events and our publicaleaders through our national and regional events and our publications, such astions, such as
OAUG Insight magazineOAUG Insight magazine CommunicationCommunication with other OAUG members worldwide through participation inwith other OAUG members worldwide through participation in
OAUG committees, leadership positions, interaction with Oracle COAUG committees, leadership positions, interaction with Oracle Corporation'sorporation'suser initiatives, frequent member surveys, and Oracle managementuser initiatives, frequent member surveys, and Oracle management briefingsbriefings
EducationEducation through the hundreds of careerthrough the hundreds of career--enhancing presentations in ourenhancing presentations in ourconference paper database archive, as well as discounts to confeconference paper database archive, as well as discounts to conferences andrences andOracle educationOracle education
NetworkingNetworking with Oracle customers, industry experts, thirdwith Oracle customers, industry experts, third--party software firms,party software firms,and other Oracle Applications specialists through our Member Datand other Oracle Applications specialists through our Member Database andabase andOnline Vendor DirectoryOnline Vendor Directory
-
8/13/2019 Workflow Functional Overview
3/48
33 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
4/48
44 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
5/48
55 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
6/48
66 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
7/48
77 2007 Solution Beacon, LLC. All Rights Reserved.
New MenusNew Menus
Workflow User Web (New)Workflow User Web (New)
SeededSeeded
Self Service WorkflowSelf Service Workflow
HomeHome
Status MonitorStatus Monitor
NotificationsNotifications same as Advanced Worklistsame as Advanced Worklist
Can be addedCan be added
Personal WorklistPersonal Worklist
-
8/13/2019 Workflow Functional Overview
8/48
88 2007 Solution Beacon, LLC. All Rights Reserved.
Top 5 notificationsTop 5 notifications --dueduenownow
Vacation RulesVacation Rules
Worklist AccessWorklist Access
Status of workflows youStatus of workflows youownown
Switch UserSwitch User
TabsTabs
Status MonitorStatus Monitor
NotificationsNotificationssame assame asworklistworklist
Self Service WorkflowSelf Service WorkflowHomeHome
-
8/13/2019 Workflow Functional Overview
9/48
99 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
10/48
1010 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
11/48
1111 2007 Solution Beacon, LLC. All Rights Reserved.
Extended HTMLExtended HTMLmessage formatsmessage formats
Open nextOpen next
NotificationNotificationwithoutwithout
Returning toReturning to
worklistworklist
SelfSelf--Service NotificationsService Notifications
-
8/13/2019 Workflow Functional Overview
12/48
1212 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
13/48
1313 2007 Solution Beacon, LLC. All Rights Reserved.
WorklistWorklist
-
8/13/2019 Workflow Functional Overview
14/48
1414 2007 Solution Beacon, LLC. All Rights Reserved.
Advanced WorklistAdvanced Worklist
-
8/13/2019 Workflow Functional Overview
15/48
1515 2007 Solution Beacon, LLC. All Rights Reserved.
Worklist AccessWorklist Access
Shows existing granteesShows existing grantees
Click Grant Worklist Access to addClick Grant Worklist Access to add
-
8/13/2019 Workflow Functional Overview
16/48
1616 2007 Solution Beacon, LLC. All Rights Reserved.
Worklist AccessWorklist Access
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
-
8/13/2019 Workflow Functional Overview
17/48
1717 2007 Solution Beacon, LLC. All Rights Reserved.
Personal WorklistPersonal Worklist
Choose ViewChoose View pulldownpulldown
SearchSearch
Personalize viewsPersonalize views
-
8/13/2019 Workflow Functional Overview
18/48
1818 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
19/48
1919 2007 Solution Beacon, LLC. All Rights Reserved.
Select ColumnsSelect Columns
Advanced SettingsAdvanced Settings
Rename ColumnsRename Columns
Change Sort SequenceChange Sort Sequence
Filter MessagesFilter Messages
Customize Personal WorklistCustomize Personal Worklist
-
8/13/2019 Workflow Functional Overview
20/48
2020 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
21/48
2121 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
22/48
2222 2007 Solution Beacon, LLC. All Rights Reserved.
Self Service WorkflowSelf Service Workflow
Status MonitorStatus Monitor
Monitor for workflows you ownMonitor for workflows you own
-
8/13/2019 Workflow Functional Overview
23/48
2323 2007 Solution Beacon, LLC. All Rights Reserved.
Click Participant Responses to view notification historyClick Participant Responses to view notification history
Workflow MonitorWorkflow Monitor
-
8/13/2019 Workflow Functional Overview
24/48
2424 2007 Solution Beacon, LLC. All Rights Reserved.
Workflow MonitorWorkflow Monitor
-
8/13/2019 Workflow Functional Overview
25/48
2525 2007 Solution Beacon, LLC. All Rights Reserved.
Workflow MonitorWorkflow Monitor
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
-
8/13/2019 Workflow Functional Overview
26/48
2626 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
27/48
2727 2007 Solution Beacon, LLC. All Rights Reserved.
Set up a Vacation RuleSet up a Vacation Rule
First query existing rules
Click Create Rule to add rule
-
8/13/2019 Workflow Functional Overview
28/48
2828 2007 Solution Beacon, LLC. All Rights Reserved.
Set up a Vacation RuleSet up a Vacation Rule
To create a rule that applies to all notifications,leave highlighted, click Next
-
8/13/2019 Workflow Functional Overview
29/48
2929 2007 Solution Beacon, LLC. All Rights Reserved.
Set up a Vacation RuleSet up a Vacation Rule
Pick Person to reassign to
Choose Delegate or Transfer
Optionally add comments
Click Apply
-
8/13/2019 Workflow Functional Overview
30/48
3030 2007 Solution Beacon, LLC. All Rights Reserved.
Set up a Vacation RuleSet up a Vacation Rule
To Create Rule for Specific Item Type or SpecificNotification, Pick the Item Type, press Next
-
8/13/2019 Workflow Functional Overview
31/48
3131 2007 Solution Beacon, LLC. All Rights Reserved.
Set up a Vacation RuleSet up a Vacation Rule
For all notifications for the Item Type, select
For a specific notification, highlight name, pressNext
-
8/13/2019 Workflow Functional Overview
32/48
3232 2007 Solution Beacon, LLC. All Rights Reserved.
Set up a Vacation RuleSet up a Vacation Rule
Add comments, auto-answer or choose person to send to,click Apply
Note: can override general rules for specific notification
-
8/13/2019 Workflow Functional Overview
33/48
3333 2007 Solution Beacon, LLC. All Rights Reserved.
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
Vacation RulesVacation Rules
-
8/13/2019 Workflow Functional Overview
34/48
3434 2007 Solution Beacon, LLC. All Rights Reserved.
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
Vacation RulesVacation Rules
-
8/13/2019 Workflow Functional Overview
35/48
3535 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
36/48
3636 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
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
-
8/13/2019 Workflow Functional Overview
37/48
3737 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
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
-
8/13/2019 Workflow Functional Overview
38/48
3838 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
Workflows MUSTWorkflows MUST
be configuredbe configured
TimeoutsTimeouts
ExampleExample --
REQAPPRVREQAPPRV
-
8/13/2019 Workflow Functional Overview
39/48
3939 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
Workflows MUST be configuredWorkflows MUST be configured
PerformersPerformers
ExampleExampleAPEXPAPEXP
-
8/13/2019 Workflow Functional Overview
40/48
4040 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
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
-
8/13/2019 Workflow Functional Overview
41/48
4141 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
Workflows MUST beWorkflows MUST be
configuredconfigured
AttributesAttributes
ExampleExample
CREATEPO,CREATEPO,
POERRORPOERROR
-
8/13/2019 Workflow Functional Overview
42/48
4242 2007 Solution Beacon, LLC. All Rights Reserved.
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
-
8/13/2019 Workflow Functional Overview
43/48
4343 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
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
Worklist AccessWorklist Access
-
8/13/2019 Workflow Functional Overview
44/48
4444 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
ErroredErrored workflowsworkflows
that are ignoredthat are ignored
Use OAM to checkUse OAM to check
countscounts
-
8/13/2019 Workflow Functional Overview
45/48
4545 2007 Solution Beacon, LLC. All Rights Reserved.
Things to watch forThings to watch for
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
-
8/13/2019 Workflow Functional Overview
46/48
4646 2007 Solution Beacon, LLC. All Rights Reserved.
Thank you!Thank you!
Susan [email protected]
Karen [email protected]
www.solutionbeacon.com
Real Solutions for the Real World.
Questions and AnswersQuestions and Answers
-
8/13/2019 Workflow Functional Overview
47/48
4747 2007 Solution Beacon, LLC. All Rights Reserved.
Complete Speaker Evaluations
Complete the Survey
Attend HP Social Hour4:15 5:30
Champs 1st Floor
Closing CommentsClosing Comments
-
8/13/2019 Workflow Functional Overview
48/48
Release 11iWorkshopsDallas, TX Santa Clara, CA
Cincinnati, OH Denver, CO Atlanta, GADetroit, MI Las Vegas, NV
www.solutionbeacon.com
Check out our new book:
Installing, Upgrading andMaintaining Oracle E-
Business SuiteApplications 11.5.10+
ITS HERE!Order from www.lulu.com
Sign Up For the SolutionBeacon Newsletter at
www.solutionbeacon.com