Customizing WF Process

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1Copyright Oracle Corporation, 2004. All rights reserved.

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Set correct lesson

number in the Title

Master.

Version: OU5_1.ppt

Released: 06_JULY_01

Customizing Workflow Processes


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1-2 Copyright Oracle Corporation, 2004. All rights reserved.

[Delete from Slide Master]Objectives

After completing this lesson, you should be able to do

the following:

Discuss the guidelines for customizing predefined

workflow processes. Understand the access protection feature of Oracle

Workflow.

Describe the types of customizations that are not

supported.

Preserve customizations during an upgrade.


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[Delete from Slide Master]Customizing Workflow Processes

You can use Oracle Workflow Builder to easily

modify or extend an existing business process

without changing its applications code.

When modifying any predefined workflow processprovided by Oracle, you must follow the

customization guidelines.

Test all customizations in a test system before

deploying in a production system.


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[Delete from Slide Master]Access Protection

Oracle Workflow uses a feature called access

protection to control modification of workflow

definitions.

Access protection: Allows customers of a workflow definition to modify

objects to meet their needs.

Prevents customers of a workflow definition from

modifying seed data objects.

Preserves legitimate customizations of workflowobjects during a workflow definition upgrade.


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[Delete from Slide Master]Access Levels

Each user of Oracle Workflow Builder operates the

system at a certain access level.

The access levels are defined as follows:

0-9: Reserved for Oracle Workflow 10-19: Reserved for Oracle Application Object

Library

20-99: Reserved for Oracle E-Business Suite

100-999: Reserved for customer organizations 1000: Public


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[Delete from Slide Master]Setting the Access Level

The access level defaults to 100 when Oracle

Workflow Builder is installed.

Oracle E-Business Suite customers should always

operate the Oracle Workflow Builder at an accesslevel of 100.

Standalone Oracle Workflow customers should

operation the Oracle Workflow Builder at an access

level of 100 or higher.

You can change your access level in the AboutOracle Workflow Builder dialog box available

from the Help menu.

Enter an integer value in the Access Level field

and click OK.


7/121-7 Copyright Oracle Corporation, 2004. All rights reserved.

[Delete from Slide Master]Setting Protection and Customization

Levels

Select the Access tab for an object in Oracle Workflow

Builder to display the Access property page.

The indicator bar provides a visual range of access

levels that can edit the object. The Levels region shows the customization, access,

and protection levels of the object based on the

settings in the Options region.

Use the Options region to set the protection and

customization levels of an object. Preserve Customizations

Lock at this Access Level



[Delete from Slide Master]Example of Access Protection

Assume you have an access level of 100.

Selected Options Resulting Level Edit Range

None

Customization = 0

Access = 100

Protection = 1000

0-1000

Preserve

Customizations

Customization = 100

Access = 100

Protection = 1000

100-1000

Lock at this

Access Level

Customization = 0

Access = 100Protection = 100

0-100

Both

Customization = 100

Access = 100

Protection = 100

100



[Delete from Slide Master]Unsupported Customizations

The following types of customizations are NOT

supported:

Modifying a workflow object that has a protection

level less than 100 Altering a workflow objects protection level if its

original protection level is less than 100

Changing your access level to an unauthorized level

of less than 100 for the purpose of modifying

workflow objects that are protected at levels lessthan 100



[Delete from Slide Master]Workflow Definitions Loader

The Workflow Definitions Loader is a program that

transfers workflow definitions between a flat file and

a database.

Oracle Workflow uses the Workflow DefinitionsLoader to perform seed data upgrades.

You can also use this program to preserve and back

up your process definitions to a flat file, or to upload

the definitions back into your database.

The mode of the Loader determines how it handlesobject customization and protection levels when

uploading workflow definitions to a database.



[Delete from Slide Master]Preserving Customizations

To ensure that your customizations are preserved

during an upgrade of Oracle Workflow:

Check your access level before you make your

modifications to the predefined workflow process.

Oracle E-Business Suite: 100 Standalone Oracle Workflow: 100 or higher

Set the appropriate options in the Access property

page for any object that you modify.

Oracle E-Business Suite: Select both the PreserveCustomizations and Lock at this Access Level options.

Standalone Oracle Workflow: Select the Preserve

Customizations option. Optionally select the

Lock at this Access Level option.


12/121 12 Copyright Oracle Corporation 2004 All rights reserved

[Delete from Slide Master]Summary

In this lesson, you should have learned how to:

Discuss the guidelines for customizing predefined

workflow processes.

Understand the access protection feature of OracleWorkflow.

Describe the types of customizations that are not

supported.

Preserve customizations during an upgrade.

Customizing WF Process

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