oracle workflow tutorial

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oracle workflow tutorial

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  • 1. Copyright Oracle Corporation, 2000. All rights reserved. Diagramming a Workflow Process

2. Copyright Oracle Corporation, 2000. All rights reserved. Objectives After this lesson you should be able to: Diagram a workflow process Incorporate standard activities in a process Review the process definition for the item type 3. Copyright Oracle Corporation, 2000. All rights reserved. Create a New Workflow Process Definition To create a new workflow process:To create a new workflow process: Define the item type of the processDefine the item type of the process Define item type attributes for the processDefine item type attributes for the process Define lookup types and lookup codesDefine lookup types and lookup codes Define messagesDefine messages Define message attributesDefine message attributes Define the activities in the process as Function,Define the activities in the process as Function, Notification, or ProcessNotification, or Process Diagram the relationship of the activitiesDiagram the relationship of the activities 4. Copyright Oracle Corporation, 2000. All rights reserved. Loading Roles 5. Copyright Oracle Corporation, 2000. All rights reserved. Diagramming a Process 1. To begin drawing a process diagram, you must display the process window. This can be done in several ways: a. Double-click on the process activity on the navigator tree. b. Select the process activity and press Ctrl + E. c. Select the process activity and choose Process Details from the Edit menu. d. Use the Quick Start Wizard to create a process activity and initial diagram with Start and End nodes. Each process diagram must have one or more Start activities and one or more End activities. 6. Copyright Oracle Corporation, 2000. All rights reserved. Quick Start Wizard 7. Copyright Oracle Corporation, 2000. All rights reserved. Diagramming a Process (continued) 2. Create a new node in the process by using one of the following methods: a. Select an activity (process, function or notification) from the navigator tree and drag it to the process window b. Choose from the New Function/Process/Notification toolbar button c. Choose Create Activity from the right mouse button menu while your cursor is in the process window 8. Copyright Oracle Corporation, 2000. All rights reserved. Show Label in Designer Menu Option 9. Copyright Oracle Corporation, 2000. All rights reserved. Display Modes Object Internal names Standard icons used for display 10. Copyright Oracle Corporation, 2000. All rights reserved. Diagramming a Process (continued) 3. Create a transition (arrow) between two nodes by holding down the right mouse button and dragging the cursor from the source activity to the destination activity. 4. Choose a result from the list of possible result codes that appear if the source activity has a result type defined. 11. Copyright Oracle Corporation, 2000. All rights reserved. Self-Looping Transitions Activity loops back to itself on Timeout 12. Copyright Oracle Corporation, 2000. All rights reserved. Transitions Simplify results branching with the transition 13. Copyright Oracle Corporation, 2000. All rights reserved. Transitions No Ye s Approve Re je ct Docume nt Approve d Docume nt Re je cte d End (Re je ct) End (Approve ) Re vie w Docume nt Sta rt Log Re vie w Automatic parallel branching with the transition 14. Copyright Oracle Corporation, 2000. All rights reserved. Top Down Design Palette permits creating processes, notifications or functions without underlying dependencies No need to specify function at this point 15. Copyright Oracle Corporation, 2000. All rights reserved. Top Down Design Functions can be created while designing Palette permits creating processes, notifications or functions without underlying dependencies No need to specify function at this point 16. Copyright Oracle Corporation, 2000. All rights reserved. Validation Performed by the Verify Command At least one Start and one End activity exists. A process does not contain itself as a process activity. The same subprocess is not being used twice in a process. All possible activity results are modeled as outgoing transitions. All activity nodes marked as END nodes do not have any outgoing transitions. 17. Copyright Oracle Corporation, 2000. All rights reserved. Validation Performed by the Verify Command (continued) Each notification activity's result type matches the lookup type defined for the message's RESULT message attribute. All message attributes referenced in a message body for token substitution exist in the message definition. All processes that reference objects from another item type verify the existence of requisite item attributes associated with that referenced item. 18. Copyright Oracle Corporation, 2000. All rights reserved. Editing a Transition 1. Select the transition you want to edit. 2. Click on the right mouse button to edit the transition Delete transition: deletes the selected transition Locked: toggles between locking and unlocking the transition from further edits Hidden label: toggles between displaying and hiding the transition label Straighten: straightens the transition by removing extra vertex points causing the bend Results: allows changing of result label already assigned 19. Copyright Oracle Corporation, 2000. All rights reserved. Editing a Transition (continued) 3. Repositioning a transition label: select the label with the mouse and drag to the new position 4. Bending a transition: select the transition and drag by holding down the left mouse button to create a vertex point. 5. Creating a self-looping transition: one of two ways Hold down right mouse button and drag mouse from source activity back to itself Draw a transition to some other activity, add a vertex point to the transition, then select the arrowhead with left mouse button and drag back to originating activity 6. Removing vertex point: select the vertex and drag over another to combine the two points 20. Copyright Oracle Corporation, 2000. All rights reserved. Customizing a Process Node 21. Copyright Oracle Corporation, 2000. All rights reserved. Setting Activity Attribute Values 22. Copyright Oracle Corporation, 2000. All rights reserved. Deleting Item Attributes You use workflow builder to delete item attributes from a workflow definition in a database To actually delete an attribute from the database you must be connected to that database. Deleting from a flat file and uploading it will not delete the attribute from the database 23. Copyright Oracle Corporation, 2000. All rights reserved. Standard Activities 24. Copyright Oracle Corporation, 2000. All rights reserved. Saving the Process Definition Always save the process definition to a flat file for source control. Before saving the process definition to the production database, save to a development database for testing. The Workflow Loader is a utility program that moves workflow definitions between database and flat files. It is used to move definitions between development and production databases, or to apply upgrades to existing definitions. 25. Copyright Oracle Corporation, 2000. All rights reserved. Reviewing the Process Definition 26. Copyright Oracle Corporation, 2000. All rights reserved. Version Compatibility All Oracle Workflow client modules automatically verify that the module is compatible with the version of the Oracle Workflow server that it is operating against. To determine which version of the Oracle Workflow server is running, connect to the Workflow server account using SQL/PLUS and execute the script wfver.sql 27. Copyright Oracle Corporation, 2000. All rights reserved. Display Name Conflicts If a nonunique display name is encountered during upload/upgrade, the Workflow Definition Loader automatically resolves the display name conflict by adding a @ character to the beginning of conflicting display names.