oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Defining a Notification ActivityDefining a Notification Activity


ObjectivesObjectives

After this lesson, you should be able to:

• Define a message

• Define a message attribute

• Define a notification activity

After this lesson, you should be able to:

• Define a message

• Define a message attribute

• Define a notification activity


Workflow TermsWorkflow Terms

• Notification Activity

– A step to communicate with a human being. A notification activity sends a message to a user containing the information needed to complete the work. The notification may or may not require a response from the recipient.

• Notification Activity

– A step to communicate with a human being. A notification activity sends a message to a user containing the information needed to complete the work. The notification may or may not require a response from the recipient.


Create a New Workflow Process Definition

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


Define a MessageDefine a Message


Define a Message (Continued)Define a Message (Continued)


Define a Message AttributeDefine a Message Attribute


Define a Respond AttributeDefine a Respond Attribute


Response Template in a Plain Text E-mail Notification

Response Template in a Plain Text E-mail Notification

Response Template in an HTML E-mail Notification

Response Template in an HTML E-mail Notification

Automatic generation of response template


Response Template in an HTML E-mail Notification (Continued)

Response Template in an HTML E-mail Notification (Continued)


Respond Attributes in the Notifications Web Page

Respond Attributes in the Notifications Web Page


Define a Notification ActivityDefine a Notification Activity


Standard Voting ActivityStandard Voting Activity


Define Notification Activity DetailsDefine Notification Activity Details


Define a Timeout for a NotificationDefine a Timeout for a Notification


Define a Dynamic Priority for a Notification

Define a Dynamic Priority for a Notification


Define a Performer for a NotificationDefine a Performer for a Notification


Practice OverviewPractice Overview

This practice covers the following topics:

• Planning a Notification Only Process

• Designing a Process Top Down

• Modifying an existing Workflow Definition

• Creating Item Attributes and Messages

• Setting Node Properties (message, performer, Start/End)


• Planning a Notification Only Process

• Designing a Process Top Down

• Modifying an existing Workflow Definition

• Creating Item Attributes and Messages

• Setting Node Properties (message, performer, Start/End)


Practice Overview ContinuedPractice Overview Continued

Create a process that:

• Starts.

• Sends a vacation proposal from a requestor to an approver prompting the proposal recipient to approve or reject. Also allows the approver to respond with comments.

• If the proposal is approved, sends a notification to the requestor reporting the vacation is approved.

• If the proposal is rejected, sends a notification to the requestor reporting the vacation is rejected.

• Ends.

Create a process that:

• Starts.

• Sends a vacation proposal from a requestor to an approver prompting the proposal recipient to approve or reject. Also allows the approver to respond with comments.

• If the proposal is approved, sends a notification to the requestor reporting the vacation is approved.

• If the proposal is rejected, sends a notification to the requestor reporting the vacation is rejected.

• Ends.


Guided Practice Planning a Notification Only Process

Guided Practice Planning a Notification Only Process

1. Start with a rough sketch of a process that:

a. sends a vacation proposal from a requestor to an approver and prompts him to approve or reject

b. on approve, sends a notification to the requestor reporting the vacation proposal is approved

c. on reject, sends a notification to the requestor reporting the vacation proposal is rejected

d. has two end points reflecting the approve and reject paths through the process

1. Start with a rough sketch of a process that:

a. sends a vacation proposal from a requestor to an approver and prompts him to approve or reject

b. on approve, sends a notification to the requestor reporting the vacation proposal is approved

c. on reject, sends a notification to the requestor reporting the vacation proposal is rejected

d. has two end points reflecting the approve and reject paths through the process


Guided PracticePlanning a Notification Only Process

Guided PracticePlanning a Notification Only Process

• A rough sketch of the Vacation Proposal process:• A rough sketch of the Vacation Proposal process:

StartStart

Vacation Vacation ProposalProposal

NotificationNotification

ApproveApprove

VacationVacationApprovedApproved

FYIFYIEndEnd

ApproveApprove

RejectReject

Vacation Vacation Rejected Rejected

FYIFYI

EndEndRejectReject


Guided PracticeModifying an Existing Definition

Guided PracticeModifying an Existing Definition

2. Modify your Item Type created in Practice 6-1, (internal name of “WFVACXX” where XX is the unique number assigned to your station).Expand the item type branches and open the Process Diagram window for your process.

Hints: To open your file datastore use menu option File -> Open … , Ctrl-O, or the Open icon on the Workflow Builder Navigator toolbar.

To open your process diagram, double-click on the Vacation Proposal process, or select the process and choose Process Details from the right-mouse-menu options.

2. Modify your Item Type created in Practice 6-1, (internal name of “WFVACXX” where XX is the unique number assigned to your station).Expand the item type branches and open the Process Diagram window for your process.

Hints: To open your file datastore use menu option File -> Open … , Ctrl-O, or the Open icon on the Workflow Builder Navigator toolbar.

To open your process diagram, double-click on the Vacation Proposal process, or select the process and choose Process Details from the right-mouse-menu options.


Guided PracticeDesigning a Process Top Down

Guided PracticeDesigning a Process Top Down

3. In the Builder Navigator, use Edit -> Find to locate the ‘End’ function in the Standard item type. Drag and drop this function into your process diagram to create an additional End node.

In the Builder Process Diagram, use the New Notification tool bar icon to create notification activity nodes. Delete the transition from the Start to End nodes. Draw new transitions between nodes according to your process sketch.

Hint: Use the Approval lookup type provided in the Standard item type for your response notification.

3. In the Builder Navigator, use Edit -> Find to locate the ‘End’ function in the Standard item type. Drag and drop this function into your process diagram to create an additional End node.

In the Builder Process Diagram, use the New Notification tool bar icon to create notification activity nodes. Delete the transition from the Start to End nodes. Draw new transitions between nodes according to your process sketch.

Hint: Use the Approval lookup type provided in the Standard item type for your response notification.


Guided Practice Designing a Process Top Down


• Your process diagram should look similar to:• Your process diagram should look similar to:


Guided Practice Creating Supporting Item Attributes


4. In the Builder Navigator, create the item attributes to support your process.

Hint: Create Role type item attributes for the Vacation Requestor and Vacation Approver. Create Date type item attributes for the Vacation Start and End dates. Enter your preferred date format, for example, DD-MON-RRRR.

4. In the Builder Navigator, create the item attributes to support your process.

Hint: Create Role type item attributes for the Vacation Requestor and Vacation Approver. Create Date type item attributes for the Vacation Start and End dates. Enter your preferred date format, for example, DD-MON-RRRR.


INTERNAL NAME

REQUESTOR

APPROVER

FROM_DATE

TO_DATE

COMMENTS



DISPLAY NAME

Requestor

Approver

From Date

To Date

Comments

TYPE

Role

Role

Date

Date

Text


Guided Practice Creating Supporting Messages

Guided Practice Creating Supporting Messages

5. In the Builder Navigator, create the messages to support your process.

a. Create a proposal message that includes the name of the requestor and the start and end dates of the proposed vacation. As well as the Approve/Reject result, the message should include a respond attribute for comments.

Hint: Drag and drop the appropriate item attributes to the message to create message attributes with item attribute default value.

b. Create a proposal rejected FYI message.

c. Create a proposal accepted FYI message.

5. In the Builder Navigator, create the messages to support your process.

a. Create a proposal message that includes the name of the requestor and the start and end dates of the proposed vacation. As well as the Approve/Reject result, the message should include a respond attribute for comments.

Hint: Drag and drop the appropriate item attributes to the message to create message attributes with item attribute default value.

b. Create a proposal rejected FYI message.

c. Create a proposal accepted FYI message.


Guided Practice Setting Selected Node Properties

Guided Practice Setting Selected Node Properties

6. In the Builder Process Diagram, set Node Properties to complete your process.

a. Assign a Message to each Notification Node.

b. Set the Performer for each Notification Node

– the Vacation Proposal recipient should be the manager

– the Proposal Rejected and Proposal Approved recipients should be the vacation requestor

c. Set the Start/End on each End Node.

6. In the Builder Process Diagram, set Node Properties to complete your process.

a. Assign a Message to each Notification Node.

b. Set the Performer for each Notification Node

– the Vacation Proposal recipient should be the manager

– the Proposal Rejected and Proposal Approved recipients should be the vacation requestor

c. Set the Start/End on each End Node.


Guided Practice Saving Your Process


7. In the Builder Navigator,

a. Verify the definition using File -> Verify.

b. Save your new data store and Item Type to a workflow definition file using File -> Save or File -> Save As...

c. Save your Item Type and process definition to a test database using File -> Save As...






Practice SummaryPractice Summary

In this practice, you should have learned how to:

• plan a simple notification only approval process

• modify an existing Workflow Definition

• find, drag and drop activities into a process

• design a process top down within the Process Diagram Window

• create item attributes and messages

• set node properties


• plan a simple notification only approval process

• modify an existing Workflow Definition

• find, drag and drop activities into a process

• design a process top down within the Process Diagram Window

• create item attributes and messages

• set node properties


Practice OverviewPractice Overview


• Creating an HTML message body

• Modifying a message

• Modifying a notification

• Modifying a process diagram


• Creating an HTML message body

• Modifying a message

• Modifying a notification

• Modifying a process diagram


Practice Overview (Continued)Practice Overview (Continued)

Modify the process created:

• On the Vacation Proposal Msg, create an HTML version of the existing message body.

• On the Vacation Proposal Msg, allow the manager to respond with alternate vacation dates.

• If the proposal is rejected, give the requestor the option to resubmit another vacation proposal to the same manager.

Modify the process created:

• On the Vacation Proposal Msg, create an HTML version of the existing message body.

• On the Vacation Proposal Msg, allow the manager to respond with alternate vacation dates.

• If the proposal is rejected, give the requestor the option to resubmit another vacation proposal to the same manager.


Guided Practice Creating an HTML Message Body



a. Open the XX Vacation Proposal item type created and expand the branches.

b. Open the properties for the Vacation Proposal message and select the Body tab followed by the HTML Body tab.

c. Enter an HTML version of your message or use the Import button to import text from the file system.

d. Return to the navigator window and select File -> Verify


a. Open the XX Vacation Proposal item type created and expand the branches.

b. Open the properties for the Vacation Proposal message and select the Body tab followed by the HTML Body tab.

c. Enter an HTML version of your message or use the Import button to import text from the file system.

d. Return to the navigator window and select File -> Verify


Guided Practice Modify Vacation Proposal Msg

Guided Practice Modify Vacation Proposal Msg


a. Add two new date item attributes, Alternate From Date and Alternate To Date.

b. Drag and drop each alternate date item attribute to the Vacation Proposal Msg message to create new message attributes.Open the Properties for each alternate date message attribute and change the Source field to Respond.


a. Add two new date item attributes, Alternate From Date and Alternate To Date.

b. Drag and drop each alternate date item attribute to the Vacation Proposal Msg message to create new message attributes.Open the Properties for each alternate date message attribute and change the Source field to Respond.


Guided Practice Modify Vacation Rejected Notification



a. Open the Properties on the Vacation Rejected Msg message.

Select the Body tab and add display of the alternate from and to dates to the message. Select the Result tab and enter a Display Name of Resubmit Vacation Proposal? and a Lookup Type of Yes/No.

b. Drag and drop item attributes Alternate From Date and Alternate To Date to the Vacation Rejected Msg to create message attributes. Open the Properties for message attributes From Date, To Date, and Comments and change the Source field to Respond.


a. Open the Properties on the Vacation Rejected Msg message.

Select the Body tab and add display of the alternate from and to dates to the message. Select the Result tab and enter a Display Name of Resubmit Vacation Proposal? and a Lookup Type of Yes/No.

b. Drag and drop item attributes Alternate From Date and Alternate To Date to the Vacation Rejected Msg to create message attributes. Open the Properties for message attributes From Date, To Date, and Comments and change the Source field to Respond.



(Continued)


(Continued)In the Builder Diagram,

c. Open the Properties on the Vacation Rejected notification node. Change the Display Name to Vacation Rejected - Resubmit? Change the Result Type from <None> to Yes/No to match the message Result.

d. Delete the existing transition between Vacation Rejected - Resubmit? node and End. Create a new transition from Vacation Rejected - Resubmit? to End, selecting No from the transition Results menu. Create a new transition from Vacation Rejected - Resubmit? to Vacation Proposal Ntf, selecting Yes from the transition Results menu.

In the Builder Diagram,

c. Open the Properties on the Vacation Rejected notification node. Change the Display Name to Vacation Rejected - Resubmit? Change the Result Type from <None> to Yes/No to match the message Result.

d. Delete the existing transition between Vacation Rejected - Resubmit? node and End. Create a new transition from Vacation Rejected - Resubmit? to End, selecting No from the transition Results menu. Create a new transition from Vacation Rejected - Resubmit? to Vacation Proposal Ntf, selecting Yes from the transition Results menu.




• Your process diagram should look similar to:• Your process diagram should look similar to:


Practice SummaryPractice Summary


• create or import an HTML version of a message body

• change an FYI notification into a Response Required notification

• manipulate transitions in the Process Diagram


• create or import an HTML version of a message body

• change an FYI notification into a Response Required notification

• manipulate transitions in the Process Diagram

oracle workflow tutorial

Technology

Transcript of oracle workflow tutorial