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Page 1: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Diagramming a Workflow Process Diagramming a Workflow Process

Page 2: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

ObjectivesObjectives

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

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

Page 3: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

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

Page 4: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Loading RolesLoading Roles

Page 5: oracle workflow tutorial

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Diagramming a ProcessDiagramming 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.

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.

Page 6: oracle workflow tutorial

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Quick Start WizardQuick Start Wizard

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Diagramming a Process (continued)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

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

Page 8: oracle workflow tutorial

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Show Label in Designer Menu Option Show Label in Designer Menu Option

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Display Modes Display Modes

Object Internal names

Standard icons used for display

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Diagramming a Process (continued)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.

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.

Page 11: oracle workflow tutorial

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Self-Looping TransitionsSelf-Looping Transitions

Activity loops

back to itselfon Timeout

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<Default> Transitions<Default> Transitions

Simplify results branchingwith the

<Default> transition

Page 13: oracle workflow tutorial

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<Any> Transitions<Any> Transitions

No

Ye s

Ap p ro ve

R e je c t

<Any>

Do c um e ntAp p ro ve d

Do c um e ntR e je c te d

E nd (R e je c t)

E nd (Ap p ro ve )

R e vie wDo c um e nt

S ta rt

Lo g R e vie w Automatic parallel branchingwith the

<Any> transition

Page 14: oracle workflow tutorial

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Top Down DesignTop Down DesignPalette permits

creating processes, notifications or

functions without underlying

dependencies

No need to specify function

at this point

Page 15: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Top Down DesignTop Down Design

Functions can be createdwhile designing

Palette permits creating processes,

notifications orfunctions without

underlyingdependencies

No need to specify function

at this point

Page 16: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Validation Performed by the Verify Command

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.

• 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.

Page 17: oracle workflow tutorial

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Validation Performed by the Verify Command (continued)

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.

• 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.

Page 18: oracle workflow tutorial

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Editing a Transition 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

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

Page 19: oracle workflow tutorial

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Editing a Transition (continued)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

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

Page 20: oracle workflow tutorial

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Customizing a Process NodeCustomizing a Process Node

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Setting Activity Attribute ValuesSetting Activity Attribute Values

Page 22: oracle workflow tutorial

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Deleting Item AttributesDeleting 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

• 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

Page 23: oracle workflow tutorial

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Standard ActivitiesStandard Activities

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Saving the Process DefinitionSaving 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.

• 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.

Page 25: oracle workflow tutorial

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Reviewing the Process DefinitionReviewing the Process Definition

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Version CompatibilityVersion 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

• 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

Page 27: oracle workflow tutorial

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Display Name ConflictsDisplay 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.

• 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.