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Workflow Changes in 11.5.9
Atlanta OAUG
November 21, 2003
Atlanta, GA
Karen Brownfield
www.solutionbeacon.com
© 2003 Solution Beacon, LLC. All Rights Reserved.
Introduction
Karen Brownfield
Working with Oracle Applications over 12 years
OAUG Director 11 years and Past President
IOUC Pricing Council
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Global Preferences
• Gone
• Sync up Jinitiator parameters
• Declare Global Language, Date Format, Territory
• Added
• New ‘Send Me Electronic Mail Notifications’ option
• HTML Mail with attachments
• adds link to Notification page
• requires login to applications
• Sync with LDAP security
• Not needed unless using with non-Apps
databases
• Still “reserved for future use”
• Document Home Node
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Directory Services
WF_USERS, WF_ROLES, WF_USER_ROLES views across
WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES
WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated by
Directory sync programs or (with added patches) directly as
change is made
WF_LOCAL_USERS obsolete
New columns added
Partition_id – gives source of data
User_flag
New model available to earlier releases – patch 2956353 –
ensure prereq’s are met
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Directory Services
Partition Description
Orig_system User_ Sync
ID
flag
Patch
Ad-hoc users/roles Set by code
0
N
N/A
Custom users/roles that adds
Users linked to
employees
Users not linked to
employees
PER
2
Responsibilities
3
Employees not
linked to users
1
Y
2254357
FND_RESP
N
2254357
PER_ROLE
N
2900296
2987886
FND_USR
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Directory Services
Partition Description
ID
Positions
4
Orig_system User Sync
_flag Patch
POS
Not
N
released
5
MarketView
Approvals
AMV_APPR
N
Bulk only
6
MarketView
Channels
AMV_CHN
N
Bulk only
7
Engineering
Approval Lists
ENG_LIST
N
2130937
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Directory Services
Partition Description
ID
TCA Groups
8
9
10
Persons
Contacts
HZ_PARTY
Y
N
2902135
Federal HR
group boxes
GBX
N
2130875
HTB_SEC
N
PQH_ROLES
N
11
12
Orig_system User Sync
_flag Patch
HZ_GROUP
2902135
N
Position control
roles
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Not
released
Directory Services
Established through bulk sync
If no patch for auto-sync listed, run
incremental sync program
Log parameter – if not set to Yes, will
have to re-run bulk if re-do logs ever
applied
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New Profile options
Socket Listener Activated – must be Yes to launch
forms from email
Socket Listener Port – set at site level to port at
which forms should launch
FND: Notification Reassign Mode
Delegate – cannot choose Re-assign
Transfer – cannot choose Delegate – whether
hierarchy changes depends on workflow involved
Reassign – can choose Delegate or Transfer
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Notification Mailer
Must use OAM to setup
Upgrade moves .tag and .cfg into OAM
Requires IMAP4 email system for incoming (uses
SMTP outgoing)
UNIX-based IMAP4 systems
UW IMAP Server – Univ Washington
Cyrus IMAP Server – Carnegie Mellon
Same Mailer does both individual and summary
notifications
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New Menus
OA Framework instead of PL/SQL Web Toolkit
Still PL/SQL Web Toolkit
Find Processes - admin screen – should be
removed
User Preferences
Find Notifications – goes to old Worklist – admin
screen – should be removed
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New Menus
Workflow User Web Applications
Seeded
Worklist
Advanced Worklist
Self Service Workflow
• Home
• Status Monitor
• Notifications – same as Advanced Worklist
Can be added
Personal Worklist
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Worklist
Advanced Worklist
Personal Worklist
Choose View pulldown
Search
Personalize views
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Customize Personal Worklist
Duplicate View and customize - Duplicate
Customize seeded view – Create View
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Customize Personal Worklist
Select Columns
Advanced Settings
Rename Columns
Change Sort Seq
Filter Messages
shown
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Enhanced Worklist Functions
Link attachments (images,
spreadsheets, video) to notifications
Cannot be included in email
Adds View link to Notification header
Only viewable in new OA worklist
pages
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Enhanced Notification Detail
Page (non-email, OA)
Response buttons top/bottom page
Display Next Notification After My
Response check box
Return to Worklist link
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Self Service Workflow-Home
Top 5 notifications
due now
Routing Rules
Status of workflows
you own
Tabs
Status Monitor
Notifications –
same as worklist
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Self Service Workflow
Status Monitor
Monitor for workflows you own
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Routing Rules
Routing Rules
Available from all worklist screens
Can only create rules for <All> or
itemtypes currently in progress
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Notification Rules
Can add ‘Notification Rules’ function to
‘Workflow User’ menu
Won’t display in Personal Home Page menu
Browser window
<web agent>/wf_route.list
<web agent> = apps login URL through
:<port>||/pls/<instance name>
Example
http://sbllc2.solutionbeacon.net:23015/pls/a159vis1/wf_route.list
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Electronic Signatures
Can’t respond through e-mail
Includes Link to go to OA based form
When reply to notification
Confirmation page appears
Enter username/password
Message Attribute - #WF_SIG_POLICY
Triggers signature required
Source - Send
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Electronic Signatures
Message attribute (continued)
Type – Lookup
Lookup Type – Signature Policy
Default Value – Password Signature
• If set to Default, no signature
required
Type – Text
Default Value – PSIG_ONLY
• Internal value of above lookup value
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Electronic Signatures
Message attribute (continued)
Can also define as item attribute
Drag and Drop to message
Can be set programatically
• To turn off, set value = DEFAULT
Message attribute - #WF_SIG_ID
Stores the reply (password is secured)
Oracle created – do not specify
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New Data Types for Message
Attributes
PL/SQL CLOB
PDF or RTF
(9i database) binary base64
PL/SQL BLOB
Images
Other Application Files
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New Message Attributes
#WF_REASSIGN_LOV
Type – Role
Specifies users to whom message can
be reassigned
#Hide_REASSIGN
Type – Lookup or Text
Lookup Type – Yes/No
Hides Reassign button
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New Message Attributes
#FROM_ROLE
Who sent the message
Set programmatically to anyone
If reassigned, set to original recipient
#HIDE_MORE_INFO
Blocks Request Information Button on OA
Notification Detail page
Request Info sends email to user/role
specified
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Developer Studio
Replaces Launch Processes
Select by Display or Internal Name
Click Run
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Developer Studio
Pick process, fill in attributes, click Run
Workflow at bottom
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Event System Enhancements
Licensed Flag
Event, event subscription definition
Event only fires if flag set for both
subscription and triggering event
Agent Listeners
Service Components
Run using Generic Service Mgmnt (GSM)
Run through Workflow Mgr in OAM
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Event System Enhancements
Customization Level added
Core
No changes event/subscription
Used for Oracle seeded
Limit
Can be Enabled/Disabled
No Other Changes
Used for Oracle seeded
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Event System Enhancements
Customization Level added (continued)
User
Full update
Used for Customer defined
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Event System Enhancements
XML Loader (WFXLOAD)
Supports download
By event name alone
Event name and owning app
Owning app alone
Does not touch items with customization
level of User
Can use force upload mode to update
User level
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Event System Enhancements
New Standard Queue Handler
WF_EVENT_OJMSTEXT_QH
Uses SYS.AQ$_JMS_TEXT_MESSAGE
as payload type
Enables JMS Text messages
Inbound agent – WF_JMS_IN
Outbound agent – WF_JMS_OUT
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New Documentation
Now 5 volumes
Oracle Workflow Administrator’s Guide
Setup, Security, Admin scripts
Oracle Workflow API Reference
Engine, Directory Service, Notification System, Business
Event System, Queue
Oracle Workflow Developer’s Guide
How to Use the Builder
Oracle Workflow User’s Guide
Notifications, Monitor own workflows
Oracle Workflow Web Services Guide
CRM Java Web Services setup
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Thank you!
If you have any questions or comments please contact us:
SBC Participant, <[email protected]>
Partner Participant, <partneremail@address>
For free Release 11i Tools please visit our website at:
www.solutionbeacon.com
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