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Classification: Genpact Internal 1

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Tool From Oracle

Works with Oracle Database

PL/SQL Based

Widely Used with Oracle Applications

Can be Used Stand-Alone or with Oracle Apps

Classification: Genpact Internal

3  Workflow can be described as the flow of information and control in a business process .

 Routing the information  Defining and modifying business rules  Delivering electronic notifications  Integrating systems Classification: Genpact Internal

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Human Element in Decision Making

Flexible Processes

Electronic Notifications

System Integration

PL/SQL Based Architecture

Classification: Genpact Internal

5  Workflow Engine  Workflow Builder  Workflow Definition Loader  Notification System  Business Event System  Directory Services Classification: Genpact Internal

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Workflow engine

 Embedded in database  Uses the process definition created with Oracle workflow Builder to coordinate the routing of activities of a Process  Monitors Each activity in a workflow Process  Signals any change in the workflow state using calls to PL/SQL or JAVA APIs  Guarantees consistency between application and workflow state because of Oracle database transactional Integrity Classification: Genpact Internal

8  Workflow Builder is the development tool for oracle workflow  Define and customize workflow definitions  You can save the definitions to a flat file or database  At any time you can add, remove, or change workflow activities, or setup new prerequisite relationships among activities Classification: Genpact Internal

 Notification system  Routes notifications to a role, which can be a single user or group of users  Enable users to receive or respond to notifications  Provide access to notification worklist from E-business suite.

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10   Users can reply to email notifications using their email client.

 The notification system interfaces with the notification mailer program to send email notification to users and Roles A notification mailer can send an individual email for each notification, or a summary email listing all the outstanding notifications for a user.

Classification: Genpact Internal

11  Directory services  As a set of views that are mapped with user tables.

 The workflow engine and notification system uses to determine who should receive the notifications.

 User can be associated with more than one role and one role may contain more than one user.

Classification: Genpact Internal

12  Workflow definition loader  Is an utility that load process definitions between database and flat file.

 Runs on server machine  Also integrated into workflow builder Classification: Genpact Internal

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14  Payable Expense Report (Payable)  Candidate Offer Approval Process (HR)  PO Confirm Receipt Process (PO)  Journal Approval Process (GL)  Order Header and Line Process (OM)  Procurement Workflow (Purchasing)  Credit Memo Workflow (AR) Classification: Genpact Internal

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17  Workflow User Web Applications  Workflow Administrator Web Applications Classification: Genpact Internal

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Searching Workflow Instance

Activity History

Workflow Details

Workflow Status Diagram

Cancel and Suspension of workflow

Rewind of Workflow

Classification: Genpact Internal

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Owner of the Workflow

Workflow System Administrator

 Can be a Particular User (Mostly SYSADMIN)  Particular Responsibility   Finding out Workflow Administrator SELECT text FROM wf_resources WHERE name = ‘WF_ADMIN_ROLE’;   Changing Workflow Administrator to a Responsibility UPDATE WF_RESOURCES SET text = ‘FND_RESP|FND|FNDWF_ADMIN_WEB|STANDARD’ WHERE name = ‘WF_ADMIN_ROLE’ Classification: Genpact Internal

20  Bottom up Approach  In the bottom up approach, we first create all the components (attributes, messages, functions, notifications etc.) and then use them to build a workflow process.  Top-Down Approach  In this approach, we directly start with the graphical representation of the work flow process and create all the components as required in the building process.  It is generally better to use Bottom up approach as it gives more clarity on the components required. Classification: Genpact Internal

 Store  Process  Item Type  Access Level  Protection Level  Activity  Attribute  Node  Lookup Code  Lookup Type Classification: Genpact Internal 21  Result Type  Notification  Performer  Role  Message  Function  Timeout  Transition

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Item Type:

 Is name of the identifier of a business.

 Other components are associated with item type.

 Must be unique.

 All the components of the workflow process contain the item type as the foreign key.

Classification: Genpact Internal

 Persistence:  The workflow run history will be deleted by WF_PURGE api for Temporary.

 WF_PURGE.TotalPerm() API can be used to delete explisitly for Permanent 24 Classification: Genpact Internal

25 Classification: Genpact Internal This type of item attribute contains character/string data.

This type of item attribute contains number data.

This type of item attribute contains DATE type of data. The attribute value will contain one of the lookup code defined in a lookup type in the workflow. The attribute value is internal name of the Form Function (defined in Oracle Apps).

FND_FNDSCAUS:#RESP_KEY="SYSTEM_ADMINISTRATION" #APP_SHORT_NAME="SYSADMIN"

The attribute value contains a web URL. An URL can contain dynamic attributes as follows:

http://www.oracle.com?arg1=-&msgattr1-&arg2=-&msgattr2-

This type of attribute is used for sending document with a notification. The following types of document types can be used: PL/SQL Document , PL/SQL CLOB Document , PL/SQL BLOB Document

26   Company ABC wants to use Oracle workflow to automate the Expense reimbursement system. Whenever employee travels or incurs any expense from his pocket for a company work, he can submit the expense report through a specially designed form. The details will then be sent to his supervisor for approval. Overall the process is as follows: Employee submits his expense report through a custom form.      This launches a workflow which sends a notification to his supervisor. Once supervisor approves the expense, an email is sent to the requestor informing him of the approval. Supervisor can also reject the request and ask for more details. In this case, a notification is sent to the requestor informing him of rejection and the information which is being sought. Employee can provide the requested information and then submit the report again. On final approval, the details are sent to Accounts department for reimbursement. Classification: Genpact Internal

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Example1.sql

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29   Users can get a graphical depiction of their work item status.  The Workflow Monitor displays an annotated view of the process diagram for a particular instance of a workflow process.

It also displays a separate status summary for the work item, the process, and each activity in the process.

Classification: Genpact Internal