© 2003 Solution Beacon, LLC. All Rights Reserved. Workflow Changes in Atlanta OAUG November 21, 2003 Atlanta, GA Karen Brownfield

© 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

© 2003 Solution Beacon, LLC. All Rights Reserved. Gone Sync up Jinitiator parameters Sync up Jinitiator parameters Declare Global Language, Date Format, Territory 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 requires login to applications Sync with LDAP security Not needed unless using with non-Apps databases Still “reserved for future use” Still “reserved for future use” Document Home Node Document Home Node Global Preferences

© 2003 Solution Beacon, LLC. All Rights Reserved. Directory Services WF_USERS, WF_ROLES, WF_USER_ROLES views across WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES 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_ROLES, WF_LOCAL_USER_ROLES populated by Directory sync programs or (with added patches) directly as change is made WF_LOCAL_USERS obsolete WF_LOCAL_USERS obsolete New columns added New columns added  Partition_id – gives source of data  User_flag New model available to earlier releases – patch – ensure prereq’s are met New model available to earlier releases – patch – ensure prereq’s are met

© 2003 Solution Beacon, LLC. All Rights Reserved. Directory Services Partition ID DescriptionOrig_system User_ flag Sync Patch 0 Ad-hoc users/roles Custom users/roles Set by code that adds NN/A 1 Users linked to employees Users not linked to employees PERFND_USRY ResponsibilitiesFND_RESPN Employees not linked to users PER_ROLEN

© 2003 Solution Beacon, LLC. All Rights Reserved. Directory Services Partition ID DescriptionOrig_system User _flag Sync Patch 4PositionsPOSN Not released 5 MarketView Approvals AMV_APPRN Bulk only 6 MarketView Channels AMV_CHNN Bulk only 7 Engineering Approval Lists ENG_LISTN

© 2003 Solution Beacon, LLC. All Rights Reserved. Directory Services Partition ID DescriptionOrig_system User _flag Sync Patch 8 TCA Groups HZ_GROUPN PersonsContactsHZ_PARTYYN Federal HR group boxes GBXN HTB_SECN 12 Position control roles PQH_ROLESN Not released

© 2003 Solution Beacon, LLC. All Rights Reserved. Directory Services Established through bulk sync Established through bulk sync If no patch for auto-sync listed, run incremental sync program 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

© 2003 Solution Beacon, LLC. All Rights Reserved. New Profile options Socket Listener Activated – must be Yes to launch forms from Socket Listener Activated – must be Yes to launch forms from Socket Listener Port – set at site level to port at which forms should launch Socket Listener Port – set at site level to port at which forms should launch FND: Notification Reassign Mode 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

© 2003 Solution Beacon, LLC. All Rights Reserved. Notification Mailer Must use OAM to setup Must use OAM to setup Upgrade moves.tag and.cfg into OAM Upgrade moves.tag and.cfg into OAM Requires IMAP4 system for incoming (uses SMTP outgoing) Requires IMAP4 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 Same Mailer does both individual and summary notifications

© 2003 Solution Beacon, LLC. All Rights Reserved. New Menus OA Framework instead of PL/SQL Web Toolkit OA Framework instead of PL/SQL Web Toolkit Still 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

© 2003 Solution Beacon, LLC. All Rights Reserved. New Menus Workflow User Web Applications Workflow User Web Applications  Seeded  Worklist  Advanced Worklist  Self Service Workflow HomeHome Status MonitorStatus Monitor Notifications – same as Advanced WorklistNotifications – same as Advanced Worklist  Can be added  Personal Worklist

© 2003 Solution Beacon, LLC. All Rights Reserved. Personal Worklist Choose View pulldown Search Personalize views WorklistAdvanced Worklist

© 2003 Solution Beacon, LLC. All Rights Reserved. Customize Personal Worklist Duplicate View and customize - Duplicate Customize seeded view – Create View

© 2003 Solution Beacon, LLC. All Rights Reserved. Customize Personal Worklist Select Columns Select Columns Advanced Settings Advanced Settings  Rename Columns Change Sort Seq Change Sort Seq Filter Messages shown Filter Messages shown

© 2003 Solution Beacon, LLC. All Rights Reserved. Enhanced Worklist Functions Link attachments (images, spreadsheets, video) to notifications Link attachments (images, spreadsheets, video) to notifications  Cannot be included in  Adds View link to Notification header  Only viewable in new OA worklist pages

© 2003 Solution Beacon, LLC. All Rights Reserved. Enhanced Notification Detail Page (non- , OA) Response buttons top/bottom page Response buttons top/bottom page Display Next Notification After My Response check box Display Next Notification After My Response check box Return to Worklist link Return to Worklist link

© 2003 Solution Beacon, LLC. All Rights Reserved. Self Service Workflow-Home Top 5 notifications due now Top 5 notifications due now Routing Rules Routing Rules Status of workflows you own Status of workflows you own Tabs Tabs  Status Monitor  Notifications – same as worklist

© 2003 Solution Beacon, LLC. All Rights Reserved. Self Service Workflow Status Monitor Monitor for workflows you own

© 2003 Solution Beacon, LLC. All Rights Reserved. Routing Rules Routing Rules Routing Rules  Available from all worklist screens  Can only create rules for or itemtypes currently in progress

© 2003 Solution Beacon, LLC. All Rights Reserved. Notification Rules Can add ‘Notification Rules’ function to ‘Workflow User’ menu Can add ‘Notification Rules’ function to ‘Workflow User’ menu  Won’t display in Personal Home Page menu Browser window Browser window  /wf_route.list  = apps login URL through : ||/pls/  = apps login URL through : ||/pls/  Example

© 2003 Solution Beacon, LLC. All Rights Reserved. Electronic Signatures Can’t respond through Can’t respond through  Includes Link to go to OA based form When reply to notification When reply to notification  Confirmation page appears  Enter username/password Message Attribute - #WF_SIG_POLICY Message Attribute - #WF_SIG_POLICY  Triggers signature required  Source - Send

© 2003 Solution Beacon, LLC. All Rights Reserved. Electronic Signatures Message attribute (continued) Message attribute (continued)  Type – Lookup  Lookup Type – Signature Policy  Default Value – Password Signature If set to Default, no signature requiredIf set to Default, no signature required  Type – Text  Default Value – PSIG_ONLY Internal value of above lookup valueInternal value of above lookup value

© 2003 Solution Beacon, LLC. All Rights Reserved. Electronic Signatures Message attribute (continued) Message attribute (continued)  Can also define as item attribute  Drag and Drop to message  Can be set programatically To turn off, set value = DEFAULTTo turn off, set value = DEFAULT Message attribute - #WF_SIG_ID Message attribute - #WF_SIG_ID  Stores the reply (password is secured)  Oracle created – do not specify

© 2003 Solution Beacon, LLC. All Rights Reserved. New Data Types for Message Attributes PL/SQL CLOB PL/SQL CLOB  PDF or RTF  (9i database) binary base64 PL/SQL BLOB PL/SQL BLOB  Images  Other Application Files

© 2003 Solution Beacon, LLC. All Rights Reserved. New Message Attributes #WF_REASSIGN_LOV #WF_REASSIGN_LOV  Type – Role  Specifies users to whom message can be reassigned #Hide_REASSIGN #Hide_REASSIGN  Type – Lookup or Text  Lookup Type – Yes/No  Hides Reassign button

© 2003 Solution Beacon, LLC. All Rights Reserved. New Message Attributes #FROM_ROLE #FROM_ROLE  Who sent the message  Set programmatically to anyone  If reassigned, set to original recipient #HIDE_MORE_INFO #HIDE_MORE_INFO  Blocks Request Information Button on OA Notification Detail page  Request Info sends to user/role specified

© 2003 Solution Beacon, LLC. All Rights Reserved. Developer Studio Replaces Launch Processes Select by Display or Internal Name Click Run

© 2003 Solution Beacon, LLC. All Rights Reserved. Developer Studio Pick process, fill in attributes, click Run Workflow at bottom

© 2003 Solution Beacon, LLC. All Rights Reserved. Event System Enhancements Licensed Flag Licensed Flag  Event, event subscription definition  Event only fires if flag set for both subscription and triggering event Agent Listeners Agent Listeners  Service Components  Run using Generic Service Mgmnt (GSM)  Run through Workflow Mgr in OAM

© 2003 Solution Beacon, LLC. All Rights Reserved. Event System Enhancements Customization Level added Customization Level added  Core  No changes event/subscription  Used for Oracle seeded  Limit  Can be Enabled/Disabled  No Other Changes  Used for Oracle seeded

© 2003 Solution Beacon, LLC. All Rights Reserved. Event System Enhancements Customization Level added (continued) Customization Level added (continued)  User  Full update  Used for Customer defined

© 2003 Solution Beacon, LLC. All Rights Reserved. Event System Enhancements XML Loader (WFXLOAD) 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

© 2003 Solution Beacon, LLC. All Rights Reserved. Event System Enhancements New Standard Queue Handler 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

© 2003 Solution Beacon, LLC. All Rights Reserved. New Documentation Now 5 volumes 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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