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Copyright Oracle Corporation, 2000. All rights reserved. ® Planning a Workflow Process

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Page 1: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Planning a Workflow ProcessPlanning a Workflow Process

Page 2: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

ObjectivesObjectives

After this lesson, you should be able to:

• Identify the components of a workflow process

• Plan a workflow process

After this lesson, you should be able to:

• Identify the components of a workflow process

• Plan a workflow process

Page 3: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Process ComponentsProcess Components

Item Type

Process

Functions Notifications Subprocesses

...

...

...Lookup Types,

Attributes,PL/SQL

Messages, Lookup Types,

Attributes,PL/SQL

Functions, Notifications,

Lookup Types

..

....

Page 4: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Oracle Workflow BuilderOracle Workflow Builder

Page 5: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Oracle Workflow Builder (continued)Oracle Workflow Builder (continued)

• Is used to create the components of the process

• Consists of a navigator tree which lists all process components

• Groups all components into an Item Type

• Each Item Type includes the following branches

– Attributes

– Processes (Subprocesses)

– Notifications

– Functions

– Messages

– Lookup Types

• Is used to create the components of the process

• Consists of a navigator tree which lists all process components

• Groups all components into an Item Type

• Each Item Type includes the following branches

– Attributes

– Processes (Subprocesses)

– Notifications

– Functions

– Messages

– Lookup Types

Page 6: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Planning a Workflow ProcessPlanning a Workflow Process

1. Identify your business needs

2. Identify the activities that will accomplish those needs. For example: a. What is the activity’s type: Function,

Notification, or Process?

b. Will an activity’s result affect the transition that the Workflow Engine takes? If so, define the

activity’s possible results as lookup codes in a lookup type

1. Identify your business needs

2. Identify the activities that will accomplish those needs. For example: a. What is the activity’s type: Function,

Notification, or Process?

b. Will an activity’s result affect the transition that the Workflow Engine takes? If so, define the

activity’s possible results as lookup codes in a lookup type

Page 7: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Planning a Workflow Process (continued)Planning a Workflow Process (continued)

3. Identify how the process will be initiated. For example:

a. What condition initiates the process? Is it a completed transaction, a database

exception, a button on a form, or some other condition?b. Will there be an interface to initiate the

process? For example, the Web Requisition Approvals process in Oracle Web

Employees

4. Identify the possible results of the process. Define the possible results as lookup codes in a lookup type

3. Identify how the process will be initiated. For example:

a. What condition initiates the process? Is it a completed transaction, a database

exception, a button on a form, or some other condition?b. Will there be an interface to initiate the

process? For example, the Web Requisition Approvals process in Oracle Web

Employees

4. Identify the possible results of the process. Define the possible results as lookup codes in a lookup type

Page 8: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Activities and Lookup TypesActivities and Lookup Types

S

E

E

Result A

Result BProcess:

Function: PL/SQL codereturns Result Result F

Result T

YN

TF

Notification: MessageFYI

ResponseRequired

‘Send’ Attributes

‘Send’ and‘Respond’ Attributes

RESULT

Resp 1

Result Type =Lookup Type

}

}

Result N

Result Y}Resp 2

...

Page 9: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Creating a New Process from Bottom UpCreating a New Process from Bottom Up

1. Define the item type of the process.

2. Define the item type attributes for the process.

3. Define lookup types and lookup codes.

4. Define messages.

5. Define message attributes.

6. Define the activities in the process as Function, Notification, or Process.

7. Diagram the relationship of the activities.

1. Define the item type of the process.

2. Define the item type attributes for the process.

3. Define lookup types and lookup codes.

4. Define messages.

5. Define message attributes.

6. Define the activities in the process as Function, Notification, or Process.

7. Diagram the relationship of the activities.

Page 10: oracle workflow tutorial

Copyright Oracle Corporation, 2000. All rights reserved.®

Creating a New Process from Top DownCreating a New Process from Top Down

1. Use the QuickStart Wizard to create the process framework.

2. Define activities without underlying dependencies.

3. Diagram the relationship of the activities.

4. Define item type attributes for the process.

5. Define lookup types and lookup codes.

6. Define messages.

7. Define message attributes.

8. Update processes, functions, and notifications with underlying components.

1. Use the QuickStart Wizard to create the process framework.

2. Define activities without underlying dependencies.

3. Diagram the relationship of the activities.

4. Define item type attributes for the process.

5. Define lookup types and lookup codes.

6. Define messages.

7. Define message attributes.

8. Update processes, functions, and notifications with underlying components.