Workflow Jan 2009

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    INTERNAL12-Jan-2009

    Presented By

    Anju K (201740)

    Oracle Workflow

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    Document Name

    OracleWorkflow

    Overview &Features

    MajorComponents

    KeyTerminology

    OracleWorkflows

    APIs

    SampleWorkflow

    Course Objectives

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    Document Name- 3 -

    Workflow Definition

    Oracle Workflow delivers a complete

    workflow management system that

    supports business process basedintegration. Its technology enables

    modeling, automation, and continuous

    improvement of business processes,

    routing information of any type accordingto user-defined business rules.

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    Major ComponentsWorkflow Engine

    Oracle Workflow builder

    Notification System

    Workflow Monitor

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    Oracle Workflow builder

    Work Flow is Software which is used to graphically define

    and modify Workflows.

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    Notification System

    Workflow communicates with users by sending notifications.

    Each notification includes messages and optional possible responses.

    Route notification to roles which can be an individual user or group of users .

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    Document Name

    Workflow Monitor

    Workflow Monitor Section

    Process Title Process Diagram Window

    Detailed Tab Window

    Administrator Buttons

    http://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Monitor.dochttp://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Monitor.dochttp://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Monitor.dochttp://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Monitor.doc
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    Process Diagram WindowThe process diagram window provides graphical cues about the

    status of the process and its activities:

    Activity Status Colors

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    Detail Tab WindowUsage Tab

    Current Location

    Start/End

    Performer

    Status Tab

    Current Location

    Status

    Result

    Begin Date

    End Date

    Assigned User

    Notification Tab

    Current Location

    Status Result

    Begin Date

    End Date

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    Admin Administrator Buttons Buttons

    Abort Process :-Abort Process is to abort the selected process

    and cancel any outstanding notification .

    Suspend Process :- Suspend Process to suspend the selected process.

    Resume Process :- Resume Process to resume the suspendedprocess to normal execution status.

    Reassign :- Assign Activity to reassign a notification to a

    different performer.

    Expedite :-To alter the state of an error activity.

    Attribute :- To change the value of an item type attribute.

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    Process Components

    Item Type

    Item Attributes

    Process

    Function Message

    Notification

    Lookup Type & Code

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    Item Type

    The Object are defined within an

    Item Type.

    Display Name :- Display name is for

    documentation purpose

    Description:- Details about the

    Workflow .

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    Document Name

    Item TypeAll

    Properties

    Internal Name:- It is limited to 8 character. It is used throughout the

    database as part of the unique identification for the

    object.

    Persistence Type:-It determines the duration of the time that

    runtime data is kept.

    Permanent

    Temporary Number of Days

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    Item Attribute

    Attributes are global variables

    that can be updated / referenced

    in Functions and Messages.

    Attributes are stored in runtime

    tables.

    Type :-Defines the category of an

    attribute

    Default Value :- Used to set some

    initial value for Attribute.

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    Process

    A Process is a graphical

    representation of a business

    process consist of Activity

    Functions, notifications and sub-

    processes.

    Runnable :- Indicates this

    process can be initiated as a top-

    level process and can run

    independently. This should be

    unchecked for a sub process

    called by another process.

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    Message

    Messages are viewed by users

    through the notification page

    or email. They can require a

    response or simply provide

    information. A message must

    be attached to a notification tobe used in a process.

    Priority does not affect

    processing or delivery of the

    message.

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    Message Cont..

    Message Body:-The message

    body defines the content of the

    message. It can be formatted in

    Text or HTML. Message

    attributes can be used in thetext and the value of the

    attribute will be substituted at

    runtime.

    Message attributes can be used

    in the text and the value of the

    attribute will be substituted at

    runtime

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    Message Cont..

    A message result needs to be

    defined whenever the notification it

    is being attached to is expecting a

    result. The Internal Name becomes

    RESULT.

    Lookup Type :Should be the same

    as that used in defining the

    Notification Result Type.

    Default : Can be set to either aconstant value or an Item Type

    attribute value.

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    FunctionA Function executes a PL/SQL procedure or calls an external

    function. Activity attributes can be defined to pass global information

    in/out of the procedure.

    Function Name : the procedure to be called by this activity.

    Function Type : PL/SQL, External, External Java

    Result Type : Choose the lookup type that provides appropriate lookup

    codes for the desired outcome for this function. Leave it blank if no

    outcome is required. The return value provides branching capabilities in

    the process.

    Cost : Is a relative number to indicate how much processing might take

    place when the procedure is called. If this value is greater than the

    Threshold (default 50), the procedure will be executed in background

    mode.

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    Function Cont..

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    Node Tab

    Label :The internal name of this

    node. The name can be used to

    identify the activity within its

    process.

    Start/End :-used to indicate if

    the node is the first (Start), last

    (End) or middle (Normal) node in

    a process.

    Comment :- just for internaldocumentation.

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    Node Tab

    Timeout :- a timeout can be set for an activity. If the specified timeout is

    reached, the activity ends and returns with a timeout result.

    Time Type :

    Relative : specify days, hours and minutes.

    Item Attribute : specify a number attribute that can be dynamically set to

    the number of minutes to wait.

    Priority and Performer are only applicable to Notifications

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    Notification

    Function Name :This procedure is called to

    do special processing when a

    message is forwarded,

    transferred or responded to. It

    can be used to filter how a

    notification is forwarded or to

    process voting or to further

    validate a response.

    Function Type :-

    PL/SQL, External,External Java

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    Notification Cont..

    Result Type : choose the lookup type that provides appropriate lookup

    codes for the desired response to this notification. Leave it blank if noresponse is required.

    Message : the message object with the content to be sent.

    Expand Roles : if this is checked, a separate notification will be sent toeach member of the role. Otherwise a single notification is sent.

    Performer : is the recipient of the notification. It can be designated with

    a constant value or with an item attribute of type Role. The performer is

    on the Node tab and is only valid for notifications.

    Timeout :- A Timeout should be set on the Node tab unless the workflow

    MUST not continue without a response

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    Expand Roles

    Expand Roles = N----------------If you have Expand Roles set to 'N' and you aresending a Notification to a Role Name, then a message is sent to every user inthat role, and each individual user will see that Notification in their Notification

    queue until a single user in the role replies to that Notification. After which time,the Notification is wiped from each user's Notification queue.

    Expand Roles = Y----------------If you have Expand Roles set to 'Y' and you aresending a Notification to a Role Name, then a message is sent to every user inthat role, and each individual user will see that Notification in their Notificationqueue until they reply or close that notification. You will generally want to haveExpand Roles set to 'Y' if you want to be sure that every user in a particular rolesees the message.

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    Lookup Type

    Lookup Types are static lists of values. They are used to define

    results returned by processes, notifications, and functions

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    Lookup Code

    Lookup codes define the list of values for a Lookup Type.

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    Oracle Workflow APIs

    WF_ENGINE

    WF_NOTIFICATION

    WF_PURGE

    Workflow Tables

    http://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Table.xlshttp://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Table.xlshttp://localhost/var/www/apps/conversion/tmp/scratch_4/WorkFlow%20Table.xls
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    WF_ENGINE Create Process

    Syntax :- WF_Engine.CreateProcess ( itemtype in varchar2, itemkey in

    varchar2,process in varchar2);

    Start Process

    Syntax :- WF_Engine. StartProcess (itemtype in varchar2,itemkey in Varchar2);

    SetItemAttribText / SetItemAttribNumber / SetItemAttribDate

    Syntax :- WF_Engine.SetItemAttrText (itemtype in varchar2, itemkey in varchar2,

    aname in varchar2, avalue in varchar2);

    AbortProcess

    Syntax :- WF_Engine.AbortProcess(itemtype in varchar2, itemkey in varchar2,

    process in varchar2 )

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    WF_NOTIFICATION Transfer

    Syntax :- WF_Notification .Transfer(nid in number, new_role in varchar2);

    SetAttrText/SetAttrNumber/SetAttrDate

    Syntax :- WF_Notification .SetAttrText(nid in number, aname in varchar2,

    avalue in varchar2);

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    WF_PURGE Items

    Syntax :- WF_Purge.Items( itemtype in varchar2 , itemkey in varchar2 ,

    enddate in date , docommit in boolean default);

    Activities

    Syntax :- WF_Purge. Activities(itemtype in varchar2, name in varchar2 ,

    enddate in date);

    Notification

    Syntax:- WF_Purge. Notification(itemtype in varchar2 ,enddate in date);

    Total

    Syntax :- WF_Engine.Total( itemtype in varchar2,itemkey in varchar2 ,enddatein date ,docommit in boolean)

    TotalPERM

    Syntax :- WF_Engine.TotalPerm( itemtype in varchar2,itemkey in varchar2

    ,enddate in date ,docommit in boolean)

    S l W kfl Di

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    Sample Workflow Diagram

    D fi i It T

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    Defining Item Type

    D fi i Attib t

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    Defining Attibute

    D fi i Attib t

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    Defining Attibute

    D fi i F ti

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    Defining Function

    D fi i F ti

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    Defining Function

    Defining Function

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    Defining Function

    Defining Message

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    Defining Message

    Defining Message Body

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    Defining Message Body

    Defining Message

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    Defining Message

    Defining Message Body

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    Defining Message Body

    Defining Message

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    Defining Message

    Defining Message Body

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    Defining Message Body

    Defining Lookup Type

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    Defining Lookup Type

    Defining Lookup Code

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    Defining Lookup Code

    Defining Lookup Code

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    Defining Lookup Code

    Defining Notification

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    Defining Notification

    Defining Notification

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    Defining Notification

    Defining Notification

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    Defining Notification

    Defining Notification

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    Defining Notification

    Defining Process

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    Defining Process

    Defining End Node

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    Defining End Node

    Defining Start Node

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    Defining Start Node

    Selection of Lookup Code

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    Selection of Lookup Code

    Tagging Performer to Notification

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    Tagging Performer to Notification

    Tagging Performer to Notification

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    Tagging Performer to Notification

    Tagging Result to Message

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    Tagging Result to Message

    Tagging Message to Notification

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    Tagging Message to Notification

    Tagging Message to Notification

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    Tagging Message to Notification

    Tagging Message to Notification

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    Tagging Message to Notification

    Complete WorkFlow

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    Complete WorkFlow

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    Allow modification of

    customizes objects

    Unchecked :-

    The Workflow Buildersaves edits only to protected

    objects that you have access to

    change and does not overwrite

    previously customized objects.

    Checked :-

    The Workflow Buildersaves your edits, overwriting

    protected objects that you have

    access to modify as well as any

    previously customizes objects.

    Access Levels

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    Access Levels

    Each user of Oracle Workflow Builder operates the system at a

    certain access Level.

    The access levels are defined as follows :

    0-9 Reserved for Oracle Workflow

    10-19 Reserved for Oracle Application Object Library

    20-99 Reserved for Oracle E-Business Suits.

    100-999 Reserved for customer organizations

    1000 Public

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    Access Levels

    Updatable by access

    level 100 only, also by

    0-99 if Allow

    modifications..

    checked

    Customization=100

    Access=100

    Protection=100

    BOTH

    Updatable by access

    level 0-100 only

    Customization=0

    Access=100

    Protection=100

    Lock at this Access

    Level

    Only updatable by

    access level 100-1000,

    also by 0-99 if Allow

    modifications..

    checked

    Customization=100

    Access=100

    Protection=1000

    Preserve

    Customizations

    Updatable by any

    access level

    Customization=0

    Access=100

    Protection=1000

    NONE

    Who can modify objectResulting LevelsSelected Check

    box

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    Reference :-

    https://metalink.oracle.com

    http://www.oracle.com/technology/products/integration/workflow/workflow_fov.html

    http://downloadwest.oracle.com/docs/cd/B10501_01/workflow.920/a95265/index.ht

    m#F

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    Any Queries ?

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    Thank you