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Oracle® Workflow Developer's Guide Release 12.2 Part No. E22011-10 July 2014 Or

Oracle® Workflow Developer's Guide Release 12.2 Part No. E22011-10 July 2014 Oracle Workflow Developer's Guide, Release 12.2 Part No. E22011-10 Copyright © 2003, 2014, Oracle and/or its affiliates. All rights reserved. Primary Author: Siu Chang, Clara Jaeckel Contributing Author: Varsha Bhatia, George Buzsaki, John Cordes, Mark Craig, Avinash Dabholkar, Mark Fisher, Yongran Huang, Kevin Hudson, Saroja Kandepuneni, George Kellner, Sai Kilaru, Angela Kung, David Lam, Janet Lee, Jin Liu, Kenneth Ma, Steve Mayze, Santhana Natarajan, Rajesh Raheja, Varadarajan Rajaram, Tim Roveda, Robin Seiden, Vijay Shanmugam, Sachin Sharma, Sheryl Sheh, Alejandro Sosa, Allison Sparshott, Susan Stratton, Roshin Thomas, Shivdas Tomar, Robert Wunderlich Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. 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This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. iii Contents Send Us Your Comments Preface 1 Overview of Oracle Workflow Overview of Oracle Workflow for Developers........................................................................ 1-1 Major Features and Definitions............................................................................................1-2 Workflow Processes............................................................................................................. 1-4 2 Defining a Workflow Process Overview of Oracle Workflow Builder ....................................................................................2-1 The Navigator Tree Structure.............................................................................................. 2-2 Viewing the Navigator Tree...................................................................................................... 2-3 Creating Process Definitions in Oracle Workflow Builder......................................................2-5 Opening and Saving Item Types............................................................................................ 2-10 Quick Start Wizard Overview.................................................................................................2-16 Using Oracle Workflow Builder with Different Server Versions......................................... 2-18 3 Defining Workflow Process Components Workflow Process Components................................................................................................ 3-1 Item Types................................................................................................................................. 3-2 Attributes................................................................................................................................... 3-6 Defining Item Types and Attributes........................................................................................ 3-7 Allowing Access to an Object................................................................................................. 3-21 Lookup Types.......................................................................................................................... 3-23 Defining Lookup Types.......................................................................................................... 3-24 iv Messages.................................................................................................................................. 3-28 Defining Messages.................................................................................................................. 3-60 Activities.................................................................................................................................. 3-73 Defining Activities.................................................................................................................. 3-81 Voting Activity........................................................................................................................ 3-94 Example Voting Methods........................................................................................................3-97 Deleting Objects in Oracle Workflow Builder.....................................................................3-100 Modifying Objects in Oracle Workflow Builder................................................................. 3-100 Workflow Objects That Support Versioning.................................................................... 3-102 Workflow Objects That Do Not Support Versioning....................................................... 3-103 4 Defining a Workflow Process Diagram Process Window........................................................................................................................ 4-1 Diagramming a Process............................................................................................................. 4-4 Modifying Fonts in Oracle Workflow Builder....................................................................... 4-21 Creating a Shortcut Icon for a Workflow Process...................................................................4-22 Referencing Roles....................................................................................................................4-23 Initiating a Process.................................................................................................................. 4-26 5 Predefined Workflow Activities Standard Activities.................................................................................................................... 5-1 And/Or Activities.................................................................................................................5-2 Comparison Activities......................................................................................................... 5-3 Compare Execution Time Activity....................................................................................... 5-3 Wait Activity........................................................................................................................ 5-4 Block Activity.......................................................................................................................5-5 Defer Thread Activity.......................................................................................................... 5-6 Launch Process Activity.......................................................................................................5-6 Noop Activity...................................................................................................................... 5-7 Loop Counter Activity......................................................................................................... 5-7 Start Activity........................................................................................................................ 5-9 End Activity......................................................................................................................... 5-9 Role Resolution Activity...................................................................................................... 5-9 Notify Activity..................................................................................................................... 5-9 Vote Yes/No Activity......................................................................................................... 5-10 Master/Detail Coordination Activities............................................................................... 5-11 Assign Activity.................................................................................................................. 5-15 Get Monitor URL Activity................................................................................................. 5-15 Get Event Property Activity...............................................................................................5-15 Set Event Property Activity................................................................................................5-16 v Compare Event Property Activity......................................................................................5-17 Concurrent Manager Standard Activities............................................................................... 5-18 Execute Concurrent Program Activity............................................................................... 5-18 Submit Concurrent Program Activity................................................................................ 5-19 Wait for Concurrent Program Activity.............................................................................. 5-20 6 Defining Procedures and Functions for Oracle Workflow Defining Procedures and Functions for Oracle Workflow...................................................... 6-1 Standard API for PL/SQL Procedures Called by Function Activities......................................6-2 Standard API for an Item Type Selector or Callback Function................................................6-8 Standard APIs for "PL/SQL" Documents................................................................................ 6-11 "PL/SQL" Documents......................................................................................................... 6-12 "PL/SQL CLOB" Documents.............................................................................................. 6-15 "PL/SQL BLOB" Documents...............................................................................................6-21 MIME Types and Subtypes Defined Within Oracle Workflow..........................................6-24 Standard API for an Event Data Generate Function.............................................................. 6-27 Standard API for a PL/SQL Generate Function..................................................................6-28 Standard API for a Java Generate Function....................................................................... 6-28 Standard APIs for a Queue Handler....................................................................................... 6-29 Standard APIs for a PL/SQL Queue Handler.....................................................................6-29 Standard APIs for a Java Queue Handler.......................................................................... 6-31 Standard API for an Event Subscription Rule Function........................................................ 6-32 Standard API for a PL/SQL Subscription Rule Function....................................................6-34 Standard API for a Java Subscription Rule Function......................................................... 6-36 7 Testing Workflow Definitions Testing Workflow Definitions Using the Developer Studio...................................................7-1 8 Managing Business Events Managing Business Events........................................................................................................8-1 Event Manager........................................................................................................................... 8-3 Events......................................................................................................................................... 8-4 Defining Events......................................................................................................................... 8-9 Event Subscriptions.................................................................................................................8-15 Defining Event Subscriptions.................................................................................................8-36 Agents...................................................................................................................................... 8-46 Defining Agents...................................................................................................................... 8-61 Systems.................................................................................................................................... 8-66 Defining Systems.................................................................................................................... 8-71 Workflow Agent Ping/Acknowledge......................................................................................8-75 vi The Workflow Agent Ping/Acknowledge Item Type.........................................................8-82 Summary of the Master Ping Process.................................................................................8-83 Master Ping Process Activities........................................................................................... 8-84 Summary of the Detail Ping Process.................................................................................. 8-85 Detail Ping Process Activities............................................................................................ 8-85 9 Predefined Workflow Events Predefined Workflow Events.................................................................................................... 9-1 Event Definition Events....................................................................................................... 9-2 Event Group Definition Events............................................................................................ 9-3 System Definition Events..................................................................................................... 9-5 Agent Definition Events.......................................................................................................9-6 Agent Group Definition Events........................................................................................... 9-7 Event Subscription Definition Events.................................................................................. 9-8 Synchronize Event Systems Event....................................................................................... 9-9 Seed Event Group................................................................................................................ 9-9 Ping Agent Events............................................................................................................. 9-12 System Signup Event......................................................................................................... 9-14 Any Event.......................................................................................................................... 9-15 Unexpected Event.............................................................................................................. 9-18 User Entry Has Changed Event......................................................................................... 9-21 Notification Events............................................................................................................ 9-22 Notification Mailer Events................................................................................................. 9-39 Business Event System Control Events.............................................................................. 9-41 Generic Service Component Framework Control Events.................................................. 9-44 Workflow Engine Events................................................................................................... 9-47 Directory Service Events.................................................................................................... 9-48 Test BES Event................................................................................................................... 9-56 Workflow Send Protocol......................................................................................................... 9-58 The Workflow Send Protocol Item Type............................................................................ 9-59 Summary of the Workflow Event Protocol Process........................................................... 9-61 Workflow Event Protocol Process Activities......................................................................9-63 Workflow Send Protocol Events........................................................................................ 9-65 10 Sample Workflow Process Sample Workflow Process...................................................................................................... 10-1 Requisition Process............................................................................................................ 10-1 Sample Requisition Data Model.........................................................................................10-2 Sample Requisition Item Type........................................................................................... 10-3 Summary of the Requisition Approval Process...........................................................10-5 vii Requisition Process Activities......................................................................................10-6 Summary of the Notify Approver Subprocess.......................................................... 10-10 Notify Approver Subprocess Activities.....................................................................10-11 Sample StartProcess Function....................................................................................10-14 Example Function Activities......................................................................................10-17 Example: Select Approver...................................................................................10-17 Example: Verify Authority..................................................................................10-20 Example Notification Activity................................................................................... 10-23 Example: Notify Requisition Approval Required............................................... 10-23 11 Error Handling Error Handling.........................................................................................................................11-1 Error Handling for Workflow Processes............................................................................ 11-1 Error Handling for Event Subscription Processing............................................................ 11-4 System: Error Item Type and Item Attributes.................................................................... 11-8 Default Error Process....................................................................................................... 11-10 Retry-only Process........................................................................................................... 11-13 Default Event Error Process............................................................................................. 11-16 Default Event Error Process (One Retry Option)............................................................. 11-21 Error Process for Notification Response Processing........................................................ 11-28 A Oracle Workflow Developer Navigation Paths Oracle Workflow Developer Navigation Paths....................................................................... A-1 B Oracle Workflow Builder Menus and Toolbars Oracle Workflow Builder Menus............................................................................................. B-1 Oracle Workflow Builder Toolbars.......................................................................................... B-5 C Oracle Workflow Implementation in Oracle E-Business Suite Predefined Workflows Embedded in Oracle E-Business Suite...............................................C-1 Applied Technology............................................................................................................ C-2 Communications................................................................................................................. C-5 Contracts............................................................................................................................. C-6 Corporate Performance Management................................................................................. C-8 Field Service...................................................................................................................... C-11 Financial Applications.......................................................................................................C-11 Higher Education.............................................................................................................. C-20 HRMS Applications...........................................................................................................C-26 Leasing.............................................................................................................................. C-37 viii Logistics............................................................................................................................ C-41 Maintenance Applications.................................................................................................C-42 Manufacturing Applications............................................................................................. C-43 Order Management........................................................................................................... C-48 Procurement...................................................................................................................... C-49 Product Hub (PIM)............................................................................................................C-52 Projects.............................................................................................................................. C-54 Sales, Marketing, and eCommerce.................................................................................... C-56 Service............................................................................................................................... C-59 Value Chain Planning....................................................................................................... C-60 Oracle Workflow Business Event System Implementation in Oracle E-Business Suite...... C-62 Oracle Workflow Support Policy........................................................................................... C-62 Customization Guidelines................................................................................................. C-63 Resolving Customization Issues........................................................................................C-63 What Is NOT Supported....................................................................................................C-64 What Is Supported............................................................................................................ C-64 Glossary Index ix Send Us Your Comments Oracle Workflow Developer's Guide, Release 12.2 Part No. E22011-10 Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document. Your feedback is important, and helps us to best meet your needs as a user of our products. For example: • Are the implementation steps correct and complete? • Did you understand the context of the procedures? • Did you find any errors in the information? • Does the uploads/s1/ developer-guide 8 .pdf