The document provides an overview of Oracle Workflow and discusses how it can be used to automate business processes in Oracle E-Business Suite. It describes a business case of adding a supplier approval process to a purchase order workflow. It then covers technical approaches for customizing notifications, adding recall functionality, and calling Oracle forms from notifications. The document concludes with common issues and fixes when working with Oracle Workflow.

1. Session ID:
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10246
Oracle Workflow
Tips & Tricks
A complete Guide to Create and
Customize Workflow with simple
notes Apr 25, 2018
Anand Kumar Palanisamy
Technical Consultant
Doyen Systems - India
@anand_jp07

2. Presenter Info
• Technical Consultant in Oracle E-Business Suite with 6+ years of
experience
• Part of multiple Oracle E-Business Implementation & Upgrade
projects with a focus on configuration, development and support of
Oracle Applications
• Part of Oracle Fusion HCM & Finance Implementation - data
conversion & report development
Technical Consultant, Doyen Systems Pvt Ltd
Anand Kumar Palanisamy

3. Our People (Based out of USA & India)
 300+ people with expertise in Oracle E-
Business Suite and Core Oracle Technology
 Qualifications
 91% - Certified Professionals
 PMI - PMP
 MBA / Engineers
 Serving Customers for last 11+ years

4. Agenda
Workflow is an essential part of E-Business Suite release. It allow users to define their own
business process to suit organization needs.
Since there is lot of risk involved in development or enhancement of workflow, most of the
developer would not have the opportunity to encounter the productive features of it.
Sharing an effective features that can help
• Creates a clear business process definition
• Automates the business routing
• Easy adaptation of advanced concepts
• Readily change the business process in case of change

5. Context
Quick overview of Workflow
Business Case
Technical Approach
Effective Features
Common Issues & Fixes

6. Workflow Overview
• Oracle® Workflow is a complete workflow management system that supports
business process definition and automation.
• A framework and toolkit for building your processes:
– Define process flow logic
– Route information
– Define & validate business rules

7. Workflow Overview
What is
Workflow
?

8. Workflow Usage In EBS
Account
Generator
Data Transfer
Process
Approval
Process

9. Architecture

10. Workflow Builder
WF_ITEM_TYPES
WF_ITEM_ATTRIBUTES
WF_ACTIVITIES
WF_MESSAGES
WF_LOOKUP_TYPES
WF_EVENTS

11. Business Case
• EBS Standard functionality
PO
Requisition
PO
Creation
PO
Approved
Receiving
Goods
Invoice
Creation
Payment
to Supplier

12. Business Case
• Business requirement is to send the Purchase Order for approval along with
Supplier addition information.
Supplier
History
Supplier
Performance Negotiations
Management Approval Process

13. Business Case
PO
Requisition
PO
Creation
Approval
Note
Approval
Process
PO
Approved
Receiving
Goods
Invoice
Creation
Payment to
Supplier
Budget
Check
Standard Process
Custom Process

14. Technical Approach
• Approval Note Form
User
Initiates
Approval
Process

15. Workflow Notification Page

16. Workflow Creation
• Process Flow

17. Workflow Access Level
• Oracle Workflow assigns a protection and customization level to every workflow
object definition stored in the database and requires every user of Oracle
Workflow to operate at a certain access level
• Access Level determine whether a user can modify a given workflow object.
“About Oracle Workflow Builder” under Help menu

18. Effective Features
Customizing Notifications
Recall Functionality
Custom History
Call Oracle Forms From Notification
Special Attributes
Change Account Generator Start Process

19. Customizing Notification

20. Customizing Notification
• Process Flow Definition

21. Customizing Notification
Workflow PLSQL function which designs the notification page before calling
notification function

22. Customizing Notification

23. Recall Functionality

24. Custom Action History

25. Custom Action History
•Hide Standard Using
OAF region controller
•Add Custom Using
#HISTORY item attribute
Hide default Action
History region and
show your own
action history from
custom table in
OAF region being
displayed inside
Workflow message.

26. Custom Action History
Modify the region controller using below statement to
hide Oracle default Action History region
OAWebBean rootWebBean = pageContext.getRootWebBean();
OAStackLayoutBean ntfHistoryRN =
(OAStackLayoutBean)rootWebBean.findIndexedChildRecursive("NtfHistoryRG");
if(ntfHistoryRN != null)
ntfHistoryRN.setRendered(false);

27. Custom Action History
Add an attribute with internal name #HISTORY in message and then specify
the value of OAF region which should be displayed in notification instead of
Action History region. You can pass parameters as well in your URL.
• JSP:/OA_HTML/OA.jsp?OAFunc=XXXX_ACTION_HIST_RN-&pRequestId=-&REQUESTID

28. Call Oracle Form Page
• From notification page we can call the Oracle EBS Application Form to view
notification related information like Purchase Order just by a single click.

29. Special Attributes
#CC
#BCC
#FROM_ROLE
#HIDE_REASSIGN
#MOREINFO
#HISTORY

30. Account Generator

31. Common Issues & Fixes
Process Struck in Deferred State
Have at least one Workflow Background process running under the concurrent
manager without an Item Type specified, with Process Deferred and Timeout set
to Yes, and with a frequency of at least once a day.

32. Common Issues & Fixes
Process ends in Error if PLSQL script altered
Navigate to System Administrator responsibility – Status Monitor

33. Common Issues & Fixes
Process ends in Error if PLSQL script altered
Restart the “Workflow Service Components” under “Oracle Application Manager”

34. Common Issues & Fixes
• wf_engine.handleerror(itemtype => 'XXPLLAPN‘
,itemkey => i.item_key
,activity => 'XXPLLAPN_NOTIFY_1‘
,command => 'RETRY‘ or ‘SKIP’
,result => NULL);
API To Restart A Process

35. Session ID:
Remember to complete your evaluation for this session within the app!
10246
Questions?
anandkumar.palanisamy@doyensys.com