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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces
11g Release 1 (11.1.1.7.0)

Part Number E10149-12
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8 Customizing Task Flows at Runtime

Through the Task Flow Editor system page, you can customize a task flow at application runtime so that all instances are affected. You can change all task flow instances at the application level or just those instances in a given space.

This chapter provides details about runtime task flow customization and steps you through the process of customizing task flows application-wide and space-wide. It includes the following sections:

See Also:

For information about system pages, see Section 7.3, "Working with System Pages." Task flow customization is also possible at design time through Oracle JDeveloper. The process differs significantly from the runtime procedure discussed in this chapter. For more information, see the chapter, "Customizing Task Flows," in Oracle Fusion Middleware Developer's Guide for Oracle WebCenter Portal.

8.1 What You Should Know About Runtime Task Flow Customization

Runtime Task flow customization provides a means of configuring a particular task flow in a way that all instances of that task flow within the current scope are affected.

The task flow customization feature is available exclusively on the Task Flow Editor system page. The Task Flow Editor system page is available at both the application and space levels:

Note:

When you customize a task flow element at the application level, and another user customizes the same task flow element at the space level, the space-level customization take precedence in that space.

The Task Flow Editor system page is provided to enable customization of any seeded task flow (custom task flows that are created through the Resource Manager cannot be customized in this way). Edit the Task Flow Editor page, and add any seeded task flow to it. Edit the task flow by selecting any of its elements on the page and then editing the selected element's properties.

The changes you make to task flows on the Task Flow Editor system page affect all instances of the task flow at the application level, when you customize the application-level system page, or within the scope of the current space, when you customize the space-level system page.

System pages at both the application and space level have a Restore Default feature that enables authorized users to remove all page customizations and restore a system page to its out-of-the-box state. It is important to note that Restore Default does not also restore customized task flows to their default states. A separate control, Reset Task Flow, is available to remove task flow customizations (for more information, see Section 8.4, "Removing Task Flow Customizations").

Note:

Customizations made to task flows created at runtime—that is, created through the Resource Manager—are base document edits rather than layered customizations. Consequently, they cannot be reset. When you edit a task flow created at runtime in Composer, edits are saved, even if you do not explicitly click Save.

See Also:

For information about the Restore Default feature for system pages, see Section 7.3.3, "Removing All Page Customizations from a System Page."

Make runtime task flow customizations in page edit mode Source view. In Source view, an Edit Task Flow link is provided next to the region that represents the task flow. You can click this link to start the customization process (Figure 8-1).

Figure 8-1 Edit Task Flow Link Next to a Region Tag

Edit Task Flow link next to a region tag
Description of "Figure 8-1 Edit Task Flow Link Next to a Region Tag"

Once in, you can select different task flow elements directly on the page and edit their properties through the Component Properties dialog. All changes made in this way affect all instances of the task flow either application-wide or within the scope of a space, depending on where you initiated the customization. Changes to one element affect all like elements. For example, if you select a folder in the Document Explorer task flow, and change its icon, all folder icons in all Document Explorer task flows within the current scope are affected.

8.2 Customizing Task Flows at the Application Level

This section describes how to perform runtime task flow customizations at the application level.

Note:

When you customize a task flow element at the application level, and another user customizes the same task flow element at the space level, the space-level customization take precedence in that space.

To perform runtime task flow customizations application-wide:

  1. Navigate to the Spaces Administration page, click the Pages tab to bring it forward, and then click System Pages to view all system pages.

    You can use the following URL to get to this location:

    http://host:port/webcenter/spaces/admin/systempages
    
  2. Click the Customize link next to the Task Flow Editor system page to open it in page edit mode (Figure 8-2).

    Figure 8-2 Customize Link Next to the Task Flow Editor System Page

    Customize link next to system page
    Description of "Figure 8-2 Customize Link Next to the Task Flow Editor System Page"

  3. Add the task flow of interest to the application-level Task Flow Editor system page.

    See Also:

    For more information, see Section 18.5, "Adding a Component to a Page."

  4. From the View menu, select Source to view the page source (Figure 8-3).

    Figure 8-3 Source Option on View Menu

    Source option on View menu
    Description of "Figure 8-3 Source Option on View Menu"

  5. Click the Edit Task Flow link next to the task flow you want to customize (Figure 8-4).

    Figure 8-4 Edit Task Flow Link Next to a Region Tag

    Edit Task Flow link next to a region tag
    Description of "Figure 8-4 Edit Task Flow Link Next to a Region Tag"

  6. In the resulting Confirm Task Flow Edit dialog, click Edit.

    Source view zooms into the source code hierarchy of the task flow being edited (Figure 8-5)

    Figure 8-5 Zoomed-In View of Task Flow

    Zoomed-in view of task flow
    Description of "Figure 8-5 Zoomed-In View of Task Flow"

    Tip:

    Use the Show Hierarchy icon (arrow) in Source view to navigate back up the source hierarchy.

    Show Hierarchy icon
    Description of the illustration wcsug_ctf_up.gif
  7. Select a task flow element by clicking it on the page (Figure 8-6).

    Figure 8-6 Selected Task Flow Element on a Page in Source View

    Selected task flow element in Source view
    Description of "Figure 8-6 Selected Task Flow Element on a Page in Source View"

  8. Click the Show the properties of selected_element to open the Component Properties dialog (Figure 8-7).

    Figure 8-7 Show the Properties of Everyone Icon

    Show the properties icon
    Description of "Figure 8-7 Show the Properties of Everyone Icon"

  9. Make your changes to the element's properties.

    Note:

    Remember that changes to one element affect all like elements in the task flow within the current scope. For example, a change to the font used on a folder name affects all folder names within the scope and not just the selected instance.

  10. Click Apply to view the effect of your changes; click OK to save your changes and exit the dialog.

    Every instance of the customized task flow within the current scope renders with your customizations.

  11. Click Save then Close to exit Composer.

8.3 Customizing Task Flows at the Space Level

This section describes how to perform task flow customizations at the space level.

Note:

When you customize a task flow element at the application level, and another user customizes the same task flow element at the space level, the space-level customization take precedence in that space.

To perform space-wide task flow customizations through the Task Flow Editor system page:

  1. Navigate to the Pages page in the space administration settings, then click the System Pages subpage.

    You can use the following URL to get to this location:

    http://host:port/webcenter/spaces/spaceName/admin/systempages
    
  2. Click the Customize link next to the Task Flow Editor system page to open it in page edit mode (Figure 8-8).

    Figure 8-8 Customize Link on the Space-Level System Page Task Flow Editor

    Customize link on a Space system page
    Description of "Figure 8-8 Customize Link on the Space-Level System Page Task Flow Editor"

  3. Add the task flow of interest to the space-level Task Flow Editor system page.

    See Also:

    For more information, see Section 18.5, "Adding a Component to a Page."

  4. From the View menu, select Source to view the page source (Figure 8-9).

    Figure 8-9 Source Option on View Menu

    Source option on View menu
    Description of "Figure 8-9 Source Option on View Menu"

  5. Click the Edit Task Flow link next to the task flow you want to customize (Figure 8-10).

    Figure 8-10 Edit Task Flow Link In Source View

    Edit Task Flow link in Source view
    Description of "Figure 8-10 Edit Task Flow Link In Source View"

  6. In the resulting Confirm Task Flow Edit dialog, click Edit.

    Source view zooms into the source code hierarchy of the task flow being edited (Figure 8-11)

    Figure 8-11 Zoomed-In View of Task Flow in Edit Mode

    Zoomed-in view of task flow in edit mode
    Description of "Figure 8-11 Zoomed-In View of Task Flow in Edit Mode"

    Tip:

    Use the Show Hierarchy icon (arrow) in Source view to navigate back up the source hierarchy.

    Show Hierarchy icon
    Description of the illustration wcsug_ctf_up2.gif
  7. Select a task flow element by clicking it on the page.

  8. Click the Show the properties of selected_element to open the Component Properties dialog (Figure 8-12).

    Figure 8-12 Show the Properties of folderclosed_qualifier.png

    Show the properties of calendar icon
    Description of "Figure 8-12 Show the Properties of folderclosed_qualifier.png"

  9. Make your changes to the element's properties.

    Note:

    Remember that changes to one element affect all like elements in the task flow within the current scope. For example, a change to the font used on a button affects all like buttons on every instance of the selected task flow within the scope and not just the selected instance.

  10. Click Apply to view the effect of your changes; click OK to save your changes and exit the dialog.

    Every instance of the customized task flow within the current scope renders with your customizations.

  11. Click Save then Close to exit Composer.

8.4 Removing Task Flow Customizations

Use the Reset Task Flow feature to remove customizations from seeded task flows.

Note:

Reset Task Flow does not apply to task flows created at runtime. That is, task flows created through the Resource Manager. Changes made to a task flow created through the Resource Manager are base edits rather than layered customizations; therefore, when you click Reset Task Flow, there are no customization layers to remove.

To remove task flow customizations made at the application or space level:

  1. Navigate to the System Pages subpage at the application or space level.

    To navigate to the application Systems Pages subpage, use the following URL:

    http://host:port/webcenter/spaces/admin/systempages
    

    To navigate to a space Systems Pages subpage, use the following URL:

    http://host:port/webcenter/spaces/spaceName/admin/systempages
    
  2. Click the Customize link next to the Task Flow Editor system page to open it in page edit mode (Figure 8-13).

    Figure 8-13 Customize Link Next to a System Page

    Customize link next to a system page
    Description of "Figure 8-13 Customize Link Next to a System Page"

  3. In Source view, select the customized task flow, and click Reset Task Flow (Figure 8-14).

    Figure 8-14 A Selected Task Flow and the Reset Task Flow Button

    Selected task flow and Reset Task Flow button
    Description of "Figure 8-14 A Selected Task Flow and the Reset Task Flow Button"

  4. Click Reset Task Flow in the confirmation dialog.