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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide for Release 11.1.1.7
Part I Using Oracle Business Process Management Workspace (Process Workspace)
1
Getting Started with Process Workspace
1.1
Understanding Process Workspace
1.2
Starting and Logging In to Process Workspace
1.3
Navigating Process Workspace
1.3.1
About the Process Workspace Tasks Page
1.3.1.1
Navigating the Process Workspace Tasks Page
1.3.1.2
Using the Process Workspace Task Details Page
1.3.1.3
Customizing the Task List in Process Workspace
1.3.1.4
Searching for Tasks in Process Workspace
1.3.2
About the Process Workspace Activity Guides Page
1.3.3
About the Process Workspace Process Tracking Page
1.3.3.1
Navigating the Process Workspace Process Tracking Page
1.3.4
About the Process Workspace Standard Dashboards Page
1.4
Setting Accessibility Preferences in Process Workspace
1.5
Providing a Digital Certificate in Process Workspace
1.6
Accessing Administration Capabilities
1.7
Setting Your Preferences in Process Workspace
2
Working on Tasks in Process Workspace
2.1
Claiming and Releasing Tasks in Process Workspace
2.2
Modifying History Approval options in the Task Details Page
2.2.1
Combining Repeated Approvals of a Task in the History
2.2.2
Excluding System Approvals from a Task
2.2.3
Including New Participants in an Existing Task
2.3
Reassigning and Delegating Tasks in Process Workspace
2.4
Adding Comments and Attachments to Tasks in Process Workspace
2.5
Requesting Information in Process Workspace
2.6
Setting Rules, Vacation Periods, and Notification Preferences in Process Workspace
2.6.1
How to Create User Rules in Process Workspace
2.6.2
How to Create Group Rules in Process Workspace
2.6.3
How to Enable a Vacation Period in Process Workspace
2.6.4
Specifying Notification Settings
2.6.4.1
Messaging Filter Rules
2.6.4.2
Rule Actions
2.6.4.3
Managing Messaging Channels
2.6.4.4
Managing Messaging Filters
2.7
Creating ToDo Tasks in Process Workspace
2.8
Creating Subtasks in Tasks in Process Workspace
2.8.1
What You May Need to Know About Creating Subtasks
2.8.2
How to Create a SubTask
2.8.2.1
Creating SubTasks from the Actions List
2.8.2.2
Creating SubTasks from an Existing Task
2.9
Acting on Tasks that Require Passwords in Process Workspace
2.10
Acting on a Task that Requires a Digital Signature in Process Workspace
2.11
Routing Tasks in Process Workspace
2.12
Evidence Store Service and Digital Signatures
2.13
Creating Worklist Reports
2.13.1
How To Create Reports
2.13.2
What Happens When You Create Reports
2.13.2.1
Unattended Tasks Report
2.13.2.2
Tasks Priority Report
2.13.2.3
Tasks Cycle Time Report
2.13.2.4
Tasks Productivity Report
3
Working on Process Instances in Process Workspace
3.1
Initiating Process Instances in Process Workspace
3.2
Searching for Process Instances in Process Workspace
3.2.1
How to Perform a Basic Search for Process Instances
3.2.2
How to Perform an Advanced Search for Process Instances
3.3
Viewing the Details of a Process Instance in Process Workspace
3.3.1
Viewing the Audit Trail in Process Workspace
3.3.2
Associating Comments and Attachments with a Process Instance in Process Workspace
3.4
Performing a Bulk Operation in Process Workspace
3.5
Canceling a Process Instance in Process Workspace
3.6
Customizing the Presentation of Process Instances in Process Workspace
4
Working with Activity Guides in Process Workspace
4.1
Understanding Activity Guides
4.1.1
Why Use Activity Guides
4.2
Navigating Activity Guides
4.3
Showing or Hiding the Activity Guide Tab Page
5
Creating and Editing Custom Pages in Process Workspace
5.1
Creating Custom Pages in Process Workspace
5.1.1
How to Create a Custom Page in Process Workspace
5.1.2
How to Add an External URL to a Customized Page in Process Workspace
5.1.3
How to Add an Applications Panel to a Customized Page in Process Workspace
5.1.4
How to Add a Dashboards Panel to a Customized Page in Process Workspace
5.1.5
How to Add a Process Instance Panel to a Customized Page in Process Workspace
5.1.6
How to Grant and Manage Access to Customized Pages in Process Workspace
5.2
Establishing Communication Between Panels in Process Workspace
5.2.1
How to Establish Communication Between Panels in Process Workspace
5.3
Editing Custom Pages and Panels in Process Workspace
6
Using Dashboards in Process Workspace
6.1
Using Standard Dashboards
6.1.1
Participant Dashboards
6.1.1.1
Participant Workload Dashboard
6.1.1.2
Participant Performance Dashboard
6.1.2
Process Dashboards
6.1.2.1
Process Workload Dashboard
6.1.2.2
Process Performance Dashboard
6.2
Creating Custom Dashboards
6.2.1
Specifying Graph Content
6.3
Understanding Data Visibility Rules in Dashboards
6.3.1
Workload Sampling Data
6.3.2
Activity and Measurement Sampling Data
6.3.3
Process Level Sampling Data
7
Managing Workloads Among Users in Process Workspace
7.1
Managing the Availability of Users in Process Workspace
7.2
Distributing Work among Users in a Group
7.3
Setting Rules
7.3.1
How To Create User Rules
7.3.2
How To Create Group Rules
7.4
Setting Assignment Rules for Tasks with Multiple Assignees
7.5
Reassigning or Delegating Tasks in Process Workspace
7.6
Using Reports to Manage Workflows in Process Workspace
7.7
Using Dashboards to Manage Workflows in Process Workspace
7.8
Handling Escalations in Process Workspace
8
Adaptive Case Management in Process Workspace
8.1
About Adaptive Case Management
8.2
Navigating Cases
8.2.1
About the Case Page
8.2.2
About the Navigation Bar
8.2.3
Using the Navigation Bar
8.2.3.1
Selecting a Case
8.2.3.2
Closing a Case
8.2.3.3
Viewing a Closed Case
8.2.3.4
Adding a Comment to a Case
8.2.3.5
Raising an Event on a Case
8.3
Viewing Case Information
8.3.1
Viewing Case Instances
8.3.2
Viewing the Case List
8.3.2.1
Viewing Hidden Panels
8.3.2.2
Case List Panel
8.3.2.3
Sorting the Case List
8.3.2.4
Searching for Cases
8.3.3
Working With Case Activities
8.3.3.1
Activities Panel
8.3.3.2
Filtering the Activities Displayed
8.3.3.3
Initiating an Activity
8.3.3.4
Viewing Activity Details
8.3.4
Viewing the Audit Trail
8.3.4.1
Audit Trail Panel
8.3.4.2
Viewing Events in the Audit Trail
8.3.4.3
Updating Event Permissions
8.3.5
Data Panel
8.3.5.1
Working with Data Forms in the Data Panel
8.3.6
Documents Panel
8.3.6.1
Documents Panel
8.3.6.2
Viewing Documents in the Documents Panel
8.3.6.3
Performing Actions on a Document
8.3.7
Viewing Milestones
8.3.7.1
Milestones Panel
8.3.7.2
Changing a Milestone's Status
8.3.8
Working with Stakeholders
8.3.8.1
Stakeholders Panel
8.3.8.2
Adding Stakeholders
8.3.8.3
Editing Stakeholders
8.4
Working on Cases
Part II Administering Process Workspace
9
Managing Process Workspace
9.1
What You May Need to Know When Managing Process Workspace
9.2
Setting the Display of the Work Items Panel in Process Workspace
9.2.1
How to Specify the Login Page Realm Label in Process Workspace
9.2.2
How to Specify the Resource Bundle in Process Workspace
9.2.3
How to Specify the Language Locale Information in Process Workspace
9.2.4
How to Specify the User Name Format
9.2.5
How to Specify a Branding Logo in Process Workspace
9.2.6
How to Specify the Branding Title in Process Workspace
9.2.7
How to Choose a Skin in Process Workspace
9.2.8
How to Enable Customized Applications and Links in Process Workspace
9.2.9
How to Specify an Image for a Task Action
9.2.10
How to Specify, Show, or Hide the Default Tab Pages in Process Workspace
9.3
Administering Approval Groups in Process Workspace
9.3.1
How to Use Task Forms
9.3.1.1
Header View
9.3.1.2
Task Payload View
9.3.1.3
Task History View
9.3.1.4
Comments and Attachments View
9.3.2
How to Create Mapped Attribute Labels
9.3.2.1
Importing and Exporting Attribute-Label Definitions
9.3.2.2
Internationalizing Attribute Labels
9.3.3
How to View Approval Groups
9.3.4
How to Search for an Approval Group
9.3.5
How to Add a Static Approval Group
9.3.6
How to Add a New Member to a Static Approval Group
9.3.7
How to Delete a Member from an Approval Group
9.3.8
How to Move an Approval Group's Members
9.3.9
How to Nest Approval Groups
9.3.10
How to Rename an Approval Group
9.3.11
Using Dynamic Approval Groups
9.3.11.1
How to Write a Custom Dynamic Approval Group Class
9.3.11.2
How to Register the Custom Dynamic Approval Group Class
9.3.11.3
How to Make the Custom Dynamic Approval Group Class Available
9.3.11.4
How to Add a Dynamic Approval Group
9.3.12
How to Delete an Approval Group
9.4
Managing Mapped Attributes (Flex Fields) in Process Workspace
9.4.1
How to Specify Mapped Attributes
9.5
Using Task Configuration in Process Workspace
9.5.1
About Task Configuration in Process Workspace
9.5.2
How to Edit Workflow Task Settings
9.5.3
How to Specify Routing Settings
9.5.4
How to Specify an Expiration Policy
9.5.5
How to Extend an Expiration Policy Period
9.5.6
How to Specify an Escalation Policy
9.5.7
How to Specify Participant Notification Preferences
9.5.7.1
How to Make Email Messages Actionable
9.5.7.2
How to Secure Notifications to Exclude Details
9.5.7.3
How to Set Up Reminders
9.5.7.4
How to Notify Recipients of Changes to Task Status
9.5.7.5
How to Edit the Notification Message
9.5.7.6
How to Prevent Multiple Email Notifications for a Human Task Event
9.5.8
How to Enable Task Access
9.5.9
How to Specify Actions for Acting Upon Tasks
9.5.10
How to View Settings for Rules
9.5.11
How to Add a Rule to a Ruleset in Process Workspace
9.5.11.1
How to Define Rule Conditions
9.5.11.2
How to Add Actions
9.5.12
How to Add and Customize Decision Tables
9.5.12.1
How to Customize an Existing Decision Table in Process Workspace
9.5.12.2
How to Edit an Action (Multiple Parameters: All Rules at a Time)
9.5.12.3
How to Edit an Action (Single Cell Editing)
9.5.12.4
How to Add a New Decision Table to a Ruleset in Process Workspace
9.5.13
How to Add a Variable to a Rule
9.6
Using Evidence Search in Process Workspace
9.7
Managing Exceptions in Process Workspace
9.8
Using the User Metadata Migration Utility
10
Managing Your Organization in Process Workspace
10.1
Understanding Deployment of Organization Entities in Process Workspace
10.2
Managing Holiday Rules in Process Workspace
10.3
Managing Calendar Rules in Process Workspace
10.4
Managing Other Users' or Groups' Rules (as an Administrator) in Process Workspace
10.5
Managing Roles in Process Workspace
10.5.1
How to Add New Application Roles
10.5.2
How to Specify the Escalation Path for a Role
10.5.3
How to Grant and Revoke Roles
10.5.4
How to Create and Manage Role-Specific Views and Layouts
10.6
Managing Parametric Roles in Process Workspace
10.6.1
Parametric Roles Used for Querying Members of an Organization Unit
10.6.2
Parametric Roles Used in Assigning Tasks
10.6.3
How to Create a Parametric Role
10.6.4
How to Modify a Parametric Role
10.6.5
How to Delete a Parametric Role
10.7
Managing Extended User Properties in Process Workspace
10.8
Managing Organization Units in Process Workspace
11
Modifying Running Process Instances in Oracle Business Process Management Workspace
11.1
Altering the Flow of Running Process Instances in Process Workspace
11.1.1
How to Alter the Flow of Running Process Instances in Process Workspace
11.2
Migrating Process Instances in Process Workspace
11.2.1
How to Migrate a Process Instance in Process Workspace
11.2.2
How to Resume a Suspended Component
11.3
What You May Need to Know About Redeploying a Process
11.4
Moving Running Composite Instances from One Revision to Another
11.4.1
Overview
11.4.2
Important Considerations
11.4.3
How to Perform a Migration
11.4.4
Restrictions for Components
11.4.4.1
BPEL Components
11.4.4.2
BPMN Components
11.4.4.3
Human Task Components
11.4.4.4
Business Rules Components
11.4.4.5
Mediator Components
11.4.5
Ant Tasks Elements
11.4.6
Migration Elements
Part III Using Oracle Business Process Management Process Spaces
12
Getting Started with Process Spaces
12.1
Understanding Process Spaces
12.1.1
Oracle WebCenter Portal Group Spaces for Business Process Management
12.2
Starting and Logging In to Process Spaces
12.3
Navigating Process Spaces
12.3.1
About the Process Spaces Process Workspace
12.3.1.1
The Process Workspace Home Page
12.3.1.2
The Process Workspace Process Tracking Page
12.3.2
The Modeling Space in Process Spaces
12.3.3
The Process Instance Space in Process Spaces
13
Using and Customizing a Process Workspace in Process Spaces
13.1
The Process Workspace Home Page in Process Spaces
13.2
Acting on Tasks in Process Spaces
13.3
Filtering Tasks in Process Spaces
13.4
Adding Members to Process Spaces
13.5
Adding Documents to Process Spaces
13.6
Participating in Discussions in Process Spaces
13.7
Viewing Recent Activity in Process Spaces
13.8
Initiating a Process Instance in Process Spaces
13.9
Filtering Process Instances in Process Spaces
13.10
Canceling a Process Instance in Process Spaces
13.11
Adding Documents to Process Instances in Process Spaces
13.12
Using and Customizing Dashboards in Process Spaces
13.13
Creating an On-Demand Group Space for an Instance in Process Spaces
13.14
Customizing Process Workspace in Process Spaces
13.15
Subscribing to a Process Workspace Group Space in Process Spaces
14
Using and Customizing a Process Modeling Space in Process Spaces
14.1
About Modeling Spaces in Process Spaces
14.2
The Process Modeling Space Page
14.3
Customizing a Process Modeling Space in Process Spaces
14.4
Adding Members to the Modeling Space in Process Spaces
14.5
Adding Documents to the Modeling Space in Process Spaces
14.6
Participating in Modeling Space Discussions in Process Spaces
14.7
Subscribing to a Modeling Space in Process Spaces
15
Using and Customizing a Process Instance Space in Process Spaces
15.1
The Process Instance Space in Process Spaces
15.2
Adding Comments and Attachments to a Process Instance in Process Spaces
15.3
Tracking a Process Instance in Process Spaces
15.4
Creating a Calendar for a Process Instance in Process Spaces
15.5
Adding a Document to a Process Instance Space in Process Spaces
15.6
Participating in a Discussion in a Process Instance Space in Process Spaces
15.7
Customizing a Process Instance Space in Process Spaces
16
Creating Custom Dashboards in Process Spaces
16.1
Understanding Custom Dashboards in Process Spaces
16.2
Creating a Custom Dashboard in Process Spaces
16.2.1
How to Create a Custom Dashboard in Process Spaces
17
Performing Administration in Process Spaces
17.1
Understanding Roles and Permissions in Process Spaces
17.2
Understanding Task Flows in Process Spaces
17.3
Editing Pages in Process Spaces
17.4
Configuring a Group Space in Process Spaces
Part IV Appendices
A
Creating Custom ADF Applications with Oracle Business Process Management Workspace Task Flows
A.1
User-Related Task Flows
A.1.1
Task List Task Flow
A.1.1.1
federatedMode
A.1.1.2
federatedServers
A.1.1.3
showServerColumn
A.1.1.4
wfCtxID
A.1.2
Certificates Task Flow
A.1.3
Reports Task Flow
A.1.4
Application Preferences Task Flow
A.1.5
Flex Fields Task Flow
A.1.6
Rules Task Flow
A.2
Process Task Flows
A.2.1
Process Application Task Flow
A.2.2
Process Instances Task Flow
A.2.3
Process Instance Details Task Flow
A.3
Process Analytics Task Flows
A.3.1
Dashboard Widget Task Flow
A.3.2
Application Roles Task Flow
A.3.3
Organization Units Task Flow
A.3.4
Parametric Roles Task Flow
A.3.5
Business Calendar and Holiday Lists Task Flow
A.3.6
Extended User Properties Task Flow
A.4
.JAR files for the Task Flows
A.5
Samples: Customizing ADF Applications with Oracle Business Process Management Workspace Task Flows
A.5.1
Sample 1: Creating an Application with an Embedded Tasklist Task Flow
A.5.2
Sample 2: Creating an ADF Page with Task Flows
A.6
Sample: Wf_client_config.xml File
A.7
Sample: Bean with the Method Returning the WorkflowServicesClientConfigurationType Object
B
Customizing a Resource Bundle
B.1
How to Customize a Resource Bundle
C
Customizing Applications in Process Workspace and the Worklist Application
C.1
How to Customize an Application
D
Deploying Images and JAR files as Part of a Shared Library JAR file
D.1
How to Deploy Images and JAR Files as Part of a Shared Library JAR File
Index
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