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Contents
List of Tables
Title and Copyright Information
Preface
Audience
Related Documents
Conventions
What's New in This Guide
New and Changed Features 12c (12.1.3)
Part I Using Oracle Business Process Management Workspace
1
Getting Started with Process Workspace
Understanding Process Workspace
Starting and Logging In to Process Workspace
Setting Accessibility Preferences in Process Workspace
Providing a Digital Certificate in Process Workspace
Accessing Administration Capabilities
Setting Your Preferences in Process Workspace
Navigating Process Workspace
About Task States
About the Process Workspace Tasks Page
Navigating the Process Workspace Tasks Page
Using the Process Workspace Task Details Page
Task History
Performing System Actions in Process Workspace
Customizing the Task List in Process Workspace
How to Filter Tasks
Seeing your completed tasks
To filter tasks based on assignee or state
To filter tasks based on keyword search
To filter tasks based on an advanced search
How to Create and Customize Worklist Views
To customize an Inbox view
Searching for Tasks in Process Workspace
Defining and Testing Screenflows in Process Workspace
About the Process Workspace Activity Guides Page
About the Process Workspace Process Tracking Page
Navigating the Process Workspace Process Tracking Page
About Process Workspace Dashboards
2
Working on Tasks in Process Workspace
Claiming and Releasing Tasks in Process Workspace
Modifying History Approval Options in the Task Details Page
Combining Repeated Approvals of a Task in the History
Excluding System Approvals from a Task
Including New Participants in the History Table for an Existing Task
Reassigning and Delegating Tasks in Process Workspace
Requesting Information in Process Workspace
Adding Comments and Attachments to Tasks in Process Workspace
How to Add a Comment to a Task
How to Add an Attachment to a Task
How to Delete An Attachment
Setting Rules, Vacation Periods, and Notification Preferences in Process Workspace
How to Create User Rules in Process Workspace
How to Create Group Rules in Process Workspace
How to Enable a Vacation Period in Process Workspace
How to Avoid Circular Logic in Reassigned Vacation Rules
How to Specify Notification Settings
Messaging Filter Rules
Data Types
Attributes
Rule Actions
Managing Messaging Channels
Viewing Your Messaging Channels
Creating, Editing, and Deleting a Messaging Channel
Managing Messaging Filters
Viewing Messaging Filters
Creating Messaging Filters
Editing a Messaging Filter
Deleting a Messaging Filter
Creating To-Do Tasks in Process Workspace
Creating Subtasks in Tasks in Process Workspace
What You May Need to Know About Creating Subtasks
How to Create a Subtask
Creating Subtasks from the Actions List
Creating Subtasks from an Existing Task
Acting on Tasks that Require Passwords in Process Workspace
Acting on a Task that Requires a Digital Signature in Process Workspace
Routing Tasks in Process Workspace
Using the Evidence Store Service and Digital Signatures
Creating Worklist Reports
How To Create Reports
What Happens When You Create Reports
Unattended Tasks Report
Tasks Priority Report
Tasks Cycle Time Report
Tasks Productivity Report
3
Working on Process Instances in Process Workspace
Initiating Process Instances in Process Workspace
Searching for Process Instances in Process Workspace
How to Perform a Basic Search for Process Instances
How to Perform an Advanced Search for Process Instances
Viewing the Details of a Process Instance in Process Workspace
Viewing History
Associating Comments and Attachments with a Process Instance
To associate a comment with a process instance
To associate an attachment with a process instance
Performing a Bulk Operation in Process Workspace
Canceling a Process Instance in Process Workspace
Customizing the Presentation of Process Instances in Process Workspace
4
Working with Activity Guides in Process Workspace
Understanding Activity Guides
Using Activity Guides
Navigating Activity Guides
Showing or Hiding the Activity Guide Tab Page
5
Creating and Editing Custom Pages in Process Workspace
Understanding Custom Pages in Process Workspace
Creating and Editing Custom Pages in Process Workspace
How to Create a Custom Page in Process Workspace
How to Add an External URL to a Customized Page in Process Workspace
How to Add an Applications Panel to a Customized Page in Process Workspace
How to Add a Dashboards Panel to a Customized Page in Process Workspace
How to Add a Process Instance Panel to a Customized Page
How to Grant and Manage Access to Customized Pages in Process Workspace
To specify access to a custom page
To edit access properties for a custom page
To delete access properties for a custom page
Establishing Communication Between Panels in Process Workspace
Establishing Communication Between Panels in Process Workspace
6
Using Dashboards in Process Workspace
About Process Monitor and Standard Dashboards
Accessing Process Monitor and Standard Dashboards
Using the Process Monitor Dashboard
Process Monitor Dashboard
Identifying and Viewing Alerts and Other Activity Metrics
Viewing Performance Graphs
About the Activity Details Dialog
Using Standard Dashboards
Participant Dashboards
Participant Workload Dashboard
Participant Performance Dashboard
Process Dashboards
Process Workload Dashboard
Process Performance Dashboard
Creating Custom Dashboards
Specifying Graph Content
Understanding Data Visibility Rules in Dashboards
Workload Sampling Data
Activity and Measurement Sampling Data
Process Level Sampling Data
7
Managing Workloads Among Users in Process Workspace
Managing the Availability of Users in Process Workspace
Distributing Work among Users in a Group
Setting Rules
How To Create User Rules
How To Create Group Rules
Setting Assignment Rules for Tasks with Multiple Assignees
Reassigning or Delegating Tasks in Process Workspace
Using Reports to Manage Workflows in Process Workspace
Using Dashboards to Manage Workflows in Process Workspace
Handling Escalations in Process Workspace
8
Working with Adaptive Case Management in Process Workspace
About Adaptive Case Management
Navigating Cases
About the Case Page
About the Navigation Bar
Using the Navigation Bar
Selecting a Case
Closing a Case
Viewing a Closed Case
Adding a Comment to a Case
Raising an Event on a Case
Viewing Case Information
Viewing Case Instances
Viewing the Case List
Viewing Hidden Panels
Case List Panel
Sorting the Case List
Searching for Cases
Using the Advanced Search
Working With Case Activities
Activities Panel
Filtering the Activities Displayed
Initiating an Activity
Viewing Activity Details
Working with Linked Cases
Linked Cases Panel
Linking Cases
Viewing the Audit Trail
Audit Trail Panel
Viewing Events in the Audit Trail
Updating Event Permissions
Data Panel
Working with Data Forms in the Data Panel
Documents Panel
Documents Panel
Viewing Documents in the Documents Panel
Performing Actions on a Document
Viewing Milestones
Milestones Panel
Changing a Milestone's Status
Working with Stakeholders
Stakeholders Panel
Adding Stakeholders
Editing Stakeholders
Part II Administering Process Workspace
9
Managing Process Workspace
Setting the Display of the Work Items Panel in Process Workspace
How to Specify the Login Page Realm Label in Process Workspace
How to Specify the Resource Bundle in Process Workspace
How to Enable or Disable Vacation Rules Delegation in Process Workspace
How to Specify the Language Locale Information in Process Workspace
How to Specify After Tasks Completion Behavior of Task Details Pop Up Window
How to Specify the User Name Format
How to Specify a Branding Logo in Process Workspace
How to Specify the Branding Title in Process Workspace
How to Choose a Skin in Process Workspace
To choose a skin, do one of the following
To create a customized skin
How to Enable Customized Applications and Links in Process Workspace
How to Set a Timeout Parameter for Screenflows
How to Register Customized Application URLs in Process Workspace
How to Map Task Actions to the Bulk Approval Task Actions Buttons
How to Show or Hide the Default Tab Pages in Process Workspace
How to Show or Hide the Worklist Action Menu in Process Workspace
Specifying Additional Process Workspace Settings
Administering Approval Groups in Process Workspace
How to Use Task Forms
Header View
Task Payload View
Task History View
Comments and Attachments View
How to Create Mapped Attribute Labels
To view attribute labels
To create an attribute label
To delete an attribute label
Importing and Exporting Attribute-Label Definitions
Internationalizing Attribute Labels
How to View Approval Groups
How to Search for an Approval Group
To search by user name
To search by group name
How to Add a Static Approval Group
How to Add a New Member to a Static Approval Group
How to Delete a Member from an Approval Group
How to Move an Approval Group's Members
How to Nest Approval Groups
How to Rename an Approval Group
Using Dynamic Approval Groups
How to Write a Custom Dynamic Approval Group Class
How to Register the Custom Dynamic Approval Group Class
How to Make the Custom Dynamic Approval Group Class Available
How to Add a Dynamic Approval Group
How to Delete an Approval Group
Managing Mapped Attributes (Flex Fields) in Process Workspace
How to Specify Mapped Attributes
To browse all mappings
To edit mappings by task type
Using Task Configuration in Process Workspace
How to Access the Task Configuration Page
How to Edit Workflow Task Settings
How to Specify Routing Settings
How to Specify an Expiration Policy
How to Extend an Expiration Policy Period
How to Specify an Escalation Policy
How to Specify Participant Notification Preferences
How to Make Email Messages Actionable
How to Secure Notifications to Exclude Details
How to Set Up Reminders
How to Notify Recipients of Changes to Task Status
How to Edit the Notification Message
How to Prevent Multiple Email Notifications for a Human Task Event
How to Enable Task Access
How to Specify Actions for Acting Upon Tasks
How to View Settings for Rules
How to Add a Rule to a Ruleset in Process Workspace
How to Define Rule Conditions
How to Add Actions
To perform commands on an action
How to Add and Customize Decision Tables
How to Customize an Existing Decision Table in Process Workspace
How to Edit an Action (Multiple Parameters: All Rules at a Time)
How to Edit an Action (Single Cell Editing)
How to Add a New Decision Table to a Ruleset in Process Workspace
How to Add a Variable to a Rule
Using Evidence Search in Process Workspace
Managing Exceptions in Process Workspace
Using the User Metadata Migration Utility
10
Managing Your Organization in Process Workspace
Understanding Deployment of Organization Entities in Process Workspace
Managing Holiday Rules in Process Workspace
To Create a Holiday Rule
To Import a Calendar File
To Edit a Holiday Rule
To Delete a Holiday Rule List
To Delete a Holiday Rule
Managing Calendars in Process Workspace
To create a calendar rule
To edit a calendar rule
To associate a calendar rule with a role and an organization unit
To associate a calendar with an organization unit
To delete a calendar rule
Managing Other Users' or Groups' Rules in Process Workspace
Managing Roles in Process Workspace
How to Add New Application Roles
How to Specify the Escalation Path for a Role
How to Grant Roles
How to Revoke Roles
How to Create and Manage Role-Specific Views and Layouts
Managing Parametric Roles in Process Workspace
Parametric Roles Used for Querying Members of an Organization Unit
Parametric Roles Used in Assigning Tasks
How to Create a Parametric Role
How to Modify a Parametric Role
How to Delete a Parametric Role
Managing Extended User Properties in Process Workspace
To Add Extended User Properties
To Modify Extended User Properties
To Delete Extended User Properties
To Associate Extended User Properties to Users
Managing Organization Units in Process Workspace
To Create an Organization Unit
To Edit an Organization Unit
To Delete an Organization Unit
11
Modifying Running Process Instances in Oracle Business Process Management Workspace
Altering the Flow of Running Process Instances in Process Workspace
How to Alter the Flow of Running Process Instances in Process Workspace
Migrating Process Instances in Process Workspace
How to Migrate a Process Instance in Process Workspace
How to Resume a Suspended Component
What You May Need to Know About Redeploying a Process
Moving Running Composite Instances from One Revision to Another
Important Considerations
How to Perform a Migration
Restrictions for Components
BPEL Components
BPMN Components
Human Task Components
Business Rules Components
Mediator Components
Ant Tasks Elements
Migration Elements
Part III Appendices
A
Creating Custom ADF Applications with Oracle Business Process Management Workspace Task Flows
User-Related Task Flows
Task List Task Flow
federatedMode
federatedServers
showServerColumn
wfCtxID
Certificates Task Flow
Reports Task Flow
Application Preferences Task Flow
Flex Fields Task Flow
Rules Task Flow
Process Task Flows
Process Application Task Flow
Process Instances Task Flow
Process Instance Details Task Flow
Process Analytics Task Flows
Dashboard Widget Task Flow
Application Roles Task Flow
Organization Units Task Flow
Parametric Roles Task Flow
Business Calendar and Holiday Lists Task Flow
Extended User Properties Task Flow
.JAR files for the Task Flows
Samples: Customizing ADF Applications with Process Workspace Task Flows
Sample 1: Creating an Application with an Embedded Tasklist Task Flow
Sample 2: Creating an ADF Page with Task Flows
Sample: Wf_client_config.xml File
Sample: Bean Returning WorkflowServicesClientConfigurationType Object
B
Customizing a Resource Bundle
How to Customize a Resource Bundle
C
Customizing Applications in Process Workspace and BPM Worklist
How to Customize an Application
D
Deploying Images and JAR files as Part of a Shared Library JAR file
How to Deploy Images and JAR Files as Part of a Shared Library JAR File
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