Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What's New in This Guide

Part I Using Oracle BPM Studio

1 Introduction to Oracle BPM Studio

• 1.1 Working with Oracle BPM Suite
• 1.2 Overview of the Application Development Life Cycle
• 1.3 Introduction to the Oracle BPM Studio User Interface
  • 1.3.1 Applications Window
  • 1.3.2 BPMN Process Editor
  • 1.3.3 Components Window
  • 1.3.4 Process Asset Manager Navigator
  • 1.3.5 Structure View
  • 1.3.6 Thumbnail View
  • 1.3.7 Simulation View
  • 1.3.8 Log Window
  • 1.3.9 Documentation Window

2 Working with BPM Projects

• 2.1 Introduction to BPM Projects
  • 2.1.1 Introduction to Project Resources
  • 2.1.2 Sharing Projects Between Oracle BPM Users
• 2.2 Creating and Working with Projects
  • 2.2.1 How to Create a New Project
  • 2.2.2 How to Open a Project from the File System
  • 2.2.3 How to Export a Project
  • 2.2.4 How to Import a Previously Exported Project
  • 2.2.5 How to Edit Project Preferences

3 Working with Processes and the Process Editor

• 3.1 Getting Started with Processes
  • 3.1.1 Introduction to Business Processes
    • 3.1.1.1 Types of Processes
  • 3.1.2 How to Create a New Business Process
  • 3.1.3 How to Open a Business Process
  • 3.1.4 How to Delete a Business Process
    • 3.1.4.1 What You Need to Know About Deleting a Business Process
• 3.2 Introduction to the Process Editor
• 3.3 Working with Processes
  • 3.3.1 How to Export a Process As an Image
  • 3.3.2 How to Change the Highlight Level for Messages in a Process
  • 3.3.3 How to Change the Zoom Level in a Process
  • 3.3.4 How to Configure Layout Properties and Use a Grid in a Process
• 3.4 Working with Flow Objects in Your Process
  • 3.4.1 How to Add Flow Objects from the Component Window
  • 3.4.2 How to Add Flow Objects from the Process Editor Toolbar
  • 3.4.3 How to Add Flow Objects from a Context Menu
  • 3.4.4 How to Edit Flow Object Properties
  • 3.4.5 How to Display and Fix Errors or Warnings in Flow Objects
  • 3.4.6 How to Mark and Unmark a Flow Object as Draft
  • 3.4.7 How to Copy and Paste Flow Objects
  • 3.4.8 How to Add and Use Sequence Flows
• 3.5 Working with Draft Processes
  • 3.5.1 Introduction to Draft Processes
  • 3.5.2 How to Mark a Flow Object as Draft
• 3.6 Documenting Your Process
  • 3.6.1 Introduction to the Documentation Editor
  • 3.6.2 How to Add Documentation to Your Process
  • 3.6.3 Generating Process Reports for Your Project

Part II Modeling a Process

4 Modeling Your Organization

• 4.1 Introduction to Organizations
  • 4.1.1 Introduction to the Organization Editor
• 4.2 Working with Organizations
  • 4.2.1 How to Create an Organizational Unit
  • 4.2.2 How to Create a Calendar
  • 4.2.3 How to Create Holidays
• 4.3 Introduction to Roles
• 4.4 Working with Roles
  • 4.4.1 How to Create a New Role
  • 4.4.2 How to Add Members to a Role
• 4.5 Introduction to Organizational Charts
  • 4.5.1 Introduction to Organizational Units
  • 4.5.2 Introduction to Calendars
  • 4.5.3 Introduction to Holidays
• 4.6 Introduction to Business Parameters
• 4.7 Working with Business Parameters
  • 4.7.1 How to Add a Business Parameter
  • 4.7.2 How to Assign a Value to a Business Parameter

5 Handling Information in Your Process Design

• 5.1 Introduction to Handling Information in Your Process Design
  • 5.1.1 Basic Data Objects versus Complex Data Objects
• 5.2 Introduction to Data Objects
  • 5.2.1 Supported Data Types for Data Objects
  • 5.2.2 Default Values
• 5.3 Working with Process Data Objects
  • 5.3.1 How to Add a Process Data Object
  • 5.3.2 How to Edit a Process Data Object
  • 5.3.3 How to Delete a Data Object
  • 5.3.4 How to Assign a Value to a Process Data Object
• 5.4 Introduction to Activity Instance Attributes
• 5.5 Working with Activity Instance Attributes
• 5.6 Introduction to Subprocess Data Objects
• 5.7 Working with Subprocess Data Objects
  • 5.7.1 Adding a Data Object to a Subprocess
  • 5.7.2 Editing a Data Object in a Subprocess
  • 5.7.3 Deleting a Data Object from a Subprocess
• 5.8 Introduction to Project Data Objects
  • 5.8.1 Business Indicators
  • 5.8.2 Supported Data Types for Project Data Objects
• 5.9 Working with Project Data Objects
  • 5.9.1 How to Add a Project Data Object
  • 5.9.2 How to Edit a Project Data Object
  • 5.9.3 How to Delete a Project Data Object
  • 5.9.4 How to Assign a Value to a Project Data Object
• 5.10 Introduction to Arguments
• 5.11 Naming Conventions
• 5.12 Scope and Access
• 5.13 Introduction to Data Associations
  • 5.13.1 Introduction to the Data Association Editor
• 5.14 Introduction to Transformations
• 5.15 Defining Transformations
  • 5.15.1 How to Define a Transformation
  • 5.15.2 What Happens When You Define a Transformation

Part III Analyzing Process Performance

6 Running Simulations in Oracle BPM

• 6.1 Introduction to Running Simulations in Oracle BPM
  • 6.1.1 Simulation Models and Simulation Definitions
• 6.2 Creating Simulation Models
  • 6.2.1 How to Create a Simulation Model from a Business Process
  • 6.2.2 How to Create and Configure a Simulation Model
• 6.3 Configuring Boundary Events
• 6.4 Creating Simulation Definitions
  • 6.4.1 How to Create a Simulation Definition
• 6.5 Running Simulations
  • 6.5.1 How to Run a Simulation
  • 6.5.2 What Happens When You Run a Simulation
  • 6.5.3 Understanding the Simulation View
• 6.6 Analyzing the Results of a Simulation
  • 6.6.1 How to Analyze the Results of a Simulation Using a Chart
  • 6.6.2 How to Generate a Simulation Report
  • 6.6.3 What Happens when You Generate a Simulation Report

7 Using Process Analytics

• 7.1 Introduction to Process Analytics
  • 7.1.1 Process and Activity Performance Metrics
  • 7.1.2 Workload Metrics
  • 7.1.3 Human Resource Metrics
• 7.2 Typical Process Analytics Workflow
  • 7.2.1 How to Enable Global Flags for Publishing Analytics
• 7.3 Configuring Projects, Processes, and Activities to Generate Sampling Points
  • 7.3.1 User-Defined Measurements
  • 7.3.2 Enable HWF and Case Measurements
  • 7.3.3 How to Configure the Sampling Point Generation of a Project
  • 7.3.4 What Happens When You Configure a Project To Generate Sampling Points
  • 7.3.5 How to Configure the Sampling Point Generation for an Activity
  • 7.3.6 What Happens When You Configure the Sampling Points for an Activity
• 7.4 Adding Business Indicators to Projects
  • 7.4.1 How to Add a Business Indicator to a Project
    • 7.4.1.1 Create the Business Indicator
    • 7.4.1.2 Bind Business Indicators to a Project Data Object
    • 7.4.1.3 Create Data Associations for a Project Data Object.
  • 7.4.2 What Happens When You Add a Business Indicator to a Process
• 7.5 Adding Measurement Marks to Processes
  • 7.5.1 How to Add Single Measurement Marks to a Process
  • 7.5.2 What Happens When You Add a Single Measurement to a Process
  • 7.5.3 How to Measure a Business Indicator in a Process Section Using Measurement Marks
  • 7.5.4 What Happens When You Use Measurement Marks to Measure Business Indicator Values for a Section of a Process
• 7.6 Adding Counters to the Activities in a Process
  • 7.6.1 How to Add a Counter Mark to an Activity in a Process
  • 7.6.2 What Happens When You Add a Counter Mark to an Activity in a Process
  • 7.6.3 How to Delete a Counter Mark
  • 7.6.4 What Happens When You Delete a Counter Mark
• 7.7 Defining Analytics View Identifier
  • 7.7.1 How to Define the Analytics View Identifier
• 7.8 Configuring BAM 12c Process Metrics Generation in a Project
  • 7.8.1 BAM 12c Process Metrics
  • 7.8.2 How to Configure BAM 12c Process Metrics Generation in a Project
  • 7.8.3 What Happens When You Enable BAM 12c Process Metrics in a Project
• 7.9 Enabling Oracle BAM 11g in a Project
  • 7.9.1 How to Enable Oracle BAM 11g in a Project
  • 7.9.2 What Happens When You Enable Oracle BAM 11g

Part IV Working with Business Components

8 Using the Business Catalog

• 8.1 Introduction to the Business Catalog
  • 8.1.1 Non-Synthesized Components
  • 8.1.2 Synthesized Components
  • 8.1.3 Adding Components to the Business Catalog
  • 8.1.4 Using Modules to Organize Business Components
    • 8.1.4.1 Predefined Modules
• 8.2 Adding a New Module
  • 8.2.1 How to Add a New Module
  • 8.2.2 What Happens When You Add a New Module
• 8.3 Deleting a Module
  • 8.3.1 How to Delete a Module
  • 8.3.2 What Happens When You Delete a Module
• 8.4 Customizing Synthesized Types
  • 8.4.1 How to Customize a Synthesized Type
  • 8.4.2 What Happens When You Customize a Synthesized Type
• 8.5 Creating an Enumeration
  • 8.5.1 How to Create an Enumeration
  • 8.5.2 How to Add Attributes to an Enumeration
  • 8.5.3 Using an Enumeration in a Simple Expression

9 Sharing BPM Projects Using the Process Asset Manager

• 9.1 Introduction to the Process Asset Manager
• 9.2 Working with BPM Projects Stored in the Process Asset Manager
  • 9.2.1 How to Set Up an Environment to Work with Projects Stored in the Process Asset Manager
  • 9.2.2 How to Modify a BPM Project Stored in the Process Asset Manager
  • 9.2.3 How to add a BPM Project to the Process Asset Manager
  • 9.2.4 How to Export a BPM Project Stored in the Business Process Manager
• 9.3 Working with the Process Asset Manager
  • 9.3.1 How to Create a Process Asset Manager Connection
  • 9.3.2 How to Check Out a BPM Project from the Process Asset Manager
  • 9.3.3 How to Save a BPM Project to the Process Asset Manager
  • 9.3.4 How to Update Local BPM Projects
  • 9.3.5 How to Delete a BPM Project from the Process Asset Manager
  • 9.3.6 How to View the Change History

10 Modeling Business Objects

• 10.1 Introduction to Business Objects
  • 10.1.1 Types of Business Objects
  • 10.1.2 Benefits of Modeling Using Business Objects
  • 10.1.3 Naming Conventions for Business Objects
• 10.2 Working with Business Objects
  • 10.2.1 How to Add a Business Object
  • 10.2.2 What Happens When You Add a Business Object
  • 10.2.3 How to Modify a Business Object
  • 10.2.4 How to Delete a Business Object
  • 10.2.5 What Happens When You Delete a Business Object
  • 10.2.6 How to Document a Business Object
  • 10.2.7 What Happens When You Document a Business Object
• 10.3 Using a Business Object in a Process
  • 10.3.1 How to Use a Business Object in a Process
  • 10.3.2 What Happens When You Use a Business Object in a Process
• 10.4 Adding Business Objects Based on a XML Schema Element or Type
  • 10.4.1 How to Add a Business Object Based on a XML Schema Element or Type
  • 10.4.2 What Happens When You Create a Business Object Based on an XML Schema Element or Type
  • 10.4.3 How to add an XML Schema to Your BPM Project
  • 10.4.4 What Happens When You Add a Schema File to Your Project
• 10.5 Introduction to Business Object Attributes
  • 10.5.1 Supported Data Types for Business Object Attributes
  • 10.5.2 Naming Conventions for Business Object Attributes
• 10.6 Working with Business Object Attributes
  • 10.6.1 How to Add a Business Object Attribute
  • 10.6.2 How to Remove a Business Object Attribute
  • 10.6.3 How to Document a Business Object Attribute
  • 10.6.4 What Happens When You Document a Business Object Attribute
• 10.7 Working with Business Object Methods
  • 10.7.1 How to Add a Business Object Method
  • 10.7.2 How to Change the Signature of Business Object Method
  • 10.7.3 How to Remove a Business Object Method
  • 10.7.4 How to Document a Business Object Method
• 10.8 Sharing Business Objects
  • 10.8.1 How to Export a Business Object
  • 10.8.2 How to Import Business Objects from a File
• 10.9 Introduction to Business Object Inheritance
  • 10.9.1 Method Overloading
  • 10.9.2 Polymorphism
  • 10.9.3 Method Overriding
  • 10.9.4 Attribute Shadowing
  • 10.9.5 Abstract Business Objects
• 10.10 Working with Business Object Inheritance
  • 10.10.1 How to Create a Child Business Object
  • 10.10.2 What Happens When You Create a Child Object
  • 10.10.3 How to Mark a Business Object as Abstract
  • 10.10.4 What Happens When You Mark a Business Object as Abstract

11 Working with Human Tasks

• 11.1 Introduction to Human Tasks in BPM
• 11.2 Using Human Task Patterns in Oracle BPM
• 11.3 Updating User Tasks Using Update Tasks
  • 11.3.1 Update Task Operations
  • 11.3.2 How to Update a User Task Using Update Tasks
  • 11.3.3 How to Configure Update Tasks

12 Working with Services and References

• 12.1 Introduction to Services and References
  • 12.1.1 Introduction to Services
  • 12.1.2 Introduction to References
  • 12.1.3 Introduction to Callbacks
• 12.2 Introduction to Service Adapters in Oracle BPM
• 12.3 Introduction to Oracle Mediator in Oracle BPM
• 12.4 Introduction to BPEL Processes in Oracle BPM
• 12.5 Using Services in Oracle BPM
• 12.6 Using References in Oracle BPM
• 12.7 Customizing Services and References
  • 12.7.1 How to Customize a Service or a Reference
  • 12.7.2 How to Customize an Operation
  • 12.7.3 What Happens When You Customize a Service or a Reference

13 Using Business Rules

• 13.1 Introduction to Business Rules in Oracle BPM
  • 13.1.1 Using Business Rules in a BPMN Process
• 13.2 Assigning an Existing Business Rule to a Business Rule Task
  • 13.2.1 How to Assign an Existing Business Rule to a Business Rule Task
  • 13.2.2 What Happens When You Assign an Existing Business Rule to a Business Rule Task
  • 13.2.3 How to Edit the Business Rule Associated to a Business Rule Task
• 13.3 Creating a Business Rule from Oracle BPM Studio
  • 13.3.1 How to Create a Business Rule from Oracle BPM Studio
  • 13.3.2 How to Add Input and Output Arguments When Creating a Business Rule Component
  • 13.3.3 How to Configure the Advanced Properties When Creating a Business Rule Component
  • 13.3.4 What Happens When You Create a Business Rule Task from Oracle BPM

14 Sending Notifications

• 14.1 Introduction to Notifications
• 14.2 Sending Email Notifications
  • 14.2.1 How to Send an Email Notification
  • 14.2.2 How to Configure Email Notification General Properties
  • 14.2.3 How to Configure Email Notification Content Properties
  • 14.2.4 How to Configure Email Notification Attachment Properties
  • 14.2.5 How to Configure Email Notification Header Properties
• 14.3 Sending a User Notification
  • 14.3.1 How to Send a User Notification
  • 14.3.2 How to Configure User Notification General Properties
  • 14.3.3 How to Configure User Notification Properties
• 14.4 Sending an SMS Notification
  • 14.4.1 How to Send an SMS Notification
  • 14.4.2 How to Configure SMS Notification General Properties
• 14.5 Sending a Voice Notification
  • 14.5.1 How to Send an Voice Notification
  • 14.5.2 How to Configure Voice Notification General Properties
• 14.6 Sending an IM Notification
  • 14.6.1 How to Send an IM Notification
  • 14.6.2 How to Configure IM Notification General Properties

15 Using SOA Composites with BPM Projects

• 15.1 Introduction to SOA Composites
  • 15.1.1 Understanding the Relationship Between SOA Composites and SOA Components
  • 15.1.2 Working with SOA Components
  • 15.1.3 BPMN Process in SOA Composites
  • 15.1.4 How Do BPMN Errors Affect the SOA Composite Status
• 15.2 Opening the SOA Composite in a BPM Project
  • 15.2.1 How to Open the SOA Composite in a BPM Project
• 15.3 Opening BPMN Processes from the SOA Composite in a BPM Project
  • 15.3.1 How to Open a BPMN Process from the SOA Composite in a BMP Project
• 15.4 Adding a BPMN Process from the SOA Composite Editor
  • 15.4.1 How to Add a BPMN Process from the SOA Composite Editor
  • 15.4.2 What Happens When You Add a BPMN Process from the SOA Composite Editor
• 15.5 Integrating with BPEL Processes Using the SOA Composite
• 15.6 Adding a BPMN Process as a Partner Link in a BPEL Process
  • 15.6.1 How to Add a BPMN Process as a Partner Link in a BPEL Process
  • 15.6.2 What Happens When You Add a BPMN Process as a Partner Link in a BPEL Process
• 15.7 Connecting to a BPMN Process Using Web Services
• 15.8 Building a BPM Project
  • 15.8.1 How to Build a BPM Project

Part V Controlling the Process Flow

16 Controlling the Process Flow

• 16.1 Introduction to Controlling the Process Flow
  • 16.1.1 Gateways
  • 16.1.2 Timer Events
  • 16.1.3 Errors
  • 16.1.4 Message Events
  • 16.1.5 Send and Receive Tasks
  • 16.1.6 Loop Markers
  • 16.1.7 Multi-Instance Loop Markers
  • 16.1.8 Suspending the Current Process Flow
• 16.2 Introduction to Loop and Multi-Instance Markers in Subprocesses
  • 16.2.1 How to Configure Loop Markers
  • 16.2.2 How to Configure Multi-Instance Markers
• 16.3 Suspending the Current Process Flow to Run an Alternative Process Flow
  • 16.3.1 How to Configure a Flow Object to Suspend the Current Process Flow
  • 16.3.2 How to Resume the Suspended Process Flow

17 Adding Delays, Deadlines, and Time-Based Cycles to a Process

• 17.1 Introduction to Timer Events
• 17.2 Adding a Delay to the Process Flow
  • 17.2.1 How to Add a Delay to the Process Flow
  • 17.2.2 What Happens When You Add a Delay to the Process Flow
• 17.3 Designing a Process to Start Based on a Time Condition
  • 17.3.1 How to Design a Process to Start Based on a Time Condition
  • 17.3.2 What Happens When You Design a Process to Start Based on a Time Condition
• 17.4 Configuring a Deadline for an Activity
  • 17.4.1 How to Configure a Deadline for an Activity
  • 17.4.2 What Happens When You Configure a Deadline for an Activity
• 17.5 Configuring a Deadline for a BPMN Process
  • 17.5.1 How to Configure a Deadline for a BPMN Process
  • 17.5.2 What Happens When You Configure a Deadline for a BPMN Process
• 17.6 Running Additional Activities
  • 17.6.1 How to Run Additional Activities While an Activity is Running
  • 17.6.2 What Happens When You Run Additional Activities While an Activity is Running
  • 17.6.3 How to Run Additional Activities While a Process is Running
  • 17.6.4 What Happens When You Run Additional Activities While a Process is Running
• 17.7 Configuring Timer Events
  • 17.7.1 How to Configure a Timer Event To Use a Specific Date and Time
  • 17.7.2 What Happens When You Configure a Timer Event to Use a Specific Date and Time
  • 17.7.3 How to Configure a Timer Event to Use an Interval
  • 17.7.4 What Happens When You Configure a Timer Event to Use an Interval
  • 17.7.5 How to Configure a Timer Event to Run Periodically

18 Handling Errors

• 18.1 Introduction to Error Handling
  • 18.1.1 Handling Errors Using Exceptions
• 18.2 Using Business Exceptions
• 18.3 Using System Exceptions
• 18.4 Typical Flow of an Exception
  • 18.4.1 Typical Flow of an Exception Thrown in a Task
  • 18.4.2 Typical Flow of an Exception in a Subprocess
  • 18.4.3 Typical Flow of an Exception in a Reusable Process
• 18.5 Handling Exceptions in a Business Process
  • 18.5.1 How to Handle an Exception Using a Boundary Error Catch Event
  • 18.5.2 What Happens When You Handle an Exception Using a Boundary Catch Event
  • 18.5.3 How to Handle an Exception Using an Event Subprocess
  • 18.5.4 What Happens When You Handle an Exception Using an Event Subprocess
  • 18.5.5 How to Configure an Error Event to Catch Business Exceptions
  • 18.5.6 How to Configure a Catch Event to Catch System Exceptions
• 18.6 Configuring Catch Events to Recover from an Exception
• 18.7 Throwing Exceptions in Subprocesses or Reusable Processes
  • 18.7.1 How to Throw an Exception
  • 18.7.2 What Happens When You Throw an Exception
  • 18.7.3 How to Create a Business Exception
  • 18.7.4 What Happens When You Create a Business Exception
• 18.8 Handling Exceptions in Subprocesses
• 18.9 Handling Errors in a Peer Process Using Message Events
  • 18.9.1 How to Handle Errors in a Peer Process Using Message Events
  • 18.9.2 What Happens When You Handle Errors in a Peer Process Using Message Events

19 Using Fault Handling in BPM

• 19.1 Handling Faults with the Fault Management Framework
• 19.2 Designing Fault Policies for Oracle BPM Suite
  • 19.2.1 Designing Composite Level Fault Policies
  • 19.2.2 Designing Service Component Level Fault Policies
  • 19.2.3 Designing Reference Level Fault Policies (Calling a BPM Process)
  • 19.2.4 Designing Reference Level Fault Policies (Calling a File Adapter)
  • 19.2.5 What You May Need to Know About the Difference Between Reference Naming Conventions in Oracle SOA Suite and Oracle BPM Suite

20 Communicating With Other BPMN Processes and Services

• 20.1 Introduction to Communication with Other BPMN Processes and Services
  • 20.1.1 Introduction to Synchronous and Asynchronous Operations
• 20.2 Communicating With Other BPMN Processes and Services Using Message Events
• 20.3 Using Message Events to Invoke Asynchronous Services and Asynchronous BPMN Processes
  • 20.3.1 How to Invoke Asynchronous Service Operation Using Message Events
  • 20.3.2 How to Receive the Callback Operation of an Asynchronous Service Using Message Events
  • 20.3.3 What Happens When You Invoke an Asynchronous Service Operation Using Message Events
  • 20.3.4 How to Invoke an Asynchronous BPMN Process Operation Using Message Events
  • 20.3.5 How to Invoke the Callback Operation of an Asynchronous BPMN Process Using Message Events
  • 20.3.6 What Happens When You Invoke an Asynchronous BPMN Process Using Message Events
• 20.4 Using Message Events Configured as Boundary Events
• 20.5 Using Service Tasks to Invoke Synchronous Operations in Services and BPMN Processes
  • 20.5.1 How to Invoke a Synchronous Service Operation Using a Service Task
  • 20.5.2 What Happens When You Invoke a Synchronous Service Operation Using a Service Task
  • 20.5.3 How to Invoke a Synchronous BPMN Process Operation Using a Service Task
  • 20.5.4 What Happens When You Invoke a Synchronous BPMN Process Operation Using a Service Task
• 20.6 Communicating With Other BPMN Processes and Services Using Send and Receive Tasks
• 20.7 Using Send and Receive Tasks to Invoke Asynchronous Services and Asynchronous BPMN Processes
  • 20.7.1 How to Use a Send Task to Invoke an Asynchronous Service Operation
  • 20.7.2 How to Use the Receive Task to Invoke the Callback Operation of an Asynchronous Service
  • 20.7.3 What Happens When You Invoke an Asynchronous Service Using Send and Receive Tasks
  • 20.7.4 How to Use the Send Task to Invoke an Asynchronous BPMN Process Operation
  • 20.7.5 How to Use a Receive Task to Invoke the Callback Operation of an Asynchronous BPMN Process
  • 20.7.6 What Happens When You Invoke an Asynchronous BPMN Process Using Send and Receive Tasks
• 20.8 Introduction to Invoking a Process Using Call Activities
• 20.9 Invoking a Process Using Call Activities
  • 20.9.1 How to Invoke a Process Using Call Activities
• 20.10 Introduction to Communication Between Processes Using Signal Events
• 20.11 Communicating Between Processes Using Signal Events
  • 20.11.1 How to Broadcast a Signal to Multiple Processes
  • 20.11.2 What Happens When You Broadcast a Signal
  • 20.11.3 How to Configure Your Process to React to a Specific Signal
  • 20.11.4 What Happens When You Configure a Process To React to a Specific Signal

21 Defining the Process Interface

• 21.1 Defining the Process Interface
• 21.2 Using Message Events to Define the BPMN Process Interface
  • 21.2.1 Using Message Events to Define the Callback Interface for BPMN Processes
• 21.3 Using Message Events to Define Asynchronous Operations in a BPMN Processes
  • 21.3.1 How to Configure the Start Operation of a BPMN Process as Asynchronous Using Message Events
  • 21.3.2 How to Define a Callback Operation Using Message Events
  • 21.3.3 What Happens When You Configure a BPMN Process Start Operation as Asynchronous Using Message Events
  • 21.3.4 How to Add an Asynchronous Operation to a BPMN Process Interface Using Intermediate Message Events
  • 21.3.5 What Happens When You Add an Asynchronous Operation to a BPMN Process Interface Using Message Events
• 21.4 Using Message Events to Define a Synchronous Operation in a BPMN Processes Interface
  • 21.4.1 How to Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
  • 21.4.2 How to Configure the End Event of a Synchronous Process
  • 21.4.3 What Happens When You Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
• 21.5 Using Message Events with an Interface from the Business Catalog to Define Your Process Interface
  • 21.5.1 How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Message Start and Catch Events
  • 21.5.2 How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Message Events
  • 21.5.3 What Happens When You Use an Interface from the Business Catalog to Define an Operation
• 21.6 Defining the BPMN Process Interface Using Send and Receive Tasks
  • 21.6.1 Defining the Callback Interface for BPMN Processes Using a Send Task
• 21.7 Defining Asynchronous Processes Operations Using Send and Receive Tasks
  • 21.7.1 How to Define an Asynchronous Process Operation Using Send and Receive Tasks
  • 21.7.2 How to Add an Asynchronous Process Operation to the Process Interface Using a Receive Task
  • 21.7.3 How to Define a Callback Process Operation Using a Send Task
  • 21.7.4 What Happens When You Define an Asynchronous Operation Using Send and Receive Tasks
• 21.8 Using Send and Receive Tasks to Define a Synchronous Operation in a BPMN Process
  • 21.8.1 How to Configure a Process Operation as Synchronous Using Send and Receive Tasks
  • 21.8.2 What Happens When You Define a Synchronous Operation Using Send and Receive Tasks
• 21.9 Using Send and Receive Tasks with an Interface from the Business Catalog to Define Your Process Interface
  • 21.9.1 How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Send and Receive Tasks
  • 21.9.2 How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Send and Receive Tasks
  • 21.9.3 What Happens When You Use Send and Receive Tasks with an Interface from the Business Catalog to Define an Operation
• 21.10 Defining the Process Input and Output
  • 21.10.1 How to Add Input and Output Arguments to a BPMN Process
  • 21.10.2 How to Edit the Input and Output Arguments of a BPMN Process
  • 21.10.3 How to Delete an Input or Output Argument of a BPMN Process

22 Communicating Business Processes Using Correlations

• 22.1 Introduction to Correlations
• 22.2 Understanding the Components of a Correlation
• 22.3 Typical Design Workflow
• 22.4 Defining Correlations for a BPMN Element
  • 22.4.1 How to Define a Correlation for a Flow Object
  • 22.4.2 How to Define a Correlation Using Simple Mode
  • 22.4.3 How to Define a Correlation Using Advanced Mode
• 22.5 Creating Correlations Keys
  • 22.5.1 How to Create a Correlation Key
  • 22.5.2 How to Configure a Correlation Key

23 Defining Conversations

• 23.1 Introduction to Conversations
  • 23.1.1 Defining the Default Conversation
• 23.2 Understanding the Different Types of Conversations
• 23.3 Creating Conversations
  • 23.3.1 How to Create a Conversation
• 23.4 Defining Conversations for a BPMN Element
  • 23.4.1 How to Define a Conversation for a BPMN Element
  • 23.4.2 What Happens When You Define a Conversation for a BPMN Element
• 23.5 Viewing the Collaboration Diagram
  • 23.5.1 How to View the Collaboration Diagram
  • 23.5.2 How to Hide a Collaboration
  • 23.5.3 How to Show a Collaboration

24 Writing Expressions

• 24.1 Introduction to Expressions in Oracle BPM
• 24.2 Writing Conditions in Conditional Sequence Flows
  • 24.2.1 How to Implement a Conditional Sequence Flow
• 24.3 Writing Expressions in Complex Gateways
  • 24.3.1 How to Implement a Complex Gateway
• 24.4 Writing Expressions in Timer Events
  • 24.4.1 How to Use an Expression in a Timer Event
• 24.5 Writing Expressions in Data Associations
  • 24.5.1 How to Use an Expression in a Data Association
• 24.6 Writing Conditions in Loop and Multi-Instance Markers in Subprocesses
  • 24.6.1 How to Configure Loop Markers
  • 24.6.2 How to Configure Multi-Instance Markers
• 24.7 Writing Expressions and Conditions Using the Simple Expression Builder
  • 24.7.1 How to Use a Data Object in an Expression
  • 24.7.2 How to Use a Function in an Expression
• 24.8 Simple Expression Builder Supported Operators
  • 24.8.1 Operators Precedence
• 24.9 Simple Expression Builder Supported Functions
  • 24.9.1 String Functions
    • 24.9.1.1 length
    • 24.9.1.2 concatenation
    • 24.9.1.3 contains
    • 24.9.1.4 startsWith
  • 24.9.2 Numeric Functions
    • 24.9.2.1 floor
    • 24.9.2.2 ceil
    • 24.9.2.3 round
    • 24.9.2.4 abs
  • 24.9.3 DateTime and Duration Functions
    • 24.9.3.1 now
    • 24.9.3.2 addition
    • 24.9.3.3 subtraction
    • 24.9.3.4 year
    • 24.9.3.5 month
    • 24.9.3.6 day
    • 24.9.3.7 hours
    • 24.9.3.8 minutes
    • 24.9.3.9 seconds
    • 24.9.3.10 timezone
• 24.10 Writing Expressions Using the XPath Expression Builder
  • 24.10.1 How to Add a Variable to an XPath Expression
  • 24.10.2 How to Use a Function in an XPath Expression
• 24.11 Using Arrays
  • 24.11.1 Accessing an Attribute of an Element Within an Array
  • 24.11.2 Obtaining the Length of an Array
• 24.12 Using Literals
  • 24.12.1 Using String Literals
  • 24.12.2 Using Time Literals
  • 24.12.3 Using Duration Literals
  • 24.12.4 Using Array Literals
• 24.13 XPath BPM Extension Functions
  • 24.13.1 getActivityInstanceAttribute
  • 24.13.2 getDataInput
  • 24.13.3 getDataObject
  • 24.13.4 getDataOutput
  • 24.13.5 getGatewayInstanceAttribute
  • 24.13.6 getProcessInstanceAttribute
  • 24.13.7 getBusinessParameter

25 Writing BPM Scripts

• 25.1 Introduction to BPM Scripting
• 25.2 Introduction to the BPM Code Editor
• 25.3 Introduction to the Scripting Catalog
• 25.4 Importing Custom Libraries
  • 25.4.1 How to Import a Custom Library
• 25.5 Working with the Elements of a BPM Project
  • 25.5.1 How to Work with Business Objects
  • 25.5.2 How to Work with Business Parameters
• 25.6 Importing Business Objects from the Business Catalog
• 25.7 Predefined Variables
• 25.8 Implementing Script Tasks
  • 25.8.1 How to Implement a Script Task
• 25.9 Type Description Mapping for XML Schema Types

26 Debugging a BPM Project

• 26.1 Introduction to Debugging a BPM Project
• 26.2 Adding a Breakpoint to a BPMN Flow Object
  • 26.2.1 How to Add a Breakpoint to a BPMN Flow Object
• 26.3 Adding a Breakpoint to a BPMN Component
  • 26.3.1 How to Add a Breakpoint to a BPMN Component
• 26.4 Disabling a Breakpoint
  • 26.4.1 How to Disable a Breakpoint
• 26.5 Debugging a BPM Project
  • 26.5.1 How to Attach a BPM Project to the Debugger

Part VI Using Human Interaction Components

27 Getting Started with Human Workflow

• 27.1 Introduction to Human Workflow
• 27.2 Introduction to Human Workflow Concepts
  • 27.2.1 Introduction to Design and Runtime Concepts
    • 27.2.1.1 Task Assignment and Routing
      • 27.2.1.1.1 Participant
      • 27.2.1.1.2 Participant Type
      • 27.2.1.1.3 Ad Hoc Routing
      • 27.2.1.1.4 Outcome-based Completion of Routing Flow
    • 27.2.1.2 Static, Dynamic, and Rule-Based Task Assignment
    • 27.2.1.3 Task Stakeholders
    • 27.2.1.4 Task Deadlines
    • 27.2.1.5 Notifications
    • 27.2.1.6 Task Forms
    • 27.2.1.7 Advanced Concepts
      • 27.2.1.7.1 Rule-based Routing
      • 27.2.1.7.2 Rule-based Participant Assignment
      • 27.2.1.7.3 Stages
      • 27.2.1.7.4 Access Rules
      • 27.2.1.7.5 Callbacks
    • 27.2.1.8 Reports and Audit Trails
  • 27.2.2 Introduction to the Stages of Human Workflow Design
• 27.3 Introduction to Human Workflow Features
  • 27.3.1 Human Workflow Use Cases
    • 27.3.1.1 Task Assignment to a User or Role
    • 27.3.1.2 Use of the Various Participant Types
    • 27.3.1.3 Escalation, Expiration, and Delegation
    • 27.3.1.4 Automatic Assignment and Delegation
    • 27.3.1.5 Dynamic Assignment of Users Based on Task Content
• 27.4 Introduction to Human Workflow Architecture
  • 27.4.1 Human Workflow Services
  • 27.4.2 Use of Human Task
  • 27.4.3 Service Engines
• 27.5 Human Workflow and Business Rule Differences Between Oracle SOA Suite and Oracle BPM Suite

28 Designing Human Tasks in Oracle BPM

• 28.1 Introduction to Designing Human Tasks in Oracle BPM
  • 28.1.1 Typical Design Workflow
• 28.2 Creating a Human Task from Oracle BPM Studio
  • 28.2.1 How to Create a Human Task from Oracle BPM Studio
  • 28.2.2 How to Configure the Outcome of a Human Task
  • 28.2.3 How to Add a Parameter to Human Task
  • 28.2.4 How to Configure the Outcome Target of a Human Task
  • 28.2.5 What Happens When You Create a Human Task from Oracle BPM Studio
• 28.3 Editing a Human Task from Oracle BPM Studio
  • 28.3.1 How to Edit a Human Task Using the User Task Properties Dialog
• 28.4 Creating a Human Task from the SOA Composite Editor
  • 28.4.1 How to Create a Human Task from the SOA Composite Editor
  • 28.4.2 What Happens When You Create a Human Task from the SOA Composite Editor
• 28.5 Implementing a User Task with an Existing Human Task
  • 28.5.1 How to Implement a User Task With an Existing Human Task
  • 28.5.2 What Happens When You Implement a User Task With an Existing Human Task
  • 28.5.3 How to Associate the Process Payload to the Human Task Payload
• 28.6 Editing a Human Task Using the Human Task Editor
  • 28.6.1 How to Edit a Human Task Using the Human Task Editor
• 28.7 Configuring a Human Task Using the Human Task Editor
  • 28.7.1 How to Specify an E-mail Address for the Recipient of a Notification
  • 28.7.2 How to Configure Oracle UCM Repository to Store Task Attachments
• 28.8 Working with Screenflows
  • 28.8.1 Creating a Screenflow

29 Configuring Human Tasks

• 29.1 Accessing the Sections of the Human Task Editor
  • 29.1.1 How to Access the Sections of the Human Task Editor
• 29.2 Specifying the Title, Description, Outcome, Priority, Category, Owner, and Application Context
  • 29.2.1 How to Specify the Title, Description, Outcome, Priority, Category, Owner, and Application Context
  • 29.2.2 How to Specify a Task Title
  • 29.2.3 How to Specify a Task Description
  • 29.2.4 How to Specify a Task Outcome
  • 29.2.5 How to Specify a Task Priority
  • 29.2.6 How to Specify a Task Category
  • 29.2.7 How to Specify a Task Owner
    • 29.2.7.1 Specifying a Task Owner Statically Through the User Directory or a List of Application Roles
    • 29.2.7.2 Specifying a Task Owner Dynamically Through an XPath Expression
  • 29.2.8 How To Specify an Application Context
• 29.3 Specifying the Task Payload Data Structure
  • 29.3.1 How to Specify the Task Payload Data Structure
• 29.4 Assigning Task Participants
  • 29.4.1 How to Specify a Stage Name and Add Parallel and Sequential Blocks
  • 29.4.2 How to Assign Task Participants
  • 29.4.3 How to Configure the Single Participant Type
    • 29.4.3.1 Creating a Single Task Participant List
      • 29.4.3.1.1 Creating Participant Lists Consisting of Value-Based Names and Expressions
      • 29.4.3.1.2 Creating Participant Lists Consisting of Value-Based Management Chains
      • 29.4.3.1.3 Creating Participant Lists Consisting of Rulesets
    • 29.4.3.2 Specifying a Time Limit for Acting on a Task
    • 29.4.3.3 Inviting Additional Participants to a Task
    • 29.4.3.4 Bypassing a Task Participant
  • 29.4.4 How to Configure the Parallel Participant Type
    • 29.4.4.1 Specifying the Voting Outcome
    • 29.4.4.2 Creating a Parallel Task Participant List
    • 29.4.4.3 Specifying a Time Limit for Acting on a Task
    • 29.4.4.4 Inviting Additional Participants to a Task
    • 29.4.4.5 Bypassing a Task Participant
  • 29.4.5 How to Configure the Serial Participant Type
    • 29.4.5.1 Creating a Serial Task Participant List
    • 29.4.5.2 Specifying a Time Limit for Acting on a Task
    • 29.4.5.3 Inviting Additional Participants to a Task
    • 29.4.5.4 Bypassing a Task Participant
  • 29.4.6 How to Configure the FYI Participant Type
    • 29.4.6.1 Creating an FYI Task Participant List
• 29.5 Selecting a Routing Policy
  • 29.5.1 How to Route Tasks to All Participants in the Specified Order
    • 29.5.1.1 Allow All Participants to Invite Other Participants or Edit New Participants
    • 29.5.1.2 Allow Initiator to Add Participants
    • 29.5.1.3 Stopping Routing of a Task to Further Participants
    • 29.5.1.4 Enabling Early Completion in Parallel Subtasks
    • 29.5.1.5 Completing Parent Subtasks of Early Completing Subtasks
  • 29.5.2 How to Specify Advanced Task Routing Using Business Rules
    • 29.5.2.1 Introduction to Advanced Task Routing Using Business Rules
    • 29.5.2.2 Facts
    • 29.5.2.3 Action Types
    • 29.5.2.4 Sample Ruleset
    • 29.5.2.5 Linked Dictionary Support
    • 29.5.2.6 Creating Advanced Routing Rules
  • 29.5.3 How to Use External Routing
  • 29.5.4 How to Configure the Error Assignee and Reviewers
• 29.6 Specifying Multilingual Settings and Style Sheets
  • 29.6.1 How to Specify WordML and Other Style Sheets for Attachments
  • 29.6.2 How to Specify Multilingual Settings
• 29.7 Specify What to Show in Task Details in the Worklist
• 29.8 Escalating, Renewing, or Ending the Task
  • 29.8.1 Introduction to Escalation and Expiration Policy
  • 29.8.2 How to Specify a Policy to Never Expire
  • 29.8.3 How to Specify a Policy to Expire
  • 29.8.4 How to Extend an Expiration Policy Period
  • 29.8.5 How to Escalate a Task Policy
  • 29.8.6 How to Specify Escalation Rules
  • 29.8.7 How to Specify a Due Date
• 29.9 Specifying Participant Notification Preferences
  • 29.9.1 How to Notify Recipients of Changes to Task Status
  • 29.9.2 How to Edit the Notification Message
  • 29.9.3 How to Set Up Reminders
  • 29.9.4 How to Change the Character Set Encoding
  • 29.9.5 How to Secure Notifications to Exclude Details
  • 29.9.6 How to Display the Oracle BPM Worklist URL in Notifications
  • 29.9.7 How to Make Email Messages Actionable
  • 29.9.8 How to Send Task Attachments with Email Notifications
  • 29.9.9 How to Send Email Notifications to Groups and Application Roles
  • 29.9.10 How to Customize Notification Headers
• 29.10 Specifying Access Policies and Task Actions on Task Content
  • 29.10.1 How to Specify Access Policies on Task Content
    • 29.10.1.1 Introduction to Access Rules
    • 29.10.1.2 Specifying User Privileges for Acting on Task Content
    • 29.10.1.3 Specifying Actions for Acting Upon Tasks
• 29.11 Creating and Implementing Digital Certificates
  • 29.11.1 How to Create a Digital Certificate Authority
  • 29.11.2 How to Create Digital User Certificates
  • 29.11.3 How to Generate Digital Certificate Revocation List
  • 29.11.4 How to Specify a Certificate Authority
  • 29.11.5 How to Specify a Workflow Digital Signature Policy
• 29.12 Specifying Restrictions on Task Assignments
  • 29.12.1 How to Specify Restrictions on Task Assignments
• 29.13 Specifying Java or Business Event Callbacks
  • 29.13.1 How to Specify Callback Classes on Task Status
    • 29.13.1.1 Specifying Java Callbacks
    • 29.13.1.2 Specifying Business Event Callbacks
  • 29.13.2 How to Specify Task and Routing Customizations in BPEL Callbacks
  • 29.13.3 How to Disable BPEL Callbacks
• 29.14 Storing Documents in Oracle Enterprise Content Management
  • 29.14.1 How to Configure Oracle UCM Repository to Store Task Attachments

30 Working with Guided Business Processes

• 30.1 Introduction to Guided Business Processes
  • 30.1.1 Guided Business Process Design Time Architecture
  • 30.1.2 Components of a Guided Business Process
  • 30.1.3 Guided Business Process Runtime Architecture
    • 30.1.3.1 Client Tier
    • 30.1.3.2 Business Logic Tier
    • 30.1.3.3 Data Tier
• 30.2 Guided Business Process Use Cases
  • 30.2.1 Online Public Sector Form Processing
  • 30.2.2 Online Loan Application Procedure
• 30.3 Standards and Guidelines for Working with Guided Business Processes
• 30.4 The Typical Flow of Developing a Guided Business Process
• 30.5 Introduction to Developing a Guided Business Process
• 30.6 Developing a BPMN Guided Business Process
  • 30.6.1 How to Develop a BPMN Guided Business Process
  • 30.6.2 What Happens When You Develop a BPMN Guided Business Process
  • 30.6.3 How to Add a New Milestone to a Guided Business Process
  • 30.6.4 What Happens When You Add a Milestone to a Guided Business Process
  • 30.6.5 How to Add a User Task to a Milestone
  • 30.6.6 What Happens When You Add a User Task to a Milestone
  • 30.6.7 How to Move a User Task to Another Milestone
  • 30.6.8 What Happens When You Move a User Task to Another Milestone
  • 30.6.9 How to Order the Milestones in a BPMN Guided Business Process
  • 30.6.10 What Happens When You Order the Milestones in a Guided Business Process
  • 30.6.11 How to Delete a Task from a Guided Business Process
  • 30.6.12 What Happens When You Delete a Task from a Guided Business Process
  • 30.6.13 How to Delete a Milestone
  • 30.6.14 What Happens When You Delete Milestone
  • 30.6.15 How to Configure an Optional Task
  • 30.6.16 What Happens When You Configure an Optional Task
  • 30.6.17 How to Configure a Parallel Task Flow in a BPMN Guided Business Process
  • 30.6.18 How to Branch the Task Flow in a BPMN Guided Business Process
  • 30.6.19 How to Configure a Task to Display a Blocked Icon
  • 30.6.20 What Happens When You Configure a Task to Display a Blocked Icon and Message
  • 30.6.21 How to Configure an Icon for a Guided Business Process
  • 30.6.22 What Happens When You Configure an Icon for a Guided Business Process
  • 30.6.23 How to Configure an Icon for a Milestone
  • 30.6.24 What Happens When You Configure an Icon for a Milestone
  • 30.6.25 How to Configure the Display Mode for a Guided Business Process
  • 30.6.26 What Happens When You Configure the Display Mode for a Guided Business Process
  • 30.6.27 How to Configure the Display Mode for a Milestone
  • 30.6.28 What Happens When You Configure the Display Mode for a Milestone
  • 30.6.29 How to Configure the Display Mode for a User Task
  • 30.6.30 What Happens When You Configure the Display Mode for a User Task
  • 30.6.31 How to Configure the Task Access Mode for a Guided Business Process
  • 30.6.32 What Happens When You Configure the Task Access Mode for a Guided Business Process
  • 30.6.33 How to Localize a BPMN Guided Business Process
  • 30.6.34 How to Localize a Milestone
  • 30.6.35 How to Localize a User Task
  • 30.6.36 What Happens When You Localize a Guided Business Process
• 30.7 Configuring Activity Guide Properties
• 30.8 Deploying a Guided Business Process to Oracle WebLogic Server
  • 30.8.1 How to Deploy a Guided Business Process
  • 30.8.2 What Happens When You Deploy a Guided Business Process to Oracle WebLogic Server
• 30.9 Testing Guided Business Processes
  • 30.9.1 What Happens When You Create a Guided Business Process Instance

31 Building a Guided Business Process Client Application

• 31.1 Introduction to Building a Guided Business Process Client Application
• 31.2 Developing a Guided Business Process Client Application with Oracle ADF
  • 31.2.1 How to Develop a Guided Business Process Client Application
  • 31.2.2 What Happens When You Develop a Guided Business Process Application with Oracle ADF
  • 31.2.3 What Happens at Runtime: How a Guided Business Process Application Is Developed with Oracle ADF
• 31.3 Securing the Guided Business Process Client Application
• 31.4 Localizing a Guided Business Process Client Application
  • 31.4.1 How to Configure the Supported Locales for a Guided Business Process Client Application
• 31.5 Guided Business Process Runtime APIs
  • 31.5.1 Guided Business Process query Service API
  • 31.5.2 JNDI Names for the Guided Business Process Enterprise Java Beans
• 31.6 Developing an Example of a User Interface for Guided Business Process Tasks Using Guided Business Process Runtime Services
• 31.7 Using Guided Business Process Logging
  • 31.7.1 How to Enable Client Side Logging
  • 31.7.2 How to Enable Server-Side Logging
  • 31.7.3 Configuring Log Levels
  • 31.7.4 How to View Guided Business Process Log Messages
  • 31.7.5 Understanding Guided Business Process Log Messages

32 Using Approval Management

• 32.1 Introduction to Approval Management
  • 32.1.1 AMX Components
• 32.2 Understanding Approval Management Concepts
  • 32.2.1 Task
  • 32.2.2 Service Data Objects
  • 32.2.3 Stages
  • 32.2.4 List Builders
  • 32.2.5 Task Operations
  • 32.2.6 Business Rules for Approval
    • 32.2.6.1 List Creation
    • 32.2.6.2 Approver Substitution
    • 32.2.6.3 List Modification
• 32.3 Designing Approval Management Tasks in Oracle JDeveloper
  • 32.3.1 Introduction to the Modeling Process
  • 32.3.2 Before You Begin
  • 32.3.3 Specifying General Information
    • 32.3.3.1 Task-Title Globalization
  • 32.3.4 Specifying Task Parameters
    • 32.3.4.1 How to Create Service Data Object (SDO) References
    • 32.3.4.2 How to Define Entity Parameters
    • 32.3.4.3 How to Define Collections
  • 32.3.5 Specifying Mapped Attributes
    • 32.3.5.1 About Attribute Labels and Attribute-Label Mappings
    • 32.3.5.2 How to Define Attribute-Label Mappings
  • 32.3.6 Specifying Routing and Approval Policies
    • 32.3.6.1 How to Model and Configure Stages
    • 32.3.6.2 How to Model Task Participants
    • 32.3.6.3 How to Model and Configure List Builders
      • 32.3.6.3.1 How to Model an Approval Groups List Builder
      • 32.3.6.3.2 How to Model a Job Level List Builder
      • 32.3.6.3.3 How to Model a Position List Builder
      • 32.3.6.3.4 How to Model a Supervisory List Builder
    • 32.3.6.4 How to Use Business Rules to Specify List Builders
      • 32.3.6.4.1 How to Create Lists
      • 32.3.6.4.2 How to Make Approver Substitutions
      • 32.3.6.4.3 How to Make List Modifications
      • 32.3.6.4.4 How to Define Repeating-Node Attributes of a Business Rule Condition
    • 32.3.6.5 How to Use Assignment Context
      • 32.3.6.5.1 Configuring Assignment Context
    • 32.3.6.6 How to Aggregate Task Approvals
  • 32.3.7 Defining Escalation and Renewal Policies
  • 32.3.8 Specifying Notification Settings
  • 32.3.9 Using Advanced Settings
    • 32.3.9.1 How to Add Callbacks for Notes, Attachments, and Validation
    • 32.3.9.2 How to Define Security Access Rules
• 32.4 Using the End-to-End Approval Management Samples
• 32.5 Using the User Metadata Migration Utility

33 Working with Adaptive Case Management

• 33.1 Introduction to Adaptive Case Management
  • 33.1.1 Differences Between Adaptive Case Management and Business Processes
  • 33.1.2 Adaptive Case Management Artifacts
  • 33.1.3 Use Cases
  • 33.1.4 Case State Model
• 33.2 Creating a Case
  • 33.2.1 How to Create a Case
• 33.3 Configuring a Case
  • 33.3.1 How to Edit a Case
• 33.4 Configuring Case General Properties
  • 33.4.1 Case Deadlines
  • 33.4.2 How to Configure the Case General Properties
  • 33.4.3 How to Add Case Milestones
  • 33.4.4 How to Define Case Outcomes
• 33.5 Configuring Case Data and Documents
  • 33.5.1 Case Document Operations
  • 33.5.2 Specifying Permission Tags for Case Documents
  • 33.5.3 Using the BPM Database for Data Storage
  • 33.5.4 Case Links in WebCenter Case Documents
  • 33.5.5 Customizing Case Links in WebCenter Case Documents
  • 33.5.6 Creating Case Fields in Oracle WebCenter Content
  • 33.5.7 How to Configure Case Data
  • 33.5.8 Configuring Case Flex Fields
  • 33.5.9 How to Create a Case Flex Field
  • 33.5.10 How to Configure the Document Location
  • 33.5.11 How to Configure Enterprise Content Management
• 33.6 Configuring Case User Events
  • 33.6.1 How to Add User Events
  • 33.6.2 How to Publish Case User Events
• 33.7 Defining Case Stakeholders and Permissions
  • 33.7.1 How to Add Case Stakeholders
  • 33.7.2 How to Add Case Permissions
  • 33.7.3 How to Manage Case Permissions
• 33.8 Defining Case Tag Permissions
  • 33.8.1 How to Manage Case Tag Permissions
• 33.9 Localizing a Case
  • 33.9.1 How to Configure Case Localization
  • 33.9.2 Localizing Case Objects
• 33.10 Case Activities and Sub Cases
  • 33.10.1 Case Activity and Sub Case Attributes
  • 33.10.2 Predefined Case Activities
  • 33.10.3 Specifying the Order of Case Activities
  • 33.10.4 How to Promote a BPMN Process to a Case Activity
  • 33.10.5 How to View the BPMN Process
  • 33.10.6 How to Promote a Human Task to a Case Activity
  • 33.10.7 How to View the Human Task
  • 33.10.8 How to Create a Custom Case Activity
  • 33.10.9 Creating Sub Cases
  • 33.10.10 How to Create a Sub Case
• 33.11 Defining Input Parameters for Case Activities
  • 33.11.1 How to Add a Case Activity Input Parameter
• 33.12 Defining Output Parameters for Case Activities
  • 33.12.1 How to Add a Case Activity Output Parameter
• 33.13 Configuring Case Activities
  • 33.13.1 How to Edit a Case Activity
  • 33.13.2 Configuring Case Activity Basic Properties
• 33.14 Creating a Global Case Activity
• 33.15 Using Business Rules with Cases
  • 33.15.1 Defining the Condition of a Case Business Rule
  • 33.15.2 Understanding the Case Business Rule Dictionary
  • 33.15.3 How to Generate a Case Business Rule Dictionary
• 33.16 Closing Cases
• 33.17 Integrating with Oracle BPM
  • 33.17.1 Invoking a Case From a BPMN Process
  • 33.17.2 How to Use Correlations with Case Events
• 33.18 Schema Reference
  • 33.18.1 Simple Workflow Payload Schema
  • 33.18.2 Email Notification Payload Schema
  • 33.18.3 Example of Global Case Activity Metadata Schema
  • 33.18.4 CaseEvent.edl

Part VII Appendices

A Process Star Schema Views

• A.1 Standard Data Objects
• A.2 Composite-Specific Data Objects

B Oracle BPM Studio Accessibility Features

• B.1 Oracle BPM Studio Keyboard Navigation