This appendix covers the following topics:
The system uses Oracle Workflow technology to automate business processes in Change Management, Document Management and Collaboration (DOM), and Group Member registration. You must set up Oracle Workflow to implement Oracle Product Lifecycle Management or Oracle Product Information Management.
Important: Oracle Product Lifecycle Management (PLM) and Oracle Product Information Management (PIM) share a common technological foundation, but address different business needs through a different mix of core functions, plus specific functions that are unique to each product. Document Management and Collaboration (DOM) is available only to customers who have licensed Product Lifecycle Management, and it is not available to licensees of Product Information Management. Change Management is a core function, available to licensees of both products.
Additional Information: Run wfver.sql under $FND_TOP/sql for detailed information about workflow versions.
Refer to the Oracle Workflow Implementation and User Documentation required for setup.
Change and Document Management use Oracle Workflow technology to execute workflow routing for a change and document objects and events occurring in a change or document object (such as Submit, Reassign, Priority Change, and Status Change actions). Change and Document Management enable you to model your business processes in terms of generic order processes. So you can model your business processes by customizing or extending seeded workflow processes and/or modifying custom hook PL/SQL procedures.
From within the Oracle Workflow Builder you can view the different workflow processes and their associated functions, messages, subprocesses, notifications, and properties.
To view processes in Oracle Workflow Builder:
Within Oracle Workflow Builder, select Open from the File menu and connect to the database. Alternatively, you can connect to the workflow definitions file engchgmt.wft located in the product directory tree of your Oracle Applications server.
Expand the data source, and then select the item type branch within that data source.
Expand the processes branch within your item type and select a process activity to display the diagram of the process in a Process window.
| Display Name (Internal Name) | Purpose | Location of Flat File Store on Server (Location of other Flat File Stores with Item Type embedded) |
| ENG: Standard(ENGWFSTD) | Contains a collection of commonly used (by other Eng Workflow Item Types) Function Activities and Lookup Types.If the activity will be shared by more than one object's process, create the activity in the ENG: Standard (ENGWFSTD) item type. Otherwise, create the activity in the appropriate object's item type | $ENG_TOP/patch/115/import//engchmgt.wft |
| Change (ENGCACT) | Contains activities, attributes, notifications, and processes used by Change Action Process | $ENG_TOP/patch/115/import//engchmgt.wft |
| Change Line (ENGCLACT) | Contains activities, attributes, notifications, and processes used by Change Line Action Process | $ENG_TOP/patch/115/import//engchmgt.wft |
| Change Workflow Routing(ENGCRT) | Contains activities, attributes, notifications, and processes used by Change Approval Routing Process | $ENG_TOP/patch/115/import//engchmgt.wft |
| Change Workflow Routing Step(ENGCSTEP) | Contains activities, attributes, notifications, and processes used by Change Approval Routing Step Process | $ENG_TOP/patch/115/import//engchmgt.wft |
Change (ENGCACT)
| Process Internal Name | Process Display Name | Description |
| INITIATE_CHANGE | Initiate Change | Sends an assignment notification to assignee and starts “Initiate Change Line” workflow if Change has a line. This workflow is started when users submit a Change Object. |
| PRIORITY_CHANGE | Priority Change | Sends a priority change notification to Requestor, Owner, and Assignee for changes. This workflow is started when users change the priority for a Change Object. |
| REASSIGN_CHANGE | Reassign Change | Sends an assignment notification to assignee. This workflow is started when users reassign a Change Object. |
| REQUEST_COMMENT | Request Comment | Sends a notification to request comment to specified people on the Request Comment Action page. When the recipient responds to the request notification, Workflow sends a response notification to the requestor. This workflow is started when users request comment for a Change Object. |
| RESPONSE_FYI | Send Response FYI | This process is called when the recipient responds to the request notification in Request Comment workflow process. |
| STATUS_CHANGE | Status Change | Sends a status change notification to Requestor, Owner, and Assignee for a change. This workflow is started when users change the status for a Change Object. |
Change Line (ENGCLACT)
| Process Internal Name | Process Display Name | Description |
| INITIATE_CHANGE | Initiate Change | Sends an assignment notification to assignee. This workflow is started from the Change Header's Initiate Change Workflow or when a user creates a Change Line if Change Header is Open. |
| REASSIGN_CHANGE | Reassign Change | Sends an assignment notification to the assignee. This workflow is started when a user reassigns a Change Line. |
| STATUS_CHANGE | Status Change | Sends a status change notification to Header Requestor, Header Owner, Header Assignee, Line Owner and Line Assignee. This workflow is started when a user changes status for a Change Line. |
Change Workflow Routing (ENGCRT)
| Process Internal Name | Process Display Name | Description |
| ROUTE_AGENT | Workflow Routing Agent | Controls Workflow Routing and sends Approval Status change notification to Requestor, Owner, and Assignee for a Change. This workflow is started when a user submits an Workflow Routing for a Change Object. Also this workflow is aborted when user aborts an Workflow Routing. |
Change Workflow Routing Step (ENGCSTEP)
| Process Internal Name | Process Display Name | Description |
| REQUEST_DEFINITION | Definition | Sends a definition request notification to specified assignees on Workflow Routing page and controls definition request for New Item Request. If the assignees do not respond by the specified period, workflow will also send a reminder notification. Once the step is completed, workflow will return control parent Workflow Routing Agent workflow. This workflow is started from Workflow Routing Agent based on the definition of Workflow Routing. |
| REQUEST_DEFIINITION_AND_APPR | Definition and Approval | Sends a definition and approval request notification to specified assignees on Workflow Routing page and controls definition and approval request for New Item Request. If the assignees do not respond by the specified period, workflow will also send a reminder notification. Once the step is completed, workflow will return control parent Workflow Routing Agent workflow. This workflow is started from Workflow Routing Agent based on the definition of Workflow Routing. |
| REQUEST_APPROVAL | Request Approval | Sends an approval request notification to specified assignees on Workflow Routing page and controls approval request. If the assignees do not respond by the specified period, workflow will also send a reminder notification. Once the step is approved, workflow will return control parent Workflow Routing Agent workflow. This workflow is started from Workflow Routing Agent based on the definition of Workflow Routing. |
| REQUEST_COMMENT | Request Comment | Sends a comment request notification to specified assignees on Workflow Routing page and controls comment requests. If the assignees do not respond by the specified period, workflow will also send a reminder notification. Once the step is completed, workflow will return control parent Workflow Routing Agent workflow. This workflow is started from Workflow Routing Agent based on the definition of Workflow Routing. |
| SEND_FYI | FYI | Sends an FYI notification to specified assignees on Workflow Routing page. Once the step is completed, workflow will return control parent Workflow Routing Agent workflow. This workflow is started from Workflow Routing Agent based on the definition of Workflow Routing. |
Following are two Process Attributes for the Workflow Routing Step workflow process:
Default Change Role Instance Set (DEFAULT_CHANGE_ROLE)
Assigned on current or last Workflow Routing. Implicit grants securely based on the steps workflow process.
ENG_CHANGE_WF_APPROVERS -> Granted Role: Approver (ENG_CHANGE_APPROVER)
ENG_CHANGE_WF_REVIWERS -> Granted Role: Reviewer (ENG_CHANGE_REVIEWER).
Implicit Role (Instance Set) to be granted is defined in the Step workflow process attributes
DEFAULT_CHANGE_ROLE
In case of seeded Step Workflow Process
Request Approval (DEFAULT_CHANGE_ROLE: “ENG_CHANGE_WF_APPROVERS”)
The step assignees get “Approver” implicit role from instance set ENG_CHANGE_WF_APPROVERS.
Request Comment & FYU (DEFAULT_CHANGE_ROLE: “ENG_CHANGE_WF_REVIEWERS”)
The step assignees get “Reviewer” implicit role from instance set ENG_CHANGE_WF_REVIEWERS. Oracle Workflow does not support other roles by default.
Activity Condition Code (ACTIVITY_CONDITION_CODE)
Attribute will indicate whether or not the Condition radio box is displayed on the Workflow Routing Create/Update step page. Acceptable values are Y or N.
Enable Flag in Type: Definition (DEFINITION)
Attribute will indicate whether or not the this process is displayed in the Workflow Process pull-down list based on the Definition Type of Workflow Routing (Template) on the Workflow Routing Create/Update step page. Acceptable values are Y or N.
Enable Flag in Type: Approval (APPROVAL)
Attribute will indicate whether or not the this process is displayed in the Workflow Process pull-down list based on the Approval Type of Workflow Routing (Template) on the Workflow Routing Create/Update step page. Acceptable values are Y or N.
Enable Flag in Type: Definition and Approval (DEFINITION_APPROVAL)
Attribute will indicate whether or not the this process is displayed in the Workflow Process pull-down list based on the Definition and Approval Type of Workflow Routing (Template) on the Workflow Routing Create/Update step page. Acceptable values are Y or N.
Enable Flag in Type: Generic (GENERIC)
Attribute will indicate whether or not the this process is displayed in the Workflow Process pull-down list based on the Generic Type of Workflow Routing (Template) on the Workflow Routing Create/Update step page. Acceptable values are Y or N.
Association Enabled Flag (ASSOC_ENABLED)
Attribute will indicate whether or not the the association for the assignee is available in the Workflow Routing Step for New Item Request on the Create/Update step page. Acceptable values are Y or N. This atttribute is only applicable for “Definition” and “Definition and Approval” Workflow.
The following table describes the common item attributes for Change and Document Management Workflow. Each Workflow Item Type should have these attributes.
All Item Type
| Internal Name | Display Name | Description | Type | Length | Misc info (used for etc) |
| CHANGE_ID | Change Id | Engineering Change Unique Identifier | Number | Primary Key Values | |
| CHANGE_NOTICE | Change Number | Engineering Change Number | Text | 30 | Old Primary Key Values |
| CHANGE_NAME | Change Name | Engineering Change Name | Text | 240 | Token replacement for messages. |
| ORGANIZATION_ID | Organization Id | Organization Id | Number | Old Primary Key Values | |
| ORGANIZATION_CODE | Organization Code | Organization Code | Text | 3 | Token replacement for messages. |
| CHANGE_MANAGEMTENT_TYPE | Change Management Type | Change Management Type | Text | 40 | Token replacement for messages. |
| DESCRIPTION | ECO Description | ECO Description | Text | 2000 | Token replacement for messages. |
| STATUS | Status | Change Status | Text | 80 | Token replacement for messages. |
| APPROVAL_STATUS | Approval Status | ECO Approval Status | Text | 80 | Token replacement for messages. |
| PRIORITY | Priority | Priority | Text | 50 | Token replacement for messages. |
| REASON | Reason | Reason | Text | 50 | Token replacement for messages. |
| ASSIGNEE_NAME | Assignee Name | Assignee Name | Text | 360 | Token replacement for messages. |
| ASSIGNEE_COMPANY | Assignee Company | Assignee Company | Text | 360 | Token replacement for messages. |
| WF_USER_ROLE | WF Owner User Role | Role of Person Who Started the Workflow | Role | Runtime information for the work item | |
| WF_USER_ID | WF Owner User Id | User Id of Person Who Started the Workflow | NUMBER | Runtime information for the work item | |
| HOST_URL | Host URL and port | Host URL and port | Text | Runtime information for the work item | |
| DEFAULT_STYLE_SHEET | Default Style Sheet | Default Style Sheet | Text | 100 | /OA_HTML/cabo/styles/blaf.cssTemporary placeholders for HTML notifications |
| CHANGE_DETAIL_PAGE_URL | Change Detail Page URL | Change Detail Page URL | URL | ||
| MESSAGE_TEXT_BODY | Message Text Body | Message Text Body | Document | Temporary placeholders for notifications | |
| MESSAGE_HTML_BODY | Message HTML Body | Message HTML Body | Document | Temporary placeholders for notifications | |
| REVIEWERS_ROLE | Change Standard Reviewer Role | Change Standard Reviewer Role | Role | Temporary placeholders for notifications | |
| ASSIGNEE_ROLE | Assignee Role | Assignee Role | Role | Temporary placeholders for notifications | |
| ACTION_ID | Change Action Id | Change Action Id | Number | Primary Key for Change Actions (ENG_CHANGE_ACTIONS.ACTION_ID) Runtime information for the work item |
|
| ADHOC_PARTY_LIST | Adhoc Party List | Adhoc Party List | Text | Runtime information for the work item | |
| ADHOC_PARTY_ROLE | Adhoc Party Role | Adhoc Party Role for Change Action | Role | Temporary placeholders for notifications | |
| RESPONSE_TIMEOUT | Response Timeout | Response Timeout in Minutes for Action calculated from Response_By_Date | Number | ||
| RESPONSE_COMMENT | Response Comment | Response Comment | Text | Temporary placeholders for notifications | |
| ATTACHMENTS | Attachments | Attachments | Document | Temporary placeholders for notifications:Notification Detail Page Attachment LinkFND:entity=== | |
| WF_USER_ID | WF Owner User Id | User Id of Person Who Started/Aborted the Workflow | NUMBER | Runtime information for the work item | |
| WF_USER_ROLE | WF Owner User Role | Role of Person Who started/aborted the Workflow | Role | Runtime information for the work item | |
| WF_ADMINISTRATOR | WF Administrator | WF Administrator | Role | Constant: SYSADMINFor WFERROR: DEFAULT_ERROR (Default Error Process.) | |
| WF_SIG_POLICY | Signature Policy | Signature Policy | Text | To use Signature Policy defaulting in future | |
| ERROR_TIMEOUT | WF Error Timeout Value | Timeout Value in Days | Number | Constant: 0For WFERROR: DEFAULT_ERROR (Default Error Process.) | |
| RCS | RCS version | RCS version | Text | 240 | RCS version |
| FROM_ROLE | From Role | From Role | Role | Item Attribute which holds the From Role. (Message #FROM_ROLE) |
ENGCLACT Specific Item Attributes (required attributes when you pass the change line ID to StartWorfklow API)
| Internal Name | Display Name | Description | Type | Length | Misc info (used for etc) |
| CHANGE_LINE_ID | Change Line Id | Engineering Change Line Unique Identifier | Number | Primary Key Values | |
| LINE_NAME | Change Line Name | Engineering Change Line Name | Text | 240 | Token replacement for messages. |
| LINE_DESCRIPTION | Change Line Description | Change Line Description | Text | 4000 | Token replacement for messages. |
| LINE_SEQUENCE_NUMBER | Change Line Sequence Number | Change Line Sequence Number | Number | Token replacement for messages. | |
| LINE_STATUS | Change Line Status | Change Line Status | Text | 80 | Token replacement for messages. |
| LINE_ASSIGNEE_NAME | Change Line Assignee Name | Change Line Assignee Name | Text | 360 | Token replacement for messages. |
| LINE_ASSIGNEE_COMPANY | Change Line Assignee Company | Change Line Assignee Company | Text | 360 | Token replacement for messages. |
| LINE_REVIEWERS_ROLE | Change Line Reviewer Role | Change Line Reviewer Role | Role | Temporary placeholders for notifications | |
| LINE_ASSIGNEE_ROLE | Change Line Assignee Role | Change Line Assignee Role | Role | Temporary placeholders for notifications | |
| LINE_ATTACHMENTS | Attachments | Attachments | Document | Temporary placeholders for notifications:Notification Detail Page Attachment LinkFND:entity=== |
ENGCRT Specific Item Attributes
| Internal Name | Display Name | Description | Type | Length | Misc info (used for etc) |
| ROUTE_ID | Route Id (Workflow Routing Id) | Route Id | Number | Primary Key Values for Change Route | |
| STEP_ID | Current Step Id (Workflow Routing Step Id) | Current Step Id | Number | Primary Key Values for Current Step Id | |
| ROUTE_PEOPLE_ROLE | Route (Workflow Routing) People Role | All people in the Workflow Routing workflow that have already been notified (i.e. completed or in process steps) | Role | Temporary placeholders for notifications |
ENGCSTEP Specific Item Attributes
| Internal Name | Display Name | Description | Type | Length | Misc info (used for etc) |
| ROUTE_ID | Workflow Routing Id | Workflow Routing Id | Number | Primary Key Values for Change Route | |
| STEP_ID | Workflow Routing Step Id | Current Step Id | Number | Primary Key Values for Step Id | |
| ROUTE_PEOPLE_ROLE | Workflow Routing People Role | All people in the Workflow Routing workflow that have already been notified (i.e. completed or in process steps) | Role | Temporary placeholders for notifications | |
| STEP_SEQ_NUM | Workflow Routing Step Sequence Number | Workflow Routing Step Sequence Number | Number | Temporary placeholders for notifications | |
| STEP_PEOPLE_ROLE | Workflow Routing Step People Role | Workflow Routing Step People Role | Role | Temporary placeholders for notifications | |
| STEP_CONDITION | Workflow Routing Step Activity Condition | Workflow Routing Step Activity Condition | Text | 30 | Temporary placeholders for notifications |
| STEP_VOTING_OPTION | Workflow Routing Step Voting Option for Activity Condition | Workflow Routing Step Voting Option for Activity Condition | Lookup | Standard Voting Option | |
| YES_RESPONSE_PERCENT | Yes Response Percentage of Votes | Yes Response Percentage of Votes | Number | Temporary placeholders for notifications | |
| NO_RESPONSE_PERCENT | No Response Percentage of Votes | No Response Percentage of Votes | Number | Temporary placeholders for notifications |
Change Management Workflow Private APIs will contain the following list of packages. These are private APIs for reference purposes only for your customization.
| Package Name | File Name | Description | Location of Flat File Store on Server |
| ENG_WORKFLOW_PUB | ENGBWKFS.pls ENGBWKFB.pls |
Private APIs: for developers or consultants at Oracle: This package contains All PL/SQL Function for Workflow Function Activity. |
$ENG_TOP/patch/115/sql |
| ENG_WORKFLOW_UTIL | ENGUWKFS.pls ENGUWKFS.pls |
Private APIs: This package contains utility functions and procedures for Eng Workflows | $ENG_TOP/patch/115/sql |
| ENG_WORKFLOW_NTF_UTIL | ENGUNTFS.pls ENGUNTFS.pls |
This package contains utility functions and procedures for Eng Workflow Notifications | $ENG_TOP/patch/115/sql |
| ENG_WORKLFOW_EXT | ENGXWKFS.pls ENGXWKFB.pls |
This package contains procedures that serve as "hooks" into the Eng Workflows for customization of the workflows. The "StartCustomWorkflow " and the "AbortCustomWorkflow" are called from ENG_WORKFLOW_UTIL package when a workflow process is started and aborted, respectively. Users with customized workflows can add their custom logic in these two procedures to be executed at the appropriate times. Also GetCustomMessageBody is called from the seeded PL/SQL Document APIs when system generates notification. Users can customize the PL/SQL procedure to modify notification contents. Additionally, users can create new procedures in this package for custom workflow activities. |
$ENG_TOP/patch/115/sql |