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Oracle® Fusion Middleware Modeling and Implementation Guide for Oracle Business Process Management
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Release 1 (11.1.1.6.1)
Part Number E15176-08
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Contents
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Title and Copyright Information
Preface
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Conventions
What's New in This Guide for Release 11.1.1.6.
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Part I Introduction to Oracle BPM Studio
1
Oracle Business Process Management Suite Overview
1.1
Introduction to the Oracle Business Process Management Suite
1.2
Oracle BPM User Personas
1.3
Oracle BPM Suite Components
1.3.1
Process Modeling and Implementation
1.3.1.1
Oracle BPM Studio
1.3.1.2
Oracle Business Process Composer
1.3.1.3
Oracle Metadata Service (MDS) Repository
1.3.1.4
Oracle BPM Projects
1.3.2
Oracle BPM Run Time Components
1.3.2.1
Oracle BPM Engine
1.3.2.2
Oracle Human Workflow
1.3.2.3
Oracle Business Rules
1.3.2.4
Oracle WebLogic Application Server
1.3.2.5
Oracle Enterprise Manager
1.3.3
Oracle BPM Suite Process Participant Applications
1.3.3.1
Oracle Business Process Management WorkSpace
1.3.3.2
Oracle Business Process Management Process Spaces
1.3.4
Other Oracle BPM Suite Components
1.3.4.1
Process Analytics
1.3.4.2
Guided Business Processes
1.4
Oracle Business Process Analysis (BPA) Suite
1.5
Introduction to the Application Development Life Cycle
1.5.1
Process Modeling
1.5.2
Implementation
1.5.3
Deployment
1.5.4
Oracle BPM Run Time
1.6
Oracle BPM Use Cases
1.6.1
Use Case: Using BPM Studio to Create Project Templates
1.6.2
Use Case: Using BPM Studio to Model Processes and Deploy an Application
1.6.3
Use Case: Using Business Process Composer to Create Process Blueprints
1.6.4
Use Case: Using Business Process Composer to Revise Oracle Business Rules
1.6.5
Use Case: Using The Oracle BPA Suite to Model Your Business Processes
2
Overview of Business Process Design
2.1
Introduction to Business Process Management Notation (BPMN)
2.1.1
What is Business Process Management Notation (BPMN)
2.1.2
Business Processes
2.1.2.1
Process Instances
2.1.2.2
Process Tokens
2.1.3
Flow Objects
2.1.3.1
Tasks
2.1.3.2
Events
2.1.3.3
Gateways
2.1.3.4
Sequence Flows
2.1.4
Data Objects
2.2
Introduction to the Sales Quote Example Project
2.2.1
Breakdown of the Sales Quote Example
2.2.1.1
Initiate Sales Quote
2.2.1.2
Determine Business Practice Review
2.2.1.3
Approve Quote
2.2.1.4
Approvals Outcome
3
Introduction to Oracle BPM Studio
3.1
Overview of Oracle BPM Studio
3.1.1
Oracle BPM Studio Use Cases
3.1.2
Introduction to JDeveloper Roles
3.2
Overview of the Application Development Life Cycle
3.2.1
Introduction to Modeling, Implementation, and Deployment
3.2.2
Workflow: Modeling, Implementing, and Deploying an Application
3.2.3
Workflow: Creating Applications Based on Process Blueprints
3.2.4
Workflow: Creating Project Templates
3.2.5
Workflow: Integration between the Oracle BPM Suite and Oracle BPA
3.3
Introduction to the Oracle BPM Studio User Interface
3.3.1
Oracle BPM Project Navigator
3.3.2
Application Navigator
3.3.3
BPMN Process Editor
3.3.4
BPMN Component Palette
3.3.5
Property Inspector
3.3.6
Oracle BPM MDS Browser
3.3.7
Structure View
3.3.8
Thumbnail View
3.3.9
Simulation View
3.3.10
Log Window
3.3.11
Documentation Window
Part II
Using Oracle BPM Studio
4
Working with Projects and Project Templates
4.1
Introduction to Oracle BPM Projects
4.1.1
Introduction to Project Resources
4.1.2
Sharing Projects Between Oracle BPM Users
4.2
Creating and Working with Projects
4.2.1
How to Create a New Project
4.2.2
How to Open a Project from the File System
4.2.3
How to Export a Project
4.2.4
How to Import a Previously Exported Project
4.2.5
How to Edit Project Preferences
4.3
Introduction to Project Templates
4.3.1
Introduction to Edit Policies
4.3.1.1
Process Level Edit Policies
4.3.1.2
Activity Edit Policies
4.3.2
Using Data Objects and Variables in Project Templates
4.3.3
Using the Business Catalog in Project Templates
4.4
Working with Project Templates
4.4.1
How to Create a New Project Template
4.4.2
How to Create a Project Template from an Existing BPM Project
4.4.3
How to Set the Edit Policies for a Process in a Project Template
4.4.4
How to Set the Edit Policies for an Activity in a Project Template
4.5
Using the Oracle BPM Metadata Service (MDS) Repository
4.5.1
Introduction to the Oracle Metadata Service (MDS) Repository
4.5.2
Introduction to the Oracle BPM Metadata Service (MDS) Repository
4.5.3
Introduction to the Oracle BPM Metadata Service Browser
4.5.4
How to Configure a Connection to the Oracle BPM Metadata Service Repository
4.5.5
How to Refresh the Oracle BPM MDS Repository
4.5.6
How to Publish a Project or Project Template to Oracle BPM MDS
4.5.7
How to Checkout a Project in Oracle BPM MDS
4.5.8
How to Lock or Unlock a Project in Oracle BPM MDS
4.5.9
How to Display MDS Status Information of a Project
5
Working with Processes and the Process Editor
5.1
Getting Started with Processes
5.1.1
Introduction to Business Processes
5.1.1.1
Types of Processes
5.1.2
How to Create a New Business Process
5.1.3
How to Open a Business Process
5.1.4
How to Delete a Business Process
5.1.4.1
What You Need to Know About Deleting a Business Process
5.1.5
How to Edit Process Preferences
5.2
Introduction to the Process Editor
5.3
Working with Processes
5.3.1
How to Export a Process As an Image
5.3.2
How to Change the Highlight Level for Messages in a Process
5.3.3
How to Change the Zoom Level in a Process
5.3.4
How to Configure Layout Properties and Use a Grid in a Process
5.4
Working with Flow Objects in Your Process
5.4.1
How to Add Flow Objects from the Component Palette
5.4.2
How to Add Flow Objects from the Process Editor Toolbar
5.4.3
How to Add Flow Objects from a Context Menu
5.4.4
How to Edit Flow Object Properties
5.4.5
How to Display and Fix Errors or Warnings in Flow Objects
5.4.6
How to Mark and Unmark a Flow Object as Draft
5.4.7
How to Copy and Paste Flow Objects
5.4.8
How to Add and Use Sequence Flows
5.5
Working with Draft Processes
5.5.1
Introduction to Draft Processes
5.5.2
How to Mark a Flow Object as Draft
5.6
Documenting Your Process
5.6.1
Introduction to the Documentation Editor
5.6.2
How to Add Documentation to Your Process
5.7
Importing and Exporting Process Models
5.7.1
Importing Process Models into Oracle BPM
5.7.2
Exporting BPMN Processes to Oracle Tutor
Part III Modeling a Process
6
Modeling Business Processes with Oracle BPM
6.1
Using Swimlanes to Organize Your Process
6.1.1
Introduction to Roles
6.1.1.1
Roles in Context
6.1.2
Introduction to Swimlanes
6.1.2.1
Swimlanes in Context
6.1.3
Adding Roles and Swimlanes to Your Process
6.1.4
Sharing Roles Between Business Process Composer and BPM Studio
6.1.5
Introduction to the Update Task
6.2
Defining the Start and End Point of a Process
6.2.1
Introduction to Start and End Events
6.2.1.1
Default Start Events for Process Patterns and Subprocesses
6.2.1.2
Defining How a Process Instance is Triggered
6.2.1.3
Using Multiple Start Events in a Process
6.2.1.4
Using Multiple End Events in a Process
6.2.2
Introduction to the None Start Event
6.2.2.1
The None Start Event in Context
6.2.2.2
Data Associations
6.2.3
Introduction to the Message Start Event
6.2.3.1
The Message Start Event in Context
6.2.3.2
Using Process Input and Output Arguments
6.2.4
Introduction to the Signal Start Event
6.2.4.1
The Signal Start Event in Context
6.2.5
Introduction to the Timer Start Event
6.2.6
Introduction to the None End Event
6.2.6.1
The None End Event in Context
6.2.7
Introduction to the Error End Event
6.2.8
Introduction to the Message End Event
6.2.9
Introduction to the Terminate End Event
6.3
Adding User Interaction to Your Process
6.3.1
Introduction to Human Workflow
6.3.1.1
Introduction to Human Tasks
6.3.2
Introduction to The User Task
6.3.2.1
The User Task in Context
6.3.2.2
Using Interactive Activities
6.3.2.3
Using the User Task in Project Templates
6.3.3
Introduction to the Manual Task
6.3.3.1
The Manual Task in Context
6.4
Communicating With Other Processes and Services
6.4.1
Introduction to the Service Task
6.4.1.1
The Service Task in Context
6.4.1.2
Implementing Reusable Services in Project Templates
6.4.2
Introduction to the Notification Task
6.4.3
Introduction to the Call Activity
6.4.3.1
Reusable Processes
6.4.3.2
Behavior of the Call Activity When Calling a Reusable Process
6.4.4
Introduction to the Send Task
6.4.4.1
The Send Task in Context
6.4.5
Introduction to the Receive Task
6.4.5.1
The Receive Task in Context
6.4.5.2
Starting a Process with the Receive Task
6.4.6
Using the Send and Receive Tasks to Communicate Between Processes
6.4.7
Introduction to the Message Throw Event
6.4.8
Introduction to the Message Catch Event
6.4.9
Using Message Throw and Catch to Communicate Between Processes
6.5
Adding Business Logic Using Oracle Business Rules
6.5.1
Introduction to Oracle Business Rules
6.5.2
Introduction to the Business Rule Task
6.5.2.1
The Business Rule Task in Context
6.6
Controlling Process Flow Using Sequence Flows
6.6.1
Introduction to Sequence Flows
6.6.2
Introduction to Unconditional Sequence Flows
6.6.3
Introduction to Conditional Sequence Flows
6.6.4
Introduction to Default Sequence Flows
6.7
Controlling Process Flow Using Gateways
6.7.1
Introduction to Gateways
6.7.1.1
Split-Merge Pairs
6.7.2
Introduction to the Exclusive Gateway
6.7.2.1
The Exclusive Gateway in Context
6.7.2.2
Splitting and Merging Exclusive Gateways
6.7.3
Introduction to the Inclusive Gateway
6.7.3.1
Splitting and Merging Inclusive Gateways
6.7.4
Introduction to the Parallel Gateway
6.7.4.1
The Parallel Gateway in Context
6.7.4.2
Splitting and Merging Parallel Gateways
6.7.5
Introduction to the Complex Gateway
6.7.6
Introduction to the Event-based Gateway
6.7.6.1
Starting a Process with an Event-based Gateway
6.8
Controlling Process Flow Using Intermediate Events
6.8.1
Introduction to Intermediate Events
6.8.2
Introduction to the Timer Catch Event
6.8.3
Introduction to the Error Catch Event
6.9
Using Subprocesses to Organize Your Process
6.9.1
Subprocesses and Sequence Flows
6.9.2
Subprocesses in Context
6.9.3
Looping Subprocesses
6.10
Changing the Value of Data Objects in Your Process
6.10.1
Introduction to the Script Task
6.10.1.1
The Script Task in Context
6.11
Measuring Process Performance Using Measurement Marks
6.11.1
How to Add a Measurement Mark to a Process
6.12
Using Guided Business Processes to Set Project Milestones
6.12.1
Introduction to Guided Business Processes
6.12.1.1
Introduction to Activity Guides and Milestones
6.12.2
Working with Guided Business Processes
7
Modeling Your Organization
7.1
Introduction to Organizations
7.1.1
Introduction to the Organization Editor
7.2
Introduction to Roles
7.3
Introduction to Organizational Charts
7.3.1
Introduction to Organizational Units
7.3.2
Introduction to Calendars
7.3.3
Introduction to Holidays
7.4
Working with Roles
7.4.1
How to Create a New Role
7.4.2
How to Add Members to a Role
7.5
Working with Organizations
7.5.1
How to Create an Organizational Unit
7.5.2
How to Create a Calendar
7.5.3
How to Create Holidays
8
Handling Information in Your Process Design
8.1
Introduction to Handling Information in Your Process Design
8.1.1
Basic Data Objects versus Complex Data Objects
8.2
Introduction to Data Objects
8.2.1
Supported Data Types for Data Objects
8.2.2
Default Values
8.3
Working with Process Data Objects
8.3.1
How to Add a Process Data Object
8.3.2
How to Edit a Process Data Object
8.3.3
How to Delete a Data Object
8.3.4
How to Assign a Value to a Process Data Object
8.4
Introduction to Activity Instance Attributes
8.5
Working with Activity Instance Attributes
8.6
Introduction to Subprocess Data Objects
8.7
Working with Subprocess Data Objects
8.7.1
Adding a Data Object to a Subprocess
8.7.2
Editing a Data Object in a Subprocess
8.7.3
Deleting a Data Object from a Subprocess
8.8
Introduction to Project Data Objects
8.8.1
Business Indicators
8.8.2
Supported Data Types for Project Data Objects
8.9
Working with Project Data Objects
8.9.1
How to Add a Project Data Object
8.9.2
How to Edit a Project Data Object
8.9.3
How to Delete a Project Data Object
8.9.4
How to Assign a Value to a Project Data Object
8.10
Introduction to Arguments
8.11
Naming Conventions
8.12
Scope and Access
8.13
Introduction to Data Associations
8.13.1
Introduction to the Data Association Editor
8.14
Introduction to Transformations
8.15
Defining Transformations
8.15.1
How to Define a Transformation
8.15.2
What Happens When You Define a Transformation
9
Importing BPMN Processes from a BPA Repository
9.1
Introduction to Importing Processes from the BPA Repository
9.2
Creating a BPM Project from a BPA Project
9.2.1
How to Configure a BPA Project to Use It from Oracle BPM
9.2.2
How to Create a BPM Project from a BPA Project
9.2.3
How to Add a BPA Server
9.2.4
What Happens When You Create a BPM Project from a BPA Project
9.3
Merging Changes from an Updated BPA Model
9.3.1
How to Merge Changes from an Updated BPA Model
9.3.2
What Happens When You Merge the Changes from an Updated BPA Model
Part IV Analyzing Process Performance
10
Running Simulations in Oracle BPM
10.1
Introduction to Running Simulations in Oracle BPM
10.1.1
Simulation Models and Simulation Definitions
10.2
Creating Simulation Models
10.2.1
How to Create a Simulation Model from a Business Process
10.2.2
How to Create and Configure a Simulation Model
10.3
Configuring Boundary Events
10.4
Creating Simulation Definitions
10.4.1
How to Create a Simulation Definition
10.5
Running Simulations
10.5.1
How to Run a Simulation
10.5.2
What Happens When You Run a Simulation
10.5.3
Understanding the Simulation View
10.6
Analyzing the Results of a Simulation
10.6.1
How to Analyze the Results of a Simulation Using a Chart
10.6.2
How to Generate a Simulation Report
10.6.3
What Happens when You Generate a Simulation Report
11
Using Process Analytics
11.1
Introduction to Process Analytics
11.1.1
Process and Activity Performance Metrics
11.1.2
Workload Metrics
11.1.3
Human Resource Metrics
11.2
Typical Process Analytics Workflow
11.3
Configuring Projects, Processes and Activities to Generate Sampling Points
11.3.1
How to Configure the Sampling Point Generation of a Project
11.3.2
What Happens When You Configure a Project To Generate Sampling Points
11.3.3
How to Configure the Sampling Point Generation for a Process
11.3.4
What Happens When You Configure the Sampling Point Generation for a Process
11.3.5
How to Configure the Sampling Point Generation for an Activity
11.3.6
What Happens When You Configure the Sampling Points for an Activity
11.4
Adding Business Indicators to Projects
11.4.1
How to Add a Business Indicator to a Project
11.4.2
What Happens When You Add a Business Indicator to a Process
11.5
Adding Measurement Marks to Processes
11.5.1
How to Add Single Measurement Marks to a Process
11.5.2
What Happens When You Add a Single Measurement to a Process
11.5.3
How to Measure a Business Indicator in a Process Section Using Measurement Marks
11.5.4
What Happens When You Measure a Business Indicator in a Process Section Using Measurement Marks
11.6
Adding Counters to the Activities in a Process
11.6.1
How to Add a Counter Mark to an Activity in a Process
11.6.2
What Happens When You Add a Counter Mark to an Activity in a Process
11.6.3
How to Delete a Counter Mark
11.6.4
What Happens When You Delete a Counter Mark
11.7
Defining Analytics View Identifier
11.7.1
How to Define the Analytics View Identifier
11.8
Configuring Cubes Generation in a Project
11.8.1
BPM Process Cubes
11.8.2
How to Configure BPM Process Cubes Generation in a Project
11.8.3
What Happens When You Enable BPM Process Cubes in a Project
11.9
Enabling Oracle BAM in a Project
11.9.1
How to Enable Oracle BAM in a Project
11.9.2
What Happens When You Enable Oracle BAM
Part V Working with Business Components
12
Using the Business Catalog
12.1
Introduction to the Business Catalog
12.1.1
Non-Synthesized Components
12.1.2
Synthesized Components
12.1.3
Adding Components to the Business Catalog
12.1.4
Using Modules to Organize Business Components
12.1.4.1
Predefined Modules
12.2
Adding a New Module
12.2.1
How to Add a New Module
12.2.2
What Happens When You Add a New Module
12.3
Deleting a Module
12.3.1
How to Delete a Module
12.3.2
What Happens When You Delete a Module
12.4
Customizing Synthesized Types
12.4.1
How to Customize a Synthesized Type
12.4.2
What Happens When You Customize a Synthesized Type
13
Modeling Business Objects
13.1
Introduction to Business Objects
13.1.1
Types of Business Objects
13.1.2
Benefits of Modeling Using Business Objects
13.1.3
Naming Conventions for Business Objects
13.2
Working with Business Objects
13.2.1
How to Add a Business Object
13.2.2
What Happens When You Add a Business Object
13.2.3
How to Modify a Business Object
13.2.4
How to Delete a Business Object
13.2.5
What Happens When You Delete a Business Object
13.2.6
How to Document a Business Object
13.2.7
What Happens When You Document a Business Object
13.3
Using a Business Object in a Process
13.3.1
How to Use a Business Object in a Process
13.3.2
What Happens When You Use a Business Object in a Process
13.4
Adding Business Objects Based on a XML Schema Element or Type
13.4.1
How to Add a Business Object Based on a XML Schema Element or Type
13.4.2
What Happens When You Create a Business Object Based on an XML Schema Element or Type
13.4.3
How to add an XML Schema to Your BPM Project
13.4.4
What Happens When You Add a Schema File to Your Project
13.5
Introduction to Business Object Attributes
13.5.1
Supported Data Types for Business Object Attributes
13.5.2
Naming Conventions for Business Object Attributes
13.6
Working with Business Object Attributes
13.6.1
How to Add a Business Object Attribute
13.6.2
How to Delete a Business Object Attribute
13.6.3
How to Document a Business Object Attribute
13.6.4
What Happens When You Document a Business Object Attribute
13.7
Sharing Business Objects
13.7.1
How to Export a Business Object
13.7.2
How to Export Multiple Business Objects and Exceptions
13.7.3
How to Import Business Objects from a File
14
Working with Human Tasks
14.1
Introduction to Human Tasks in BPM
14.2
Using Human Task Patterns in Oracle BPM
14.3
Updating User Tasks Using Update Tasks
14.3.1
Update Task Operations
14.3.2
How to Update a User Task Using Update Tasks
14.3.3
How to Configure Update Tasks
15
Working with Services and References
15.1
Introduction to Services and References
15.1.1
Introduction to Services
15.1.2
Introduction to References
15.1.3
Introduction to Callbacks
15.2
Introduction to Service Adapters in Oracle BPM
15.3
Introduction to Oracle Mediator in Oracle BPM
15.4
Introduction to BPEL Processes in Oracle BPM
15.5
Using Services in Oracle BPM
15.6
Using References in Oracle BPM
15.7
Customizing Services and References
15.7.1
How to Customize a Service or a Reference
15.7.2
How to Customize an Operation
15.7.3
What Happens When You Customize a Service or a Reference
16
Using Business Rules
16.1
Introduction to Business Rules in Oracle BPM
16.1.1
Using Business Rules in a BPMN Process
16.2
Assigning an Existing Business Rule to a Business Rule Task
16.2.1
How to Assign an Existing Business Rule to a Business Rule Task
16.2.2
What Happens When You Assign an Existing Business Rule to a Business Rule Task
16.2.3
How to Edit the Business Rule Associated to a Business Rule Task
16.3
Creating a Business Rule from Oracle BPM Studio
16.3.1
How to Create a Business Rule from Oracle BPM Studio
16.3.2
How to Add Input and Output Arguments When Creating a Business Rule Component
16.3.3
How to Configure the Advanced Properties When Creating a Business Rule Component
16.3.4
What Happens When You Create a Business Rule Task from Oracle BPM
17
Sending Notifications
17.1
Introduction to Notifications
17.2
Sending E-Mail Notifications
17.2.1
How to Send an E-Mail Notification
17.2.2
How to Configure E-Mail Notification General Properties
17.2.3
How to Configure E-Mail Notification Content Properties
17.2.4
How to Configure E-Mail Notification Attachment Properties
17.2.5
How to Configure E-Mail Notification Header Properties
17.3
Sending a User Notification
17.3.1
How to Send a User Notification
17.3.2
How to Configure User Notification General Properties
17.3.3
How to Configure User Notification Properties
17.4
Sending an SMS Notification
17.4.1
How to Send an SMS Notification
17.4.2
How to Configure SMS Notification General Properties
17.5
Sending a Voice Notification
17.5.1
How to Send an Voice Notification
17.5.2
How to Configure Voice Notification General Properties
17.6
Sending an IM Notification
17.6.1
How to Send an IM Notification
17.6.2
How to Configure IM Notification General Properties
18
Using SOA Composites with BPM Projects
18.1
Introduction to SOA Composites
18.1.1
Understanding the Relationship Between SOA Composites and SOA Components
18.1.2
Working with SOA Components
18.1.3
BPMN Process in SOA Composites
18.1.4
How Do BPMN Errors Affect the SOA Composite Status
18.2
Opening the SOA Composite in a BPM Project
18.2.1
How to Open the SOA Composite in a BPM Project
18.3
Opening BPMN Processes from the SOA Composite in a BPM Project
18.3.1
How to Open a BPMN Process from the SOA Composite in a BMP Project
18.4
Adding a BPMN Process from the SOA Composite Editor
18.4.1
How to Add a BPMN Process from the SOA Composite Editor
18.4.2
What Happens When You Add a BPMN Process from the SOA Composite Editor
18.5
Integrating with BPEL Processes Using the SOA Composite
18.6
Adding a BPMN Process as a Partner Link in a BPEL Process
18.6.1
How to Add a BPMN Process as a Partner Link in a BPEL Process
18.6.2
What Happens When You Add a BPMN Process as a Partner Link in a BPEL Process
18.7
Connecting to a BPMN Process Using Web Services
18.8
Building a BPM Project
18.8.1
How to Build a BPM Project
18.8.2
What Happens When You Build a BPM Project
Part VI Controlling the Process Flow
19
Controlling the Process Flow
19.1
Introduction to Controlling the Process Flow
19.1.1
Gateways
19.1.2
Timer Events
19.1.3
Errors
19.1.4
Message Events
19.1.5
Send and Receive Tasks
19.1.6
Loop Markers
19.1.7
Multi-Instance Loop Markers
19.2
Introduction to Loop and Multi-Instance Markers in Subprocesses
19.2.1
How to Configure Loop Markers
19.2.2
How to Configure Multi-Instance Markers
20
Adding Delays, Deadlines, and Time Based Cycles to Your Process
20.1
Introduction to Timer Events
20.2
Adding a Delay to the Process Flow
20.2.1
How to Add a Delay to the Process Flow
20.2.2
What Happens When You Add a Delay to the Process Flow
20.3
Designing a Process to Start Based on a Time Condition
20.3.1
How to Design a Process to Start Based on a Time Condition
20.3.2
What Happens When You Design a Process to Start Based on a Time Condition
20.4
Configuring a Deadline for an Activity
20.4.1
How to Configure a Deadline for an Activity
20.4.2
What Happens When You Configure a Deadline for an Activity
20.5
Configuring a Deadline for a BPMN Process
20.5.1
How to Configure a Deadline for a BPMN Process
20.5.2
What Happens When You Configure a Deadline for a BPMN Process
20.6
Running Additional Activities
20.6.1
How to Run Additional Activities While an Activity is Running
20.6.2
What Happens When You Run Additional Activities While an Activity is Running
20.6.3
How to Run Additional Activities While a Process is Running
20.6.4
What Happens When You Run Additional Activities While a Process is Running
20.7
Configuring Timer Events
20.7.1
How to Configure a Timer Event To Use a Specific Date and Time
20.7.2
What Happens When You Configure a Timer Event to Use a Specific Date and Time
20.7.3
How to Configure a Timer Event to Use an Interval
20.7.4
What Happens When You Configure a Timer Event to Use an Interval
21
Handling Errors
21.1
Introduction to Error Handling
21.1.1
Handling Errors Using Exceptions
21.2
Using Business Exceptions
21.3
Using System Exceptions
21.4
Typical Flow of an Exception
21.4.1
Typical Flow of an Exception Thrown in a Task
21.4.2
Typical Flow of an Exception in a Subprocess
21.4.3
Typical Flow of an Exception in a Reusable Process
21.5
Handling Exceptions in a Business Process
21.5.1
How to Handle an Exception Using a Boundary Error Catch Event
21.5.2
What Happens When You Handle an Exception Using a Boundary Catch Event
21.5.3
How to Handle an Exception Using an Event Subprocess
21.5.4
What Happens When You Handle an Exception Using an Event Subprocess
21.5.5
How to Configure an Error Event to Catch Business Exceptions
21.5.6
How to Configure a Catch Event to Catch System Exceptions
21.6
Throwing Exceptions in Subprocesses or Reusable Processes
21.6.1
How to Throw an Exception
21.6.2
What Happens When You Throw an Exception
21.6.3
How to Create a Business Exception
21.6.4
What Happens When You Create a Business Exception
21.6.5
How to Configure the ErrorInfo Attribute in a Business Exception
21.7
Handling Exceptions in Subprocesses
21.8
Handling Errors in a Peer Process Using Message Events
21.8.1
How to Handle Errors in a Peer Process Using Message Events
21.8.2
What Happens When You Handle Errors in a Peer Process Using Message Events
21.9
Handling Fault Policies in a BPM Process
21.9.1
How to Handle a Fault Policy in a BPM process
21.9.2
What Happens When You Handle a Fault Policy Error Using Exceptions
22
Communicating With Other BPMN Processes and Services
22.1
Introduction to Communication with Other BPMN Processes and Services
22.1.1
Introduction to Synchronous and Asynchronous Operations
22.2
Communicating With Other BPMN Processes and Services Using Message Events
22.3
Using Message Events to Invoke Asynchronous Services and Asynchronous BPMN Processes
22.3.1
How to Invoke Asynchronous Service Operation Using Message Events
22.3.2
How to Receive the Callback Operation of an Asynchronous Service Using Message Events
22.3.3
What Happens When You Invoke an Asynchronous Service Operation Using Message Events
22.3.4
How to Invoke an Asynchronous BPMN Process Operation Using Message Events
22.3.5
How to Invoke the Callback Operation of an Asynchronous BPMN Process Using Message Events
22.3.6
What Happens When You Invoke an Asynchronous BPMN Process Using Message Events
22.4
Using Message Events Configured as Boundary Events
22.5
Using Service Tasks to Invoke Synchronous Operations in Services and BPMN Processes
22.5.1
How to Invoke a Synchronous Service Operation Using a Service Task
22.5.2
What Happens When You Invoke a Synchronous Service Operation Using a Service Task
22.5.3
How to Invoke a Synchronous BPMN Process Operation Using a Service Task
22.5.4
What Happens When You Invoke a Synchronous BPMN Process Operation Using a Service Task
22.6
Communicating With Other BPMN Processes and Services Using Send and Receive Tasks
22.7
Using Send and Receive Tasks to Invoke Asynchronous Services and Asynchronous BPMN Processes
22.7.1
How to Use a Send Task to Invoke an Asynchronous Service Operation
22.7.2
How to Use the Receive Task to Invoke the Callback Operation of an Asynchronous Service
22.7.3
What Happens When You Invoke an Asynchronous Service Using Send and Receive Tasks
22.7.4
How to Use the Send Task to Invoke an Asynchronous BPMN Process Operation
22.7.5
How to Use a Receive Task to Invoke the Callback Operation of an Asynchronous BPMN Process
22.7.6
What Happens When You Invoke an Asynchronous BPMN Process Using Send and Receive Tasks
22.8
Introduction to Invoking a Process Using Call Activities
22.9
Invoking a Process Using Call Activities
22.9.1
How to Invoke a Process Using Call Activities
22.10
Introduction to Communication Between Processes Using Signal Events
22.11
Communicating Between Processes Using Signal Events
22.11.1
How to Broadcast a Signal to Multiple Processes
22.11.2
What Happens When You Broadcast a Signal
22.11.3
How to Configure Your Process React to a Specific Signal
22.11.4
What Happens When You Configure a Process To React to a Specific Signal
23
Defining the Process Interface
23.1
Defining the Process Interface
23.2
Using Message Events to Define the BPMN Process Interface
23.2.1
Using Message Events to Define the Callback Interface for BPMN Processes
23.3
Using Message Events to Define Asynchronous Operations in a BPMN Processes
23.3.1
How to Configure the Start Operation of a BPMN Process as Asynchronous Using Message Events
23.3.2
How to Define a Callback Operation Using Message Events
23.3.3
What Happens When You Configure a BPMN Process Start Operation as Asynchronous Using Message Events
23.3.4
How to Add an Asynchronous Operation to a BPMN Process Interface Using Intermediate Message Events
23.3.5
What Happens When You Add an Asynchronous Operation to a BPMN Process Interface Using Message Events
23.4
Using Message Events to Define a Synchronous Operation in a BPMN Processes Interface
23.4.1
How to Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
23.4.2
How to Configure the End Event of a Synchronous Process
23.4.3
What Happens When You Configure the Start Operation of a BPMN Process as Synchronous Using Message Events
23.5
Using Message Events with an Interface from the Business Catalog to Define Your Process Interface
23.5.1
How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Message Start and Catch Events
23.5.2
How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Message Events
23.5.3
What Happens When You Use an Interface from the Business Catalog to Define an Operation
23.6
Defining the BPMN Process Interface Using Send and Receive Tasks
23.6.1
Defining the Callback Interface for BPMN Processes Using a Send Task
23.7
Defining Asynchronous Processes Operations Using Send and Receive Tasks
23.7.1
How to Define an Asynchronous Process Operation Using Send and Receive Tasks
23.7.2
How to Add an Asynchronous Process Operation to the Process Interface Using a Receive Task
23.7.3
How to Define a Callback Process Operation Using a Send Task
23.7.4
What Happens When You Define an Asynchronous Operation Using Send and Receive Tasks
23.8
Using Send and Receive Tasks to Define a Synchronous Operation in a BPMN Process
23.8.1
How to Configure a Process Operation as Synchronous Using Send and Receive Tasks
23.8.2
What Happens When You Define a Synchronous Operation Using Send and Receive Tasks
23.9
Using Send and Receive Tasks with an Interface from the Business Catalog to Define Your Process Interface
23.9.1
How to Use an Interface from the Business Catalog to Define an Operation in a BPMN Process Interface Using Send and Receive Tasks
23.9.2
How to Configure a Message End or a Message Throw Event to Use an Interface from the Business Catalog Using Send and Receive Tasks
23.9.3
What Happens When You Use Send and Receive Tasks with an Interface from the Business Catalog to Define an Operation
23.10
Defining the Process Input and Output
23.10.1
How to Add Input and Output Arguments to a BPMN Process
23.10.2
How to Edit the Input and Output Arguments of a BPMN Process
23.10.3
How to Delete an Input or Output Argument of a BPMN Process
24
Communicating Business Processes Using Correlations
24.1
Introduction Correlations
24.2
Understanding the Components of a Correlation
24.3
Typical Design Workflow
24.4
Defining Correlations for a BPMN Element
24.4.1
How to Define a Correlation for a Flow Object
24.4.2
How to Define a Correlation Using Simple Mode
24.4.3
How to Define a Correlation Using Advanced Mode
24.5
Creating Correlations Keys
24.5.1
How to Create a Correlation Key
24.5.2
How to Configure a Correlation Key
25
Defining Conversations
25.1
Introduction to Conversations
25.1.1
Defining the Default Conversation
25.2
Understanding the Different Types of Conversations
25.3
Creating Conversations
25.3.1
How to Create a Conversation
25.3.2
Changing the Project Default Conversation
25.4
Defining Conversations for a BPMN Element
25.4.1
How to Define a Conversation for a BPMN Element
25.4.2
What Happens When You Define a Conversation for a BPMN Element
25.5
Viewing the Collaboration Diagram
25.5.1
How to View the Collaboration Diagram
25.5.2
How to Hide a Collaboration
25.5.3
How to Show a Collaboration
26
Writing Expressions
26.1
Introduction to Expressions in Oracle BPM
26.2
Writing Conditions in Conditional Sequence Flows
26.2.1
How to Implement a Conditional Sequence Flow
26.3
Writing Expressions in Complex Gateways
26.3.1
How to Implement a Complex Gateway
26.4
Writing Expressions in Timer Events
26.4.1
How to Use an Expression in a Timer Event
26.5
Writing Expressions in Data Associations
26.5.1
How to Use an Expression in a Data Association
26.6
Writing Conditions in Loop and Multi-Instance Markers in Subprocesses
26.6.1
How to Configure Loop Markers
26.6.2
How to Configure Multi-Instance Markers
26.7
Writing Expressions and Conditions Using the Simple Expression Builder
26.7.1
How to Use a Data Object in an Expression
26.7.2
How to Use a Function in an Expression
26.8
Simple Expression Builder Supported Operators
26.8.1
Operators Precedence
26.9
Simple Expression Builder Supported Functions
26.9.1
String Functions
26.9.1.1
length
26.9.1.2
concatenation
26.9.1.3
contains
26.9.1.4
startsWith
26.9.2
Numeric Functions
26.9.2.1
floor
26.9.2.2
ceil
26.9.2.3
round
26.9.2.4
abs
26.9.3
DateTime and Interval Functions
26.9.3.1
now
26.9.3.2
addition
26.9.3.3
subtraction
26.9.3.4
year
26.9.3.5
month
26.9.3.6
day
26.9.3.7
hours
26.9.3.8
minutes
26.9.3.9
seconds
26.9.3.10
timezone
26.10
Writing Expressions Using the XPath Expression Builder
26.10.1
How to Add a Variable to an XPath Expression
26.10.2
How to Use a Function in an XPath Expression
26.11
Using Arrays
26.11.1
Accessing an Attribute of an Element Within an Array
26.11.2
Obtaining the Length of an Array
26.12
Using Literals
26.12.1
Using String Literals
26.12.2
Using Time Literals
26.12.3
Using Interval Literals
26.12.4
Using Array Literals
26.13
XPath BPM Extension Functions
26.13.1
getActivityInstanceAttribute
26.13.2
getDataInput
26.13.3
getDataObject
26.13.4
getDataOutput
26.13.5
getGatewayInstanceAttribute
26.13.6
getProcessInstanceAttribute
Part VII 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
27.2.1.2
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
27.2.1.8
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
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
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
29.4.3.2
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
Allowing All Participants to Invite Other Participants
29.5.1.2
Stopping Routing of a Task to Further Participants
29.5.1.3
Enabling Early Completion in Parallel Subtasks
29.5.1.4
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
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
Escalating, Renewing, or Ending the Task
29.7.1
Introduction to Escalation and Expiration Policy
29.7.2
How to Specify a Policy to Never Expire
29.7.3
How to Specify a Policy to Expire
29.7.4
How to Extend an Expiration Policy Period
29.7.5
How to Escalate a Task Policy
29.7.6
How to Specify Escalation Rules
29.7.7
How to Specify a Due Date
29.8
Specifying Participant Notification Preferences
29.8.1
How to Notify Recipients of Changes to Task Status
29.8.2
How to Edit the Notification Message
29.8.3
How to Set Up Reminders
29.8.4
How to Change the Character Set Encoding
29.8.5
How to Secure Notifications to Exclude Details
29.8.6
How to Display the Oracle BPM Worklist URL in Notifications
29.8.7
How to Make Email Messages Actionable
29.8.8
How to Send Task Attachments with Email Notifications
29.8.9
How to Send Email Notifications to Groups and Application Roles
29.8.10
How to Customize Notification Headers
29.8.11
How to Specify an E-mail Address for the Recipient of a Notification
29.9
Specifying Access Policies and Task Actions on Task Content
29.9.1
How to Specify Access Policies on Task Content
29.9.1.1
Introduction to Access Rules
29.9.1.2
Specifying User Privileges for Acting on Task Content
29.9.1.3
Specifying Actions for Acting Upon Tasks
29.9.2
How to Specify a Workflow Digital Signature Policy
29.9.2.1
Specifying a Certificate Authority
29.10
Specifying Restrictions on Task Assignments
29.10.1
How to Specify Restrictions on Task Assignments
29.11
Specifying Java or Business Event Callbacks
29.11.1
How to Specify Callback Classes on Task Status
29.11.1.1
Specifying Java Callbacks
29.11.1.2
Specifying Business Event Callbacks
29.11.2
How to Specify Task and Routing Customizations in BPEL Callbacks
29.11.3
How to Disable BPEL Callbacks
29.12
Storing Documents in Oracle Enterprise Content Management
29.12.1
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 Run-Time 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 an 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 Run Time: 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 Run-time 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 Run-Time 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
32.3.6.4
How to Use Business Rules to Specify List Builders
32.3.6.5
How to Use 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 Approval Management Features of the Oracle BPM Worklist and Process Workspace
32.5.1
How to Use Task Forms
32.5.1.1
Header View
32.5.1.2
Task Payload View
32.5.1.3
Task History View
32.5.1.4
Comments and Attachments View
32.5.2
How to Create Mapped Attribute Labels
32.5.2.1
Importing and Exporting Attribute-Label Definitions
32.5.2.2
Internationalizing Attribute Labels
32.5.3
Administering Approval Groups
32.5.3.1
How to View Approval Groups
32.5.3.2
How to Search for an Approval Group
32.5.3.3
How to Add a Static Approval Group
32.5.3.4
How to Add a New Member to a Static Approval Group
32.5.3.5
How to Delete a Member from an Approval Group
32.5.3.6
How to Move an Approval Group's Members
32.5.3.7
How to Nest Approval Groups
32.5.3.8
How to Rename an Approval Group
32.5.3.9
Using Dynamic Approval Groups
32.5.3.10
How to Delete an Approval Group
32.5.4
Using Task Configuration
32.5.4.1
How to Edit Event-Driven Settings
32.5.4.2
How to Edit Data-Driven Settings
32.5.5
Using the Task Listing Region
32.5.5.1
How to Embed the Task Listing Region in an Application
32.5.5.2
How to Use Task Listing Region Parameters
32.5.6
How to Use the Task History Region to Preview Approvers
32.6
Using the User Metadata Migration Utility
Part VIII Appendices
A
Modifying Running Process Instances in Oracle Business Process Management Workspace
A.1
Altering the Flow of Running Process Instances in Process Workspace
A.1.1
How to Alter the Flow of Running Process Instances in Process Workspace
A.2
Migrating Process Instances in Process Workspace
A.2.1
How to Migrate Process Instance in Process Workspace
A.2.2
How to Resume a Suspended Component
A.3
What You May Need to Know About Redeploying a Process
B
Integrating with Business Intelligence using Process Star Schema Views
B.1
About Integrating Oracle BPM Process Star Schema with Business Intelligence (BI)
B.2
Standard Views
B.2.1
Dimension Views
B.2.2
Standard Fact Views
B.2.2.1
Views Representing Fact Tables
B.2.2.2
Views Representing Standard Dimension Tables
B.2.2.3
BPM_ACTIVITY_PERFORMANCE_V
B.2.2.4
BPM_PROCESS_PERFORMANCE_V
B.2.2.5
BPM_ACTIVITY_INSTANCE_V
B.2.2.6
BPM_PROCESS_INSTANCE_V
B.2.2.7
BPM_PROCESS_DEFINITION_V
B.2.2.8
BPM_ACTIVITY_DEFINITION_V
B.2.2.9
BPM_ROLE_DEFINITION_V
B.3
Process-Specific Views
B.3.1
BPM_ACTV_PERF_<IDENTIFIER>_V
B.3.1.1
Data Granularity
B.3.1.2
Unique Key
B.3.1.3
Metrics Information
B.3.2
BPM_PRCS_PERF_< IDENTIFIER >_V
B.3.2.1
Data Granularity
B.3.2.2
Unique Key
B.3.2.3
Metrics Information
B.3.3
BPM_ACTV_INST_<IDENTIFIER>_V
B.3.3.1
Data Granularity
B.3.3.2
Unique Key
B.3.3.3
Metrics Information
B.3.4
BPM_PRCS_INST_<IDENTIFIER>_V
B.3.4.1
Data Granularity
B.3.4.2
Unique Key
B.3.4.3
Metrics Information
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