Workflow Setup in Company-Level BPs or Project Level BPs

This section explains how to set up workflows. Workflow setups can be time-consuming. The system offers other options of copying workflow setups. To use these options, see Copying Workflow Setups from Other Schemas.

  1. In Admin mode:
    • To set up a workflow in a company level business process, go to the Company Workspace tab and click Company Workspace > Business Process Setup in the Navigator.
    • To set up a workflow in a project/shell level business process, click the project/shell tab and, in the left Navigator, go to Setup > Business Process.
  2. On the right pane, double-click the business process you want to set up.
  3. In the left Navigator, click Workflow Setup and on the right pane, double-click the name of the workflow you want to set up.
  4. In the Workflow Setup window, complete the General tab for the workflow.
    1. In the Setup Name field, enter a workflow business process setup name.
    2. In the Description field, enter an optional description of the workflow setup.
    3. In the Status field, Select Active or Inactive.
    4. In the Error Check field, indicate whether the workflow is to be checked for errors when the workflow setup is complete.
    5. In the Default format of record information attached to email notification field, select PDF or Custom. If you select Custom, click Add to choose the custom print format.
  5. In the Settings tab, configure the workflow. Define the Business Process Workflow.

    You can filter assignees (Assignees block) and use some specific conditions on filtering the users.

    To create the conditions, you must choose among the list of the user attributes that are available. After you select an assignee, from the Assignee drop-down list, for the selected workflow step, click Define (next to the Additional conditions to filter assignees option) to define the additional conditions in the pop-up window. When finished, click Add and then click the drop-down field and select:

    • User Attributes from the company (Company Workspace): Represented with a prefix "Company/"
    • User Attributes defined at project/shell level: Represented with a prefix "Shell/"

    The same conditions apply to Allow Cc field.

  6. In the Integration tab, Workflow Business Processes field, select the workflow recipe for an action in a workflow step.

    Note: The Integration tab displays only if an Oracle Integration connection is set up and enabled for your organization.

  7. When the setup is complete, return to the General tab and click the Error Check button.

    This validates the setup, including checking that all steps have assignees. Any errors identified by the error check display in the Error window. The setup is not activated until all errors are resolved.

    If there are no errors, click OK in the Setup window. You will be prompted to activate the BP. Click Yes to activate the BP and make it available to users, or click No to keep the BP inactive until a later date.


Last Published Wednesday, June 26, 2024