Setting Up Business Processes with Oracle Integration

You can set up workflow and non-workflow business processes (BPs) that use integrations from Oracle Integration.

Prerequisites

Ensure the following:

Oracle Integration is provisioned. Otherwise, complete the Initial Oracle Integration Setup task described in the Unifier General Administration Guide.
You have the relevant integration permissions to administer or use Oracle Integration in Unifier. To set these permissions, go to the Company Workspace tab and switch to Admin mode; in the left Navigator, select User Administration, and then select Access Control; in the right pane, expand Administration Mode Access, expand Integrations, and click Oracle Integration Cloud.
You have added users and groups with required permissions to create, route (for workflow BPs), or submit (for non-workflow BPs) records for business processes.
In the Business Process Setup configuration of non-workflow business processes (BPs), set up the Integration tab to be visible in the Record Properties tab.
- For non-workflow BPs, see Set up Record Properties for Non-Workflow Business Processes.
- For workflow BPs, see Set up Record Properties for Workflow Business Processes.

Procedure

To set up workflow or non-workflow BPs that use integrations from Oracle Integration:

Setting Up Workflow BPs with integrations from Oracle Integration

To use integrations from Oracle Integration in workflow BPs, set up workflow BPs using any of the following m
ethods:
Set up a shell template for workflow BPs:
Go to the Company Workspace tab and switch to Admin mode.
1. In the left Navigator, select Templates, select Shells, select Projects, and open the [shell instance].
2. In the left Navigator, select Setup, select Business Process, and open the applicable [BP].
3. In the left Navigator, select Workflow Setup.
4. In the Setup window, enter information as specified in Workflow Setup Node.
- Set up company-level workflow BPs:
  Go to the Company Workspace
  
  tab and switch to Admin mode.
  
  In the left Navigator, select Company Workspace, select Business Process Setup, and open the [BP].
  
  In the left Navigator, select Workflow Setup.
  
  In the Setup window, enter information as specified in the Workflow Setup Node.
- Set up project/shell-level workflow BPs from a project/shell tab:
  Go to the shell tab and switch to Admin mode.
  
  In the left Navigator, select Setup, select Business Process, and open the [BP].
  
  In the left Navigator, select Workflow Setup.
  
  In the Setup window, enter information as specified in the Workflow Setup Node.

To use integrations from Oracle Integration in non-workflow BPs at the company or project/shell level:
1. In the left Navigator, select and open a non-workflow BP at the company or project/shell level.
2. Select the Integration tab of the non-workflow BP.
3. For a specific Status field, select the Integration Name that you have configured in step 1 for this non-workflow BP, and click OK.
  For example, select the Integration Name, Action Item, for the Update status of the non-workflow BP.
4. Upload the above configured integration settings of the non-workflow BP to shell templates or shells as necessary.

After the connection is established with Oracle Integration, you can temporarily disable or enable the Oracle Integration connection as needed in the Integration tab. For more information, see Disabling Oracle Integration Connection in the Unifier General Administration Guide.

Prerequisites

Procedure

Setting Up Workflow BPs with integrations from Oracle Integration

Related Topics