1. Administrator's Guide
  2. Configuring Governance Workflows
  3. Creating Workflow Models

Creating Workflow Models

To create a workflow model:

  1. On the Home page, select Administer.
  2. From New, select Workflow Model.
  3. Enter a name, label, and description for the workflow model.

    The name is the unique name for the workflow model. The label is a user-friendly label for the workflow model and can be the same as the name. The description is optional.

    URLs can be inserted directly into the description field or the URL can use the syntax [url=http_URL]URL_Title[/url] where http_URL specifies the hyperlink text and URL_Title specifies the text displayed to the user. For example, this example: [url=http://support.oracle.com]Oracle Support[/url] would render in the property grid as Oracle Support.

  4. Optional: Enter the number of days for Request Duration and Claim Duration
  5. On the Workflow Stages tab, double click a stage (Submit or Commit) or click Add Stage.
  6. On the Stage tab, configure the following options. See Workflow Stages for additional information on these options.

    • Label––Enter a label for the stage. The stage label can be edited at any time even after requests exist for the model.

    • Type––Select the stage type. The stage type can be edited until requests exist for the model; then it cannot be changed.

    • Workflow Method––Specify which node access groups must approve a stage in a request.

    • Re-Approval––Specify whether changes made only in the current stage or in all stages require reapproval.

    • Notify––Specify to whom notification and alerts are sent.

    • Separation of Duties––Select to require a separate approving user who has not submitted or approved for any other stage in the request.

    • Recalculate Task Properties––Select for use with external lookup properties or to allow a calculated name or parent value to be recalculated. This option is required when data is input in a later workflow stage which is used to calculate the final Name or Parent for a request item.

      Note:

      If a workflow model has been set up to allow Recalculated Task Properties and the calculated Name or Parent is manually overridden, then the Name or Parent will not be calculated again during that stage or any subsequent stage.

  7. For Submit stage tasks only, on the Tasks tab, configure tasks for the stage:

    • Select tasks to assign to the stage using the left and right arrow buttons

    • Position the tasks in the desired order using the up and down arrow buttons.

    • If a task is a dependent task, you need to set the primary task that it is dependent on. For the dependent task, click edit button and from the Primary Task drop-down list, select the primary task.

      Note:

      Only Add Limb or Add Leaf tasks can be set as primary tasks. Primary tasks cannot be hidden and cannot also be dependent tasks.

    • Hidden––If selected for a dependent task, then the task does not display in the Add Items dialog within requests.

    Note:

    Selected tasks are editable until requests exist for the model, then they cannot be changed.

  8. On the Node Access Groups tab, select workflow node access groups to be associated with the workflow stage.

    Only node access groups of the Workflow type can be assigned to a stage.

  9. Optional: To add criteria for a workflow stage, on the Condition tab, select the type of condition, select the action to perform, and then click save button:

    • Type

      • Property Criteria––Select one or more properties to evaluate as stage criteria for the stage. Click Add to insert a criteria row. Select a Property and Operator for the row, and enter a Value.

      • Selected Validations––Select one or more validations to run as stage criteria for the stage. Click the arrow to move validations to the Selected list.

      • Task Validations––Select to run validations assigned to the task as stage criteria.

    • Action––Select an action to perform (Enter Stage or Split Request Items) for the workflow stage when stage criteria are met. See Stage Conditions for more information.

  10. Click save button to save the workflow stage.
  11. Optional: On the Filters tab, make selections to restrict the versions, hierarchies, and node types that users can view and select for a particular type of request.
  12. Optional: Click Add Stage to add Enrich or Approve stages to the workflow model, and then follow steps 6-8 for each stage added.
  13. Click save button to save the workflow model.