Before You Begin

This 50-minute OBE shows you how to create a new workflow process, and design for approve and reject cases in the Workflow Studio.

Time to Complete

50 minutes.

Background

Starting with Tools Release 9.2.6.4, you can create a new workflow process in the Workflow Studio. The Workflow Studio is a web-based user interface that you can launch from the Orchestrator Studio. This enhancement removes the dependency on the Object Management Workbench to create a new workflow process.

Scenario

For this OBE, consider a scenario in which you want to create a new workflow process where a request is made to increase the credit limit for a customer. After the request is submitted, the workflow sends a message to the supervisor for approval. The supervisor approves the request first, the originator receives a message. The originator sends the request again, the supervisor rejects it, and the originator receives a notification.

Prerequisites

• Orchestrator Studio 9.2.7 or later deployed in a JD Edwards EnterpriseOne test environment.

Importing an Orchestration

In this task you will import an orchestration.

1. Download and save in your system the Send_Reject_Message.zip file containing the orchestration that notifies the originator if their request is rejected by the supervisor.
2. Sign in to the JD Edwards EnterpriseOne Orchestrator Studio.
3. Click the Tools menu and select Import/Export from the drop-down list.



4. Upload the shared compressed file and check Select All check box and then click Submit.
   

   

5. Click the Back button on the top menu bar to return to the Orchestrator Studio.
   

Creating a New Workflow Process

In this task you will create a new workflow process in the Orchestrator Studio.

1. Click the Workflows icon to open the Workflow Studio.



2. Click New to create a new workflow.
3. Complete the below fields:
   Name: CRED_HOL
   Description: Adjust Credit Limit

Defining Key and Additional Data Structures

A JD Edwards EnterpriseOne workflow process requires these two data structures:

• Key: A key data structure contains the data items that make an instance of a process unique, similar to how the primary key in a table is the unique index in a table.

• Additional: An additional data structure contains all the other data that the process and any task within the process, need to complete the process flow.

1. Click the Key Data Structure icon and enter D03B0159B in the Key Data field.



2. Click the Additional Data Structure icon and enter D03B0159C in the Additional Data field.



3. Click Save to continue.

Adding Tasks and Transitions to the Workflow Process

For a new workflow process, the Start and End tasks are present in the diagram workspace by default. You must add other tasks between the Start and End tasks. To complete the CRED_HOL workflow, you will add one Business Function task, one Action Message task, two Transitions, one Info Message task, and one Orchestration task.

1. Drag and drop an Action Message task between the START and END tasks.



2. Enter APPROVE in the Task Name field and Approve Request in the Description field.



3. Click the Edit icon to configure the Action Message task.
4. In the Message Editor window, select Address Book from the drop-down list in the To Recipient field.
5. Enter mnSendToAddress_AN8Rin the Address Book Number field and select mnSendToAddress_AN8R under Additional Data – D03B0159C from the drop-down list.
6. Enter Request to increase credit limit in the Subject Literal field.
7. Enter P98806 in the Shortcut field.
8. Select W98806A from the Form drop-down list.
9. Toggle on the Input for the second parameter and in the Mapping drop-down, under System Values select Current Workflow Task.
10. Enter LM1234 in Message and provide the below inputs:
    &1 = mnCustomerNumber_AN8
    &2 = szCustomerName_ALPH
    &3 = mnOldCreditLimit_ACL
    &4 = mnNewCreditLimit_AG
    &5 = jdDateUpdated_UPMJ
    &6 = szOriginatorName_ALP1



11. Close the Message Editor window and click Save.
    
    Now, you will add an Orchestration task to the workflow. The orchestration sends a formatted message just to demonstrate the functionalities. The orchestration can do a lot of things, and a lot of features are supported in the message, including rich formatted message, attachments, action links and so on.
12. Move the END task to the right side of the diagram workspace. Drag and drop an Orchestration task between the APPROVE and END tasks.
13. Enter REJECTED in the Task Name field and Send Reject Message in the Description field.
14. Click the Edit icon to configure the Orchestration task.
15. In the Orchestration Editor window, click the Search icon to search and select Send a Reject Message.



16. Map the below inputs and close the Orchestration Editor window.
    originator = mnOriginatorNumber_ANO
    newLimit = mnNewCreditLimit_AG
    customerName = szCustomerName_ALPH



17. Move the Orchestration task down and click Save.



18. Drag and drop a Business Function task between the APPROVE and END tasks.



19. Enter UPDATE in the Task Name field and Update Credit Limit in the Description field.
    
20. Click the Edit icon to configure the Business Function task.
21. Enter N03B0159 in field Function Object Name.
22. Toggle on the Input mapping for all the parameters and map the below inputs.
    mnCustomerNumber = mnCustomerNumber_AN8
    mnNewCreditLimit = mnNewCreditLimit_AG
    szCompany_CO = szCompany_CO



23. Close the Business Function Editor window.
24. Drag and drop an Info Message task next to the Business Function task.
25. Enter APPROVED in the Task Name field and Send the approval message in the Description field.



26. Click the Edit icon to configure the Info Message task.
27. In the Message Editor window, select Address Book from the drop-down list in the To Recipient field.
28. Enter mnOriginatorNumber_ANO in the Address Book Number field and select mnOriginatorNumber_ANO under Additional Data – D03B0159C from the drop-down list.
29. Enter Credit Limit Has Been Approved in the Subject Literal field.
30. Define Message with the below values:
    Message = LM1235
    &1 = mnCustomerNumber_AN8
    &2 = szCustomerName_ALPH
    &3 = mnNewCreditLimit_AG



31. Close the Message Editor window.
32. Hover over the Info Message task and click the arrow and drag it to connect to the END task.





33. Right-click the link between APPROVE and UPDATE tasks. Select Add and Attach Transition Condition from the context menu.



34. In the Edit Condition window, complete the below fields:
    Task name = IFAPPROVED
    Description = if the request is approved



35. Click the Additional Data Structure icon in the right pane and select cApprovalActionCode from the list to define the Left Operand. The system automatically populates is equal to in the Compare Operator.
36. Click the Literal icon and enter A for Right Operand and click OK.



37. Review the condition and close the Edit Condition window.
    
    In step 8, we selected the general workflow approval application P98806, which updates cApprovalActionCode with either "A" or "R" for the workflow instance. Therefore, to use the generic workflow approval application P98806, it is required that Data Dictionary item APPRACT is included in the data structure of the workflow and the values in the conditions are either "A" or "R".
38. Click the Manage Transition Condition icon on the left and click the Add icon.
39. In the Edit Condition window, complete the below fields:
    Task Name = IFREJECTED
    Description = The request is rejected
40. Click the Additional Data Structure icon in the right pane and select cApprovalActionCode from the list to define the Left Operand. The system automatically populates is equal to in the Compare Operator.
41. Click the Literal icon and enter R for Right Operand and click OK.



42. Review the condition and close the Edit Condition window.
43. Click the Diagram icon to return to the diagram workspace.
44. Hover over the link between the APPROVE and REJECTED tasks. Right-click and select Select and Attach Transition Condition from the context menu.



45. Click IFREJECTRED condition in the selection window.
46. Click Save.
47. Click Manage and then click Validate. The system displays the message, “Validate Successful.”



48. Click Manage and then click Release Reservation. The system displays the message, “Release Reservation Successful.”
49. Click Manage and then click Activate.

Creating a Logic Extension to Start the Workflow Process

1. Click Home to return to the Orchestrator Studio and then click the Logic Extension icon.



2. Click New and enter the following values:
   Name = Start Workflow
   Description = Start Workflow
3. Click the Logic icon to access the design area.
4. Click the + icon between the Start and End and select Workflow from the context menu.
5. Click the search icon in Workflow field.



6. In the Workflow List window, enter cred_ in the Filter field and select the workflow, CRED_HOL, created in the previous task. After you select the workflow, the Key Data Structure and Additional Data Structure sections are displayed to create the mappings.
7. Click the Edit icon for Key Data Structure section.
8. Click the drop-down icon next to mnCustomerNumber and select Add to Data Structure.
9. Close Workflow Parameter Mapping window.
10. Click the Edit icon for the Additional Data Structure section.
11. Click the drop-down list next to all the parameters, except ID 8 cApprovalActionCode, and select Add to Data Structure.



12. Close the Workflow Parameter Mapping window.
13. Click the Data Structure icon and rename the first two inputs as the following:
    mnCustomerNumber1 = CustomerNumber
    szCustomerName2 = CustomerName



14. Click Save.

Running the Workflow Process

1. Click the Test icon for Start Workflow.
2. Enter the input values as below:
   CustomerNumber = 3001
   CustomerName = Global Enterprises
   mnOldCreditLimit3 = 100
   mnOriginatorNumber5 = 1
   szOriginatorName6 = Financial/Distribution Company
   mnNewCreditLimit7 = 150
   mnSendToAddress8 = 1
   szCompany9 = 00000
3. Click the Calendar icon jdDateUpdated4 to pick a date.



4. Click the Test icon to start the workflow.
   
   Note: In this OBE, we are using user JDE’s address book number for both the originator and approver (SendToAddress). In reality, you will want to send the request to someone with the pertinent authority and the originator would be an employee who submitted the request.
5. Sign in to JD Edwards EnterpriseOne web client.
6. Click the Notification List icon in the navigator and then click the Launch Message Center icon to open the Message Center.
7. Click Work Center tab and expand the queue Personal In Basket.
8. Open message titled Request to increase credit limit.
9. Click the Workflow Approval link in the message.
10. On the Workflow Approval form, click OK.
11. Expand the queue Personal In Basket. View the new message, this is a plain text message constructed by the ACCEPTED (Info Message) task.
12. Return to the Logic Extension in Orchestrator Studio and click the Test icon to send another request.
13. Switch back to the JD Edwards EnterpriseOne web client.
14. Click the Refresh icon at the bottom of the Work Center tab.
15. Expand the queue Personal In Basket and open the message titled Request to increase credit limit.
16. Select the Reject option and click OK on the Workflow Approval form.
17. Expand the queue Personal In Basket. View the new message in Message Center, the formatted text message is sent from REJECTED (Orchestration) task.

Next Tutorial

Calling an Orchestration from a Workflow Process

Want to Learn More?

• “Using Orchestration Tasks (Release 9.2.7)”in the Workflow Tools Guide.
• “Creating Key and Additional Data Structures” in the Workflows Tools Guide.
• “Adding Tasks to a JD Edwards EnterpriseOne Workflow Process” in the Workflow Tools Guide.