Contents

• Title and Copyright Information
• Preface

1 Introduction to JD Edwards EnterpriseOne Workflow

• JD Edwards EnterpriseOne Workflow Overview
• JD Edwards EnterpriseOne Workflow Implementation

2 Understanding Workflow

• Why Workflow is Important
• Workflow Management: Streamlining Business
• The Benefits of Workflow
• Workflow Enhancement Scenario
  • Conventional Workflow
  • Enhanced Workflow with JD Edwards EnterpriseOne Workflow

3 Understanding JD Edwards EnterpriseOne Workflow

• JD Edwards EnterpriseOne Workflow
• Key Concepts
• JD Edwards EnterpriseOne Workflow Features
• JD Edwards EnterpriseOne Workflow Monitoring
• Components of a JD Edwards EnterpriseOne Workflow Process
  • Components
  • JD Edwards EnterpriseOne Workflow Tasks
• Example: A JD Edwards EnterpriseOne Workflow Process
• Planning for JD Edwards EnterpriseOne Workflow

4 Setting Up JD Edwards EnterpriseOne Electronic Mail Components

• Understanding How to Set Up JD Edwards EnterpriseOne Electronic Mail Components
• Setting Up JD Edwards EnterpriseOne Electronic Mail Components
• Setting Up JD Edwards EnterpriseOne Electronic Mail Components
  • Setting Up Work Center Queues
  • Setting Up External Mail Access
    • Setting up a User in Address Book and Defining the Mail Preference
    • Updating the JDE.ini file on the Workstation and the Enterprise Server
    • SMTP Settings
    • Verifying the Setup of the SMTP server
    • Defining Shortcut Links

5 Creating a JD Edwards EnterpriseOne Workflow Process

• Understanding How to Create a JD Edwards EnterpriseOne Workflow Process (Release 9.2.6)
  • Prerequisite
• Creating Key and Additional Data Structures
  • Understanding Key and Additional Data Structures
    • Naming Conventions for Key and Additional Data Structures
  • Creating a Data Structure for Key Data or Additional Data in Web OMW (Release 9.2.7)
  • Creating a Data Structure for Key Data or Additional Data (Releases Prior to 9.2.7)
  • Prebuilt Data Structures (Release 9.2 Update)
• Creating a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows (Release 9.2.6.4)
  • Prebuilt JD Edwards EnterpriseOne Workflow Process (Release 9.2 Update)
• Creating a JD Edwards EnterpriseOne Workflow Object in Object Management Workbench - Web (Release 9.2.7)
• Creating a JD Edwards EnterpriseOne Workflow Process
  • Naming Conventions for JD Edwards EnterpriseOne Workflow Processes
  • Creating a JD Edwards EnterpriseOne Workflow Process in OMW
• Designing a JD Edwards Workflow Process in Orchestrator Studio Workflows (Release 9.2.6)
  • Prerequisite
  • Accessing the Orchestrator Studio
  • Navigating Workflows in the Orchestrator Studio
  • Opening a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows
  • Deleting a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows (Release 9.2.6.4)
  • Understanding How to Design a JD Edwards EnterpriseOne Workflow Process in Orchestrator Studio Workflows
  • Understanding How to Use the Workflows Toolbar
  • Understanding How to Manage a JD Edwards EnterpriseOne Workflow Process in Workflows
  • Understanding How to Export or Import a JD Edwards EnterpriseOne Workflow Process (Release 9.2.6.4)
• Adding Tasks to a JD Edwards EnterpriseOne Workflow Process
  • Understanding How to Add Tasks
  • Understanding the Link and Rule Property
  • Understanding the Join Property
  • Prerequisite
  • Adding a Task
  • Deleting a Task
  • Understanding How to Align Tasks in Orchestrator Studio Workflows (Release 9.2.6.4)
  • Saving a JD Edwards EnterpriseOne Workflow Process
    • Using Save As Option in Orchestrator Studio Workflows (Release 9.2.6.4)
  • Obsolete Tasks in Orchestrator Studio Workflows
• Working with Transitions and Transition Conditions
  • Adding a Transition
  • Creating a Transition Condition
  • Attaching a Transition Condition to a Transition
  • Detaching a Transition Condition
• Working with Report Tasks
  • Understanding Report Tasks
  • Configuring a Report Task
• Using Business Function Tasks
  • Understanding Business Function Tasks
  • Prerequisite
  • Configuring a Business Function Task
• Using Local Process Tasks
  • Understanding Local Process Tasks
  • Configuring a Local Process Task
• Using Halt Tasks
  • Understanding Halt Tasks
  • Configuring a Halt Task
  • Setting Up JD Edwards EnterpriseOne Workflow Scheduler
• Using Information and Action Tasks
  • Understanding Information and Action Tasks
    • Setting Up Message Templates
  • Understanding the Contents of an Information or Action Task
  • Prerequisites
  • Using JD Edwards EnterpriseOne Workflow Message Recipients
  • Understanding Methods for Routing Messages
  • Configuring an Information or Action Task
  • Understanding Escalation Rules
  • Adding Escalation Rules to an Action Task
  • Deleting Escalation Rules from an Action Task
• Using Orchestration Tasks (Release 9.2.7)
  • Understanding Orchestration Tasks
  • Configuring Orchestration Tasks
• Understanding Distribution Lists
  • Distribution Lists Overview
  • Structure Types
  • Distribution Lists for Group Processing
    • Example: A Distribution List Used for Group Processing
  • Additional Routing Features for Distribution Lists
    • Threshold Values
    • Routing Options
    • Escalation Hours and Minutes
    • Example: Using Additional Routing Features with Group Processing
    • Scenario 1
    • Scenario 2
  • Distribution Lists for Hierarchical Processing
    • Example: A Distribution List Used for Hierarchical Processing
• Setting Up Distribution Lists
  • Distribution List Guidelines
  • Prerequisites
  • Creating a Distribution List for Group Processing
  • Creating a Distribution List for Hierarchical Processing
  • Viewing the Distribution Lists of which a Child is a Member
• Modifying Existing JD Edwards EnterpriseOne Workflow Processes
  • Working with Existing JD Edwards EnterpriseOne Workflow Processes
  • Modifying the Properties of a JD Edwards EnterpriseOne Workflow Process
  • Changing the Properties of a Task
  • Changing the Properties of a Transition Condition
  • Deleting Tasks and Transitions
  • Detaching Transition Conditions
  • Deleting Transition Conditions
  • Replacing a Task

6 Working with JD Edwards EnterpriseOne Workflow Process Versions

• Understanding JD Edwards EnterpriseOne Workflow Process Versions
• Validating a JD Edwards EnterpriseOne Workflow Process Version
• Attaching a JD Edwards EnterpriseOne Workflow Process Version to an Application
  • Understanding How to Activate a JD Edwards EnterpriseOne Workflow Process Version
    • Activating or Deactivating a JD Edwards EnterpriseOne Workflow Process Version
  • Understanding How to Attach a JD Edwards EnterpriseOne Workflow Process to an Application
  • Prerequisite
  • Attaching the Start Process System Function to an Application
  • Attaching the Pending Approval Form to an Application
• Launching a JD Edwards EnterpriseOne Workflow Process from a Logic Extension (Release 9.2.6.4)

7 Understanding Synchronous and Asynchronous Processing

• Synchronous and Asynchronous Processing
• System Functions for Synchronous and Asynchronous Processing
• Transaction Processing

8 Understanding Message and JD Edwards EnterpriseOne Workflow System Functions

• Understanding Message and JD Edwards EnterpriseOne Workflow System Functions
  • Message System Functions
  • JD Edwards EnterpriseOne Workflow System Functions

9 Configuring Shortcuts

• Understanding How to Configure Shortcuts
  • Shortcuts on the Enterprise Server
  • Shortcuts on the Microsoft Windows Client
  • Configuring a Shortcut

10 Understanding Distribution List Scenarios

• Distribution List Scenarios
  • Prerequisite
• Group Processing Scenarios
  • Scenario 1: Group Processing
    • Setup
    • Results
• Group Processing Scenarios
  • Scenario 1: Group Processing
    • Setup
    • Results
  • Scenario 2: Group Processing
    • Setup
    • Results
  • Scenario 3: Group Processing
    • Setup
    • Results
  • Scenario 4: Group Processing with Higher Level Overrides
    • Setup
    • Results
  • Scenario 5: Group Processing with First Response
    • Setup
    • Results
• Hierarchical Processing Scenarios
  • Scenario 6: Hierarchical Processing
    • Setup
    • Results
  • Scenario 7: Hierarchical Processing
    • Setup
    • Results
    • Scenario 8: Hierarchical Processing with Higher Level Overrides
    • Setup
    • Results

11 Delegating Workflow

• Workflow Delegation Overview
  • Predefined Delegate Lists
  • Workflow Delegation Security
  • Workflow Delegation Monitoring
• Configuring Workflow Delegation (Administrators Only)
  • Configuring Workflow Delegation Security
  • Application Security
  • Processing Option Security
  • Hyper Exit Security
  • Setting Workflow Delegation Processing Options
  • Creating a Predefined Delegate List
    • To create a predefined delegate list
  • Creating Workflow Delegation Records for Workflow Users
    • To create a workflow delegation record for a workflow user
• Delegating Workflow Processes
  • Creating a Workflow Delegation Record
    • To create a workflow delegation record
  • Activating or Disabling a Workflow Delegation Record
    • To activate or disable a workflow delegation record
  • Modifying a Workflow Delegation Record
    • To modify a workflow delegation record
  • Deleting a Workflow Delegation Record
• Monitoring and Reassigning Active Workflow Tasks
  • Overview
  • Monitoring and Reassigning Active Workflow Tasks (Workflow Administrators)
    • To monitor active workflow tasks
    • To reassign active workflow tasks
  • Monitoring and Reassigning Active Workflow Tasks (Workflow Users)
    • To monitor active workflow tasks
    • To reassign active workflow tasks
• Workflow Monitor (Release 9.2.8)
  • Accessing the Workflow Monitor
  • Understanding How to Use the Workflow Monitor
    • Instances
    • Metrics
    • Summary (Release 9.2.8.3)
  • Terminating, Suspending, or Resuming Workflow Process Instance
  • Action Security
  • My Workflow Monitor (Release 9.2.8.2)

12 Administrative Tasks

• Understanding Administrative Tasks
• Monitoring Process Tasks
  • Understanding Process Task Monitor
    • Review a Process Status
    • Terminate, Suspend, or Resume an Instance of a Process
    • Review Attachments to a Task
    • Overriding the Message Approval Process
  • Reviewing a Process Status
  • Terminating, Suspending, or Resuming an Instance of a Process
  • Reviewing Attachments to a Task
  • Overriding the Message Approval Process
• Changing Queue Security
  • Understanding Queue Security
    • Specify the Queues that a User Can View
    • Change Public Security
  • Specifying the Queues that a User Can View
  • Changing Public Security
• Activating the Escalation Monitor
  • Understanding the Escalation Monitor
  • Manually Starting the Escalation Monitor
• Setting Up Workflow Delegation
• Analyzing JD Edwards EnterpriseOne Workflow Processes
  • Understanding How to Analyze a JD Edwards EnterpriseOne Workflow Process
  • Analyzing a Process
• Printing Process Instance Reports
  • Understanding Printing Process Instance Reports
  • Printing Process Instance Reports
• Purging JD Edwards EnterpriseOne Workflow Data Files
  • Understanding the Purge Process
  • Purging Completed JD Edwards EnterpriseOne Workflow Tasks
  • Purging Completed JD Edwards EnterpriseOne Workflow Process Instances
• Transferring JD Edwards EnterpriseOne Workflow Processes
  • Understanding JD Edwards EnterpriseOne Workflow Process Transfers

13 Appendix A - JD Edwards EnterpriseOne Workflow Processes Developed Before Release 8.94

• Understanding JD Edwards Workflow Processes Developed Before Release 8.94
• Workflow Message Recipients
  • Using JD Edwards EnterpriseOne Workflow Message Recipients
    • Recipient Address Only
    • Structure Type Only
    • Recipient Address and Structure Type
  • Configuring a Message Task
  • Understanding Escalation Rules
  • Adding Escalation Rules to a Message Task
  • Roles
  • Understanding Recipient Conditions
    • Example: Using Recipient Conditions
    • Adding a Recipient Condition

14 Appendix B - System Functions in JD Edwards EnterpriseOne Workflow

• Send Message Extended
  • Additional Notes

15 Glossary

• activity rule
• business function
• business function event rule
• Employee Work Center
• EnterpriseOne object
• EnterpriseOne process
• escalation monitor
• event rule
• jde.ini
• messaging server
• named event rule (NER)
• Object Librarian
• project
• triggering event
• workflow