Before You Begin

Purpose

This OBE shows you how to create a new workflow process in the Workflow Studio.

Time to Complete

45-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.

Note: The ability to create a workflow process by using OMW is still available.

Scenario

For this OBE, consider a scenario in which you want to create a new workflow where a request is made by a new employee for a new computer. After the request is submitted, the workflow sends an email to the supervisor for approval. Your goal for this tutorial is to create a new workflow process, define the key and additional data structures, and add and configure tasks. To achieve this objective, you will replicate the configurations of an existing workflow process, EESETUP01.

Prerequisite

Before performing the tasks in the tutorial, you must ensure that:

• Orchestrator Studio 9.2.6 is deployed in a JD Edwards EnterpriseOne test environment.

Creating a New Workflow Process

1. Log in to the Orchestrator Studio.
2. Click the Workflows icon to access the Workflow Studio.



3. With Tools Release 9.2.6.4, Workflows opens with a new untitled workflow process by default. Enter EESETUP01 in the Search field to check the existing versions of the workflow in the system.
   Note: A workflow may have multiple versions. The number that follows the workflow name represents the version of the workflow. Multiple versions can be inactive, but only one version can be active at a time. Check for the highest numbered version available and assign a version one higher than the highest version for the new workflow process. For example, if the highest version for EESETUP01 is 3, enter 4 in the Version field.
4. After you have verified the version, click the diagram workspace to complete the fields for the new workflow process.
5. Enter EESETUP01 in the Name field.
6. To assign a new version to the workflow in the Version field, use the arrows to increase the version.
7. The system assigns the Product Code as 55-Reserved for Clients by default. You can retain or change this product code according to your reporting requirement.
8. Enter Employee Setup Approval in the Description field.
9. Click Save.

Your new workflow process is ready to configure.

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, needs to complete the process flow.

See “Creating Key and Additional Data Structures” in the Workflows Tools Guide for details.

1. Click the Key Data Structure icon and then click the Search icon. A search pop-up window opens.
2. Enter WF08710A in the Search field and click the Search icon.
3. Select WF08710A from the Object list.



4. Click the Additional Data Structure icon and then click the Search icon. A search window pops up.
5. Enter WF08710B in the Search field and click the Search icon.
6. Select WF08710B from the Object list.



7. Click Save.

Adding Tasks and Transitions to the Workflow Process

For a new workflow process, the Start and End tasks are present in the diagram workspace. You must add other tasks between the Start and End tasks. For completing the EESETUP01 workflow you need to add two Business Function tasks, one Action Message task, and two transitions.

1. Click the Diagram icon to access the diagram workspace.
2. Drag and drop the first Business Function task between the Start and End tasks in the diagram workspace.
3. Drag an Action Message task and place it after the first Business Function task in the diagram workspace.
4. Drag and place the second Business Function task after the Action Message task.
5. An arrow appears on the Action Message task when you hover over it. Click the arrow and drag it to the End task to create a link between the Action Message and the End task.



6. To create a Transition Condition that is to be followed in case of approval, right-click the link between the Action task and the second Business Function task and click Add and Attach Transition Condition.
7. In the Edit Condition window, enter IF_APPROVE in the Task Name field and enter If Process Approved in the Description field.
8. Click the Additional Data Structure icon in the right pane and select cApprovalActionCode from the list to define the Left Operand.
9. Click the Edit icon under the Right Operand column and then the click Literal icon in the right pane. Enter V in the Single Value field.
10. Click OK.



11. Close the Edit Condition window.
12. To create a Transition Condition that is to be followed in case of rejection, right-click the link between the Action task and the End task and click Add and Attach Transition Condition.
13. In the Edit Condition window, enter IF_REJECT in the Task Name field and enter If Process Rejected in the Description field.
14. Click the Additional Data Structure icon in the right pane and select cApprovalActionCode from the list to define the Left Operand.
15. Click the Edit icon under the Right Operand column and then click the Literal icon in the right pane. Enter 2 in the Single Value field.
16. Click OK.



17. Close the Edit Condition window.



18. Click Save.

Configuring Tasks in the Workflow Process

1. Click the first Business Function task and then click the Edit icon in the Task Revision column.
2. In the Business Function Editor window, click the Search icon in the Function Object Name field. The search window pops up.
3. Enter N0800124 in the Search field and click the Search icon.
4. Select N0800124 from the Object list.
5. Select UpdateF08710Status from the drop-down list in the Function Name field.
6. For the field mnEmployeeSetupID, click the drop-down list under Mapping and select mnEmployeeSetupID_ESID from the Key Data structure.
7. Enable the Input switch for szEmployeeSetupStatus and enter W in the Literal column.
8. Enable both Input and Output switches for mnErrorCode. Click the drop-down list under Mapping and select mnErrorCode_MATH01 from the Additional Data structure.



9. Close the Business Function Editor window.
10. Select the Action Message task and then click the Edit icon in the Task Revision column.
11. In the Message Editor window, select Address Book from the drop-down list in the To Recipient field.
12. Select mnAddNoApprovedBy_APRV from the drop-down list in the Address Book Number field.
13. Select szMailBoxDesignator_MBDS from the drop-down list in the Mailbox field.
14. Click the Search icon in the Shortcut field. A search window pops up.
15. Enter P08710A2 in the Search field and click Search.
16. Select P08710A2 from the object list.
17. In the Form field, select W08710A2B – Employee Setup Process Approval from the drop-down list.
18. Toggle the Input switch on for mnEmployeeSetupID.
19. In the Mapping column for mnEmployeeSetupID, select mnEmployeeSetupID_ESID from the drop-down list under the Key Data.
20. Enable the Input switch for cRequireComments and enter 0 as the Literal value.
21. Enable the Input switch for szActivityInstanceUniqueID.
22. In the Mapping column for szActivityInstanceUniqueID, select Current Workflow Tasks from the System Values.
23. Click the Search icon in the Message field. The DD Message Search window pops up.
24. Enter LM08006 in the Alias Search field and click the search icon.
25. Select LM08006 from the search result to assign Message Description and Message Glossary values.
26. For ID &1, select szNameAlpha_ALPH from the drop-down list under the Mapping column.
27. For ID &2, select mnAddressNumber_AN8 from the drop-down list under the Mapping column.



28. Close the Message Editor window.
29. Select the second Business Function task and then click the Edit icon in the Task Revision column.
30. In the Business Function Editor window, click the Search icon in the Function Object Name field. The search window pops up.
31. Enter N0800129 in the Search field and click the Search icon.
32. Select N0800129 from the Object list.
33. Select StartSetupTasks from the drop-down list in the Function Name field.
34. Enable the Input switch for mnEmployeeSetupID.
35. Under the Mapping column, select mnEmployeeSetupID_ESID from the drop-down list.
36. Enable the Input switch for szEESetupVersion.
37. Under the Mapping column, select szVersion_VERS from the drop-down list.



38. Close the Business Function Editor window.
39. Click Save to save your changes to the workflow process. The system displays the message, “Save Successful.”
40. You must validate your workflow process before you can activate it. To validate the workflow process, click Manage and then click Validate. The system displays the message, “Validate Successful.”

Want to Learn More?

• “Adding Tasks to a JD Edwards EnterpriseOne Workflow Process” in the Workflow Tools Guide.