Before You Begin

This 45-minute tutorial shows how to create an EnterpriseOne page to launch an orchestration that accepts a file as input and an orchestration that provides a file as output. First you will create an orchestration that receives an image file as input, and uses a form request to attach the image to a work order in JD Edwards EnterpriseOne. Additionally, you will learn how to create another orchestration that builds a CSV file of the records from a query on a form and return that as the output of the orchestration.

In this tutorial you will:

1. Record a work order using the Process Recorder, create an orchestration that accepts a file as input, and add an attachment step to the orchestration.
2. Build an EnterpriseOne page with a button to call the orchestration and provide file input.
3. Create another orchestration to generate CSV files and return them as orchestration output.
4. Add a button to your EnterpriseOne page to launch that orchestration and download the file.

Background

An orchestration is a powerful automation tool to simplify business processes. And one of the easiest and most effective ways to put that power to use is to allow users to launch orchestrations right from EnterpriseOne pages. Using orchestrations, many business processes and transactions can be simplified into a few simple inputs.

Starting with Tools Release 9.2.7, you can define orchestrations to receive files as input or return files as output. You can perform several operations by using a file received as input to an orchestration, such as uploading the file as an attachment in JD Edwards EnterpriseOne.

You can also define an orchestration that is configured to provide files in its output; this feature also lets you download those files to your local desktop.

What Do You Need?

To perform the tasks in this tutorial, you must have:

• Installed JD Edwards EnterpriseOne Applications Release 9.2 with Tools Release 9.2.7 or later.
• Enabled the Composite feature and set up UDO security in EnterpriseOne. For more information, see: "Managing UDO Feature Security" and "Managing UDO Action Security" in the JD Edwards EnterpriseOne Tools Security Administration Guide.
• Enabled Process Recorder, which is also enabled through UDO Feature Security and Action Security.

Recording the Work Order Creation Process

Note: This task relies on EnterpriseOne demo data. You can use other data available in your system to enter a work order to perform this task.

1. Sign in to the EnterpriseOne web client. You can access the EnterpriseOne web client from the Orchestrator Studio home page or from the Tools drop-down menu on any of the pages.
2. From the Fast path access Search for Equipment Work Orders (P13700) application.
3. On the EnterpriseOne page, click the drop-down menu next to your user name and select Record a Process.
4. In the Process Recorder window, click the Start button.



5. Click Add icon in the Search for Equipment Work Order application.
Note: If you see S/WM Service Provider Info Missing form error in Add Work Order, refer solution in Doc ID 2707754.1.
6. Complete the below fields based on data available in your system:
   • Equipment Number = 34711
   • Customer Number and Site Number will be auto populated on selecting Equipment Number
   • Failure Description = Broken Equipment
7. Click Save and Exit.
8. Click Return Values in the Process Recorder window.
9. Click Previous Order Number
Note: You might have to move the Process Recorder window to see these fields. Click and drag the title bar to move it.



10. Click Resume in the Process Recorder window.
11. Click Stop in the Process Recorder window and enter a name:
    Name = Report Broken Equipment
12. Click Save.
13. Click the X icon to close the Process Recorder window.

Creating an Orchestration Using the Form Request

In this task, you will understand how to create an orchestration that performs order entry in JD Edwards EnterpriseOne. The orchestration created in this section will be used by the orchestration that receives the broken equipment image file as an input and attach it to the work order.

1. Log in to Orchestrator Studio.
2. Click Form Requests.
3. Select the Report Broken Equipment form request in the left panel.
The Report Broken Equipment form request opens, showing you all the forms and steps you took when you recorded the process.
4. Click step 2 in the train: Add Work Order.
   Change the Input values of Asset Number_ASII to Equipment Number, and change Problem_ISSUE to Problem Description for better identification of Inputs.
   

   

5. Click Save.
6. From the Manage menu, select Create Orchestration.
   The system creates an orchestration with inputs, transformations, and outputs to call the form service request.
   

   

7. Verify the orchestration that is created.



8. Click the Start icon, and then click the Inputs and Values icon.
9. In the Inputs and Values window, click File Inputs, and select Process Files Individually option .
   Configure the file input as shown in below screen shot.



10. Click anywhere outside the Inputs and Values window to close the window.
11. Click Design Mode button on the bottom left corner of the window and click Add icon to the right of the Report Broken Equipment form request. Select Attachments.
    



12. Click the New button in Attachments popup.



13. Enter Name as Upload Picture of Equipment and Structure Name as GT4801A. Modify Key Value as ${Work Order Number}.
14. Select Action as Upload File. Enter File Name as ${Image}.
15. Click Save and Close Attachments popup .
16. Click Save to apply the changes to orchestration.



17. Click the Upload Picture of Equipment Attachment and click the Transformations icon, and then Select Prev_Order_Number_Display from the Available Values drop-down menu for the Work Order Number input.



18. Select Image from the Available Values drop-down menu for the Image input.



19. Click Save.
20. Click the End icon and click Outputs and Assertions.
21. In the Outputs and Assertions window, enable the Prev Order Number Display.
22. Save the orchestration.

Call the Orchestration from an EnterpriseOne Page and Provide File Input

This task involves calling the orchestration created previously from an EnterpriseOne page.

Please complete the following steps:

Associate an Orchestration with a Designer Pane Tile

1. Sign in to the EnterpriseOne web client. You can access the EnterpriseOne web client from the Orchestrator Studio home page or from the Tools drop-down menu on any of the pages.
   
2. Close any applications that you may have open. On the EnterpriseOne page, click the drop-down menu next to your user name in the upper-right corner, click Manage Content under the Personalization category, and then click Composed Pages.
3. From the Name drop-down list, select Create.



4. Click Create New Content icon.
5. Select Designer pane from the Select the content type for the work space.
6. Enter name as Report Broken Equipment and provide a relevant description. Click OK.
7. Click the Add a Tile (+) icon to add a new tile:



8. In the Configure Tile dialog box, complete the following setup:
   • Tile Type = Orchestration
   • Style = Default
   • Color = blue
   • Title = Report Broken Equipment
   • Description = provide a relevant description
   • Auto Image = select this check box
   • Hover Link URL = Leave this field blank

The Configure Tile dialog box should look like this :



9. Click the settings icon next to the Orchestration Name field.
10. The Associate Orchestration popup window is displayed. In the Orchestration drop-down list, select the Report Broken Equipment orchestration from the list.
    Ensure that the Allow Input options are toggled On for the Equipment Number and Problem Description inputs. This will allow the user to specify these inputs when the orchestration is run.
    Enable the Run Synchronously toggle button to run the orchestration in the synchronous mode.
    Enable the Show Message toggle button to display the success message defined for the orchestration in the Orchestrator Studio.



11. Click Save.
12. Click OK in the Configure Tile dialog box.



13. Click Save to save the EnterpriseOne Page. Provide a name for your composed page, such as Report Broken Equipment. Click OK.
14. Click Close.
15. Now click the Report Broken Equipment tile. The Enter Input popup window is displayed.
16. In the Orchestration Input tab, provide inputs for the Equipment Number and the problem Description as the orchestration inputs. Use a short Problem Description such as “The glass is broken.” Make a note of the exact Problem Description you input; you will search for it later. If you see an input for P13700_Version you can leave that blank.



17. Because the orchestration is configured to accept a file as input, the EnterpriseOne page automatically presents the File Inputs tab. In the File Inputs tab, Upload the image file of the broken Equipment that will be stored as an attachment to the work Order. The file you choose must match the file name pattern that you specified on the Orchestration Inputs in Exercise 1, step 8: *.jpg. You can choose any JPEG image from your local file system that has a file extension of .jpg.



18. Click OK.
    The orchestration is executed and the the Work Order is generated with the file you selected as an attachment.
    

    

    Note: You can specify a custom success message such as the one shown above in Orchestrator Studio in the Orchestration Outputs and Assertions page in the Messages tab.
19. Click OK.
20. Now, Let’s check our work order. From the Fast path access Search for Equipment Work Orders (P13700) application. In the grid query by example row, enter the Problem Description you input in step 16 in the Or Ty Description column. Use all uppercase letters, such as THE GLASS IS BROKEN. Click Find.
    Note that an order number has been created with the Description you provided in the orchestration input, and the file uploaded as the orchestration input has also been attached to this order.
21. Click the attachment Icon to access the Attachment Manager; you can see the uploaded image.



Congratulations. In these exercises you have:

• Created an orchestration that accepts a file as an input and uploads that file as an attachment to a work order.
• Created an EnterpriseOne page with a tile that launches that orchestration.
• Used that tile to launch the orchestration and pick a file from your local file system as input to the orchestration.

Creating an Orchestration to return File as Output

Call the Orchestration from an EnterpriseOne Page and Receive the File Output