Oracle by Example brandingModifying Workflow in Workflow Studio

section 0Before You Begin

Purpose

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

Time to Complete

45-Minutes

Background

Starting with Tools Release 9.2.6, you can use the Workflow Studio to design and modify workflow processes. The Workflow Studio is a web-based user interface that you can launch from the Orchestrator Studio. This enhancement removes the dependency to use the development client to design and modify workflow processes. The Workflow Studio is backward-compatible with the workflows that you might have created and activated in previous releases of EnterpriseOne. Therefore, you can use the Workflow Studio to modify existing workflows, and the updated workflows run in the same EnterpriseOne workflow engine, thereby avoiding any disruptions to your existing workflow processes.

Scenario

For this tutorial, consider a scenario in which a new employee uses the Employee Setup application to request a new desktop computer. This request initiates a workflow process to send an email to the supervisor. Your goals for this tutorial are to edit the subject line of the email to ask the supervisor to approve the request by the end of the day and that the employee should get an email stating that the request has been approved. To perform these tasks, you will modify an existing workflow process, EESETUP01.

Prerequisite

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

  • You have access to a JD Edwards EnterpriseOne test environment that has the EESETUP01 workflow process activated.
    Note: The JD Edwards EnterpriseOne Trial Edition deployed on Oracle Cloud Infrastructure meets the requirement for this tutorial.
  • Orchestrator Studio 9.2.6 is deployed in a JD Edwards EnterpriseOne test environment.

section 1Accessing Workflow Studio

  1. Log in to the Orchestrator Studio.
  2. Click the Workflows icon to access the Workflow Studio.
    3. Accessing Workflows from Orchestrator Studio
    Accessing Workflows from Orchestrator Studio
  3. To open the Employee Setup Approval workflow process, enter EESETUP01 in the Search field.
    4. Workflow search
    Workflow Search
  4. Select EESETUP01 from the list of workflows. The workflow process opens in the diagram workspace.   
    Note: A workflow process 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. Select the version that is listed as “Active.” Alternatively, select the highest numbered version.
    5. Employee Setup Approval workflow process
    Employee Setup Approval Workflow Process
  5. If you chose an active version, you must deactivate it before you make changes to it. To deactivate a workflow, click Manage and then click Deactivate. The system displays the message, “Deactivate Successful.”
  6. You must reserve the workflow to enable it for modification. To reserve the workflow, click Manage and then click Reserve. The system displays the message, “Reserve Successful.”

section 2Configuring Workflow Tasks in Workflow Studio

  1. Click the Send Message task in the workflow diagram and then click the Edit Editicon to access the Send Message – Obsolete Editor window.
  2. In the Subject Literal field, enter Please approve by EOD.
    3. Send Message – Obsolete Editor window
    Send Message – Obsolete Editor Window
  3. Drag and drop the Info Message task between the second business function and the End task in the workflow diagram.
    4. Info Message task
    Info Message Task
  4. Click the Info Message task and then click the Edit Editicon to open the Message Editor window.
  5. Select Address Book from the drop-down list in the To Recipient field and then select mnAddNoApprovedBy_APRV from the drop-down list in Address Book Number field.
  6. Select szMailBoxDesignator_MBDS in the Mailbox field,
  7. Enter Congratulations! Your request has been approved in the Subject Literal field.
  8. Enter Hi. Your request for a new desktop has been approved by your supervisor in the Text Literal column.
    9. Message Editor window
    Message Editor Window
  9. Close the Message Editor window.
  10. Click Save. The system displays the message, “Save Successful.”
  11. Click Manage and then click Activate to update the workflow process as Active. As the Send Message task is an obsolete task, you get a validation warning. Click OK to continue.
    12. Validation warning
    Validation Warning

section 3Testing the Workflow Process

The EESETUP01 workflow process is triggered when an employee creates a request in the Employee Setup application (P08710). To test the workflow process, you must create a new request.

  1. Log in to the JD Edwards EnterpriseOne test environment.
  2. Access the Employee Setup Approval application (P08710) from the Fast Path.
  3. Click Add in the Work With Employee Setup form to create a new entry.
  4. Enter a value in the Address Number field to make an entry for a specific employee. The other fields are automatically populated.
    5. Employee Setup Entry Address Number
    Employee Setup Entry Address Number
  5. Enter COM in the Task Type field. The Sub Class, Task Description, Task Status, and Task Code fields are automatically populated.
  6. Enter 1 in the Units field.
    7. Employee Setup Entry new record
    Employee Setup Entry New Record
  7. Click OK.
  8. To verify that the workflow process has triggered successfully, access the Process Task Monitor application (P98860).
  9. Enter EESETUP01 in the Process field and click Find.
  10. The system displays the workflow, EESETUP01, along with the version, if the workflow has run successfully.
    11. Process Task Monitor
    Process Task Monitor
  11. The supervisor associated with the employee address number receives the email with the updated subject, Please approve by EOD.
    12. Email to receive approval
    Email to Receive Approval
  12. When the supervisor approves the request, the status of the request is updated in the system.
    13. Request status
    Request Status
  13. After the request is approved, the employee gets an email with the subject and the text that were entered in the Info Message task earlier.
    14. Email after request is approved
    Email Sent After Request is Approved

section 4Want to Learn More