Oracle Integration with Documents

Manage workflows for business applications, such as document routing for review or approval, with Oracle Integration enabled for documents in Oracle Content and Experience.

You can allow your users to access Oracle Integration functionality, which lets users manage business processes in the cloud, such as document routing for approval or review.

This feature might not be available, depending on the Content and Experience Cloud subscription type and start date of your service.

You must configure settings in both Oracle Integration and Oracle Content and Experience before users can take advantage of the integrated functionality.

  1. In Oracle Integration, sign in as an administrator and enter connection information for Oracle Content and Experience. See Integrating Documents and Conversations in Using Oracle Process Cloud Service.

  2. In Oracle Content and Experience, enable Oracle Integration and enter connection information:

    1. Sign in to Oracle Content and Experience Cloud as an administrator.

    2. From the Administration menu, choose Integrations.

    3. Under Applications, select Oracle Integration to enable the service, and then set these values:

      • Service URL: The URL of the REST service that users can access for their applications, ending with bpm/api/4.0/processes (for example, https://servicename/bpm/api/4.0/processes).

      • Service User: Enter the email address of the user who owns the process to be used in Oracle Content and Experience.

      • Service Password: Enter the user password.

  3. To create a process with a Document Start event, see Creating a Document- or Folder-Initiated Process in Using Oracle Process Cloud Service.

When a task step is complete, the file can be managed according to the defined process. For an incoming document, a user can perform actions based on the assigned role for that document: Contributor, Downloader, or Viewer.

When Oracle Content and Experience starts a process, the following payload is sent to launch the process:

{

        "operation":"startEvent",

        "processDefId":"testing~LoanApplicationProcessing!1.0~LoanApplicationProcessing"

        "params": {

               "id": "abc123",

               "name": "document name",

               "startedBy": "user id",

               "type": "d",

               "role": "role that should be used to generate subsequent applinks",

                "version": "version"

         }

}

As a developer, you need be aware of the following requirements for the process you develop:

  • It needs to be a process that uses an Oracle Content and Experience Document Start event.

  • When deploying the process, you need to share it with the user specified for enabling the integration so that user has the rights to trigger the process,

  • For the user who uploaded the file to show up as the user who started the task, the process must use the value passed in the startedby field as the display name for the initiator.