Migrate Workflow Rules to Simplified Workflow Rules Configuration Templates

Import existing rules from Oracle Business Process Management (BPM) directly into spreadsheet-based templates.

You can then use the spreadsheet to view and update these rules, before uploading this spreadsheet back on the Manage Rules in Spreadsheet page. Earlier, BPM rules needed to be manually entered into the spreadsheets to use the Simplified Workflow Rules Configuration feature.

Now, you can use this feature to migrate rules for these workflows:

Payables Invoice Approval
General Ledger Journal Approval

Here's how you migrate BPM rules to a Simplified Workflow Rules Configuration spreadsheet:

Download a BPM rules file.
Import the rules from the BPM rules file into the Simplified Workflow Rules Configuration template for the workflow.

Download BPM Rules File

Perform these steps to download a file that contains the BPM rules:

Go to the Manage Workflow Rules in Spreadsheet page.
In the Migrate Rules from BPM section, click Download BPM Rules.
On the Download BPM Rules dialog box, select the workflow for which you want to download the rules.
Click OK.

Note: The BPM rule file is generated only when your rules are supported for migration. You get a message when your rules aren’t supported for migration. In such cases, you must use Oracle BPM to manage your rules. Click BPM Worklist to go to the Task Configuration tab of the BPM Worklist.

A copy of your current rule configuration for a workflow is saved in UCM when you successfully download it for the first time. The configuration copy is used to restore the rules back to this state after migration.

Import Rules to Simplified Workflow Rules Configuration Spreadsheet

Here’s how you import the downloaded rules into a Simplified Workflow Rules Configuration spreadsheet:

Go to the Manage Workflow Rules in Spreadsheet page.
In the Rule Templates section, select any of the available templates for a workflow and click the Download icon in the same row.
Open the downloaded file and go to the Instructions sheet.
Click the Import Rules button and then select the BPM rule file downloaded earlier. This imports your BPM rules into the spreadsheet.

Note: Ensure that you select a template for the workflow for which you want to migrate the rules. For example, you must use an Invoice approval workflow template to migrate Invoice rules.

Once the rule migration has completed, you can review the rules and proceed to use this template to view and modify the rules. Once you’re done, go to the Instructions sheet and generate the rule file. Next, upload the rule file on the Manage Workflow Rules in Spreadsheet page. The migration process is completed only after a successful upload.

Restore Rules

Use the Restore Rules feature to restore the rules to their previous state (the way they were when the BPM rules file was first downloaded).

Here’s what you do to restore the rules:

Go to the Manage Workflow Rules in Spreadsheet page.
In the Migrate Rules from BPM section, click Restore Rules.

Note: The Restore Rules button is enabled only when there's at least one workflow for which a BPM rule file has been successfully downloaded at least once previously.
On the Restore Rules dialog box, select the workflow for which you want to restore the rules.
Click OK.

After you confirm this action, the configuration file stored in UCM is used to restore the workflow rules to the state before migration.

Note: The Restore Rules always restores the rules to the state they were in at the first time the rule file was ever downloaded. Even if you later change the BPM rules and download the rules file again, this doesn’t change the rules file stored in the UCM. It remains the same as the first time the rule file was ever downloaded.