Configure Supplier Registration Approval Decision Notifications Using Reports

In this example, you can configure workflow email notifications for the external suppliers' registration business process using Oracle Analytics Publisher reports and use Microsoft Word to edit the .rtf template used for notifications.

Important decisions required for this scenario.

Decisions to Consider	This Example
Which template do I update?	External Supplier Registration Approved FYI Email Report
Do I want to add prompts and headers to the layout template?	Yes
Do I want to add data model attributes to the layout template?	CORPORATE WEBSITE
Which language do I use for the RTF template?	English

Tasks Summary

Configure the External Supplier Registration Approved FYI Email Report:

1. Add an attribute to the Data Model.

2. Export the data model XML file.

3. Download the report layout template.

4. Edit email body information in the template.

5. Add data model attributes to the template.

6. Upload the modified report layout to the Oracle Analytics Publisher catalog.

Prerequisites

1. Download and install the Oracle Analytics Publisher Desktop: http://www.oracle.com/technetwork/middleware/bi-publisher/downloads/index.html.

   The Template Builder for Microsoft is included in the Oracle Analytics Publisher.

2. To preview the configured templates, download a local copy of the subtemplate that applies to your own report layout template:

   1. In Oracle Analytics Publisher, click Catalog.

   2. In the Oracle Analytics Publisher catalog, go to Shared Folders > Common Content > Templates for the predefined subtemplate.

   3. Click More for the Workflow Notification Subtemplate and then click Copy.

   4. In the Folders section, expand Shared Folders > Custom > Procurement > Suppliers.

   5. Click the Paste Resource icon.

   6. Click More for the Workflow Notification Subtemplate and then click Download.

   7. Save the subtemplate to the local drive on your computer.

Add an Attribute to the Data Model

In this task, you add attributes to a data model.

1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

2. Click Catalog.

3. On the Catalog page, in the Folders section, expand Shared Folders > Procurement > Suppliers.

4. For External Supplier Registration Approved FYI Email Report, click More, and then click Customize.

5. In the External Supplier Registration Approved FYI Email Report, click the External Supplier Registration Approved Email Data Model.

6. On the Diagram tab, select the header to which you want to add an attribute and then click the Edit Selected Data Set icon.

7. Add the required attribute and click OK.

Export the Data Model XML File

In this task, you export the XML file that includes the data model attributes predefined for the notifications. Do this task to enable previewing your modified template. This task is also required to add data model attributes to the template.

1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

2. Click Catalog.

3. On the Catalog page, in the Folders section, expand Shared Folders > Custom > Procurement > Suppliers.

4. For External Supplier Registration Approved FYIReport, click Edit.

5. In the External Supplier Registration Approved FYI Report, click the Supplier Registration Approved Email Data Model to open the Diagram tab.

   Note: To ensure that all data sets include requested elements with null values in the output XML data, do the following:

6. Click the Data tab.

7. Click View to see the sample data in the report, and all the available attributes.

8. Click Export and select Save File and then click OK.

9. Save the SupplierExtRegApprovedFYIDM.xml file to a local drive.

Download the Report Layout Template

In this task, from the Custom folder you download a copy of the template to your local drive to modify it.

1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

2. Click Catalog.

3. On the Catalog page, in the Folders section, expand Shared Folders > Custom > Procurement > Suppliers.

4. Select Supplier Registration Approved FYI Email Report, click Edit.

5. For Supplier Registration Approved FYI Email Body Layout, click Edit.

6. In the ExtSuppRegNotifApprovalFYIReport.rtf dialog box, select Save File and then click OK to save the file with the name UpdatedExtSuppRegNotifApprovalFYIReport.rtf to distinguish it from the original template.

Edit Email Body Information in the Template

To modify email content, you edit a local copy of the .rtf report layout templates in Microsoft Word.

Note: The exact steps can vary depending on your version of Microsoft Word.

1. Open the UpdatedExtSuppRegNotifApprovalFYIReport.rtf template in Microsoft Word with the Template Builder installed, if not already open.

2. Scroll to the buyer name.

3. Place your curser at the end of the CORPORATE_WEBSITE and press enter.

4. Enter the attribute CORPORATE WEBSITE.

5. Save the document.

Add Data Model Attributes to the Template

In this task, you add to the report template attributes that exist in the predefined data model.

Note: The exact steps can vary depending on your version of Microsoft Word.

1. Open the UpdatedExtSuppRegNotifApprovalFYIReport.rtf template in Microsoft Word with the Template Builder installed, if not already open.

2. Select the Oracle Analytics Publisher tab.

3. In the Load Data section, click Sample XML.

4. In the dialog box to select XML data that appears, browse to open the SupplierExtRegApprovedFYIDM.xml file you saved in the Exporting the Data Model XML File task. Then click Open.

5. In the Data loaded successfully dialog box, click OK.

6. Add the required data model attributes.

7. Save and close the document.

8. Proceed to the task Uploading the Modified Report Layout to the Oracle Analytics Publisher Catalog.

Upload the Modified Report Layout to the Oracle Analytics Publisher Catalog

You must perform this task to use the modified report layout for notifications.

1. Sign in to the Oracle Analytics Publisher server to open the Oracle Analytics Publisher Home page.

2. Click Catalog.

3. On the Catalog page, in the Folders section, expand Shared Folders > Custom > Procurement > Suppliers.

4. For the Supplier Registration Approved FYI Email Report, click Edit.

5. For Supplier Registration Approved FYI Email Body Layout, click Properties.

6. For Templates, click the Upload icon.

7. In the Template File field, browse for the modified UpdatedExtSuppRegNotifApprovalFYIReport.rtf template on your local drive, select the template, and click Open.

8. In the Upload Template File dialog box, from the Template Type list, select RTF Template.

9. From the Locale list, select English.

10. Click OK to open the Processing dialog box and return to the Supplier Registration Approved Email Data Model page.

11. Click Save.

12. On the right side of the page, click View a list to open the Layout page.

13. In the row for the UpdatedExtSuppRegNotifApprovalFYIReport Template, select the Default Layout check box.

14. On the right side of the page, click the Save Report icon.