Search and Analyze Workflows

Use the new interface to configure and run fast, efficient searches for change orders, change requests, problem reports, and corrective actions. This search is powered by Oracle Search Cloud Service.

To navigate to the new workflow search, go to Tasks > Product Management Experience > Search Products: Workflow

Search for Change Type NPI and Extensible Flexfield Product Lines

Search for Change Type New Product Introduction and Extensible Flexfield Product Lines

Here's what you can do when you search for workflows:

  • Select any configured view.
  • Search by any keyword of your choice.
  • Apply filters on the search results.
  • Show or hide columns in the search results.
  • Use the sort function to sort any column.
  • Export the selected list of changes.

Depending on which work area the search is launched from, the workflow type will be filtered or restricted to certain change object types; however, you can override the filter to display all change types.

Change Types per Work Area

Work Area Change Types Filtered To
Product Development Engineering Change Orders, Non-Revision-Controlled Change Orders, Engineering Change Requests, Design Change Requests
Product Information Management Commercialization Change Orders
Quality Management Problem Reports, Corrective and Preventive Actions

You can combine multiple keyword searches along with applied filters to complete the search. For example, you can search for:

  • all high priority changes in open status assigned to you
  • all changes created within a date range
  • all changes based on Customer, Supplier, Manufacturer, and Source information
  • all changes of type New Product Introduction (NPI), and change extensible flexfields of product lines 

You can also search for data presence indicators for tasks, attachments, and relationships.

Change Data Presence Drawer Panel for Tasks, Attachments, and Relationships

Change Data Presence Drawer Panel for Tasks, Attachments, and Relationships

This feature benefits your business by allowing you to efficiently search for your change order, change request, problem report, and corrective action workflow entities based on any search criteria using the new Redwood user interface. The new user interface uses the Oracle Search Cloud Service to perform searches that provide extremely fast results and result counts for all of the filter search criteria entered.

Steps to Enable

Configure Indexes and Search Views

You can configure the index of attributes you want to use in your searches, and create specific search views. To navigate to the Index and View Management page, use the following tasks within the Product Management Experience section in the Tasks panel:

  • Configure Index
  • Configure View

In the Index and View Management interface, you can:

  • Configure indexing of attributes for each object.
  • Configure multiple search views.
  • Configure display options for each view.

Configure Search and Index

Configure Index and Configure Views

Configure Index

On the Index Management page, you see the objects that are enabled for index configuration. The Configure Index page for each object shows you the list of attributes and attribute groups that are already indexed. You can add or remove attributes and then rebuild the index to include additional attributes, such as the change header, change descriptive flexfields, and change extensible flexfields. Once the rebuilding is complete, you can add the attributes to a search view. You would need to re-build the index after a quarterly update.

Configure Index Page for Change Attributes

Configure Index Page for Change Attributes

Configure Views

The Configure Views page displays a list of views that are already configured. You can modify an existing view or create a new one. For each view, you can add or remove attributes that are indexed. The Manage Changes page displays the default view.

For each attribute, you can enable the following:

  • Keyword Search - Search for the attribute by entering a search term in the search field.
  • Display columns - Show a column for the attribute in the search results.
  • Filters - Filter results by the attribute. Filter chips are enabled for attributes that are either date or text. You can’t enable filter chips for long text attributes.

Configure Search View for Changes

Configure Search View for Changes

Tips And Considerations

  • You must run the index the first time, and each time you add a new attribute, if you want to use the newly added attribute in your search.
  • The index is run behind the scenes for new changes that are added after the index was last rebuilt.
  • You must run the change upgrade process and then run the change index.
    • Use the Enterprise Scheduler Service job: Upgrade Product Management Data to run on-demand change upgrade and presence indicator scripts:
      • Upgrade Process = Execution
      • Functional Area = Changes
      • Feature = Update all data presence indicators
  • Administrators must make a default search view to display the search results based on the configuration. The default that is set applies to all users.
  • Change Name, Change Number, Description, and Workflow Type are the default indexed attributes. You can't remove them from the index.
  • You can search for multiple changes by entering change numbers separated by a space. For example: NPI123 NPI124 ECO123 ECR123.
  • When you click the object, regardless of which work area you launched the search from, the object is opened in the work area where it was originally created. This is true for all objects except commercialization change orders. If you launch the search from the Product Development work area and click the commercialization change order that was created in the Product Information Management work area, it will open in the Product Development work area in read-only mode.
  • You must include the application user FUSION_APPS_SCM_ADF_APPID when you add users to the Security tab of the change type.

Key Resources

Access Requirements

Users who are assigned a configured job role that contains these privileges can access this feature:

To search for changes in the new interface:

  • Users with view only access to changes require the following privileges:
    • Access Product Management Change Search (EGO_VIEW_PRODUCT_MANAGEMENT_CHANGE_SEARCH)
    • Get Search View REST (EGP_GET_SEARCH_VIEW_REST_PRIV)
    • GET Product Management Index REST (EGP_GET_PM_INDEX_REST_PRIV)
  • You must have Monitor Product Management Workflow Objects (ACA_MONITOR_PRODUCT_MANAGEMENT_WORFLOW_OBJECTS_PRIV) and one of the following privileges:
  • For change orders:
    • View Change Order (ACA_VIEW_CHANGE_ORDERS_PRIV) or
    • Manage Change Orders (ACA_MANAGE_CHANGE_ORDERS_PRIV)
  • For change requests:
    • View Change Request (ACA_VIEW_CHANGE_REQUESTS_PRIV)
    • Manage Change Requests (ACA_MANAGE_CHANGE_REQUESTS_PRIV)
  • For problem reports:
    • View Problem Report (ACA_VIEW_PROBLEM_REPORTS_PRIV)
    • Manage Problem Report (ACA_MANAGE_PROBLEM_REPORT_PRIV)
  • For corrective and preventive actions: 
    • View Corrective Action (ACA_VIEW_CORRECTIVE_ACTIONS_PRIV)
    • Manage Corrective Action (ACA_MANAGE_CORRECTIVE_ACTION_PRIV)

To configure the index:

  • Manage Product Management Index (EGP_MANAGE_PM_INDEXES_PRIV)
  • Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV)
  • Grant Search Framework Manager Permissions (FND_SEARCH_FWK_MGR_PRIV)

To rebuild the index:

  • Rebuild Product Management Indexes (EGO_REBUILD_PRODUCT_MGT_INDEXES_PRIV)

To create search views:

  • Manage Product Management View (EGP_MANAGE_PM_VIEWS_PRIV)
  • Manage Scheduled Job Definition (FND_MANAGE_SCHEDULED_JOB_DEFINITION_PRIV)
  • Grant Search Framework Manager Permissions (FND_SEARCH_FWK_MGR_PRIV)
  • Access Product Development Configurations Using a REST Service (ACA_GET_PD_CONFIGURATIONS_REST_PRIV)
  • Manage Search View REST (EGP_MANAGE_SEARCH_VIEW_REST_PRIV)
  • Get View Available Attribute REST (EGP_VIEW_AVAIL_ATTR_REST_PRIV)