Table of Contents

Get Started

• Learn About Creating a Document Approval Process
  • Architecture
  • About Required Services and Roles

Plan

• Considerations for Designing the Document Approval Process
  • About a Document Folders Example for a Loan Approval Process
  • About Actions Performed on Folders
  • About Folder Permissions for Various Tasks
• Understand Your Oracle Sales Customization and Integration Environment
  • Roles Required for Customizing Oracle Sales
  • About Working in an Oracle Sales Sandbox
  • Considerations When Using Sandboxes
  • About the Workflow for Using a Sandbox
  • About the Application Composer Utility in Oracle Sales
  • Access the Application Composer in Oracle Sales
• About Process Environments in Oracle Integration Enterprise
  • About the Oracle Integration Process Design-Time Environment
  • About the Oracle Integration Process Runtime Environment
• About Security Strategies for Oracle Content Management Integrations
• About Oracle Integration Process Web Forms

Configure

• Configure Process Integration between Oracle Integration and Oracle Content Management
  • Access Requirements for a Successful Integration
  • Use Documents or Attachments in a Process Application
  • Configure Oracle Integration Settings in Oracle Content Management
  • Configure Documents Settings in Oracle Integration

Integrate

• Create an Oracle Integration Enterprise Process Web Form
  • Create a Simple Application
  • Create a Web Form
  • Add and Configure Controls
  • Add an Alternative View for Approvers
  • Change the Form’s Stylesheet
  • Preview the Form
  • Use Forms and Presentations in a Process
• Create a Business Process
• Create a Folder or a Document in Oracle Content and Experience Cloud Using Process in Oracle Integration Cloud
  • Define the Incoming Document or Folder
  • Model Processes That Can Be Started from Document or Folder Start Events
  • Enable User Roles to Start a Document or Folder Initiated Process
  • Customize a Document-Initiated or Folder-Initiated Process
  • Configure a Folder
• Create a Link to Another Application in an Oracle CX Sales Object
  • Create a New URL Link in an Oracle Sales Object
  • Control the Visibility of a URL Link in Oracle Sales
• Embed the Oracle Content Management Web User Interface in Other Applications as an iFrame
  • Embed Content in Other Domains
  • Embed an Application as a Subtab in an Oracle Sales Object
  • Troubleshoot iFrame Embedding Issues with Oracle Sales

Test

• Test a Process Using Process Player in Oracle Integration
  • About Testing a Process Using the Application Player
  • About Emulating the Runtime Behavior of Flow Elements
  • Test a Business Process
• Test an Application’s Activation
• Activate an Oracle Integration Application
  • About Customizing Web Services and Properties