Table of Contents
- List of Tables
- Title and Copyright Information
- Preface
- What's New in This Guide
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Part I Using Oracle Business Process Management Workspace
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1
Getting Started with Process Workspace
- 1.1 Understanding Process Workspace
- 1.2 Navigating Process Workspace
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1.3
About the Process Workspace Tasks Page
- 1.3.1 Navigating the Process Workspace Tasks Page
- 1.3.2 Using the Process Workspace Task Details Page
- 1.3.3 Customizing the Task List in Process Workspace
- 1.3.4 Searching for Tasks in Process Workspace
- 1.3.5 Defining and Testing Screenflows in Process Workspace
- 1.4 About the Process Workspace Activity Guides Page
- 1.5 About the Process Workspace Process Tracking Page
- 1.6 About Process Workspace Dashboards
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2
Working on Tasks in Process Workspace
- 2.1 Claiming and Releasing Tasks in Process Workspace
- 2.2 Modifying History Approval Options in the Task Details Page
- 2.3 Reassigning and Delegating Tasks in Process Workspace
- 2.4 Requesting Information in Process Workspace
- 2.5 Adding Comments and Attachments to Tasks in Process Workspace
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2.6
Setting Rules, Vacation Periods, and Notification Preferences in Process Workspace
- 2.6.1 How to Create User Rules in Process Workspace
- 2.6.2 How to Create Group Rules in Process Workspace
- 2.6.3 How to Enable a Vacation Period in Process Workspace
- 2.6.4 How to Avoid Circular Logic in Reassigned Vacation Rules
- 2.6.5 How to Specify Notification Settings
- 2.7 Creating To-Do Tasks in Process Workspace
- 2.8 Creating Subtasks in Tasks in Process Workspace
- 2.9 Acting on Tasks that Require Passwords in Process Workspace
- 2.10 Acting on a Task that Requires a Digital Signature in Process Workspace
- 2.11 Routing Tasks in Process Workspace
- 2.12 Using the Evidence Store Service and Digital Signatures
- 2.13 Exporting Tasks to Microsoft Excel
- 2.14 Creating Worklist Reports
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3
Working on Process Instances in Process Workspace
- 3.1 Initiating Process Instances in Process Workspace
- 3.2 Searching for Process Instances in Process Workspace
- 3.3 Viewing the Details of a Process Instance in Process Workspace
- 3.4 Performing a Bulk Operation in Process Workspace
- 3.5 Canceling a Process Instance in Process Workspace
- 3.6 Customizing the Presentation of Process Instances in Process Workspace
- 4 Working with Activity Guides in Process Workspace
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5
Creating and Editing Custom Pages in Process Workspace
- 5.1 Understanding Custom Pages in Process Workspace
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5.2
Creating and Editing Custom Pages in Process Workspace
- 5.2.1 How to Create a Custom Page in Process Workspace
- 5.2.2 How to Add an External URL to a Customized Page in Process Workspace
- 5.2.3 How to Add an Applications Panel to a Customized Page in Process Workspace
- 5.2.4 How to Add a Dashboards Panel to a Customized Page in Process Workspace
- 5.2.5 How to Add a Process Instance Panel to a Customized Page
- 5.2.6 How to Grant and Manage Access to Customized Pages in Process Workspace
- 5.3 Establishing Communication Between Panels in Process Workspace
- 6 Using Dashboards in Process Workspace
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7
Managing Workloads Among Users in Process Workspace
- 7.1 Managing the Availability of Users in Process Workspace
- 7.2 Distributing Work among Users in a Group
- 7.3 Setting Rules
- 7.4 Setting Assignment Rules for Tasks with Multiple Assignees
- 7.5 Reassigning or Delegating Tasks in Process Workspace
- 7.6 Using Reports to Manage Workflows in Process Workspace
- 7.7 Using Dashboards to Manage Workflows in Process Workspace
- 7.8 Handling Escalations in Process Workspace
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8
Working with Adaptive Case Management in Process Workspace
- 8.1 About Adaptive Case Management
- 8.2 Navigating Cases
- 8.3 Viewing Case Information
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1
Getting Started with Process Workspace
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Part II Administering Process Workspace
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9
Managing Process Workspace
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9.1
Setting the Display of the Work Items Panel in Process Workspace
- 9.1.1 How to Specify the Login Page Realm Label in Process Workspace
- 9.1.2 How to Specify the Resource Bundle in Process Workspace
- 9.1.3 How to Enable or Disable Vacation Rules Delegation in Process Workspace
- 9.1.4 How to Specify the Language Locale Information in Process Workspace
- 9.1.5 How to Specify After Tasks Completion Behavior of Task Details Pop Up Window
- 9.1.6 How to Specify the User Name Format
- 9.1.7 How to Specify a Branding Logo in Process Workspace
- 9.1.8 How to Specify the Branding Title in Process Workspace
- 9.1.9 How to Choose a Skin in Process Workspace
- 9.1.10 How to Enable Customized Applications and Links in Process Workspace
- 9.1.11 How to Set a Timeout Parameter for Screenflows
- 9.1.12 How to Register Customized Application URLs in Process Workspace
- 9.1.13 How to Map Task Actions to the Bulk Approval Task Actions Buttons
- 9.1.14 How to Show or Hide the Default Tab Pages in Process Workspace
- 9.1.15 How to Show or Hide the Worklist Action Menu in Process Workspace
- 9.1.16 Specifying Additional Process Workspace Settings
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9.2
Administering Approval Groups in Process Workspace
- 9.2.1 How to Use Task Forms
- 9.2.2 How to Create Mapped Attribute Labels
- 9.2.3 How to View Approval Groups
- 9.2.4 How to Search for an Approval Group
- 9.2.5 How to Add a Static Approval Group
- 9.2.6 How to Add a New Member to a Static Approval Group
- 9.2.7 How to Delete a Member from an Approval Group
- 9.2.8 How to Move an Approval Group's Members
- 9.2.9 How to Nest Approval Groups
- 9.2.10 How to Rename an Approval Group
- 9.2.11 Using Dynamic Approval Groups
- 9.2.12 How to Delete an Approval Group
- 9.3 Managing Mapped Attributes (Flex Fields) in Process Workspace
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9.4
Using Task Configuration in Process Workspace
- 9.4.1 How to Access the Task Configuration Page
- 9.4.2 How to Edit Workflow Task Settings
- 9.4.3 How to Specify Routing Settings
- 9.4.4 How to Specify an Expiration Policy
- 9.4.5 How to Extend an Expiration Policy Period
- 9.4.6 How to Specify an Escalation Policy
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9.4.7
How to Specify Participant Notification Preferences
- 9.4.7.1 How to Make Email Messages Actionable
- 9.4.7.2 How to Secure Notifications to Exclude Details
- 9.4.7.3 How to Set Up Reminders
- 9.4.7.4 How to Notify Recipients of Changes to Task Status
- 9.4.7.5 How to Edit the Notification Message
- 9.4.7.6 How to Prevent Multiple Email Notifications for a Human Task Event
- 9.4.8 How to Enable Task Access
- 9.4.9 How to Specify Actions for Acting Upon Tasks
- 9.4.10 How to View Settings for Rules
- 9.4.11 How to Add a Rule to a Ruleset in Process Workspace
- 9.4.12 How to Add and Customize Decision Tables
- 9.4.13 How to Add a Variable to a Rule
- 9.5 Using Evidence Search in Process Workspace
- 9.6 Managing Exceptions in Process Workspace
- 9.7 Using the User Metadata Migration Utility
- 9.8 Integrating with Oracle WebCenter Portal
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9.1
Setting the Display of the Work Items Panel in Process Workspace
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10
Managing Your Organization in Process Workspace
- 10.1 Understanding Deployment of Organization Entities in Process Workspace
- 10.2 Managing Holiday Rules in Process Workspace
- 10.3 Managing Calendars in Process Workspace
- 10.4 Managing Other Users' or Groups' Rules in Process Workspace
- 10.5 Managing Roles in Process Workspace
- 10.6 Managing Parametric Roles in Process Workspace
- 10.7 Managing Extended User Properties in Process Workspace
- 10.8 Managing Organization Units in Process Workspace
- 11 Modifying Running Process Instances in Oracle Business Process Management Workspace
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9
Managing Process Workspace
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Appendices
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A
Creating Custom ADF Applications with Oracle Business Process Management Workspace Task Flows
- A.1 User-Related Task Flows
- A.2 Process Task Flows
- A.3 Process Analytics Task Flows
- A.4 .JAR files for the Task Flows
- A.5 Samples: Customizing ADF Applications with Process Workspace Task Flows
- A.6 Sample: Wf_client_config.xml File
- A.7 Sample: Bean Returning WorkflowServicesClientConfigurationType Object
- B Customizing a Resource Bundle
- C Customizing Applications in Process Workspace and BPM Worklist
- D Deploying Images and JAR files as Part of a Shared Library JAR file
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A
Creating Custom ADF Applications with Oracle Business Process Management Workspace Task Flows