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EBS – Workflow Builder Best Practices

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Workflow Builder Best Practices

Mohamed Sayed

Senior Support Engineer

Mohamed Ameen

Senior Support Engineer

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Agenda

• What is Customization

• Why Customization is needed

• Customizing workflow objects

• Unsupported customization

• Supported customization

• References

What is Customization?

What is Customization ?

Why Customization is needed?

Why Customization is needed?

Adding an Item Attribute

Customizing Message

• Introduce New Business.

• Create Alternative-processing paths to accommodate new business processing rules.

• Introducing new procedures.

• Modify message content for improved decision – making.

• Extend a process to include external system processing.

Why Customization is needed?

Customizing Workflow ObjectsGeneral Cycle

• Download the workflow to a wft file using WFLOD utility, and take a copy of the file as a backupDownload

• Open the the file and do your customization with workflow builderCustomize

• Upload the customized workflow using WFLOAD to the test databaseUpload

• Test the customization on test instance then migrate to productionTest

Customizing Workflow ObjectsDownload Workflow

• WFLOAD Command ($FND_TOP/bin)

• Concurrent Program

• “Workflow Definition Loader”

• Workflow Builder

WFLOAD apps/pwd 0 Y DOWNLOAD file.wft item_type1, item_type2, …

Customizing Workflow Objects

What Can be customized

• Add new function or activity

• Change the flow of a process

• Add item attribute or message attribute

• Add new Lookup Type

• Modify activity

• Modify message body

Customizing Workflow Objects

Problems while customizing

• Unsupported Customization

• You may accidently customize a seeded object that should

not be customized.

• Customization in not upgrade safe

• Customizations to workflow could be lost during product

upgrade.

• Solution

• Access level

• Protection level

• Customization level

Customizing Workflow Objects

Protection Level

Customizing Workflow Objects

Protection Level

Customer Oracle Developer

Customizing Workflow Objects

Access Level

ACCESS_LEVEL

1000 Public

100 – 999 Customer Organization

20 – 100 Oracle Product Developer

0 -19 Workflow and Application Object

Library

Customizing Workflow Objects

Customization Level

Customizing Workflow ObjectsUpload Workflow

• WFLOAD utility

• Concurrent Program

• “Workflow Definition Loaded”

• Workflow Builder

WFLOAD apps/pwd 0 Y UPGRADE file.wft

Customizing Workflow ObjectsWFLOAD Utility

• UPGRADE

• Preserve customization

• UPLOAD

• Overwrite customization, Takes care of protected seeded data.

• FORCE

• Overwrite all, Used for fixing data.

• DOWNLOAD

• Download one or multiple items.

WFLOAD apps/pwd 0 Y UPGRADE file.wft

Customizing Workflow ObjectsWFLOAD Utility – ACCESS_LEVEL

• UPLOAD:

• WFLOAD picks the ACCESS_LEVEL from the file.wft

• DOWNLOAD

• ACCESS_LEVEL will be set in the file.wft to the value of $WF_ACCESS_LEVEL

• If $WF_ACCESS_LEVEL is not defined a default of 1 will

be used.

WFLOAD apps/pwd 0 Y UPGRADE file.wft

Customizing Workflow ObjectsWFLOAD Utility – Translations

• Set $NLS_LANG at client PC

• Set $NSL_LANG at the server

WFLOAD apps/pwd 0 Y UPGRADE file.wft

$NLS_LANG$NLS_LANG

WFLOAD

Regedit: HKEY_LOCAL_MACHINE/SOFTWARE/ORACLE

Unsupported Customization

• Modifying Object with Protection level less than 100

• Altering object’s protection level if its level is less than 100

• Operating with an access level less than 100 to customize an

object that should not be customized.

• Customizations that are explicitly documented as being

UNSUPPORTED in the seeded workflow's product-specific

User's Guide or documentation update notes.

• Example:

Oracle Purchasing User’s guide

• Customizing the PO Requisition Approval Workflow

Supported Customization

• Customization examples documented in product-specific User’s

guide or documentation update notes.

• Customization that are not explicitly stated as unsupported

customization.

• Follow guidelines

• Isolate the problem

References

• Oracle Workflow Developer’s Guide

• Oracle Workflow Administrator’s Guide

• Oracle® Purchasing User's Guide

• Supported and Unsupported Customizations for Predefined Workflows(Doc ID 97381.1)

• How can customizations be removed from a workflow? (Doc ID 287369.1)

• How To Preserve Customizations In Oracle Workflow Builder (Doc ID 888762.1)

Upcoming Webcasts around ATG :

• 12 & 13 April 2011 : E-Business Suite - Workflow Mailer

Additional Webcasts are planned – they will be promoted soon.

For complete details on all upcoming Oracle Advisor Webcast Events, please see Note 740966.1, Oracle Advisor Webcast Schedule.

For ATG Specific Webcasts please check Note 1186338.1.

Do you have any requests for future ATG Advisor Webcast Events ?

Please email your suggestions to me :

ruediger.ziegler@oracle.com, subject: Topics of Interest.

Applications Technology Group Webcasts

© 2011 Oracle Corporation – Proprietary and Confidential

Communities in MOS

© 2011 Oracle Corporation – Proprietary and Confidential

ATG Communities in MOS available

Following Communities are available in My Oracle Support

Oracle E-Business Suite

...

BI Publisher - Business Intelligence Products (not only EBS)

Core Workflow - Any Workflow isse not only E-Business Suite

Diagnostic Tools - Anything around EBS Diagnostics

E-Business Customizations - Your Customizations

Installation - Fresh Install of the E-Business Suite

Patch Review EBS - Review of Patches around the E-Business Suite

Performance - EBS Performance

Upgrade - EBS Upgrade

User Produktivity Kit - User Productivity Kit (UPK) available for the E-Business Suite

Utilities - Utilities / generic EBS DBA issues

...

This is the current list for the E-Business Suite – Applications Technology Group

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ATG PIC Note 1160285.1

© 2011 Oracle Corporation – Proprietary and Confidential

© 2011 Oracle Corporation – Proprietary and Confidential

THANK YOU

© 2011 Oracle Corporation – Proprietary and Confidential