Oracle Workflow Tutorial

8/25/2014
oracle Workflow tutorial
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Workflow tutorial
Prudhvi Avuthu
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Apr 17, 2011
erpSchools
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Overview:
This workflow tutorial will illustrate how to create or define a new workflow from
7,028 people like erpSchools.
scratch including attributes, notifications, messages, roles or users, functions,

processes and last but not the least, how to launch a workflow from PL/SQL. The
workflow concepts are better explained using an example.
Business Requirement:
When an item is created in inventory, workflow needs to be launched and it should
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collect the details of the item created and sends a notification to group of users along
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with the details and link to master item form.

Process flow:
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efficient than Forms!
When an item is created it will create/insert a record in MTL_SYSTEM_ITEMS_B so

create a database trigger on the table and launch workflow from that trigger. All you
need to do is create the workflow, create the trigger, pl/sql package, roles and finally
create an item in inventory.
Open WFSTD and save as new workflow
August 2014
Create Process
Create Functions including START and END
Create Attributes
Create Messages
10
Create Roles & assign to notification
11
12
13
14
15
16
17
Link all activities with in process
18
19
20
21
22
23
24
25
26
27
28
29
30
31
Create Notification
Save workflow to database

Create database trigger
Create PL/SQL Package
http://erpschools.com/articles/workflow-tutorial
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Run Workflow Background Process Concurrent Program
1) Open WFSTD and save as new workflow:
Jul
POPULAR QUESTIONS
Specify the steps that need to be
done starting from creating an invoice
until transferring it to GL in AP.
asked by
Prudhvi Avuthu
What table holds the link between

OM and AR?
asked by
Prudhvi Avuthu
Can we create an Invoice without

a PO in payables?
asked by
Prudhvi Avuthu
What does TCA stand for? What

is it used for ?
asked by
Prudhvi Avuthu
Name the standard Key Flexfields

in AR.
asked by
Navigation: File >> Open
Prudhvi Avuthu
What are Aging Periods used for

in AP?
asked by
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What is the name of the program

used to import expense reports into
AP? Name the tables that store the
expense reports related date.
asked by haritha
What are Payment Terms?
asked by
Prudhvi Avuthu
Can you make a partial payment

for an invoice in AP?
asked by haritha
What is the process/steps for

Vendor Conversion?
asked by
Prudhvi Avuthu
Click Browse then navigate to Workflow installation directory

Navigation: Workflow Installation Directory WFDATAUSWFSTD
Now Click File > Save as, Enter ErpSchools Demo and click OK
Right click on WFSTD and select New Item type
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Enter the fields as shown in below image
Now you will see ErpSchools Demo icon in the Navigator
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Expand the node to see attributes, processes, notifications, functions, Events,

Messages and lookup types.
2) Create Process
Double click on Process to open up the properties window as shown below
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Click OK
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Double click ErpSchools Process Icon to open process window where we can draw our
workflow diagram.
Right click on process window and then click on New Function.
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Properties window will open as shown below
Change/Enter the fields as shown in below image

Change Item Type to Standard. This is important as we are using START and END
functions which came from WFSTD (Standard item type).
Select Internal Name as Start
Remaining fields will be populated automatically.
Go to Node tab and select Start from the drop down. This is mandatory and cant be
ignored.
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Click Apply then OK
Again Right click on white space and click New Function
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Change the properties as below

Item Type: Standard
Internal Name: END
Go to Node tab and select End from the drop down. This is mandatory and cant be
ignored.
Click Apply and then OK
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We will come back to this process window later after we have all components /
activities ready to link. for now just close process window and go to navigator
3) Create Workflow Function:

Right click on white space in the process window and then click New Function.
Alternatively you can select Functions in Navigator and right click to get New
Function option
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We will join these activities later after we have our notification ready.
4) Create Workflow Attributes:

Navigation: Window menu > Navigator
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Right click on Attributes and click New Attribute
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Create one more attribute
Right click on Attributes and click New Attribute
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Click Apply and then OK.

Here INVIDITM form belongs to Master Item for from inventory module.
Now we have two attributes ready to use.
5) Create Workflow Messages:

click on Message and click New
Properties window will pop up as show below
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Enter the fields

Internal Name: ERP_SEND_ITEM_DET_MSG
Display Name: Send Item Details Message
Description: Send Item Details Message
Go to Body Tab and enter as shown below
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Navigation: Window Menu > Navigator
Select Item Form Link Attribute
Drag and drop both attributes to Send Item Details Message. If you miss this step
you will not be able to see the attribute values with in email.
6) Create Workflow Notifications:

Right click on white space in process window and then click New Notification
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Enter fields as shown in the below image

Message: Sned Item Details Message
7) Create Roles and assign it to notification:

Adhoc roles can be created through PL/SQL APIs from database or they can be created
from Applications using User Management Responsibility. If you use PL/SQL to create
roles make sure you give all user names and role names in UPPER case to avoid some
problems
Alternatively you can use USERNAME directly with in the notification.
If you wish to create User Roles manually then follow the below articles
User Role Creation through API: WF_DIRECTORY API

User Role Creation from "User Management" Responsibility: Role Creat
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ion
Using Adhoc roles in workflow notifications:

Navigation: File > Load Roles from Database
Select roles you want to use and then click OK.
Open the notification properties and then navigate to node tab, select performer as
the role you just created and loaded from database.
8)Link all activities with in process
Open Process window and join all the activities we created so far. To join one activity
to other you need to first select the source activity , right click and drag a line to
destination activity.
9)Save workflow to database

There are three different methods to upload a workflow into database. The simple one
is from workflow builder tool itself.
Go to File > Save as and choose the option database.
Provide your apps user login credentials and click OK.
To understand how to save workflow from a file (.wft) to database and vice versa you
can read the below article.
Workflow Migration
10)Launching workflow from PL/SQL:
Make sure to run "Workflow background process" after item is create

d.
Workflow will get into defered status initially and after workflow b
ackground process program is completed it should be in running mode.
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Compile the PL/SQL code in database.

First create a database trigger as below to call a PL/SQL procedure from which you
kick off the workflow.
Create Database Trigger
1
CREATE OR REPLACE TRIGGER "ERP_SCHOOLS_DEMO_TRIGGER" AFTER INSERT ON INV.MTL_SYSTEM_ITEMS_B REFERENCING
DECLARE
lv_id
NUMBER
:= :NEW.inventory_item_id;
lv_item_segment1
VARCHAR2(100)
:= :NEW.segment1;
lv_itemtype
VARCHAR2(80)
:= :NEW.item_type;
lv_user_id
NUMBER
:= -1;
lv_itemkey
VARCHAR2(10);
lv_orgid
NUMBER
error_msg
VARCHAR2(2000);
10 error_code
:=2;
NUMBER;
11 BEGIN
12 lv_user_id := fnd_global.user_id;
13 lv_orgid := fnd_global.org_id;
14 lv_itemkey := 1132; -- This should be unique value
15 ERP_DEMO.LAUNCH_WORKFLOW('ERP_DEMO'
16 ,lv_itemkey
17 ,'ERPSCHOOLS_PROCESS' --process name
18 ,lv_id
19 ,lv_orgid
20 ,lv_item_segment1
21 );
22 EXCEPTION WHEN OTHERS THEN
23 error_code := SQLCODE;
24 error_msg
:= SQLERRM(SQLCODE);
25 RAISE_APPLICATION_ERROR(-20150,error_msg);
26 END;
Create PL/SQL Package to kickoff workflow

1
CREATE OR REPLACE PACKAGE APPS.ERP_DEMO IS
PROCEDURE LAUNCH_WORKFLOW
itemtype
IN VARCHAR2,
itemkey
IN VARCHAR2,
process
IN VARCHAR2,
item_id
IN NUMBER,
org_id
IN NUMBER,
item_segment1
IN VARCHAR2
10 );
11 END ERP_DEMO;
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CREATE OR REPLACE PACKAGE BODY APPS.ERP_DEMO IS
PROCEDURE LAUNCH_WORKFLOW(
itemtype
IN VARCHAR2,
itemkey
IN VARCHAR2,
process
IN VARCHAR2,
item_id
IN NUMBER,
org_id
IN NUMBER,
item_segment1
IN VARCHAR2
10 IS
11 v_master_form_link varchar2(5000);
12 v_item_number varchar2(100);
13 v_add_item_id varchar2(5000);
14 error_code varchar2(100);
15 error_msg varchar2(5000);
16 BEGIN
17 v_add_item_id := ' ITEM_ID="' || item_id || '"';
18 v_item_number := item_segment1;
19 v_master_form_link := v_master_form_link || v_add_item_id;
20 WF_ENGINE.Threshold := -1;
21 WF_ENGINE.CREATEPROCESS(itemtype, itemkey, process);
22 -- Get the value of attribute assigned in workflow
23 v_master_form_link := wf_engine.getitemattrtext(
24 itemtype => itemtype
25 ,itemkey
=> itemkey
26 ,aname
=> 'ERP_SEND_ITEM_FORM_LINK');
27 -- assign values to variables so that you can usethe attributes

28 v_master_form_link := v_master_form_link||':#RESP_KEY="INVENTORY" #APP_SHORT_NAME="INV" ORG_MODE="Y" '
29 v_master_form_link := v_master_form_link || v_add_item_id;
30 --set the attribute values in workflow so that you can use them in notifications
31 WF_ENGINE.SetItemAttrText(itemtype, itemkey, 'MASTERFORM', v_master_form_link);
32 WF_ENGINE.SetItemAttrText(itemtype, itemkey, 'ERP_ITEM_NUMBER', item_segment1);
33 -- start the workflow process
34 WF_ENGINE.STARTPROCESS(itemtype, itemkey);
35 EXCEPTION WHEN OTHERS THEN
36 error_code := SQLCODE;
37 error_msg
:= SQLERRM(SQLCODE);
38 -- add dbms or fnd_output messages as required

39 END LAUNCH_WORKFLOW;
40 -- This procedure will just put the item number into workflow attribute ERP_ITEM_NUMBER
41 PROCEDURE GET_ITEM_DETAILS(
42 itemtype
IN VARCHAR2,
43 itemkey
IN VARCHAR2,
44 actid
IN NUMBER,
45 funcmode
IN VARCHAR2,
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46 resultout

OUT NOCOPY VARCHAR2
47 )
48 IS
49 v_GET_ITEM_NUMBER VARCHAR2(1000);
50 BEGIN
51 SELECT SEGMENT1 INTO V_GET_ITEM_NUMBER FROM MTL_SYSTEM_ITEMS_B WHERE ROWNUM =1;
52 WF_ENGINE.SetItemAttrText(itemtype, itemkey, 'ERP_ITEM_NUMBER',v_GET_ITEM_NUMBER );
53 -- you can use the get function as below.
54 --v_GET_ITEM_NUMBER := wf_engine.getitemattrtext(
55 --
itemtype => itemtype
56 --
,itemkey
=> itemkey
57 --
,aname
=> 'X_ATTRIBUTE');
58 resultout:='COMPLETE:'||'Y';
59 exception when others then
60 dbms_output.put_line('Entered Exception');
61 fnd_file.put_line(fnd_file.log,'Entered Exception');
62 END GET_ITEM_DETAILS;
63 END ERP_DEMO;
64 /
Create Inventory Item

Go to Inventory module and create inventory item from master org form.
Run Workflow Background Process concurrent program
Go to System administrator responsibility and launch concurrent program Workflow

background process and choose Yes to the parameter process deferred.
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33 COMMENTS
thirupathi
REPLY
JU L 22, 2011 @ 16:33:40
this is vary use full material

thank u
shantanu jain
REPLY
A U G 02, 2011 @ 07:27:12
this is the best website for study .
Core Tamil
REPLY
NOV 25, 2011 @ 16:47:00
Ammmaa Apdiya..
kartheeka
REPLY
A U G 10, 2011 @ 13:59:59
good for beginners
abhi karthi
REPLY
A U G 10, 2011 @ 14:01:14
very good material to easy learn
sudhakar
REPLY
A U G 10, 2011 @ 16:43:56
Excellent for beginners
Aparna
REPLY
A U G 18, 2011 @ 14:03:51
Can you please post such screenshots for discoverer tutorial for beginner
like where to write the query and all
javed khan
REPLY
A U G 23, 2011 @ 17:06:23
Can you please post such screenshots for discoverer plus tutorial for
22/26
8/25/2014
beginner like how to edit the query and how to create new worksheet and
how to define the LOV for the parameter like wiseAll related
informatin.
sreenivas
REPLY
S E P 29, 2011 @ 11:35:40
Its good but but you missed the connectivity between start, function,
notification and end.
Its more usefull when yo provide such sreen shots for who ever wants to
do sample workflow development.
and its more usefull when you provide issues where you mostly will struck
up while developing workflow.
you site is very usefull for techical consultant.Keep it up our job my
friend.
Thanks
Sreenivas
RAKESH KUMAR KAR
REPLY
OC T 13, 2011 @ 15:01:48
this is vary use full material

thank u. It help me a lot.
MILAN
REPLY
OC T 14, 2011 @ 14:22:21
plz give me me a solution When an item is created it will create/insert a

record in MTL_SYSTEM_ITEMS_B ,the notification goes to the creator.
Workflow will launched from concuurent program not from the database
trigger.
will u plz help me out?
Waqas Hassan
REPLY
OC T 23, 2011 @ 15:52:04
Hi,
I want to download Oracle Workflow Builder. How can i download this
software?
Regards.
Mahendar
REPLY
D E C 08, 2011 @ 15:32:12
Use ful
but need brief intruduction about the used proces,,,,,
mahesh
REPLY
D E C 20, 2011 @ 15:43:30
hi,
how to add request date date column in order workflow first table and this
column extracts information from order line request date..
PLZ help me
sreekanth
REPLY
D E C 21, 2011 @ 09:48:42
Excellent material for the beginners. Thk you erp schools.
shishu paul
REPLY
FE B 07, 2012 @ 14:53:44
23/26
8/25/2014
Very good material and definitions and like as an live demonstrations.

Shishu Paul Chandigarh
Raman
REPLY
MA Y 03, 2012 @ 12:26:14
Dear Sir,
Very good material, but small issue while saving the workflow,
can you help me out. Please find the error given below
382: Design Validation generated 1 warning(s). You may save
invalid definitions but they should not be used in running
process.
354: SAVE validation failed for activity
ERP_DEMO/ERP_ITEM_PROCESS.
352: Process must contain a start activity with no in
transitions.
Raman
REPLY
Jack
JU N 08, 2012 @ 00:51:38
Good effort, but alot of gaps.. it need more clarifications..anyway thanks !
aithya
REPLY
A U G 22, 2012 @ 15:46:10
hi
good material oracle workflow
Nageswara Rao
REPLY
A U G 27, 2012 @ 12:39:53
Hi Sir
This Example is very good.please tell me out deploy oracla apps.
sasha
REPLY
OC T 02, 2012 @ 23:22:18
Thank u sir. God bless u
Sunil Mane
REPLY
FE B 22, 2013 @ 12:26:54
I have tried this example. When I saved in data base and checked from
tables, get data from item_types,messages,attributes,processes. But i
cant get value for notification from WF_NOTIFICATIONS table. I have
created item in master organization and again checked but still not
getting value for notification and also from front end on workflow screen.
Can u help me to resolve it.
Puspendu Das
REPLY
A PR 10, 2013 @ 18:24:00
I am also facing the same problem as Sunil Mane

REPLY
abhi
MA Y 21, 2013 @ 21:47:26
Great . document
Regards
24/26
8/25/2014
Abhi
Subhan
REPLY
A U G 26, 2013 @ 15:01:51
This is very use full material and very easy for beginner.
Jagadekara Reddy
REPLY
S E P 25, 2013 @ 15:06:11
HI RAMAN,
DOUBLE CLICK ON START ICON NODE TAB GIVE START/END AS START
AND END FOR END ICON THEN IT WILL VALIDATE
Abid
REPLY
OC T 04, 2013 @ 17:39:46
workflow cant be initialize from database trigger.

see note 603595.1
Abid
REPLY
OC T 04, 2013 @ 18:22:17
Sorry for previous comments

Workflow cant trigger from database trigger unless you run
Workflow Background Engine concurrent request
Mahtab
REPLY
OC T 12, 2013 @ 11:25:46
Excellent study material

REPLY
chandu
JU N 11, 2014 @ 14:20:08
This is good for beginers.

Thanks for you effort!!!
chandu
REPLY
JU N 11, 2014 @ 14:22:00
Good material for beginers.

Thanks for your effort
Priya MP
REPLY
JU N 26, 2014 @ 14:01:31
This tutorial is really helpful. Is it possible to query the

WS_NOTIFICATIONS table?
venkat
REPLY
JU L 02, 2014 @ 13:27:28
Hi Sir,
Thanks for your effort
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8/25/2014

oracle Workflow tutorial

The Best Dedicated Server

Apr 17, 2011

7,028 people like erpSchools.

scratch including attributes, notifications, messages, roles or users, functions,

Facebook social plugin

with the details and link to master item form.

Tool-based Java migration - more

When an item is created it will create/insert a record in MTL_SYSTEM_ITEMS_B so

Create Roles & assign to notification

Link all activities with in process

Save workflow to database

oracle Workflow tutorial

Run Workflow Background Process Concurrent Program

1) Open WFSTD and save as new workflow:

What table holds the link between

Can we create an Invoice without

What does TCA stand for? What

Name the standard Key Flexfields

Navigation: File >> Open

What are Aging Periods used for

What is the name of the program

What are Payment Terms?

Can you make a partial payment

What is the process/steps for

Click Browse then navigate to Workflow installation directory

oracle Workflow tutorial

Enter the fields as shown in below image

Now you will see ErpSchools Demo icon in the Navigator

oracle Workflow tutorial

Expand the node to see attributes, processes, notifications, functions, Events,

oracle Workflow tutorial

Enter the fields as shown in below image

oracle Workflow tutorial

Right click on process window and then click on New Function.

oracle Workflow tutorial

Properties window will open as shown below

Change/Enter the fields as shown in below image

oracle Workflow tutorial

Click Apply then OK

Again Right click on white space and click New Function

oracle Workflow tutorial

Change the properties as below

oracle Workflow tutorial

3) Create Workflow Function:

Enter the fields as shown in below image

oracle Workflow tutorial

Click Apply and then OK

4) Create Workflow Attributes:

oracle Workflow tutorial

Right click on Attributes and click New Attribute

Enter the fields as shown in below image

oracle Workflow tutorial

Click Apply and then OK

Enter the fields as shown in below image

oracle Workflow tutorial

Click Apply and then OK.

5) Create Workflow Messages:

Properties window will pop up as show below

oracle Workflow tutorial

Enter the fields

Go to Body Tab and enter as shown below

itemtype => itemtype