Oracle Workflow Tutorial

3/7/2016 oracle Workflow tutorial
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Workflow tutorial
Prudhvi
Apr 17, 2011
Overview:
This workflow tutorial will illustrate how to create or define a new workflow from 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 collect the details of the item created and sends
a notification to group of users along with the details and link to master item form.
Process flow:
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
Create Process
Create Functions including START and END
Create Attributes
Create Messages
Create Notification
Create Roles & assign to notification
Link all activities with in process
Save workflow to database
Create database trigger
Create PL/SQL Package
http://www.erpschools.com/articles/workflowtutorial 1/28
Run “Workflow Background Process” Concurrent Program
1) Open WFSTD and save as new workflow:
Navigation: File >> Open
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
Enter the fields as shown in below image
Now you will see ErpSchools Demo icon in the Navigator
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
Click OK
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.
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 can’t be ignored.
Click Apply then OK
Again Right click on white space and click New Function
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 can’t be ignored.
Click Apply and then OK
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
We will join these activities later after we have our notification ready.
4) Create Workflow Attributes:
Navigation: Window menu > Navigator
Right click on Attributes and click New Attribute
Create one more attribute
Right click on Attributes and click New Attribute
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
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
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
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 API’s 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 Creation
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 created.
Workflow will get into defered status initially and after workflow background process program is completed it should be
in running mode.
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 NEW AS NEW OLD AS OLD FOR EACH ROW
2 DECLARE
3 lv_id NUMBER := :NEW.inventory_item_id;
4 lv_item_segment1 VARCHAR2(100) := :NEW.segment1;
5 lv_itemtype VARCHAR2(80) := :NEW.item_type;
6 lv_user_id NUMBER := -1;
7 lv_itemkey VARCHAR2(10);
8 lv_orgid NUMBER :=2;
9 error_msg VARCHAR2(2000);
10 error_code 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
2 PROCEDURE LAUNCH_WORKFLOW
3 (
4 itemtype IN VARCHAR2,
5 itemkey IN VARCHAR2,
6 process IN VARCHAR2,
7 item_id IN NUMBER,
8 org_id IN NUMBER,
9 item_segment1 IN VARCHAR2
10 );
11 END ERP_DEMO;
1 CREATE OR REPLACE PACKAGE BODY APPS.ERP_DEMO IS
2 PROCEDURE LAUNCH_WORKFLOW(
5 process IN VARCHAR2,
6 item_id IN NUMBER,
7 org_id IN NUMBER,
8 item_segment1 IN VARCHAR2
9 )
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(
44 actid IN NUMBER,
45 funcmode IN VARCHAR2,
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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publisher
39 COMMENTS
thirupathi
JULY 22, 2011 @ 4:33 PM
this is vary use full material
thank u
shantanu jain
AUGUST 2, 2011 @ 7:27 AM
this is the best website for study ………….
kartheeka
AUGUST 10, 2011 @ 1:59 PM
good for beginners
abhi karthi
AUGUST 10, 2011 @ 2:01 PM
very good material to easy learn
sudhakar
AUGUST 10, 2011 @ 4:43 PM
Excellent for beginners
Aparna
AUGUST 18, 2011 @ 2:03 PM
Can you please post such screenshots for discoverer tutorial for beginner like where to write the query and all
javed khan
AUGUST 23, 2011 @ 5:06 PM
Can you please post such screenshots for discoverer plus tutorial for beginner like how to edit the query and how to create new
worksheet and how to define the LOV for the parameter like wise……All related informatin.
sreenivas
SEPTEMBER 29, 2011 @ 11:35 AM
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

OCTOBER 13, 2011 @ 3:01 PM
this is vary use full material
thank u. It help me a lot.
MILAN
OCTOBER 14, 2011 @ 2:22 PM
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
OCTOBER 23, 2011 @ 3:52 PM
Hi,
I want to download “Oracle Workflow Builder”. How can i download this software?
Regards.
Core Tamil
NOVEMBER 25, 2011 @ 4:47 PM
Ammmaa Apdiya..
Mahendar
DECEMBER 8, 2011 @ 3:32 PM
Use ful…
but need brief intruduction about the used proces,,,,,
mahesh
DECEMBER 20, 2011 @ 3:43 PM
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
DECEMBER 21, 2011 @ 9:48 AM
Excellent material for the beginners. Thk you erp schools.
shishu paul
FEBRUARY 7, 2012 @ 2:53 PM
Very good material and definitions and like as an live demonstrations. Shishu Paul Chandigarh
Raman
MAY 3, 2012 @ 12:26 PM
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
Jack
JUNE 8, 2012 @ 12:51 AM
Good effort, but alot of gaps.. it need more clarifications..anyway thanks !
aithya
AUGUST 22, 2012 @ 3:46 PM
hi
good material oracle workflow
Nageswara Rao
AUGUST 27, 2012 @ 12:39 PM
Hi Sir
This Example is very good.please tell me out deploy oracla apps.
sasha
OCTOBER 2, 2012 @ 11:22 PM
Thank u sir. God bless u
Sunil Mane
FEBRUARY 22, 2013 @ 12:26 PM
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
APRIL 10, 2013 @ 6:24 PM
I am also facing the same problem as Sunil Mane
abhi
MAY 21, 2013 @ 9:47 PM
Great …. document
Regards
Abhi
Subhan
AUGUST 26, 2013 @ 3:01 PM
This is very use full material and very easy for beginner.
Jagadekara Reddy
SEPTEMBER 25, 2013 @ 3:06 PM
HI RAMAN,
DOUBLE CLICK ON START ICON NODE TAB GIVE START/END AS START
AND END FOR END ICON THEN IT WILL VALIDATE
Abid
OCTOBER 4, 2013 @ 5:39 PM
workflow can’t be initialize from database trigger.
see note 603595.1
Abid
OCTOBER 4, 2013 @ 6:22 PM
Sorry for previous comments
Workflow can’t trigger from database trigger unless you run
Workflow Background Engine concurrent request
Mahtab
OCTOBER 12, 2013 @ 11:25 AM
Excellent study material
chandu
JUNE 11, 2014 @ 2:20 PM
This is good for beginers.
Thanks for you effort!!!
chandu
JUNE 11, 2014 @ 2:22 PM
Good material for beginers.
Thanks for your effort
Priya MP
JUNE 26, 2014 @ 2:01 PM
This tutorial is really helpful. Is it possible to query the WS_NOTIFICATIONS table?
venkat
JULY 2, 2014 @ 1:27 PM
Hi Sir,
Thanks for your effort
vedashruti
OCTOBER 14, 2014 @ 3:39 AM
very simple and detailed explanation… best site for beginners
venkatesh
JANUARY 21, 2015 @ 4:24 PM
very helpful for beginners
Anuj
SEPTEMBER 23, 2015 @ 6:59 AM
Hi,
I followed the steps and I am getting the notifications but I am getting the following message displayed
‘New Item is created
Item Number #&ERP_ITEM_NUMBER’ it is not displaying the item created.
Any guidance in resolving this issue will be appreciated.
AP
DECEMBER 11, 2015 @ 3:14 PM
Hi,
I have completed all the way till Run “Workflow Background Process” concurrent program. Where do we see result? Please guide us
with the further steps. Appreciated.
Thanks,
AP
AP
DECEMBER 11, 2015 @ 3:16 PM
Hi,
I have completed all the way till Run “Workflow Background Process” concurrent program. Where do we see result? Where can I
find the notification. Please guide us with the further steps. Appreciated.
Thanks,
AP
Sagar Tarade
FEBRUARY 16, 2016 @ 10:32 AM
Very helpful study material for Workflow learner…:)
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3/7/2016 oracle Workflow tutorial

LEARN  SHARE  CONNECT

ARTICLES / TOOLS / WORKFLOW

Apr 17, 2011

3 lv_id NUMBER := :NEW.inventory_item_id;

4 lv_item_segment1 VARCHAR2(100) := :NEW.segment1;

5 lv_itemtype VARCHAR2(80) := :NEW.item_type;

6 lv_user_id NUMBER := -1;

8 lv_orgid NUMBER :=2;

14 lv_itemkey := 1132; -- This should be unique value

17 ,'ERPSCHOOLS_PROCESS' --process name

22 EXCEPTION WHEN OTHERS THEN

1 CREATE OR REPLACE PACKAGE APPS.ERP_DEMO IS

1 CREATE OR REPLACE PACKAGE BODY APPS.ERP_DEMO IS

17 v_add_item_id := ' ITEM_ID="' || item_id || '"';

19 v_master_form_link := v_master_form_link || v_add_item_id;

21 WF_ENGINE.CREATEPROCESS(itemtype, itemkey, process);

22 -- Get the value of attribute assigned in workflow

24 itemtype =&gt; itemtype

25 ,itemkey =&gt; itemkey

26 ,aname =&gt; '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;

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

35 EXCEPTION WHEN OTHERS THEN

38 -- add dbms or fnd_output messages as required

46 resultout OUT NOCOPY VARCHAR2

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.

55 -- itemtype =&gt; itemtype

56 -- ,itemkey =&gt; itemkey

57 -- ,aname =&gt; 'X_ATTRIBUTE');

59 exception when others then

Register PL SQL stored procedure in Oracle Apps

Report Creation through wizard

Oracle Business Events

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Shell Script Tutorial

Oracle workflow ad hoc roles

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Forms Personalization Tutorial

Workflow migration: WFLOAD | Workflow Definitions Loader

Responsibility in Oracle Apps

‹ Display and change images dynamically in XML DataLoader Tutorial ›

AUGUST 10, 2011 @ 2:01 PM

RAKESH KUMAR KAR

DECEMBER 11, 2015 @ 3:16 PM

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24 itemtype => itemtype

25 ,itemkey => itemkey

26 ,aname => 'ERP_SEND_ITEM_FORM_LINK');

55 -- itemtype => itemtype

56 -- ,itemkey => itemkey

57 -- ,aname => 'X_ATTRIBUTE');