Workflow Basics

Workflow Basics

Overview:

This article will illustrate how to create or define workflow 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 Attributes

· Create Functions

· Create Notification

· Create Messages

· Create Roles

· Create database trigger

· Create PL/SQL Package

1)Open WFSTD and save as new workflow:

 

Navigation: File >> Open

 

Click Browse then navigate to Workflow installation directory

Navigation: Workflow Installation Directory\ WF\DATA\US\WFSTD

Now Click File >Save as, Enter “ErpSchools Demo” and click OK

Right click on WFSTD and select New Item type

Enter the fields as below

Internal Name: ERP_DEMO

Display Name: ErpSchools Demo

Description: ErpSchools Demo



Now you will see ErpSchools Demo icon in the Navigator

 

Expand the node to see attributes, processes, notifications, functions, Events, Messages and lookup types.

Double click on Process to open up the properties window as shown below

Enter the fields

Internal Name: ERPSCHOOLS_PROCESS

Display Name: ErpSchools Process

Description: ErpSchools Process

 



Double click ErpSchools Process Icon

2) Create Workflow Attributes:

Navigation: Window menu > Navigator

Right click on Attributes and click New Attribute

Enter the fields

Internal Name: ERP_ITEM_NUMBER

Display Name: Item Number

Description: Item Number

Type: Text

 Default Value: Value Not Assigned

 

Click Apply and then OK

Create one more attribute

Right click on Attributes and click New Attribute

Enter the attribute fields

Internal Name: ERP_SEND_ITEM_FORM_LINK

Display Name: Send Item Form Link

Description: Send Item Form Link

Type: Form

Value: INVIDITM

 

Click Apply and then OK

3) Create Workflow Function:

Right click and then click on New Function

Properties window will open as shown below

Change/Enter the fields as below

Change Item Type to Standard from ErpSchools Demo

Select Internal Name as Start

Remaining fields will be populated automatically

 

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

Click Apply and then OK

Right click on white space and then click New Function

Enter the fields

Internal Name: ERP_GET_DETAILS

Display Name: Get New Inventory Item Details

Description: Get New Inventory Item Details

Function Name: erpschools_demo_pkg.get_item_details

Click Apply and then OK

4) Create Workflow Notifications:

Right click on white space and then click New Notification

Enter fields

Internal Name: ERP_SEND_ITEM_DET

Display  Name: Send Item Detials

Description: Send Item Detials

Message: Sned Item Details Message

Click Apply and then OK

5) Create Workflow Messages:

Right 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


Click Apply and then OK

Navigation: Window Menu > Navigator

Select Item Form Link Attribute

Drag and drop both attributes to “Send Item Details Message”

6)Create Roles:

Adhoc roles can be created through PL/SQL 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

· Script to Create a Adhoc Role

· Script to Add user to existing Adhoc Role

· Script to Remove user from existing Adhoc Role

· Using Adhoc roles in workflow notifications

· Adhoc Roles Tables

Script to Create a Adhoc Role

DECLARE

lv_role varchar2(100) := ‘ERPSCHOOLS_DEMO_ROLE’;

lv_role_desc varchar2(100) := ‘ ERPSCHOOLS_DEMO_ROLE’;

BEGIN

wf_directory.CreateAdHocRole(lv_role,

lv_role_desc,

NULL,

NULL,

‘Role Demo for erpschool users’,

‘MAILHTML’,

‘NAME1 NAME2′, –USER NAME SHOULD BE IN CAPS

NULL,

NULL,

‘ACTIVE’,

NULL);

dbms_output.put_line(‘Created Role’ ||’ ‘||lv_role);

End;

/

Script to Add user to already existing Adhoc Role

DECLARE

v_role_name varchar2(100);

v_user_name varchar2(100);

BEGIN

v_role_name := ‘ERPSCHOOLS_DEMO_ROLE’;

v_user_name := ‘NAME3′;

WF_DIRECTORY.AddUsersToAdHocRole(v_role_name, v_user_name);

–USER NAMES SHOULD BE in CAPS

END;

Script to Remove user from existing Adhoc Role

DECLARE

v_role_name varchar2(100);

v_user_name varchar2(100);

BEGIN

v_role_name := ‘ERPSCHOOLS_DEMO_ROLE’;

v_user_name := ‘NAME3′;

WF_DIRECTORY.RemoveUsersFromAdHocRole(v_role_name, v_user_name); –USER NAMES in CAPS

END;

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.

Tables:

· WF_ROLES

· WF_USER_ROLES

· WF_LOCAL_ROLES

· WF_USER_ROLE_ASSIGNMENTS

7) Launching workflow from PL/SQL:

First create a database trigger as below to call a PL/SQL procedure from which you kick off the workflow.

·         Create Database Trigger

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

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          :=2;

error_msg             VARCHAR2(2000);

error_code            NUMBER;

BEGIN

lv_user_id := fnd_global.user_id;

lv_orgid := fnd_global.org_id;

lv_itemkey := 1132; – This should be unique value

ERP_DEMO.LAUNCH_WORKFLOW(‘ERP_DEMO’

,lv_itemkey

,’ERPSCHOOLS_PROCESS’ –process name

,lv_id

,lv_orgid

,lv_item_segment1

);

EXCEPTION

WHEN OTHERS THEN

error_code := SQLCODE;

error_msg  := SQLERRM(SQLCODE);

RAISE_APPLICATION_ERROR(-20150,error_msg);

END;

/

·         Create PL/SQL Package to kickoff workflow

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

);

END ERP_DEMO;

/

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

)

IS

v_master_form_link varchar2(5000);

v_item_number varchar2(100);

error_code varchar2(100);

error_msg varchar2(5000);

BEGIN

v_add_item_id := ‘ ITEM_ID=”‘ || item_id || ‘”‘;

v_item_number := item_segment1;

v_master_form_link := v_master_form_link || v_add_item_id;

WF_ENGINE.Threshold := -1;

WF_ENGINE.CREATEPROCESS(itemtype, itemkey, process);

– Get the value of attribute assigned in workflow

v_master_form_link := wf_engine.getitemattrtext(

itemtype => itemtype

,itemkey  => itemkey

,aname    => ‘ERP_SEND_ITEM_FORM_LINK’);

- assign values to variables so that you can usethe attributes

v_master_form_link varchar2(5000) := v_master_form_link||’:#RESP_KEY=”INVENTORY” #APP_SHORT_NAME=”INV” ORG_MODE=”Y” ‘;

v_master_form_link := v_master_form_link || v_add_item_id;

–set the attribute values in workflow so that you can use them in notifications

WF_ENGINE.SetItemAttrText(itemtype, itemkey, ‘MASTERFORM’, v_master_form_link);

WF_ENGINE.SetItemAttrText(itemtype, itemkey, ‘ERP_ITEM_NUMBER’, item_segment1);

– start the workflow process

WF_ENGINE.STARTPROCESS(itemtype, itemkey);

EXCEPTION WHEN OTHERS THEN

error_code := SQLCODE;

error_msg  := SQLERRM(SQLCODE);

– add dbms or fnd_output messages as required

END LAUNCH_WORKFLOW;

– This procedure will just put the item number into workflow attribute ERP_ITEM_NUMBER

PROCEDURE GET_ITEM_DETAILS(

itemtype        IN VARCHAR2,

itemkey         IN VARCHAR2,

actid           IN NUMBER,

funcmode        IN VARCHAR2,

resultout       OUT NOCOPY VARCHAR2

)

IS

v_GET_ITEM_NUMBER VARCHAR2(1000);

BEGIN

SELECT SEGMENT1 INTO V_GET_ITEM_NUMBER FROM MTL_SYSTEM_ITEMS_B WHERE ROWNUM =1;

WF_ENGINE.SetItemAttrText(itemtype, itemkey, ‘ERP_ITEM_NUMBER’,v_GET_ITEM_NUMBER );

– you can use the get function as below.

–v_GET_ITEM_NUMBER := wf_engine.getitemattrtext(

–                                        itemtype => itemtype

–                                        ,itemkey  => itemkey

–                                        ,aname    => ‘X_ATTRIBUTE’);

resultout:=’COMPLETE:’||’Y';

exception when others then

dbms_output.put_line(‘Entered Exception’);

fnd_file.put_line(fnd_file.log,’Entered Exception’);

END GET_ITEM_DETAILS;

END ERP_DEMO;

/