Thursday 26 December 2019

How to create approval workflow in oracle apps

How to create approval workflow in oracle apps

In this post , We will be discuss about How to create approval workflow in oracle apps. We will learn in this post , about the Workflow in oracle apps. We will try to understand the different aspects of workflow in oracle apps and how we can create the approval workflow using these objects in oracle apps. To create the approval workflow we have the tool called Workflow builder. We do design the approval workflow in workflow builder.Here below is the complete information about How to create approval workflow in oracle apps.

Approval workflow in oracle apps

Oracle workflow for approval matrix in oracle apps. It helps us to create approval chain in our system based on the conditions. There are many well known approval workflows which commonly use in Oracle EBS like PO Approval workflow , Requisition workflow , Invoice approval Workflow , Expense Approval Workflow, GL voucher approval workflow.

It helps us to send approval notification to approvers in the oracle system based on the conditions which we designed in Our workflow and by that way we can provide more transparency in our process in Oracle EBS. but approval is not the only feature of Workflow.

We perform many actions step by step in Oracle workflows and each step dependent on another step to make it complete the whole workflow cycle.

We can perform n number of validations in that workflow sequences and write n number of conditions on which our approval and our action will trigger in the system.

Oracle Workflow files saves in EBS data base as a DB object. Its extension is .wft

you can find this workflow builder software easily in Oracle metalink.

In the coming posts , I will share you many posts related to Oracle workflow and we will do hands on session to create a new and customize a standard workflow in Oracle EBS.

How to create approval workflow in oracle apps

To create a custom workflow and to customize a standard workflow , we need to have workflow builder software in our system. In which we can design and customize the workflow file.

It is not mandatory , you have to create all these objects for workflow functioning , it based on your business requirement which object you need to
use.

How to create approval workflow in oracle apps

1. Item Type: - You can simulate the PO Approval in above picture as a Item type. Item Type you can say that DB object under which you will do your all working. So if you are going to design a new workflow for some specific requirement , you will create one Item type and will do all your working under this.

Item Type is the thing which will save in your data bases as a DB object and under this you can see your all workflow related objects for specific item type.

As an example for PO approval Item Type is PO Approval
Expense Approval   Item Type is Expense Approval

When you will do right click on PO Approval Item type you can go to its properties.

Introduction of Oracle Workflow builder Objects in Detail

Item type Internal Name is very important in workflow because you can trigger this workflow only with this internal name so its quite important.

Internal Name
Display Name

is quite Important columns for Item Type.

2. Attributes:-   This is the second object of workflow builder. Attributes are like the variables in workflow builder which is used to store values , Initialize and assign values in all Workflow process.
If you want to save some value in workflow builder like approver name , or any thing else you have to create attributes and when you designing the workflow notification then if you want some value dynamic then again you need to have attributes for that.

Introduction of Oracle Workflow builder Objects in Detail


3. Processes:- This is the third and most import workflow builder object. As its names shows all the workflow processes designs in this object. This is the place where you put each and every action step by step. You put all the business validations in this object and by that this wrkflow and approval works.

Processes is the place where you use all the other Workflow objects like attributes , functions , notifcatios and Lookups.


How to create approval workflow in oracle apps
 
 
When you click on Proceses this is the whole thing in processes. Every process should start with Start function and end with End function and between these functions you can put n number of fucntions as per your buisness need and requirment.
 
How to create approval workflow in oracle apps
 





4. Notification :- This is the fourth Workflow object. This object is used when you want to send any notification in any workflow process. This is also an function object of workflow but its type is notification. In this Notification function , you attaches messages object of workflow in which you have desging your notification layout.

Notification also uses attributes to get the value of receiver so that it can send notification to them.

How to create approval workflow in oracle apps

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