Oracle BPM workspace is a web interface for end-user participation/interaction. You can perform a number of activities using Workspace. However, in this section, you will learn about working on Tasks.
In this section, you will master interaction through BPM workspaces:
I. Working with Task Details:
- Log in to the Oracle BPM workspace, at
http://localhost:8001/bpm/workspace. - The Task is already initialised by a salesrepresentative user. Enter with businessanalyst credentials.
- Click on Actions, and you can act on this assigned task from here too, in addition to the Tasks page you have been using till now:
- You can even Reassign, Escalate, Suspend, or Withdraw it.
II. Customizing Task pages:
You can customize the Tasks pages; for example, you can add views, select/add new columns, and display a part of task, too:
- Add a new column. Visit the Flexfields section in the next chapter to add a new column to the task.
- Flexfields will store the custom attribute values coming from task Payload and would make the new column available to the custom view. For mapped attributes to get populated, administrators create mapped attribute mappings by specifying a label for the mapped attribute to be populated and map the payload attribute that contains the data to the label.
- You will find an
AccountNamecolumn withFusionNXas the value:
- Click on the Advanced tab, as shown in the following screenshot, and a search Box Pop-Up.
- You can click on the "browse" button next to Task Type and add conditions to base the search on
- You can check the Save box, to save this search too.
III. Create Custom Worklist view:
- Select Inbox and click on the green plus (+) icon in Worklist Views, as shown in the following screenshot.
- A Create User View page gets displayed:
- Enter
MyViewas Name and let it be a new View. - Select Me & Group as Assigne and BusinessAnalystUI as Task Type.
- Enter
salesrepresentativeas the users which can share data and your view. - You will find that a new View, with the name My View, is created and that your tasks are present in it, too:
- Log in to BPM Workspace as the user salesrepresentative, and you will find MyView with data shared in it:
IV. Creating Rules:
- Rules act on tasks. They can be designed to either act on a specific Task.
- You will learn to create a Rule in section, BPM Admin Setting Rules in the next chapter. Here let's enable a Vacation Rule.
- Click on the Preferences in BPM Workspace while logged in as salesrepresentative user
- Click on Rules.
- Check Enable Vacation Period.
- Enter a start and an end date.
- Click on the Save button.
How it works...
When the rule meets its filter conditions, it is executed. If a BusinessAnalystUI task gets assigned to the businessanalyst user and this task assignment falls between the start date and end date, the rule meets its conditions and gets executed, and the task gets reassigned to the user businessanalystmanager.
Flexfields will store the custom attribute values coming from task payload and would make it available to the custom view. For a mapped attribute to get populated, administrators create mapped attribute mappings by specifying a label for the mapped attribute to be populated and map the payload attribute that contains the data to the label. You get those labels as columns in the Tasks page.