Oracle BPM Suite 11g Sample – People Assignment

Oracle BPM Suite 11g – People

Assignment

Contents

Oracle BPM Suite 11g – People Assignment..................................................................... 1 1 Oracle BPM Suite 11g – People Assignment .............................................................. 1 1.1 Concepts ............................................................................................................................... 1 1.1.1 BPM Process Roles (Logical Roles)........................................................................... 1 1.1.2 Organization Unit ......................................................................................................... 2 1.1.3 Extended User Properties ........................................................................................... 2 1.1.4 Parametric Roles ........................................................................................................... 3 1.2 Sample Overview ................................................................................................................ 3 1.2.1 Scope............................................................................................................................... 3 1.2.2 What’s Included ............................................................................................................ 3 1.3 Understanding the Purchase Requisition sample .......................................................... 3 1.3.1 Context ........................................................................................................................... 3

Oracle BPM Suite 11g Sample – People Assignment

1.3.2 Over view . ........... ........... ........... ........... ........... ........... ........... ........... ........... ........... ......... 4 1.3.3 Creat e Purch ase Requi

sition by Employee............................................................... 4 1.3.4 Approve Purchase Request ......................................................................................... 5 1.3.5 Approve Spec by IT ..................................................................................................... 7 1.3.6 Approve funding by IT................................................................................................ 8 1.4 Set up..................................................................................................................................... 8 1.4.1 BPM Roles & Members............................................................................................... 8 1.4.2 Set up and add members to Organization Units ..................................................... 9 1.4.3 Set up Extended User Properties ............................................................................. 10 1.4.4 Set up Parametric Roles ............................................................................................. 11 1.5 Testing................................................................................................................................. 11

htm#BAJ JBCEE Figure shows defining Roles and members of a Role inside BPM Studio Oracle BPM Suite 11g – People Assignment 3 .oracle. The assignees or participants of the human tasks dropped in to this swim lane in most cases are derived from the swim lane role. This node is used to define the BPM Roles. http://download.com/docs/cd/E21764_01/user.1 BPM Process Roles (Logical Roles) The swim lanes in a BPMN process represent a logical Role. mapping of LDAP Users & Groups as members to the BPM Role.1. Inside BPM Studio.1 Oracle BPM Suite 11g – People Assignment 1.1111/e15175/bpmug_ws_a dmin. This can be either accomplished inside BPM Studio or inside BPM Workspace if you have Administrator privileges. These logical Roles have to be mapped to a physical LDAP user or group before the BPMN process can be deployed to a runtime. The logical Roles can be specific to a process or can be shared across processes in a project.1 Concepts 1. Each Project in addition to having a Processes folder also has an Organization folder.

With Oracle BPM 11g R1 PS4 FP release. You can also specify escalations for each Role. Oracle BPM Suite 11g – People Assignment 4 . the logical Roles can be shared as shown in the figure below.

com/docs/cd/E21764_01/user. http://download. The process instance in this case is associated with a specific Organization unit and this information is usually part of the incoming process instance payload. Organization Units are useful when you wish to associate the process steps or the process itself with members of an organization unit as in this sample. Only those members that belong to both the BPM Role and Organization Unit are assigned to the human workflow task.oracle.Figure shows defining Roles and members of a Role inside BPM Workspace – Administration Panel. 1.1111/e15175/bpmug_ws_admin.2 Organization Unit An organizational unit represents departments or divisions within an organization.htm#BAJHH Oracle BPM Suite 11g – People Assignment 5 .1. Organizational units can contain child organizational units. Organization Unit contains a list of members just like BPM Role and might have a Business Calendar associated with it. creating a hierarchy that corresponds to your organization. You only want those members of a BPM Role belonging to a certain Organization Unit to be able to perform this task and filter out other members of the BPM Role who do not belong to the specific Organization Unit.

it might not be possible to extend LDAP to specify process specific user extension attributes.1. In these situations.3 Extended User Properties User specific properties can be defined either in an LDAP or defined outside of LDAP inside BPM Workspace. In most situations. the recommendation is to create Extended User Properties for the various Oracle BPM Suite 11g – People Assignment 6 .FDD 1.

htm#BAJDJI AG 1. 2. Job skills. Parametric Roles & Extended User Properties.1 Scope This sample covers Organization Unit.2.com/docs/cd/E21764_01/user. http://download. Job Level etc and you can define conditions such as “this step can be performed only by a support person in New Mexico. For example.2 Sample Overview 1.1. Languages. Note: This sample will work with Oracle BPM 11 g R1 PS4 FP release and above.com/docs/cd/E21764_01/user. 1.1111/e15175/bpmug_ws_admin. a support request originating in North America can only be handled by a person in Support Role belonging to the North American Support Organization Unit. All other human steps are not associated with a UI Project.2 What’s Included The sample Application has 2 Projects: 1.3 Understanding the Purchase Requisition sample 1. Organization Unit: You need to use Organization Unit when there is a need to filter out members of a Role based on a specific Organization Unit. 2. Language is Spanish etc”. For example.3. editing and deleting Parametric Roles. Priority.1 Context 1.4 Parametric Roles Parametric Roles are used for dynamic role assignment based on evaluation of conditions. PurchaseRequisition BPM Project that includes the Purchase Requisition process.oracle. Parametric Role and Extended User Properties: You need to use Parametric Role when there is a need to filter out members of a Role based on specific properties Oracle BPM Suite 11g – People Assignment 7 . These extended user properties can be used to filter members of a Role by evaluating conditional expressions based on these properties. whose Job Level is manager. 1.members inside the BPM Workspace. Sticky User and Participant Exclusion List. the extended user properties can be Location.2.1111/e15175/bpmug_ws_admin. http://download. CreatePurchaseReq ADF Project that contains the User Interface for the first human process step of the Purchase Requisition BPM Project.oracle. Refer to this documentation link on creating. These conditions can be based on Extended User Properties and Organization Units.htm#BAJDJA HC 1.

The Extended User Properties are used to capture the properties associated with a member for Parametric Role evaluation. For example. North America of type priority 1 can only be handled by a person in Support Role belonging to the Texas location of the North American Support Organization Unit and who has been designated to handle priority 1 type of support requests. Sticky User: You select the Sticky User setting in the human workflow task definition when you want the same member who acted on the previous human step in a specific swimlane role to also act on the subsequent step in the same swimlane.associated with the members. 3. Oracle BPM Suite 11g – People Assignment 8 . a support request originating in Texas.

3.3. 1.2 Overview Every employee is required to submit a purchase requisition request to be approved through his management chain as well as the IT department before it can be fulfilled. The request contains details such as: ? ? ? ? ? ? ? ? Requisition Id Requisition Date Requestor Org Requisition Value Requisition Status Priority Location Item o Id o Type Quantity Item Item o Item Price o 1.4. Participant Exclusion List: This is the opposite of Sticky User. You specify the “Participant Exclusion List” in the human workflow task definition when you want to filter out the member who acted on the previous human step in a specific swimlane role to not work on the subsequent step in the same swimlane.3 Create Purchase Requisition by Employee Oracle BPM Suite 11g – People Assignment 9 .

This is an Initiator Task – Interactive or human workflow task type that triggers the process instance.The employee creates a Purchase Requisition by filling a form on the company website. This triggers the process instance. The employee has to specify the Organization Unit. the location and the priority of the request. It has to be associated with a Task Form or User Interfaces. The User Interface is part of the zip file. Oracle BPM Suite 11g – People Assignment 10 . All members of the Employee task can work on this step.

Select Properties/Implementation and create a human workflow task implementation of type Sequential Management workflow pattern. the process ends.4 Approve Purchase Request The manager of the employee and the manager’s manager need to approve the purchase requisition (management chain workflow pattern).3. If the manager rejects. 1.In addition to mapping the output of the Create Purchase Requisition process step to the purchaseReq. Add a Management task from the BPMN Palette. the Organization Unit of the process instance is set to the organizationUnit – Predefined Variable. Edit the Assignees section Oracle BPM Suite 11g – People Assignment 11 . Then edit the task definition. Please refer to Set up section to understand how to define Organization Units and members of an Organization Unit in BPM Workspace.Process Data Object. The process instance after this step is tied to the Organization Unit contained in the incoming process instance payload.

Then use Identity XPATH functions to set the assignees to manager and manager’s manager of the employee who has submitted the request.. Use BPM XPATH Expressions – getLastPerformer() to access the employee id of the employee who submitted the purchase request. Oracle BPM Suite 11g – People Assignment 12 .

Oracle BPM Suite 11g – People Assignment 13 .

Open up the associated Human workflow Task definition to understand the role assignment. the purchase request needs to be approved by the IT department under the same Organization Unit (there are 2 Organization units for purposes of this sample – EMEA IT and North America IT)..5 Approve Spec by IT The purchase requisition request then needs to be approved by the IT department. 2) and Location (String type . The Location and Priority are part of the Purchase Requisition Request payload of the incoming message. it goes back to the Create Purchase Requisition step. the location property of the Parametric Role is set to the location attribute of the incoming purchase request payload and the priority of the Parametric Role is set to the priority attribute of the incoming purchase request payload. This is captured in the screen shot above. TX). the assignees are further filtered. depending on Priority (Number . The role is set to the swimlane role (all members of the swimlane role). The Purchase Requisition request contains the Organization Unit field to which this employee belongs. The Organization Unit for the process instance was set in the Oracle BPM Suite 11g – People Assignment 14 .3. You will have to use this information to filter members of the IT group.for purposes of simplicity can have only one of 2 values – 1. The assignment is based on Parametric Role. In addition. If the IT rejects the spec of the Purchase Requisition Request.1. In this sample.for purposes of simplicity can have only one of 2 values – CA.

So. Please refer to Set up section to understand how to define Parametric Roles and Extended User Properties for members in BPM Workspace. only those members who belong to the swimlane Role as well as the Organization Unit of the process instance and whose properties – location and priority match with the incoming request can work on this process step. Oracle BPM Suite 11g – People Assignment 15 .previous step.

1.4.4 Set up 1. If the funding is approved the process ends in fulfillment of the purchase requisition.GetLastPerformer()) is filtered. Only those members of the IT department who belong to the same Organization Unit. location and priority as that of the Purchase Requisition Request will be able to work on this step. it should be a different person from the previous step. Here the member who acted on the previous step (BPM. the funding needs to be approved by a different member of the IT department. The same constraints as the previous step in terms of assignee apply to this step as well.1 BPM Roles & Members This is already done for you and specified as part of the BPM Project. the process ends in cancellation of the purchase requisition (same state as when manager rejects the purchase requisition request).6 Approve funding by IT Once the spec is approved. Role Member Oracle BPM Suite 11g – People Assignment 16 . In addition. If not. The only addition is in the Participant Exclusion List section. The assignment is the same as the previous step. Open up the task definition for this step.3.1.

Employee IT Approvals jcooper (manager – jstein and manager’s manager is – wfaulk) Jausten. rsteven Oracle BPM Suite 11g – People Assignment 17 . wshake. vhugo. ltolstoy. fkafka. mmitch. cdickens. mtwain. jverne. istone.

mmitch.1111/e15175/bpmug_ws_admin. rsteven http://download.4. mtwain Vhugo. wshake.2 Set up and add members to Organization Units Org Unit North America IT EMEA IT Members Eheming. jverne.1. jausten. cdickens. ltolstoy.htm#BAJHHFDD Figure shows adding Organization Units inside BPM Workspace Figure shows adding members to Organization Unit inside BPM Workspace Oracle BPM Suite 11g – People Assignment 18 . fkafka.com/docs/cd/E21764_01/user.oracle. istone.

Note: Currently the Extended User Properties can be only of type “String” or “Number” (Integer).1. The values of various Extended User Properties for the members are defined in the bottom half section.3 Set up Extended User Properties Name eheming jausten jverne mmitch fkafka ltolstoy istone mtwain vhugo cdickens wshake rsteven Org Unit North America IT North America IT North America IT North America IT North America IT North America IT North America IT North America IT EMEA IT EMEA IT EMEA IT EMEA IT Location CA CA CA CA TX TX TX TX FR GB FR GB Priority 1 1 2 2 1 1 2 2 1 1 2 2 http://download. Oracle BPM Suite 11g – People Assignment 19 .1111/e15175/bpmug_ws_admin.oracle. Further. there can be only one set of Extended User properties for a given member.htm#BAJDJAHC The Extended User Properties and possible values are defined in the top half section.4.com/docs/cd/E21764_01/user.

1. Go to BPM Workspace.1111/e15175/bpmug_ws_admin.htm#BAJDJIAG 1. Location to CA.oracle.com/docs/cd/E21764_01/user. Set the Priority to 1. Log in as “jcooper”.4 Set up Parametric Roles http://download. organization Unit to “North America IT” in the purchase Oracle BPM Suite 11g – People Assignment 20 .4. Submit a purchase requisition request.5 Testing 1.

and approve the request. Other fields can have any valid values. 6. 3. Login as jausten and approve the spec Log in as eheming and approve the funding (You can also log in as “jausten” – you will see the task but the Actions will not have APPROVE option). You should see the completion of the process. Try changing the location and priority as well as Organization Unit and test if the right members are assigned to the “Approve Spec” and “Approve funding” tasks. who is jcooper’s manager and approve the request. In the EM console. Logout and login as wfaulk. Upload 2 documents (create dummy word documents) as attachments to UCM. Oracle BPM Suite 11g – People Assignment 21 . 2. 4. 5. Login to the BPM Workspace as jstein.requisition request. 7. who is jstein’s manager. check the process flow.

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