Oracle Process Cloud Service Composer: Creating an Application

1. On the HR spaces page, click Travel Request Application.

   

2. On the application toolbar, click Edit.

   

3. On the Travel Request Application home page, click Form Approval Pattern.

   

4. In the Create Process dialog box, enter Travel Request Process for the name, enter Business process for the Travel Request Application for the description, and click Create.

   

5. Click the X to close the help overlay, if it opened.

   

1. In the Travel Request Process, double-click Process Owner, enter Employee in the Role field, and press Enter.

   

2. Double-click Process Reviewer, enter Manager in the Role field, and press Enter.

3. Below the Manager swimlane, click the Plus icon to add a new lane.

   

4. Double-click Process Owner, enter Supervisor in the Role field, and press Enter.

1. In the Travel Request Process, ensure that you're in Edit mode.

   

2. Double-click the Submit Request name, and rename it Submit Travel Request. Repeat these actions to rename the following elements:

   • Resubmit: Redo Travel Request
   • Approve Request: Approve Travel Request
   • Fulfill: Fulfill Travel Request

   

3. Drag and drop Redo Travel Request to the right about an inch.

   

4. In the Elements Palette, click Gateways.

   

5. Drag and drop Exclusive Gateway to the sequence flow in the Manager swimlane between Submit Travel Request and Approve Travel Request, and rename it Amount > 5000.

   

6. In the Elements Palette, click Human, drag and drop the Approve human task to the Supervisor swimlane, and rename it Review by Supervisor.

   

7. In the Elements Palette,  drag and drop Exclusive Gateway to the right of Review by Supervisor in the Supervisor swimlane, and rename it Supervisor Approved?.

   

8. Click Amount > 5000 gateway, click Add Sequence Flow, and drag the sequence flow to Review by Supervisor.

   
   

9. Repeat step 8 to add the following sequence flows between the specified elements:

   • Review by Supervisor to Supervisor Approved?
   • Supervisor Approved? to Approve Travel Request
   • Supervisor Approved? to Redo Travel Request

   
   

10. Drag the sequence flow between Supervisor Approved? and Redo Travel Request to the right side of the Supervisor Approved? element.

    

11. Double-click the sequence flow between Amount > 5000 and Approve Travel Request, and enter No for the name.

    
    

12. Repeat step 11 to add the following names to the specified sequence flows:

    • Amount > 5000 to Review by Supervisor: Yes
    • Supervisor Approved ? to Approve Travel Request: Yes
    • Supervisor Approved ? to Redo Travel Request: No

    

13. On the application toolbar, click Save, and then click Publish to make the application available to other participants.

    

14. In the Publish Application dialog box, select Make snapshot, enter Initial Travel Request Application for the snapshot name, enter Created Travel Request Application and Travel Request Process for the comment, and click Publish.

    When you make a snapshot, a copy of the application is created at its current state, and you can revert to later.

    

For a preview of what you'll do, watch "Designing a Web Form."

1. On the application toolbar, click Edit.

   

2. In the Travel Request Process, click Submit Travel Request, click Menu, and select Open Properties.

   Re

3. In the Implementation pane, enter Travel Request Application for the title and Use web form to request travel for the description. Click Create New Web Form, enter TravelRequestForm for the name, select Open Immediately, and click Create.

   The title becomes the application name that your users see in Workspace.

   

4. In the Web Form Designer, drag and drop the Text control from the Palette to the body of the form.

   
   

5. Click the control name, enter Name, and then click in the body of the web form.

   

6. Drag and drop the following controls to the main body of the web form and rename the controls as specified:

   • Phone: Phone
   • Email: EMail
   • Money: Travel Amount
   • Tabs: Rename Tab 0 Trip Details, rename Tab 1 Expenses, click Tab 2, and click the Delete (-) icon to remove this tab.

   

7. Drag and drop the following controls to the Trip Details tab and rename the controls as specified:

   • Date: Travel Date
   • Dropdown: Country
   • Dropdown: City
   • Radio:Purpose of Travel
   • Text: Customer Name
   • TextArea: Other Details

   

8. Drag and drop the Repeat control to the Expenses tab. Drop the Section control below the Repeat control and enter Expense for its name.

   

9. Drag and drop the following controls to the Expense section and rename the controls as specified. Then drag the Expense section into the Repeat control.

   • Dropdown: Expense Type
   • Money: Amount

   

10. Select the Name control, and expand the Properties editor. On the Settings tab, enter Enter First Name, Last Name for Placeholder, and leave the other fields as is.

    The text entered in the Placeholder field is displayed when the user views the web form in Workspace.

    

11. Select the Phone control, click Style, set the Width to 4 grid columns, and leave the other fields as is.

    Because phone numbers have a specific length, reducing the field width makes better use of the web form space.

    

12. On the Style tab, set the Width to 4 grid columns for the following controls. Leave the other fields as is.

    • Email
    • Travel Amount
    • Travel Date

    

13. Edit the Settings and Style properties for the following controls:

    Control	Settings Tab	Style Tab	Image
    Country	Options: USA=USA Delete Option2=Option2 and Option3=Option3 Leave the other fields as is. You can also use web form rules to invoke a web service to populate options for drop down lists.	Width: Set to 4 grid columns. Leave the other fields as is.
    City	Options: Los Angeles=Los Angeles New York=New York San Francisco=San Francisco Leave the other fields as is.	Width: Set to 4 grid columns. Leave the other fields as is.
    Purpose of Travel	Options: Customer Visit=Customer Visit Conference=Conference Training=Training Leave the other fields as is.	Item Width: 32%
    Other Details	Placeholder: Provide additional details about your travel Leave the other fields as is.	Leave as is.
    Expense Type	Options: Option 1=Airfare Option 2=Cab Option 3=Hotel Enter Option 4=Restaurant Enter Option 5=Other Leave the other fields as is.	Leave as is.
    Expense Section	Min #: 2 Max #: 5 The updated form shows two Expense sections and provides a plus sign (+) so that users can add three more sections to enter their expenses. Leave the other fields as is.	Leave as is.

For a preview of what you'll do, watch "Adding Web Form Rules."

1. On the web form toolbar, click Rules.

   

2. Click Create New Rule.

   

   A new rule is created.

   

3. To the right of Rule n, click Edit Rule and enter the following values in the specified fields to create a rule that calculates the total travel expenses:

   • Name: Total Expenses
   • Description: Calculates total travel expenses
   • Rule (Amount and TravelAmount are control names in TravelRequestForm):
     

     var total =0;
     for (var i=0; i<Amount.value.length;i++)
     {
     total =total + Amount[i].value;
     }
     TravelAmount.value=total;

   

4. Click Create New Rule.

5. To the right of Rule n, click Edit Rule and enter the following values in the specified fields to create a rule that determines if the Customer Name field in the TravelRequestForm is visible.

   • Name: Customer Name
   • Description: Determines if the Customer Name field is visible
   • Rule:
     

     if (PurposeOfTravel.value=='Customer Visit')
     {
     CustomerName.visible=true;
     }
     else
     {
     CustomerName.visible=false;
     }

   

6. On the web form toolbar, click Preview.

   

   Your web form opens in a test window.

7. Enter appropriate values in each field, verify the entries, and close the web form test window.

   

   The Travel Amount field is automatically calculated, and the Customer Name field is displayed according to the web form rules.

   

8. Click edit form to return to the Web Form Designer.

   

9. On the application toolbar, click Save to save the web form and business process, and then click the X to close the TravelRequestForm tab and return to the Travel Request Process.

   

1. In the Travel Request Process, click Redo Travel Request, click Menu, and select Open Properties.

   

2. In the General Properties pane, next to Assignee(s), click Edit.

   

3. In the List assignees who receive the task dialog box, select Names and Expressions for "Build a list of participants using," click Add, and select Add User.

   

4. Under List Assignees, select By Expression for the data type, and click Expression Editor.

   

5. On the Data Objects tab, select creator, click Insert Into Expression, and click OK twice.

   

6. In the General Properties pane, enter or select the following values.

   • Web Form: TravelRequestForm
   • Action: REDO
   • Due Date: 0M2d0h0m
   • Priority: High

   

7. In the Travel Request Process, click Approve Travel Request. In the General Properties pane, enter or select the following values.

   • Web Form: TravelRequestForm
   • Title: Select Expression Editor, enter "Travel for " + TravelRequestForm.form.name + ", " + TravelRequestForm.form.customerName + ", $" + TravelRequestForm.form.travelAmount for Expression, and click OK.
   • Task Summary: Select Expression Editor, enter TravelRequestForm.form.country + ", " + TravelRequestForm.form.city + ", " + TravelRequestForm.form.travelDate for Expression, and click OK.
   • Due Date: 0M7d0h0m
   • Priority: High

   

8. In the Travel Request Process, click Fulfill Travel Request. In the General Properties pane, select Is Draft.

   

9. In the Travel Request Process, click Review by Supervisor. In the General Properties pane, enter or select the following values.

   • Web Form: TravelRequestForm
   • Due Date: 0M3d0h0m
   • Priority: High

   

Data associations define the information passed between flow elements. Oracle Composer automatically creates data associations when you add human tasks and start events to a business process; therefore, you don't need to create them for this application. If you add other flow elements, you may need to create a data association. To create a data association, see Configuring Data Association in Using Oracle Process Cloud Service.

1. In the Travel Request Process, click the sequence flow between Amount > 5000 and Review by Supervisor, and click Edit.

   

2. In the Implementation pane, click Edit to open the Expression Editor.

   

3. Enter travelRequestFormDataObject.form.travelAmount> 5000 for the expression, and click OK.

   This condition determines that, if the total amount of a travel request is more than $5000, then a supervisor must review it.

   

4. In the Travel Request Process, click the sequence flow between Supervisor Approved? and Redo Travel Request.

5. In the Implementation pane, click Edit to open the Expression Editor.

   

6. Enter taskOutcomeDataObject == "REJECT" for the expression, and click OK.

   This condition determines that, if the supervisor rejects a travel request, then it is sent back to the employee to fix.

   

7. In the Travel Request Process, click the sequence flow between Approved? and Redo Travel Request.

8. In the Implementation pane, click Edit, enter TaskOutcomeDataObject == "REJECT" for the expression, click OK.

   This condition determines that, if the manager rejects a travel request, then it is sent back to the employee to fix.

   

9. Click the X to close the Travel Request Process.

   

1. In the Application Component pane, On the Travel Request Application home page, click Indicators. Click New Business Indicator, then click Dimension to create a dimension business indicator.

   

2. In the Dimension dialog box, enter or select the following values, and then click OK.

   • Name: EmployeeName
   • Process: Travel Request Process
   • Data Object: travelRequestFormDataObject.form.name

   

3. On the Indicators page, click New Business Indicator, then click Measure to create a measure business indicator.

4. In the Measure dialog box, enter or select the following values, and then click OK.

   • Name: TravelCost
   • Process: Travel Request Process
   • Data Object: travelRequestFormDataObject.form.travelAmount

   

5. On the application toolbar, click Save.

   

6. On the application toolbar, click Snapshots to open the Add Snapshots dialog box and make another snapshot of the Travel Request Process for this period in time.

   

7. Click Add, enter the following values, click Add, and then click OK to close the Snapshots dialog box:

   • Name: Travel Request Application with Implementation Details
   • Description: Updated with web form and process implementation details