Creating Dependent Workflow Tasks


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Before You Begin

Purpose

This tutorial demonstrates how to configure a workflow model with dependent workflow tasks in Oracle Data Relationship Governance.

Time to Complete

Approximately 20 minutes.

Background

Add Leaf and Add Limb tasks can be optionally configured with dependent workflow tasks. An additional request item is added to the request for each dependent task. Dependent items are only created for dependent tasks configured for the workflow stage. You can create dependent request items when manually adding an item or when loading items from a file.

Scenario

In this tutorial, you learn how to configure a workflow model, New Financial Account, with two workflow tasks, Add Financial Account (the primary task) and Insert Financial Account (the dependent task). To verify the workflow model configuration, you create and submit a change request to create a new account, Baggage Fees.

What Do You Need?

Before starting this tutorial, you should have access to or have installed Oracle Data Relationship Management 11.1.2.4.330.

Configuring a Workflow Model with Dependent Workflow Tasks

In this section, you review workflow tasks that are used as primary and dependant tasks in the workflow model.

  1. Login as Admin to the Data Relationship Management Web Client.

  2. On the Home page for the Administer task group, expand the Workflow Tasks node and double-click the Add Financial Account – Model After workflow task.

  3. On the Workflow Task page, view the properties configured for the task. For the Name property in the Action column, click the Edit button (Edit). Note that the Name of the request item is configured to be calculated.

  4. For the Parent Node property in the Action column, click the Edit button (Edit). Note that the Parent Node of the request item is also configured to be calculated.

  5. Click the Calculate Name tab. View the dynamic script used to calculate the Name of the request item. This script uses DRM Javascript object types like RequestItem and RequestItemDetails to calculate a value.

  6. Click the Calculate Parent tab. View the dynamic script used to calculate the Parent of the request item. This script also uses DRM Javascript object types like RequestItem and RequestItemDetails to calculate a value. Close the workflow task page.

  7. On the Administer page, double-click the Insert Financial Account – Calc Parent workflow task. This workflow task is used to insert a new financial account into an alternate hierarchy.

  8. On the Workflow Task page, view the properties configured for the task. For the Parent Node property in the Action column, click the Edit button (Edit). Note that the Parent Node property is configured to be calculated.

  9. Click the Calculate Parent tab. View the dynamic script used for calculating the parent of the new financial account in the alternate hierarchy. Close the workflow task tab.

  10. On the Home page for the Administer task group, expand the Workflow Models node and double-click the New Financial Account – Model After workflow model.

  11. On the Workflow Model page, click Edit on the Define Financial Account workflow stage. Click the Tasks tab and view the workflow tasks configured for the stage. Note that the Insert Financial Account – Calc Parent task is configured with a primary task. This indicates that the Insert Financial Account - Clac Parent task is a dependent task of the Add Financial Account – Model After task.

Creating a Request with Dependent Items

  1. Login as Operations to the Data Relationship Management Web Client.

  2. On the Worklist page, select New Request and then New Financial Account – Model After.

  3. On the Request page, click the Add Items button (Add Items). In the Add Items dialog box, select the Add Financial Account – Model After task, and click OK.

  4. Two request items are added to the request, one for the primary task and one for the dependent task.  For the Add Financial Account – Model After task, click the ellipsis button (Elipsis) for the Account to Model property.

  5. Click the Browse tab, find node 7640 – Airfare, and select it. This account will be used as a model for the new account being created. Click OK.

  6. In the Description text field, enter a description for the new account. Click the Calculate button to save the request and calculate property values for items in the request.

  7. Enter a title for the request. Click OK to save the request.

  8. View the properties for the Add Financial Account – Model After request item. The Name and Parent Node properties for the new account have been calculated based on the Account to Model specified.

  9. View the properties for the Insert Financial Account – Calc Parent request item.  The Parent Node  and Account Type properties for the new account in the alternate hierarchy have been calculated based on the Account to Model specified.

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