Application Composer Series: Adding An Approval Processes
By Richard Bingham-Oracle on Aug 04, 2014
The Release 8 approval setup features combine with the Administration UI from the BPM Worklist App for powerful configuration of (AMX) approval processes in Fusion Applications products, and most of this time this is enough to meet most business needs. Sometimes however only a new approval process triggered from a new execution point is required.
With Release 8 of Oracle Sales Cloud you can use the Object Workflow functionality to create an event with which you can trigger actions including new notifications, sending outbound XML messages, and (as the topic of this post) launching a new BPM Process.
Clearly the extension possibilities are broader for on-premises environments, however Oracle Sales Cloud provides a seeded BPM Template (ExtnBusinessProcess) for use in SaaS environments. This template provides an out-of-the-box process (CrmCommonSerialApprovalProcess) that you can deploy and use for basic approvals.
This uses Human Workflow and the standard Worklist mechanism for interacting with end users, just like all other processes. This constancy in the user experience is what helps make these types of customizations successful - you cannot tell they are custom. Users then interact-with (accept/reject/reassign etc) and monitor the approval processes using the self-service BPM Worklist pages (shown below) or the embedded Worklist regions on their homepages.
As shown below, Page Composer also allows you to add the common Worklist region to any workarea page, adding some flexibility in when and where you expose your approvals so users can take action at the right place and time.
To see a demo of the whole process of adding an approval process via Object Workflow and BPM Composer, take a look at the following embedded video from our YouTube channel. You can also read more in the Extending Sales Guide or if you have an on-premises environment take a look at this section of the Extensibility Guide for Developers for details on adding your own BPM Templates against which your Business Analysts can make similar run-time customization.