Criteria workflow questions

OK, so by my previous postings it is probably obvious that I am fairly new to UCM and Records Managment. I have a new challenge and feel stumped.
So, there are three custom metadata fields. One is called 'Reminder Expiration Date' the others are called 'Record Keeper' and 'Record Keeper Email'.
When checking in a new record, all of these custom fields are required.
The purpose of these fields is to notify the record keeper via their email on the reminder expiration date.
So I did a lot of reading and think that I need to create a criteria workflow. I went through the process of creating a template and the criteria, but I know I am misisng some significant informaiton. Can anyone give me a little more help here on how I would create a workflow that is triggered off of the 'reminder expiration date' and gets sent to the 'record keeper email'?
ok, just wanted to add in a little more.... so I am thinking that in the step event script I would enter something like this in order to notify the record keeper..
<$wfNotify(wfGet(xRecordKeeper),"user")$>
As always, your help is greatly appreciated!
Edited by: Pattigo on Apr 9, 2009 1:03 PM
Edited by: Pattigo on Apr 9, 2009 1:15 PM

Criteria Workflow: I'll assume you already get how content joins the workflow (via simple metadata criteria).
You made the three fields in question required, which is great. Now we can always assume they are present. You might want to work on some custom validation for them to ensure cleaner data, but that's another story for another day. Workflows have something called entry, update and exit "steps". The update step executes roughly once each hour. In that step you can write iDocScript. You will have access to the metadata about the document (including your three fields). You could check to see if the current date exceeds the date in the metadata field. If so, you could send an email, perhaps with the wfNotify iDocScript function. Then, maybe you could blank out the expiration field? Not sure. You would need some way to say "Hey, this has been sent alreadY" because that update cycle is going to keep kicking off each hour after that.

Similar Messages

Criteria Workflow emails - FROM field

Hello,
on criteria workflow steps notification emails can be sent to the users.
Emails are sent from document author (dDocAuthor) in FROM field of the email message.
Is it possible to configure that emails would be sent from sysadmin (or other constant user) but not from dDocAuthor?

Thank you for your reply Frank. I am using Mac OS X Version 10.6.8 with Mail app version 4.5. I just updated all the software and these are the latest versions. So, the question is about Mail app 4.5.
The problem looks the same even after all the updates. When I try to redirect the message, I have empty To field to type in where to send the message and the From field shows a drop down menu with MY email addresses of the configured Mailboxes in my Maill app (these being gmail and hotmail). The original From field is simply not there and is not in pull down menu.

Condition of criteria workflow

hi,
I have a question about creating criteria workflow by using ucm 10.1.3.3.3.
It seems in criteria workfow, I can have only one criteria definition, such as "Type matches mynews", is it possible to define combination criteria definition, for example "Type matches mynews" AND "...".
Thanks.
Best regards

Don't think of the workflows as railroads that only connect Points A and Z (and dead end). Rather think of them as city streets with many intersections and a traffic cop at each intersection directing flow.
A workflow step is an intersection with a cop. Sure, it is easy to create a one way street but then you lose the flexibility to reuse that street for anything else, no matter how close (parallel) it may run.
The first step in your workflow has an initial entry criteria - think of it as a toll gate. Establish security and one additional parameter. That is just to see who gets in the door. Security is really your biggest concern here.
Remember though that each step has events (traffic cops) that have a specific anatomy. (see the anatomy of a workflow step in the WF Implementation Guide on pp 88 here: http://download.oracle.com/docs/cd/E10316_01/cs/cs_doc_10/documentation/admin/workflow_guide_10gr3en.pdf)
That single initial criteria you asked about is the toll gate and once through you have 3 separate opportunities (intersections) to route content. For example, your toll gate might say only cars (no trucks, bikes or pedestrians) can get onto this road.
Opportunity 1 is an intersection with a traffic cop (workflow entry event). This is where Jason was saying to put some additional filtering criteria. Essential the traffic cop tells only blue cars to continue and all others to exit. The blue cars continue on.
Opportunity 2 is a round-about with a traffic cop (workflow update event). The blue cars go around and around until something happens and they are told to either exit or continue on or go onto another road. You can count the times the cars go around, count the days the cars have been going around, wait for someone to approve the car, wait for N number of people to approve the car, wait for folks to reject the car, or any other event, trigger or action you can think of. The car either exits, goes on, goes back to where it came from or goes onto another road.
Opportunity 3 is another intersection with a traffic cop (workflow exit event). Only the blue cars that are told to continue on pass through this intersection and the cop gets one last chance to do something to the car (redirect it, tell it to exit, or modify it some way).
Then you are on to your next STEP in the workflow!
As you can tell the UCM workflow is less about linear progression and more about complex event processing in an editorial review kind of context.
Hope this helps!
Warmly,
Billy Cripe
Fishbowl Solutions

Criteria Workflow Issue

Hi,
I have a criteria workflow with only one step ,which is Review Step which has " Users can review and edit (replace) the current revision" selected .
The scenario is :
Author creates a content and and pushed it to the above mentioned criteria workflow.
The content goes for approval and the approver edits the content and after that the content is released in the system without going through the approval cycle where in the approver should approve the content after editing it.
Also even if the content item is in the workflow and approver has not approved the content and the author edits the content,the content is released in the system without going through the approval cycle ,which should not ideally happen ,it should go back to the workflow and only after approver approves it ,the content should be released.
What I want to know is whether this is OOTB behaviour that it will not go through the approval cycle after edit action has been performed.
Also,In case if its not OOTB , what are the ways where in I can push the content back to the criteria workflow after edit action has been performed.
Thanks,
Garima

> I 'm doing the editing from the webcenter portal via the content presenter task flow
I guess the flag mentioned earlier is missing in the task flow - thus, it uses the default value (checked).
> I tried adding jump to previous step in the update event of the workflow step as thats the event thats being called
a) update event is called whenever the workflow is updated, or on timely basis. I guess you better use the exit event, which is called just once, when the item is to process to the next step (or the workflow finishes in the last step)
b) you cannot do just a jump. You will need a condition, so that the jump is performed only if it has to. Unfortunately, I could not find how the flag is represented in the service call parameters. Now, another question will be how to set it from WebCenter Portal's task flows. This will require further investigation, and perhaps, customizations. You might want to create a SR in Metalink to get assistance from Oracle support. They are really helpful and they might give you an answer, or at least a guidance.

RED Workflow questions with Mac Pro (including third party plugins)

Hello all,
I’ve been searching many forums for the better part of a day trying to get some workflow questions sorted. I’m experiencing (very) slow export times, and mediocre playback for a machine that should be screaming fast.
Here is what I’m working with:
2014 Mac Pro
-2.7 GHz 12-core intel xeon E5
-64GB Ram
-Dual AMD FirePro D700 6GB
-1TB Flash Storage
Editing all footage off 96TB Raid 6 mini-sas server (getting about 1100mbs read/write rate according to AJA system test) which is faster than any Thunderbolt/TB2 drive array I have.
Media I work with is footage from the RED Epic (normally 5K) as well as DSLR footage from the 5d.
Software:
-PrPro CC 2014 (8.1)
-Magic Bullet Looks 2.5.2
My question(s) pertains to RED post-pro workflow in combination with third party plug-ins and the different approaches to make it more efficient.
Right now, majority of the clients need a 1080p HD master, and they are generally anywhere from 2-8 minutes (usually). So my sequence settings are as follows:
Video:
Editing Mode: RED Cinema
Size: 1920 x 1080
Audio: 48Hz
Video Previews
Preview File Format: I-Frame Only MPEG
Codec: MPEG I-Frame
1920x1080
Maximum Bit Depth unchecked
Maximum Render Quality unchecked
Composite in Linear Color checked
Export Settings
H.264
1920x1080
VBR 1 pass
Target Bitrate 12mbs
Max bitrate 12mbs
Maximum render quality/depth/previews unchecked
Issues I have:
-Playback is fine at 1/2 or even full, but once effects (especially magic bullet looks) start to go on the clips, it’s very choppy and has difficult playback at 1/4
-Export times (especially with magic bullet looks) will take the better part of 1-4 hours for a video that is 3-6 minutes long. This doesn’t seem like it should be the case for a maxed out MacPro
So my questions are:
Do these seem like the right sequence/export settings for mastering at 1080p? If not, what would you suggest?
Would using offline editing help at all?
Do you place your effects on adjustment layers?
Is there anyway to improve export settings when using an array of filters?
Have you stopped using third party plugins for their inefficiency in unreliability and switched to more integrated applications like SpeedGrade?
Is there any other tweaks that you would suggest for RED workflow with PrPro?
Should I consider switching to FCPX or (besides the iMovie-likeness) does it carry problems of its own?

Hi This Is Ironclad,
thisisironclad wrote:
Hello all,
I’ve been searching many forums for the better part of a day trying to get some workflow questions sorted. I’m experiencing (very) slow export times, and mediocre playback for a machine that should be screaming fast.
The biggest issue is that most people have is that updating OS X causes certain folders to be set to Read Only. See this blog post: Premiere Pro CC, CC 2014, or 2014.1 freezing on startup or crashing while working (Mac OS X 10.9, and later).
thisisironclad wrote:
Hello all,
I’ve been searching many forums for the better part of a day trying to get some workflow questions sorted. I’m experiencing (very) slow export times, and mediocre playback for a machine that should be screaming fast.
Here is what I’m working with:
2014 Mac Pro
-2.7 GHz 12-core intel xeon E5
-64GB Ram
-Dual AMD FirePro D700 6GB
-1TB Flash Storage
It's a nice base system. How about an additional speedy disk for media cache files. You also did not mention which version of OS X you are running.
thisisironclad wrote:
Software:
-Magic Bullet Looks 2.5.2
The Red Giant website does not indicate that this software is yet updated to work with Premiere Pro CC 2014.1 (8.1). Proceed with caution here.
thisisironclad wrote:
Issues I have:
-Playback is fine at 1/2 or even full, but once effects (especially magic bullet looks) start to go on the clips, it’s very choppy and has difficult playback at 1/4
I would not use this plug-in until you get the OK from the manufacturer.
thisisironclad wrote:
-Export times (especially with magic bullet looks) will take the better part of 1-4 hours for a video that is 3-6 minutes long. This doesn’t seem like it should be the case for a maxed out MacPro
Again, I suspect your plug-in.
Keep in mind that exports are largely CPU based but you can make sure that GPU acceleration is enabled for AME at the bottom of the Queue panel.
thisisironclad wrote:
So my questions are:
Do these seem like the right sequence/export settings for mastering at 1080p? If not, what would you suggest?
It's OK.
thisisironclad wrote:
Would using offline editing help at all?
No need when you should be able to edit natively. Relinking might also be an issue.
thisisironclad wrote:
Do you place your effects on adjustment layers?
That's one way you can do it with the benefit of being more organized.
thisisironclad wrote:
Have you stopped using third party plugins for their inefficiency in unreliability and switched to more integrated applications like SpeedGrade?
I do. Of course, that's a preference.
thisisironclad wrote:
Is there any other tweaks that you would suggest for RED workflow with PrPro?
Try the following:
Sign out from Creative Cloud, restart Premiere Pro, then sign in
Update any GPU drivers
Trash preferences
Ensure Adobe preference files are set to read/write(Hopefully you checked this out already)
Delete media cache
Remove plug-ins
If you have AMD GPUs, make sure CUDA is not installed
Repair permissions
Disconnect any third party hardware
If you have a CUDA GPU, ensure that the Mercury Playback Engine is set to CUDA, not OpenCLYou have AMD GPUs.
Disable App Nap
Reboot
thisisironclad wrote:
Should I consider switching to FCPX or (besides the iMovie-likeness) does it carry problems of its own?
I really shouldn't answer that question.
Hope this helps.
Thanks,
Kevin

How to convert a word document to PDF from a criteria workflow

Hi,
How to create a new revision in PDF format from a word document inside a criteria workflow? The inbound refinery converts documents to PDF automatically upon check-in, but I want to make the conversion in a specific step of a workflow.
Thanks,
Miguel

You could write a custom service and execute it within the workflow script using the executeService Idoc function.

Yet Another Workflow Question

Ok I too, like many others here, am new to the Mac (thanks to Apple's I'm a Mac, I'm a PC ads that my wife couldn't get enough of). I have done some searching around and I see that there are quite a few iMovie workflow questions out there. I have not quite found what I am looking for however, so I thought I would make my first post tonight. So here it goes...
I have 3 different ways I capture video:
1. Canon Vixia HF10 (HD)
2. Canon Powershot (SD)
3. Blackberry Storm (SD...I know it isn't a good phone)
I record everything to SD cards. I am wanting to know the best way to store my raw video for editing at any time. Do I copy the AVCHD file structure (for the Vixia) and .avi files (for the other non HD) to my hdd, or do I just import into iMovie '09 and let it reside there, or both? I noticed that iMovie had an archival option (which appears to just copy the AVCHD structure to my hdd), which is why I ask. I want to always keep my raw video in case I decide to go back later and create a new video.
After I have the raw video archived, I would like to know the best way to use iMovie. Depending on where I end up storing the raw video, should I keep the imported video in iMovie once I am finished with a project, and then reimport it at a later date if need be? Or, do I leave it in iMovie as events? I guess this all rely depends on the first question...where do I store the raw video for archival purposes...
Finally, when exporting my iMovie project, should I store that in more of a, pardon the Windows reference, "My Videos" folder with a original size, web optimized size, and ipod optimized size? Thus, keeping the actual exported version of the project separate from the raw video?
I hope I have asked the right questions here. I appreciate any and all help I can get!
Ron

Welcome Ron to the  iMovie boards..
very interesting : 'switchers' care sooo much for 'storage strategies' ..
the by Apple intended workflow/concept for iApps is:
any 'photocam' related material (still or movin') comes-in via iPhoto, and is stored in an iP Library (=you can tell iP to create 2/many Libs, if you prefer to organize manually....)
any 'camcorder' related material HAS to be imported by iM - why? because, iM has some internal routines to make such material editable (codecs, thumnails, stuff....). the same material as 'file by Finder' does not import.. in most cases!
storage..
iP stores in its Library (local/internal HDD and/or ext. HDD)
iM stores in Events (local/internal HDD and/or ext. HDD)
to make Projects/Albums accessible to any iApp, you should keep your fingers off that structure.
Erasing Events 'kills' projects.
allthough, once 'shared to media browser' there's a 'copy' of your project WITHIN the project file. (= the socalled Media Browser is no single Folder somewhere hidden in the system)
there's this Spacesaver feature to erase any Event content which is not in use in any project to keep Events lean.
use the Archive feature from within iM to keep things easy and convenient.. if you miss a single file of the SDcard file-structure, the whole card's content is kaputt ..
summary:
• use iApps as intended.
• use iP for cameras, it stores 'raws' (the avi too)
• use iM for camcorders, use Archive to store raws..
• purchase a dozend of HDDs to store your material..

Criteria workflow -in between steps

Hello,
I have a criteria workflow with two documents linked together (through a custom component). I want them to be approved together.
One document cannot leave the step without the other one.
How could i send one of them, after being approved by User1 in an "pending/waiting" state (or at least remove it from his "Worklist Assigments"), somewhere between the steps.
I want the document out from the User1's "worklist assignments" but not in the User2 "Wk assignments", untill the second document isn't also approved by User1.
Is there something like dStatus = "pending" in basic workflows ?
Can anyone help me , pls ?

One thing I've done in the past is to use the extra exit conditions or additional update event criteria (code) to hold the docs in place until I want them to move.
I might do something like this:
1) create a companion file variable to act as a flag stating when it has been approved.
2) because the update event evaluates in the event of an approval write some event script that a) looks for the approve event b) if found checks for any other constraints - like a linked document that has not yet been approved c) sets the "I have been approved" flag .
In your example, Doc 1 is approved but the extra exit condition looks for the"I have been approved" flag for itself AND it's linked file, Document2. When Doc 2 is approved the code extra exit condition sees that both Doc 2 AND Doc 1 have been approved and allows them to progress.
It is best to think of workflow steps as logic containers rather than sequential events. Using jump logic you can trigger the movement (flow) of documents to any container you want and under the conditions you specify (such as only when my linked file is also approved).
hope this helps.

Sharpening export workflow question

I have a sharpening workflow question. Say I have pictures from a portrait session I just finished. I have to send 10 pictures the client ordered to a print lab and I also will make some small facebook sized pictures and upload them to my business facebook page. The level of sharpening needed for large prints (I upload to print lab as RGB JPEGS) and sharpening needed for the very small sRGB facebook-sized pictures is different. In Lightroom I have the option to set the sharpening on export and have a bunch of presets that alter the export size, color space, sharpening, etc(WHCC print lab, facebook, Client CD, etc). I don't see how to do that in Aperture. I see they have the option if you have a printer, but not on normal export.
For those of you that have to export batches of pictures in multiple different sizes (with different levels of sharpening), what is your workflow? I could use some photoshop droplets/actions after Aperture export but I was hoping there was a way to avoid the extra step. Am I overlooking an export feature? The BorderFX plug-in looks like the only other option.
Thank you in advance for time and help!
Scott

Frank Scallo Jr wrote:
The thing is guys - Once a file is sized down it WILL lose sharpening - what we are doing is sharpening the full size RAW file or rather what the full size output would be like. Once we export a version sized down it will lose some of the 'bite'. LR has sharpening options on 'output' which is not only smart but a necessity. Adobe realizes that output for screen needs another sharpen. Apple either doesn't know or didn't bother. It makes ANY output for screen less than best.
Bear in mind that there seem to be two separate issues going on here - sharpening adjustments not being applied on export, and resizing.
As far as resizing is concerned, Aperture appears to use something roughly equivalent to Photoshop's Bicubic Sharper setting. Because of this I've never had much problem with Aperture's exports when used for the web, but obviously everyone's taste for sharpening differs which is why an option for output sharpening would be good.
Sharpening adjustments not being applied on export is a separate issue and should be reported via the feedback form ASAP by everyone who is experiencing the bug.
Now printing is another animal - I wouldn't print directly from RAW in aperture either if I'm printing small. Again, LR beats Aperture here as well since they include output sharpening for print.
Aperture has had output sharpening for printing since 2.0 came out (unless it in was 1.5). In A3 you need to turn on 'More Options' and scroll down, I can't remember where it is in A2. I don't know how effective it is as I print via a lab, but it's there and it's been there for a long time...
Ian

Oracle UCM custom Criteria Workflow

I am looking for some help.
I am trying to create a criteria workflow based on a document type. I have used the command wfrelease to commit all metadata to the repository in the entry step.
The user in the workflow will either approve the workflow or select from a custom metadata field option list called "status". Once a user sets the value to "rescan" in the "status" option list I want the user to reject the workflow. Once rejected we want the workflow to be sent to an alias and not the original author.
If the user sets the value of the "status" option list to either "return", "reroute", or "invalid" value and rejects the workflow then I want the workflow to be routed to a different alias.
Is this very difficult to accomplish? What steps would I need to create? I am pretty sure somehow I need to create tokens for the 2 different aliases and call them on reject but I am having trouble putting all of this together.
Thanks in advance for your help!

Hey Data Bitz
The good news is that yes, all this can be done with some configuration and a bit of workflow scripting.
Several items:
1) I'm not seeing a reason why you need to use WfRelease in the entry step. Workflow users can still access and alter the metadata for routing as you describe. Do you want the item to be indexed (to appear in the search results lists)?
2) While there are several ways to do this I would envision a two step workflow. Step one is your "rejection handler" step 2 is your user review step.
first time through content passes through step one with a criteria based jump in the entry event of that step. The criteria is along the lines of if step entry count <= 1 then jump .
Make sure that step one is an edit and review step. Step two is where the user either approves or sets the status metadata field to some other value. If s/he approves, the content is released (or goes on to subsequent steps).
If the status is changed then you want to trigger a rejection. This brings me to point 3...
3) Do you want "rejection" or do you just want to rout the content to another set of users for review. The reason is that rejection is logged as a "rejection" Workflow Action in the database. If you are tracking or reporting against this then you'll want a "real" rejection. If you just want the item to be routed to an alias that is based on the value of the status field then this is different and can be achieved without a full blown rejection action. The choice is yours and the impact is really just on reporting and the routing behavior of the content object.
4) so lets say the user sets the status to "rescan". Remember we're in step 2 here. Use the update event of step 2 to look for the Metadata Update action. Because the update event of the workflow step acts like a loop it is able to pick up the metadata updates that the user executes. Configure a jump in the step event to say +if there has been a metadata update action then check the value of the status metadata field. if the value of the status metadata field is "rescan" then perform this action, if the value of the metadata field says some other value (either "not rescan" or "return", "reroute" etc) then perform this other action+
5) So if you really want a true rejection then the this action from above will be a bit of IDOC to execute with WFREJECT service. You'll need to pass along the appropriate parameters for the service (see pp 348/349 of the services reference guide for the WF_REJECT service and required parameters. The guide is here: http://download.oracle.com/docs/cd/E10316_01/cs/cs_doc_10/documentation/developer/services_reference_10gr3en.pdf). If you just want to route the content to another set of users then the this action and this other action are actually the same and you can jump back to step 1 with a jump script. While the actions are the same, the users will be different and we can handle this with some basic workflow configuration scripting as well. Now here is where the fun begins.
6) So you're back in step 1 either because the WF_REJECT action happened or because you jumped here. The status field set to "rescan" or some other value like "return", "reroute" etc. Go back int the entry event of step 1. This is where the pass through code from item 2 above was written. The cool thing about the entry event is that it gets evaluated BEFORE step users are set and email notifications go out. This means that you can set any kind of user decision logic right in the event. So beneath the pass through code I would create another block of workflow scripting that does the following: gets the value of the status field - you can do this simply by referencing the metadata field name - e.g. myVar=xStatus. If myVar="rescan" then set a companion file variable to the name of the alias you want - e.g. +<$if myVar="rescan"$><$wfSet("reviewerAlias","YOUR_ALIAS_NAME")$><$endif$>+ If you're unfamiliar with the companion file, see pp 18 of the workflow implementation guide (link below). Think of it as a temporary memory cache for each item in workflow. It is a place where any key value pairs can be set and retrieved for any document as long as it is in workflow. Keep setting the value of "reviewerAlias" to the different alias names based on your IF condition. for example:
+<$if myVar="rescan"$><$wfSet("reviewerAlias","YOUR_ALIAS_NAME")$><$elseif myVar="return"$><$wfSet("reviewerAlias","YOUR_OTHERL_ALIAS_NAME")$><$endif$>+
7) Finally you have the content in the right step, you have evaluated the metadata and have set a variable in the companion file with the correct alias name you want to be the users for the step. The last thing is to retrieve that alias name and set that alias as the step user. Remember that workflow is able to set either individual user names (singly or CSV) or ALIAS names as step users. Remember that an alias in UCM is a list of user names. You will use a token in step 1 to retrieve the value of the companion file key and set the alias to be that user. The token code is straight forward but if you want a walk through then check out the adding ad hoc step users section in chapter 9 of the workflow implementation guide here:
http://download.oracle.com/docs/cd/E10316_01/cs/cs_doc_10/documentation/admin/workflow_guide_10gr3en.pdf
Your token code will look something like this:
<$wfAddUser(wfGet("reviewerAlias"), "alias")$>
The wfAddUser function is the token code. It is what adds the step user and it take two parameters - parameter 1 is the name or names of a user or alias. parameter 2 is the type either "user" or "alias".
So this give you a fully dynamic workflow that allows the routing of the items to be fully dynamic and driven off of metadata - something that is very easy for end users. It also allows the reviewers to be dynamically set using tokens and a bit of idoc. No coding outside of the workflow admin applet has to happen at all.
Of course, my company, Fishbowl would love to talk with you more about what you're doing and see if we can provide any additional service to you. Please let me know!
Warmly,
Billy Cripe
Fishbowl Solutions

Criteria-Workflow to start BPEL-Process

Hi,
I'm currently building a proof of concept for a wokflow-implementation using WCC and Oracle SOA/BPM-Suite. Therefore I've activated the BpelIntegration component of WCC and set it up as described in http://docs.oracle.com/cd/E21764_01/doc.1111/e16759/c03_config_ucm_bpel002.htm.
However I'm a bit confused of the meaning of the users I assign to the criteria-workflow (according to http://docs.oracle.com/cd/E21764_01/doc.1111/e16759/c04_config_cs001.htm).
I've assigned an "Additional Exit Condition" with the rule "wfGet("conversationId") and obIsInstanceClosed("process_3", wfGet("conversationId"))".
As far as I understand this, I must at least assign one user. If I then choose to say at least 0 (Zero!) approvers, I've got the following behavior: The BPEL-Process is started, however the the WCC-Workflow ends immediately. There is no waiting for my additional exit-condition.
If I choose 1 approver, the workflow waits for both the BPEL-Instance to get closed and the assigned user to approve.
Is there an easy way to wait for the BPEL-Instance to close but not for the user to manually approve? I thought of doing the approve programmatically using WCC-Webservices from my BpelProcess, however this is not really what I would like to do. The reason I'm asking for this is that this would allow it to do the more document-centric parts of the WF in the Criteria Workflow while doing the approval itself completely in BPEL.
Any best practices or hints regarding this? Or is there some additional documentation or samples? The only doc I found is the "Oracle® Fusion Middleware BPEL Component Guide for Content Server" that doesn't cover much details.
Regards,
Johannes

Hi Johannes,
I understand your point. To clarify I will guide you a bit through history.
At Stellent times, prior to acquisition, native workflows (criteria and basic) were the only OOTB mechanism to implement workflows. Note that unlike BPEL and now even BPM workflows, native workflows have also impact on items behavior in the system - the item has a special status (REVIEW, not DONE or RELEASED), is not searchable, etc. The obvious disadvantages of native workflows are:
- they are old fashioned (no graphical design)
- they are proprietary (for everything, but the linear flow you need an idocscript)
Also, at the time of acquisition, Oracle had more than 10 workflows engines. Therefore, shortly after that it has been announced that WCC (UCM at that time) will contain restricted use of BPEL PM (the BPEL runtime engine + free JDeveloper for design) to enrich workflow design/runtime experience. There are two possible ways of usage:
- the way you described (start a criteria workflow, handover to BPEL and somehow synchronize the two), or
- you do everything in BPEL and call UCM via web services. Note that this way you lose the status-related functionality
I would not dare to comment on best practices, but it seems that in reality you have two options:
- call a web service from BPEL (at the end of BPEL workflow) to approve/exit the native workflow
- set a flag (also via a web service) and on the UCM side implement an idocscript (most likely Additional Exit Condition) to auto-approve the workflow, or process to the next step, if you will
Note that the way when you do everything in either WCC, or BPEL has another reason: WCC native workflows have its own GUI, and BPEL worklists are not OOTB integrated into WCC's interface. This has changed already, since introducing the umbrella WebCenter concept. Note, however, that the front-end product where these two meet is WebCenter Portal, not WebCenter Content.
Furthermore, for about a year ago Unified BPM Suite, which is the flag ship in BPM for Oracle, has become a part of WCC license. I did some survey on this point and it seems it's not easy (if possible at all) to bind criteria workflows with BPM ones. There is, however, a referential presentation which demonstrates how to add a document(no statuses, no workflows in WCC) to a BPM process, and this seems to be the way (no guarantee!) where the products aim.
I have also noticed that whilst in PS5 ( http://docs.oracle.com/cd/E21764_01/ecm.htm ) the BPEL Component manual is still present, in PS6 ( http://docs.oracle.com/cd/E23943_01/webcontent.htm ) it has disappeared.
I am eager to hear the news from product management.

Hierarchy of criteria workflow activation

Is there a specific way in which criteria for Criteria Workflows are evaluated? I'm trying to determine what would happen in the following case:
If I have 2 criteria workflows - one is checking for a content type (let's call it encyclopedias) and the other is checking for an account (let's call it librarians) - what happens when both are true? Is the item put into one workflow, followed by the other? Is an error generated?
Thanks

According to the UCM 10gR3 Workflow Implementation Guide (page 35): "+If a content item matches the criteria for two different workflows, it will enter the first workflow in the list of defined workflows.+" Hopefully this helps.
Thanks,
Jon Chartrand

Start Criteria Workflow by Update metadata

Hi,
The criteria workflow starts by checkin the document. But I would like to start the criteria workflow by update metadata, no checkin.
Do you have a trick, how can I do it?
Thanks
Martin

Hi again,
On second thought, you don't need filter at all (if you are curious, check the documentation that comes with Need to know component, in essence, there is a filter which triggers on each metadata change, and in binder you can work with old and new metadata values).
Here is the proposal of your WF:
- Initial step - author holds the document, until metadata is changed.
- In entry event of the initial step, you could call wfReleaseDocument(), in order for your doc to be indexed.
- In update event of the initial step, you should query for the relevant metadata value and proceed to the next step only if it equals to "Comment process" or something like that.
However, if you want to enable author to create new revisions (through Check Out), I believe that standard WF functionality regards content as approved as soon as new revision is created. So, you should probably add one step between initial step and your Review steps (onwards) and get back content to initial step again, if metadata value is not "Comment process".
Regards,
Velimie

10gR3 BatchLoader - Criteria Workflow

Hello,
are there any changes in BatchLoader of UCM 10R3 to configure batchloader to make checked in new documents enter Criteria workflow?
Is there any way to configure BatchLoader to use diferent check-in service?

One thing I've done in the past is to use the extra exit conditions or additional update event criteria (code) to hold the docs in place until I want them to move.
I might do something like this:
1) create a companion file variable to act as a flag stating when it has been approved.
2) because the update event evaluates in the event of an approval write some event script that a) looks for the approve event b) if found checks for any other constraints - like a linked document that has not yet been approved c) sets the "I have been approved" flag .
In your example, Doc 1 is approved but the extra exit condition looks for the"I have been approved" flag for itself AND it's linked file, Document2. When Doc 2 is approved the code extra exit condition sees that both Doc 2 AND Doc 1 have been approved and allows them to progress.
It is best to think of workflow steps as logic containers rather than sequential events. Using jump logic you can trigger the movement (flow) of documents to any container you want and under the conditions you specify (such as only when my linked file is also approved).
hope this helps.

Quick Question on criteria workflows

Is it possible to somehow have a criteria look at two match results from a meta data field?
Like I have two workflows [test_a, test_b], and one metadata field used for the match [xWorkflow_Switch] with the options in the drop down [a,b,c], I wanted to have the workflow function like so. If a user selects a or c the item goes to workflow test_a, but if he picks b it goes to workflow b.
I would guess another method would be to have like a master workflow pick where to throw it at based on that metadata if the top idea couldn't work.

Hi JTyson,
for test_b
one with SG='Test' and xWorkflow_switch=b
for test_a
other with SG='Test' and xCommon_ac='common_value'.
where xCommon_ac is common value for a and c and is a derived value for xWorkflow_switch field.
but a better suggestion would be having one workflow calling test_a and test_b based on jump condition (as u mentioned ).

Criteria workflow questions

Similar Messages

Maybe you are looking for