Workflow Steps

Overview

Workflow administration is the final step in setting up a Commerce Process. Workflows are made up of steps, which define the states transactions can be in, as well as document permissions and routing. Commerce Processes can have any number of workflow steps.

For example, an RFQ process could have steps like "Submitted", "Quoted", "Accepted", "Declined" and "Expired". These steps could transition a transaction from an RFQ document, to a Quote document, then to a PO document.

Workflow steps use profiles to define access rights, transition notification, and transaction views. The Commerce system automatically creates a default profile for each workflow step. You can customize the default profile and create additional ones to support different transaction access rights.

Profile permissions can be granted based on user access type, user groups, or previous performers. In addition to these permissions, you can add auto-forwarding rules to workflow steps to support a collaborative sales environment, one in which multiple users can work on the same transaction.

Auto-forwarding rules direct the system to share transactions between members of certain user groups. You can create auto-forwarding rules for each workflow step and base them on any number of criteria.

All workflow step functionality can be administrated in Commerce Processes that have not been deployed. After a process has been deployed, certain functionality becomes hidden from view, including adding, ordering and deleting steps. To perform any of these actions when they are not visible, contact an Oracle CPQ implementation engineer.

ClosedExample of One-Page Step Administration

Example of One-Page Step Administration


Administration

You can add/edit and delete all steps, profiles, transition rules and timers from a single page. Steps and profiles are organized in a hierarchical tree structure for ease of administration. You can re-order your steps and profiles and move transition rules using drag and drop.

ClosedHow it's all related

Workflow Step relations


ClosedCreating Workflow Steps

Steps (document states) can be created individually from the Step List page. We recommend creating all of the steps in a workflow before managing profiles.

  1. Navigate from the Admin Home Page > Commerce and Documents > Process Definition > Select a Commerce Process > Steps.
  2. Enter a step Name and Variable Name. The name is displayed when you encounter the step. For example, Start.

    The Variable Name field populates automatically. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only.

  3. Enter a Description for the step. For example, Default Step.
  4. Click Save.

    Dreate Workflos Steps dialog

    This displays the section where you can define forwarding rules for the step. Forwarding rules are used to give one or more user groups access to transactions during that step.
    To understand the concept of auto-forwarding rules, see the topic Forwarding Rules.
  5. Specify the following in the Forward Rule section:
    1. Forward Ruld
  6. Click Save. The new step appears in the right panel.

    To edit workflow steps, double-click the Step name in the right pane.
    Steps are created in an inactive, pending state. After all components of a Commerce Process have been completed, the process should be deployed. For more information, see the topic Commerce Deployment Center.

Notes

Use the hidden input_step_varname in the transaction HTML to find out the step of the transaction.

IDs and descriptions for all steps can be viewed easily after accessing the Workflow page. You can view them by clicking a Step name.

You can use the Filter feature to dynamically drill down through the Steps, Profiles, Actions and Rules. For example, you could type "Sales" into the Filter, and any Step Profile, Action or Transition Rule that has "Sales" in the name would dynamically display, improving the speed of maintenance.

When performing a Mass Update, users can filter which steps the update applies to.

Related Topics

Related Topics Link IconSee Also