Table of Contents
- List of Tables
- Title and Copyright Information
- Preface
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Part I Using Oracle Business Process Management Workspace
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1
Getting Started with Process Workspace
- Understanding Process Workspace
- Navigating Process Workspace
- About the Process Workspace Tasks Page
- About the Process Workspace Activity Guides Page
- About the Process Workspace Process Tracking Page
- About Process Workspace Dashboards
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2
Working on Tasks in Process Workspace
- Claiming and Releasing Tasks in Process Workspace
- Modifying History Approval Options in the Task Details Page
- Reassigning and Delegating Tasks in Process Workspace
- Requesting Information in Process Workspace
- Adding Comments and Attachments to Tasks in Process Workspace
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Setting Rules, Vacation Periods, and Notification Preferences in Process Workspace
- How to Create User Rules in Process Workspace
- How to Create Group Rules in Process Workspace
- How to Enable a Vacation Period in Process Workspace
- How to Avoid Circular Logic in Reassigned Vacation Rules
- How to Specify Notification Settings
- Creating To-Do Tasks in Process Workspace
- Creating Subtasks in Tasks in Process Workspace
- Acting on Tasks that Require Passwords in Process Workspace
- Acting on a Task that Requires a Digital Signature in Process Workspace
- Routing Tasks in Process Workspace
- Using the Evidence Store Service and Digital Signatures
- Exporting Tasks to Microsoft Excel
- Creating Worklist Reports
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3
Working on Process Instances in Process Workspace
- Initiating Process Instances in Process Workspace
- Searching for Process Instances in Process Workspace
- Viewing the Details of a Process Instance in Process Workspace
- Performing a Bulk Operation in Process Workspace
- Canceling a Process Instance in Process Workspace
- Customizing the Presentation of Process Instances in Process Workspace
- 4 Working with Activity Guides in Process Workspace
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5
Creating and Editing Custom Pages in Process Workspace
- Understanding Custom Pages in Process Workspace
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Creating and Editing Custom Pages in Process Workspace
- How to Create a Custom Page in Process Workspace
- How to Add an External URL to a Customized Page in Process Workspace
- How to Add an Applications Panel to a Customized Page in Process Workspace
- How to Add a Dashboards Panel to a Customized Page in Process Workspace
- How to Add a Process Instance Panel to a Customized Page
- How to Grant and Manage Access to Customized Pages in Process Workspace
- Establishing Communication Between Panels in Process Workspace
- 6 Using Dashboards in Process Workspace
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7
Managing Workloads Among Users in Process Workspace
- Managing the Availability of Users in Process Workspace
- Distributing Work among Users in a Group
- Setting Rules
- Setting Assignment Rules for Tasks with Multiple Assignees
- Reassigning or Delegating Tasks in Process Workspace
- Using Reports to Manage Workflows in Process Workspace
- Using Dashboards to Manage Workflows in Process Workspace
- Handling Escalations in Process Workspace
- 8 Working with Adaptive Case Management in Process Workspace
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1
Getting Started with Process Workspace
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Part II Administering Process Workspace
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9
Managing Process Workspace
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Setting the Display of the Work Items Panel in Process Workspace
- How to Specify the Login Page Realm Label in Process Workspace
- How to Specify the Resource Bundle in Process Workspace
- How to Enable or Disable Vacation Rules Delegation in Process Workspace
- How to Specify the Language Locale Information in Process Workspace
- How to Specify After Tasks Completion Behavior of Task Details Pop Up Window
- How to Specify the User Name Format
- How to Specify a Branding Logo in Process Workspace
- How to Specify the Branding Title in Process Workspace
- How to Choose a Skin in Process Workspace
- How to Enable Customized Applications and Links in Process Workspace
- How to Set a Timeout Parameter for Screenflows
- How to Register Customized Application URLs in Process Workspace
- How to Map Task Actions to the Bulk Approval Task Actions Buttons
- How to Show or Hide the Default Tab Pages in Process Workspace
- How to Show or Hide the Worklist Action Menu in Process Workspace
- Specifying Additional Process Workspace Settings
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Administering Approval Groups in Process Workspace
- How to Use Task Forms
- How to Create Mapped Attribute Labels
- How to View Approval Groups
- How to Search for an Approval Group
- How to Add a Static Approval Group
- How to Add a New Member to a Static Approval Group
- How to Delete a Member from an Approval Group
- How to Move an Approval Group's Members
- How to Nest Approval Groups
- How to Rename an Approval Group
- Using Dynamic Approval Groups
- How to Delete an Approval Group
- Managing Mapped Attributes (Flex Fields) in Process Workspace
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Using Task Configuration in Process Workspace
- How to Access the Task Configuration Page
- How to Edit Workflow Task Settings
- How to Specify Routing Settings
- How to Specify an Expiration Policy
- How to Extend an Expiration Policy Period
- How to Specify an Escalation Policy
- How to Specify Participant Notification Preferences
- How to Enable Task Access
- How to Specify Actions for Acting Upon Tasks
- How to View Settings for Rules
- How to Add a Rule to a Ruleset in Process Workspace
- How to Add and Customize Decision Tables
- How to Add a Variable to a Rule
- Using Evidence Search in Process Workspace
- Managing Exceptions in Process Workspace
- Using the User Metadata Migration Utility
- Integrating with Oracle WebCenter Portal
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Setting the Display of the Work Items Panel in Process Workspace
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10
Managing Your Organization in Process Workspace
- Understanding Deployment of Organization Entities in Process Workspace
- Managing Holiday Rules in Process Workspace
- Managing Calendars in Process Workspace
- Managing Other Users' or Groups' Rules in Process Workspace
- Managing Roles in Process Workspace
- Managing Parametric Roles in Process Workspace
- Managing Extended User Properties in Process Workspace
- Managing Organization Units in Process Workspace
- 11 Modifying Running Process Instances in Oracle Business Process Management Workspace
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9
Managing Process Workspace
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Appendices
- A Creating Custom ADF Applications with Oracle Business Process Management Workspace Task Flows
- B Customizing a Resource Bundle
- C Customizing Applications in Process Workspace and BPM Worklist
- D Deploying Images and JAR files as Part of a Shared Library JAR file