Defining Task Flows

You define task flows in the Define Task Flow window. If there is a similar existing task flow, you can copy it to form the basis of your new flow.

Suggestion: When defining the navigation buttons in your task flows:

Before you can include the task flow in a menu, you must define a new menu function for the first form in the task flow with the following argument in the Parameters field:

WORKFLOW_NAME = "task flow name"

arrow icon   To define a new task flow:

  1. Enter a name for the task flow and save it.

    Caution: Do not use apostrophes or "%" symbols in task flow names.

    Note: Do not choose the Convert button. This is provided only for converting task flows you created in Oracle Workflow. See: Creating Task Flows Using Workflow

  2. Select a legislation for the task flow from the list of values, or leave the legislation field blank to create a global task flow.

  3. In the Node block, select the name of the node that you want to be the first form in the task flow.

  4. For this node, select the Top Node check box.

  5. Create a new record in the Node block and select another node. You must create all the nodes for the task flow before you can begin entering the navigation paths between them.

  6. In the Navigation Options region, for each node, select the other nodes to which you can navigate.

  7. Enter a sequence number to determine the order in which the navigation options appear as buttons (from left to right) along the base of the window or as options in a navigation list.

  8. Select the Button check box for the navigation options that should appear as buttons. There is a limit on the number of buttons that can appear on each form. This number varies from form to form.

    The other options are displayed in a navigation list when the user chooses a button labelled Others. Or, if there is only one other option, this form displays when the user chooses a button labelled Next.

  9. There is a default label that appears on buttons or in the navigation list for every form. You can override this with your own label.

    If the label in the Define Task Flow window appears blue, this is the default value. It is a dynamic default: if the seeded value changes (for example, as the result of an upgrade), the label will be updated automatically in all task flows where it has not been overridden.

    If the label appears black, the default value has been overridden. To re-inherit the default label, clear the field.

  10. To define an access key (or keyboard shortcut) for a navigation option, precede the appropriate letter in the label with an ampersand (&). For example, to use ALT+P (in the Microsoft Windows environment) as the access key for the Picture window, enter the label &Picture.

    Note: Do not use the following letters, as they are used on the Oracle Applications menu: A, E, F, G, H, Q, S, W.

    There is no validation to prevent the same letter being used more than once for a group of buttons.

  11. Save the task flow.