In order to associate a workflow with an action, you must first create the workflow in Oracle Workflow. To then be able to dynamically pass quality results values to the workflow during data collection, you must create output variables for the collection plan elements whose values you want to pass, and assign them a token. The token that you assign is the internal name for the workflow attribute that corresponds to the collection element.

For example, if you have two collection plan elements called Item and Job Number whose values you want displayed in the workflow, you open the Output Variables window and assign each element a "token" that matches the workflow's internal name for that attribute (it must be exactly the same). When the workflow is launched, the elements' values are automatically passed to the workflow.

The following parameters must be defined in the Output Variables window, for any workflow that you create (See: Associating Output Variables with Actions):

1. Plan_id : Mapped to the element Collection plan name.

2. Collection_id: Mapped to element Collection Number.

3. Occurrence: Mapped to element Occurrence.

4. Recipient: Mapped to element Send Notification To.

These collection elements are part of all seeded workflows defined by Quality. The values for these parameters (along with other parameters that you may define) should be passed through variables defined in Actions in the Collection Plans Setup window.

Prerequisites

• You must have previously created the workflow that you want to launch in Oracle Workflow.

• You must obtain the name of the workflow attributes that correspond to the collection elements whose values you want to pass to the workflow.

• You must have created a collection plan, associated it with a plan type and collection plan elements, and selected the collection plan element that will be used as the action trigger.

   To define a Launch a Workflow Action:

1. In the Collection Plans window, choose the Actions button.

2. In the first blank row in the Actions this Rule Invokes region, select the Launch a Workflow action from the list of values (the Action Details button becomes visible in the Action Details region).

3. In the Action Details region, choose the Action Details button. The Launch a Workflow window opens.

4. In the Workflow Name field, select the workflow that you previously created in Oracle Workflow from the list of values.

5. Define output variables for the workflow. See: Associating Output Variables with Actions.

   • Choose the Variables button to open the Output Variables window.

   • In the Token Name field, enter the internal name for the workflow attribute that you want to associate with the collection plan element (the token name must be entered exactly the same as the workflow attribute's internal name).

   • In the Collection Element field, select the collection element from the list of values.

   • Similarly, using the Output Variables window, define the following as output variables: Plan_id mapped to Collection plan name, Collection_id mapped to Collection Number, Occurrence mapped to Occurrence and Recipient mapped to Send Notification To. Optionally, define any other output variables.

   • Choose OK to save your work and close the Output Variables window.

6. Save the collection plan.