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AsaUnifieradministratorordeveloper,youmayhavethefollowingquestionsinBPdesign:
• HowdoIaddanewBPtoaProjectTemplate?• HowdoIaddanewBPtoaProject(shell)?• HowdoIActivateandmakesureIcanseeandusetheBPinsidemyProject(Shell)?
Intoday’stopic,wearegoingtoexploretheseitemsandgiveyourecommendationsonhow&whentousethesedesignfeaturesinUnifierdevelopment.AddaBPtoaProjectTemplateTofindtheShellTemplate,navigatetoCompanyWorkspace>Adminmode>Templates>Shells>Projects
JUNE 2019 ORACLE UNIFIER
ADDING A NEW BP FOR USE IN A SHELL
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ADDING A NEW BP FOR USE IN A SHELL
OpentheshelltemplateyouwanttoaddtheNewBPto.Withintheshelltypetemplate,navigatetoSetup>BusinessProcesses
• Foranewbusinessprocess,youmustclick“New”toaddthebusinessprocesstothetemplate.
o Thispresumestheprocesshasalreadybeendeployedandconfiguredatthecompanylevel.
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ADDING A NEW BP FOR USE IN A SHELL
SelecttheNewBPyouwanttoaddtoyourTemplate>ClickOK
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ADDING A NEW BP FOR USE IN A SHELL
FindyournewBPintheBusinessProcessesList>MakeSureitsaysStatus:Active
Note*IfitdoesnotsayStatus:ActivebutinsteadsaysInactive:NavigatetoCompanyWorkspace:Adminmode>Configuration>BusinessProcess>SelectyourNewBusinessProcess>ClickOpen
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ADDING A NEW BP FOR USE IN A SHELL
SettheStatusto:ActiveSetyourSequenceFormat:(FormatthattheBP’swillbecontinuallynumberedinastheyarecreated)BusinessProcessLog:AdvancedEnableforMobileApplication:checked(foriPhone&Tabletuse)
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ADDING A NEW BP FOR USE IN A SHELL
UndertheWorkflowTab>ClickAddandselecttheWFfortheBPyouwanttoadd>ClickonActivate>andclickonApply>OKNote*(NowyourBPandWFisactiveinthesystemandconfiguredatthecompanylevel)
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ADDING A NEW BP FOR USE IN A SHELL
NavigatebacktoyourCompanyWorkspaceinUnifier>navigatetoAdminmode>Templates>Shells>Projects>OpenyourTemplateType>Setup>BusinessProcess>FindyournewActiveBPintheBusinessProcessesList>ClickOpen>WorkflowSetup>New
SelecttheWorkflowYouJustActivatedfromtheDropdownMenu>ClickOKUnderGeneralTab:GivetheSetupName(usuallytheNameoftheBP)>youcangiveaDescription(usuallyrelatestothebusinesscontext)Status:Active
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ADDING A NEW BP FOR USE IN A SHELL
SettingsTab:OntheSettingsTab>NextWalkThroughEachStepoftheworkflowandassignassignees(usersorgroups;*recommendedusegroups)ateachstepintheWF>thenClickApply>OK
NextinyourCompanyWorkspaceinUnifier>navigatetoAdminmode>Templates>Shells>Projects>OpenyourTemplateType>AccessControl>UnderUserModeAccess>NavigatetoyourBusinessProcessNode(name)>ClickontheBPandgivetheapplicableGroupsthePermissionstosee/createthenewBusinessProcess>ClickOK>Apply>OK
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ADDING A NEW BP FOR USE IN A SHELL
UpdatingyourProjects(Shells)withChanges
Next,youwillneedtopushthesechangesyou’vemadetoyourprojects.
UnderWorkflowSetup>ClickonUpdateShellsandchooseoneofthefollowing:
ClickShells,OrAllShellsoptiontoselectoneormoreshellstoupdate.
• Selectingthe“AllShells”wouldupdateallprojects,andthiswouldONLYbeusedifallprojectshavetheexactsamesetups.
• Selectonlytheshells(projects)youwanttoupdate.Usethe“Find”tofilterthelistoruseCtrl-clicktoselectmultiple.
• Ifyouhavemultipletemplatesforyourprojects,thisisimportanttoselectONLYtheshellsthatshouldbeupdated.It’sVeryimportantthatyouupdateonlythetypethatyou’remodifying.
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ADDING A NEW BP FOR USE IN A SHELL
NowinyourProject(shell)thatyoupushedtheupdatesto>inUnifierNavigatetoUserMode>NavigatetoyourBusinessProcessNode(name)>ClickonCreate>andVerifyyoucanCreateyourNewlyAddedBPforuseinyourProject(Shell)
UpdateaBPSetupinaProjectAsoutlinedintheabovesection,thebestpracticemethodformanagingBPchangesandsetupsistousetheShellTemplatesandthenupdateindividualprojectshellsfromthetemplate.IfyouareusingGroupsthroughoutyourdesign,thentheonlyadditionalsetupattheprojectlevelwouldbetomanageandmakesurethattheappropriateusersareinthecorrectgroupsattheprojectlevel.However,ifthereareBPvariationsneededfromprojecttoproject,openingtheproject,andselectingAdmin>Setup>BusinessProcesseswilldisplayalltheBP’ssetupinthatproject.SelectingaBPdesignhereallowsyoutoopenandfurtherconfiguretheworkflowsetupifneeded.SelectingaBPdesignhereallowsyoutoopenandfurtherconfiguretheworkflowsetupifneeded.Examples:
• Ifthestepdurationrequirementisdifferentthanwhatisdefinedinthetemplate,itcanbechangedhere.ThischangeONLYaffectstheproject(shell)youareupdating.
• IfyouarenotusinggroupsbutassigningusersintheworkfloworBPsetup,youmayneedtoedit these based on personnel assigned to that project. Not recommended, but this is anoptionifthatishowyou’veconfiguredyoursetups.
• Also,ifanyoftheGeneralpropertiesinaworkflowbpchange,thesechangesmustbemadeineachproject(shell)ifthechangeismadeaftercreatingtheshell.
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NotesandCautions• IfyouareaddingaBPtoatemplate,whenyouupdatetheshellsthisBPwillbeaddedtothose
projectswiththesetupyouhaveconfiguredinyourtemplate.• BestpracticeinthesesetupswouldbetouseGroupsinyoursetupswhereverpossibleandnot
individual users. If the groups in your BP setup are not already in the project(s), they’ll becreated, and you thenwill need tobe sure that the appropriateusers are assigned to thosegroups.Ifthegroupalreadyexistsandyou’resharingitwithotherBPdesigns,thenthegrouppermissionswillbeupdatedforthatgroup.
• Whenselectingwhatshellstoupdate, it’s importanttoupdateonlythecorrectshells. Ifyouupdatethewrongshelltype(ifyouhavemultipleshelltemplates)you’llimproperlyupdatethatshellwithBP’sthatshouldn’tbethere.
SummaryUsingUnifier’sShellTemplatesarethemostefficientwaytomanageBPdesignsbeingupdatedinprojectsaslongasyouunderstandsomeoftheaspectsoftheiruseandimpacts,theyhaveonyourprojects.