Oracle Workflow Developer's Guide

Skip Headers

Oracle Workflow Developer's Guide Release 2.6.4 Part Number B15853-01 |
Home | Book List | Contents | Index | Master Index | Feedback

Previous | Next
| View PDF

Skip Headers

# Oracle Workflow Builder Menus and Toolbars

## Oracle Workflow Builder Menus

The Oracle Workflow Builder main menu bar includes the following menus:

- File

- Edit

- View

- Window

- Help

### File Menu

The File menu lets you perform several actions.

- New - Creates a new workspace for you to define an item type.

- Quick Start Wizard - Creates a framework from which you can begin designing a workflow process definition. See: Quick Start Wizard Overview.

- Open... - Opens a data store by prompting you to connect to a database or a file. See: Opening and Saving Item Types.

- Close Store - Closes the selected data store. This menu option is available only if the Navigator is the active window.

- Save - Saves changes to the currently connected database or file. See: Opening and Saving Item Types.

- Save As - Save changes to the file or database you specify with an optional effective date.

- Create Shortcut - Creates a shortcut icon on your desktop of the current Oracle Workflow Builder session. Prompts for a shortcut name. The shortcut runs Oracle Workflow Builder and automatically connects to the data store that was selected at the time you created the shortcut, loading in the item types and opening the process windows that were loaded and open at the time. If the data store is a database, the shortcut prompts for the database password before starting Oracle Workflow Builder. This feature is available only when you run Oracle Workflow Builder in Microsoft Windows 98 or Windows NT 4.0 or higher. Earlier versions of Microsoft Windows NT do not support the concept of shortcuts. See: Creating a Shortcut Icon for a Workflow Process.

- Verify - Validates all process definitions in the current data store. Use Refresh to display the latest verification report of the process. See: To Validate a Process.

- Print Diagram - Prints the process diagram displayed in the active process window. See: To Print a Process.

- Show/Hide Item Types... - Displays the Show Item Types window to determine which item types in the current data store to show or hide in the navigator tree.

- Load Roles from Database - Loads the Oracle Workflow directory service roles from the current database store into Oracle Workflow Builder and makes them viewable from the Directory Service branch in the navigator tree as well as from any property page poplist field that references roles. This menu option is available only if the current data store is a database. See: Roles.

- Exit - Exits Oracle Workflow Builder.

### Edit Menu

The Edit menu varies depending on whether you select the Navigator window or a process window. The following menu options appear only when you select the Navigator window and apply only to the Navigator window:

- New - Creates a new item type, function activity, process activity, notification activity, event activity, message, lookup type, lookup code, or attribute by displaying its property page(s).

- Copy - Copies the selected object in the navigator tree.

- Paste - Pastes the object from the clipboard into the selected branch of the navigator tree.

- Delete - Deletes the selected object from the navigator tree.

- Find - Displays the Search window so you can enter search criteria to find an object in the navigator tree. See: To Find an Object in the Navigator Tree.

- Find Again - Finds an object in the navigator tree using the same criteria defined previously in the Search window.

- Properties - Shows the property pages of the selected object.

- Process Details - Opens the process window of the selected process activity.

- Move Attribute - Reorders the attributes listed in the current branch of the navigator tree by moving the selected attribute up or down the list.

The following menu options appear only when you select a process window and apply only to the selected process window:

- Delete Selection - Deletes the selected object(s) from the process window.

- Properties - Shows the property pages of the selected activity node.

- Copy Diagram - Copies the process diagram displayed in the active process window to the clipboard. See: To Copy a Process Diagram to the Clipboard.

### View Menu

The View menu lets you alter the display of Oracle Workflow Builder.

- Font - Displays the Fonts property page. Use the property page to change the font settings of the text that appear in the Navigator and process windows. Changes apply to all future sessions of Oracle Workflow Builder. See: Modifying Fonts in Oracle Workflow Builder: .

- Log -> Show - Toggles between displaying and hiding the Log window. The Message Log window displays messages from the Workflow Builder that are not error-related.

- Log -> Detailed - Toggles the debug mode of Oracle Workflow Builder on and off. When you check Detailed, you turn the debug mode on and cause Oracle Workflow Builder to write more extensive messages to the Log window. You should not check Detailed unless instructed to do so by your Oracle customer support representative, as this mode significantly slows down the Oracle Workflow Builder.

- Log -> To File - Writes all future content of the Message Log window to a file. Select Log Show from the View menu to determine the location and name of the log file.

- Log -> Bring to Front - Brings the Message Log window to the front as the active window.

- Grid Snap - Toggles grid snap on or off for all process windows.

- Show Label in Designer submenu - A submenu of options that let you control the information displayed in an activity's label. Choose either Instance Label, Internal Name, Display Name, Performer, or Comment.

- Show Label in Designer -> Instance Label - Uses the node label as the label for each activity node in a process diagram. This setting persists for all process diagrams and for all sessions of Oracle Workflow Builder until you specifically make a change.

- Show Label in Designer -> Internal Name - Uses the internal name of an activity as the label for each activity node in a process diagram. This setting persists for all process diagrams and for all sessions of Oracle Workflow Builder until you specifically make a change.

- Show Label in Designer -> Display Name - Uses the display name of an activity as the label for each activity node in a process diagram. This setting persists for all process diagrams and for all sessions of Oracle Workflow Builder until you specifically make a change.

- Show Label in Designer -> Performer - Uses the activity's performer as the label for each activity node in a process diagram. Function and process activities that do not have performers do not have a label. This setting persists for all process diagrams and for all sessions of Oracle Workflow Builder until you specifically make a change.

- Show Label -> Comment - Uses the activity's comment as the label for each activity node in a process diagram. Activities that do not have a comment do not have a label. This setting persists for all process diagrams and for all sessions of Oracle Workflow Builder until you specifically make a change.

- Developer Mode - Toggles the display between standard presentation mode and developer mode. In developer mode, all icons revert to the default icon for the specific object type/subtype, subprocess icons are distinct from top level process icons, and in the navigator tree, objects are shown and sorted by internal name. Note that attributes are shown by internal name but are not sorted.

If the Navigator window is the active window, then the following menu option also appears:

- Split Window - Splits the Navigator window horizontally or vertically.

If a process window is the active window, then the following menu options also appear:

- Overview - Displays the process Overview window. See: To Display a Process Overview.

- Show Process in Navigator - For the current process displayed in the process diagram window, this menu option locates its corresponding process activity in the Navigator window.

- Show Overlay Image - Toggles the display to either show or hide the overlay image for an icon, if it has one. For example, the Start and End activities in a process have a green arrow and red arrow overlay image, respectively.

### Window Menu

The Window menu displays the names of all open application windows. Select a window name to make that window active. The following menu choices are also available:

- Cascade - Displays any open windows in a "cascaded" (overlapping) fashion.

- Tile - Displays any open windows in a "tiled" (non-overlapping) fashion.

### Help Menu

The Help menu lets you invoke help about using Oracle Workflow.

- Contents - Displays help on how to use Oracle Workflow.

- About Oracle Workflow... - Displays the current version and access level of Oracle Workflow Builder. You can also edit your access level in the Access Level field and apply your change by choosing OK.

## Oracle Workflow Builder Toolbars

Oracle Workflow Builder displays a toolbar in both the Navigator window and Process window.

### Navigator Toolbar

The Navigator toolbar includes the following buttons which apply only to objects selected from the navigator tree:

- New Store

  Creates a new data store branch in the navigator tree.

- Open

  Displays the Open window to open stored item types from a file or database.

- Save

  Saves any changes in the selected data store to the currently connected database or file. Displays the Open window to let you connect to a database or file if the selected data store is not connected to a database or file.

- Delete

  Deletes the selected object.

- Properties

  Shows the property pages of the selected object.

- Copy

  Copies the selected object.

- Paste

  Pastes the copied object into the current object branch.

- Verify

  Validates the process definition.

- Developer Mode

  Toggles between Developer and Presentation display.

- Find

  Displays the Search window to specify the search criteria to locate an object in the navigator tree.

- Quick Start Wizard

  Runs the Quick Start Wizard to begin creating a workflow process definition.

- Help

  Displays help on how to use Oracle Workflow.

- New Object

  Creates a new object depending on the object branch you select (item type, Processes, Notifications, Functions, Messages, or Lookup Types) by displaying the property page for that object type.

### Process Window Toolbar

The process window toolbar includes the following buttons which apply only to objects selected the current process window:

- Open

  Displays the Open window to open stored item types from a file or database.

- Save

  Saves any changes in the selected data store to the currently connected database or file. Displays the Open window to let you connect to a database or file if the selected data store is not connected to a database or file.

- Print Diagram

  Prints the current process diagram.

- New Process

  Displays the process activity node property page for you to create a new process activity.

- New Notification

  Displays the notification activity node property page for you to create a new notification activity.

- New Function

  Displays the function activity node property page for you to create a new function activity.

- New Event

  Displays the event activity node property page for you to create a new event activity.

- Delete Selection

  Deletes the selected object.

- Properties

  Shows the property pages of the selected object.

- Developer Mode

  Toggles between Developer and Presentation display.

- Find

  Displays the process Overview window.

- Show Instance Labels

  Displays the instance label of the node as the node activity label in the Process window.

- Show Internal Names

  Displays the internal name of the node as the node activity label in the Process window.

- Show Display Names

  Displays the display name of the node as the node activity label in the Process window.

- Show Comments

  Displays the comments of the node as the node activity label in the Process window.

- Show Performers

  Displays the performer of the node as the node activity label in the Process window.

- Help

  Displays help on how to use Oracle Workflow.

Copyright © 2003, 2005, Oracle. All rights reserved.