Release 2.6.4
Part Number B15853-04
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This appendix provides a description of the menus and toolbars in Oracle Workflow Builder.
This appendix covers the following topics:
The Oracle Workflow Builder main menu bar includes the following menus:
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.
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.
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.
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.
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 displays a toolbar in both the Navigator window and Process window.
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.
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.
