With the Oracle BPM Add-in, you can submit a document directly to a
business process. When you do so, you create a new Work Item that has the
document attached to it.
The following steps assume you have installed and configured the
Oracle BPM Add-in for Microsoft Office 2007.
To submit a Microsoft Office document to a Business Process:
- From the Microsoft Office application, with the document open,
select the
Business Processes tab and click
Submit to Business Process.
If you did not select the
Always use this process option, the
Select Process dialog box appears. Otherwise,
the
Attachment Information dialog box appears, and
you can proceed to step 3.
- Select the business process you want to submit the document
to, and click
Next.
The
Attachment Information dialog box appears.
- In the appropriate text fields, you can enter a description
and remarks about the document. Both of these are optional.
- Click
Accept.
Note: If this is a new, unsaved document, the Oracle BPM Add-in will open
the
Save As dialog box so that you can save it.
You cannot submit a document that has not been saved.
Note: If it is an existing document that has unsaved changes, the
Add-in will save it before creating the new instance.
If the work item was created, the
Confirmation dialog box appears.