Working With Content Folders and Files 8-41
8.22.1 Viewing All Your Workflow Assignments
You can view all your current workflow assignments for an Oracle Content Server instance UCM server in one convenient list in Windows Explorer or your e-mail
application. This list shows all files currently in a workflow that you are assigned to review. You can approve or reject the files.
Perform these steps to see a list of all your current workflow assignments on a content server:
1. Open Windows Explorer or your e-mail application, and make sure the folders
pane is visible see Section 6.9, Showing or Hiding the Folders Pane
.
2. Expand the Oracle Content Servers node. If you do not see this node in your
e-mail application, enable it first see Section 5.6, Showing or Hiding the Oracle
Content Servers Hierarchy .
3. Click the server for which you want to see all your checked-out files. If prompted,
log in by entering your user name and password for that server.
4. Click the My Workflow Assignments node. If the server does not have a node
called My Workflow Assignments, then it is not an Oracle Content Server 11g instance.
The content pane lists all files on the server that you have currently been assigned to review. Please note that this list matches that in Oracle Content Servers web
interface under My Content Server. You can work with the files in this list directly to review them see
Section 8.22.2, Approving or Rejecting Files in Workflows
below.
8.22.2 Approving or Rejecting Files in Workflows
If you are designated as a reviewer in a workflow on an Oracle Content Server instance, you will need to approve or reject all files in that workflow.
Reviewing Microsoft Office Documents Perform these steps to approve or reject a Microsoft Office document in a workflow:
1. Open the My Workflow Assignments node on the Oracle Content Server instance
which stores the workflow items you need to review see Section 8.22.1, Viewing
All Your Workflow Assignments above. The list shows all files on the server that
you have been assigned to review. You will typically receive an e-mail notification that you should review a content item on the server.
2.
Open the document to be reviewed in its associated Office application, either by double-clicking it in Windows Explorer or using the Oracle UCM menu or ribbon
in the Office application see Section 8.8.2, Opening Files in Microsoft Office
Applications .
3.
If the workflow step was set up to allow editing of the content item, you can make changes, and check in new revisions.
If the workflow step does not allow file editing, you can only review the file, but not make any changes and check in the file as a new revision.
Note: This is available only if you are connecting to an Oracle
Content Server 11g instance.
8-42 Oracle Fusion Middleware Users Guide for Desktop Integration Suite
4.
When you are done reviewing the file and making changes if allowed and where required, close the file or exit the application.
A dialog is displayed asking what you want to do with the file see Section 8.10.2,
Saving and Checking In Files in Microsoft Office Applications . If you are
completely done reviewing the file and are ready to approve or reject it, make sure that you select the Document is ready for further workflow processing check
box. This checks the file in to the server as a new revision and moves it from the Edit to the GenWWW state on the server, making it ready to go to the next step in
the workflow. If you do not select this check box, the file is checked in to the content server as a new revision, but remains in the current workflow step,
enabling you to retain ownership of the file. The file remains in Edit mode and does not move to the GenWWW state. You can then complete your review at a
later time.
5. When you are ready to approve or reject the file, select it in the My Workflow
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