Basic integration of Process Cloud Service with Document Cloud Service

Recently, Oracle had released a new version of Process Cloud Service. It mainly contains some minor improvements, but also has one major update: Oracle Process Cloud Service can now use Oracle Document Cloud Service for working with documents in business processes. This blog will show you how to make it happen.

Establishing the connection

In the main page of Oracle Process Cloud Service, click on your user in the right-top corner and select “Administration”. On the Administration page, you click “Settings” under Configuration, which will get you where you want to be. Here you can fill in the URL of your Document Cloud Service, as well as username and password of the admin user. You can test the configuration immediately and click “Save” in the upper right corner when the integration was successful.

Once the connection has been established, we can proceed to using documents in our processes immediately!

Developing the process

For this blog, I have created a small sample process for insurance claims. An employee of an insurance company will enter some details through a web form and attach a bill sent by a client. Then, if the bill is over $1000, a manager needs to approve or reject the claim. After this, the process will end. The small sample process looks as follows:

During development of the process, I have done nothing related to documents, this comes automatically! Of course, it is possible to work on document settings: for example, you can set access rights while implementing the human task. You can also create document folders on the application level of Process Cloud, but for now, I have decided to go with the default setting of one folder for my application, which will automatically be created in Document Cloud. For every instance of the process, a subfolder is automatically created too, so from Document Cloud side, it looks as follows:

Note that the revision number of the process is in the name of the folder, so when you deploy to a new revision number, a new main folder will be created.

In a follow-up article, I will tackle the issues of access rights and folder structures.

Runtime

From the main page, I start my Insurance Claim application. It opens the Web Form that I’ve created for this task and a small blue document icon has appeared on the right side of my screen.

After filling in the details, you can click on the blue icon, navigate through any folders (if applicable) and upload a file. In this case, I have chosen to upload a Word document and enter an Amount of $1250, which leads to the management approval step.

Now let’s have a look at the manager’s task screen (through Work on Tasks). He will see the details that I’ve entered, as well as the same blue icon.

When clicking on the blue icon, the manager can see the document uploaded by the employee and watch in the Process Cloud environment. No downloads are needed, although downloading is obviously possible. It’s even possible to upload a new version of this document. This option will be elaborated upon in the follow-up article.

Summary

Integrating Process Cloud with Document Cloud is remarkably easy. No restarts or complex configurations are necessary: it’s really just entering the basic connection details and it works immediately. This is a very smooth offering from Oracle and living up to their promise of keeping things simple in Process Cloud. For those who want things a little bit less simple, my follow-up article will dive deeper into the extra options that integrating Process Cloud with Document Cloud has to offer. However, it looks like the basic integration is already a great addition to Process Cloud and no advanced options are needed to get started.