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Siebel Business Process Framework: Workflow Guide
What's New in This Release
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Overview of Siebel Workflow
General Workflow Principles
About Siebel Workflow
Siebel Workflow and Process Automation
About the Workflow Processes Module
Scenario for Using Workflow to Promote Timely Service Request Resolution
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Architectures Used With Siebel Workflow
About Architectures Used with a Workflow Process
Workflow Development Architecture
Workflow Simulation Architecture
Workflow Deployment Architecture
Workflow Run-Time Architecture
About Workflow Process Interactions with Other Siebel Components
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Developing a Workflow Process
Roadmap to Developing a Workflow Process
Process of Analyzing Business Requirements
Gathering Information for Workflow Process Planning
Determining Workflow Process Requirements
Identifying an Automation Solution
Process of Planning a Workflow Process
Determining the Workflow Mode
Understanding the Workflow Constructs
Determining the Workflow Invocation Event
Determining the Workflow Rule Constructs
Determining the Workflow Action Constructs
Determining Error Handling
Considering a Seed Workflow Process
Considering Object Management in Siebel Tools
Considering Other Design Options
Job Roles Involved in Developing a Workflow Process
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Building a Workflow Process
Process of Building a Workflow Process
Defining a Workflow Process Object Definition
Diagramming a Workflow Process
Defining Process Properties for a Workflow Process
Defining Step Properties for a Workflow Process
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About Siebel Tools and Process Properties
About the Workflow Process Object Hierarchy
About Object Properties
About the Relationships Between Workflow Process Object Types
About the Process Designer
About the Process Designer GUI
About the Data Available for Configuration
About the WF/Task Editor Toolbar
About Process Properties
About Process Properties and Property Sets
About Arguments for a Workflow Process Step
About the Multi Value Property Window
Predefined Process Properties
Passing a Process Property In and Out of Workflow Steps
Passing a Property Set by Reference
Passing a Process Property to an Error Workflow Process
Concatenating a Process Property
Referencing a Process Property
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About Workflow Process Steps and Connectors
About Workflow Process Steps and Connectors
About Workflow Steps
About Workflow Connector Properties
About Workflow Process Step Types
Overview of Step Types
About the Start Step
About the Business Service Step
About the Decision Point
About the Sub Process Step
About the Siebel Operation Step
About the Task Step
About the User Interact Step
About the Wait Step
About the Stop Step
About the End Step
About Conditional Logic on a Branch Connector
Defining a Branch Connector
Defining Conditional Logic on a Branch Connector
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About Workflow Process Design Options
About the Workflow Mode Property
About the Workflow Mode Types
About Setting the Workflow Mode Property
Defining an Interactive Workflow Process
Defining a Long-Running Workflow Process
Using Workflow Persistence
Invoking a Workflow Process
Invoking a Workflow Process from a Workflow Policy
Invoking a Workflow Process from a Run-Time Event
Invoking a Workflow Process from a Configured Business Service
Invoking a Workflow Process from Another Workflow Process Asynchronously
Invoking a Workflow Process That Runs in the Workflow Process Manager
Invoking a Workflow Process That Runs in the Application Object Manager
Invoking a Workflow Process Through Script
Example of Invoking a Workflow Process from a Custom Toolbar
Other Invocation Techniques
About Events
About the Run-Time Event
About the User Event
About Handling Errors
Using an Error Exception to Handle Errors
Using the Stop Step to Handle Errors
Using an Error Workflow Process to Handle Errors
Defining Recovery for a Failed Workflow Process
About Batch Processing
About Global Implementation
Configuring a Workflow in a Multilingual Environment
About Defining Expressions for a Workflow Running in a Multilingual Environment
About the Wait Step and Global Time Calculations
About the Local Code Parameter and Data Format
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About Workflow Policies
About the Workflow Policies Module
Overview of Workflow Policy Objects
Structure of an Example Workflow Policy
Functional Description of a Typical Workflow Policy
About the Workflow Policy Object Hierarchy in Siebel Tools
Process of Planning a Workflow Policy
Planning a Workflow Policy Group
Planning a Workflow Policy
Planning Objects to Monitor with a Workflow Policy
Planning the Workflow Policy and Conditions
Planning the Workflow Policy Action
Examining Predefined Workflow Policies and Policy Programs
Planning a Test and Migration Strategy for a Workflow Policy
Examples of Planning a Workflow Policy
Process of Creating a Workflow Policy
Creating a Workflow Policy Group
Creating a Workflow Policy Action
Creating a Workflow Policy
Example Workflow Policy Configurations
Examples of Creating a Workflow Policy Action
Examples of Creating a Workflow Policy
About Views and Applets Used to Define a Workflow Policy
Applets Used to Define a Workflow Policy Group
Applets Used to Define a Workflow Policy Action
Applets Used to Define a Workflow Policy
About Defining Workflow Policy Objects
About the Display of Workflow Policy Objects
Defining Workflow Policy Objects
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Testing a Workflow Process
About the Validate Tool
About the Testing Tools
About the Process Simulator
About the Business Service Simulator
About the Event Logs
Process of Testing a Workflow Process
Validating the Workflow Process
Preparing and Using the Process Simulator
Verifying Functionality
Troubleshooting Workflow Process Simulation
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Administering Workflow Processes
Process of Deploying a Workflow Process
Preparing the Run-time Environment for a Workflow Process
Publishing a Workflow Process
Activating a Workflow Process
Process of Migrating a Workflow Process
Developing a Migration Strategy
Migrating a Workflow Process
Administering Workflow Processes in the Siebel Client
About the Administration-Business Process Views
Administering Workflow Process Instances
Monitoring Workflow Processes in a Production Environment
Overview of Monitoring and Troubleshooting Tools
Setting Workflow Process Monitoring Levels
Setting Tracing and Event Log Levels
Capturing Data with Siebel Application Response Management
Recording Behavior with Siebel Flight Data Recorder
Diagnosing a Failed Workflow Process in a Production Environment
Diagnosing a Failed Workflow Process
Troubleshooting Workflow Process Execution Problems
About the Workflow Recovery Manager
Upgrading Siebel Workflow
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Administering Workflow Policies
About Workflow Policy Administration
Confirming Workflow Policy Installation
Administering Triggers on the Workflow Policy Server
Administering Email Manager and Page Manager
Executing a Workflow Policy with Workflow Action Agent
Executing a Workflow Policy with Workflow Monitor Agent
Batch Processing Workflow Policies
Moving a Workflow Policy to a Different Group
Expiring a Workflow Policy
Deleting an Obsolete Workflow Policy
Tracing and Reporting a Workflow Policy
Converting a Workflow Policy to a Workflow Process
About Testing, Troubleshooting and Migrating a Workflow Policy
Testing a Workflow Policy
Troubleshooting a Workflow Policy
Migrating Workflow Policies to the Production Environment
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Example Workflow Processes
Example Workflow Process That Creates an Activity for a Sales Representative
Defining The Workflow Process
Testing the Workflow Process
Deploying and Verifying the Workflow Process
Example Workflow Process That Traverses a Record Set to Close Obsolete Service Requests
Example Workflow Process That Attaches an Activity Plan to an Opportunity
Example Workflow Process That Manages Research Activities for a Service Request
Example Workflow Process That Manages Service Request Creation
Example Workflow Process That Manages Service Request Creation then Navigates the User
Example of Externalizing Properties Used by Siebel Workflow
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Reference Materials for Siebel Workflow
Siebel Workflow Glossary
Predefined Business Services
About the Server Requests Business Service
About the Workflow User Event Service Business Service
About the Workflow Utilities Business Service
About the Workflow Admin Service Business Service
About the Outbound Communications Manager Business Service
Other Business Services used with a Workflow Process
Predefined Workflow Policy Programs
About Predefined Workflow Policy Program Types
Examples of Predefined Workflow Policy Programs
Predefined Workflow Policy Programs for Siebel Marketing
Example of Workflow Policies That Manage a Marketing Campaign
Predefined Workflow Policies
Predefined Messaging Workflow Policies
Identifying the Source Table When Modifying an Existing Workflow Policy
Manipulating and Processing Data
Accessing Run-Time Event Data
Passing Data To and From a Workflow Process
Using the Timestamp
Manipulating Data Validation Rules
Reference of Workflow Process Object Properties
Reference of Workflow Process Object Definition Properties
Reference of Workflow Step and Connector Properties
Reference of Process Properties and Arguments
Reference of Workflow Policy Object Properties
Properties of the Workflow Policy Column
Properties of the Workflow Policy Object
Properties of the Workflow Policy Component
Properties of the Workflow Policy Component Column
Properties of the Workflow Policy Program
Properties of the Workflow Policy Program Argument
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