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Siebel Business Process Framework: Workflow Guide > Overview of Siebel Workflow > General Workflow Principles >
Siebel Workflow and Process Automation
Siebel Workflow brings together Workflow Processes and other repository configuration objects, including the Workflow Policies module, for creating a comprehensive workflow design. Some of the process automation technologies available to a Siebel application are described briefly in this topic. While each of these technologies provide specific functionality to implement business process automation in the Siebel application, Workflow Processes orchestrate many of the services the technologies perform. A workflow process orchestrates services by directly invoking each technology, or by interacting with other technologies through the Siebel event model. Table 3 describes automation technologies.
Table 3. Description of Automation Technologies
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Workflow Process |
Allows you to define your company's business processes using a familiar flowcharting interface. A workflow process consists of one or more process steps such as start steps, sub process steps, decision points, and tasks. Workflow Processes is the key technology behind building business processes in the Siebel application. |
Workflow Policy |
Allows you to define conditions and actions that can invoke a workflow process. When policy conditions are met, the policy action executes the relevant workflow process. Workflow Policies generates events based on database operations. Workflow Policies is effective for performing simple actions such as sending email, or creating an activity or assignment. |
Task UI |
Allows you to create a user interface with multiple step, interactive operations that can include branching and decision logic to guide a user through task execution. Siebel Task UI allows navigation backward and forward within task execution, and allows task execution to be paused and resumed as needed. For more information, see Siebel Business Process Framework: Task UI Guide. |
Assignment Manager |
Expresses rules to assign records to people. Allows assignment of records based on skills, workload, and availability. Supports ownership transitions within a process. For more information, see Siebel Assignment Manager Administration Guide. |
SmartScript |
Guides users through data entry activities. SmartScript is effective for call scripting and includes basic support for transaction level commits. For more information, see Siebel SmartScript Administration Guide. |
Activity Template |
Provides a predefined series of steps to be performed. Activity Template is effective for handling asynchronous/offline work. For more information on Activity Template, see Siebel Applications Administration Guide. |
State Model |
Restricts transition of record status based on a current value and the position of the user. State Models can also enforce directional progression of status. For example, Opportunities move forward but not backward through a pipeline. For more information on State Models, see Siebel Applications Administration Guide. |
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