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Planning the Workflow Policy and Conditions

This task is a step in Process of Planning a Workflow Policy.

Develop a plan for the policy properties and conditions, identify the workflow policy object to be monitored in the Siebel database, and determine the monitoring interval period and duration.

Table 34 describes an example plan that details the type of information you must model for the general policy definition in terms of Workflow Policies.

Table 34. Example of Plan for the Workflow Policy
Name
Workflow Policy Object
Workflow Policy Group
Duration

Email Confirmation of SR

Service Request

Medium Frequency

This value establishes the monitoring interval period.

0

Duration indicates the time that must elapse before an action is performed. Each workflow policy has one duration. If you need an action to occur after one hour, two hours, and six hours, you must create a different policy for each duration.

Table 35 describes an example plan for the workflow conditions you must plan after you determine your policy's workflow object and other properties.

Table 35. Example of Plan for the Workflow Policy Conditions
Condition Field
Operation
Value

Service Request Severity

=

1-Critical

Service Request Status

=

Open

Conditions are in the form of an expression. The Condition Field is the table column monitored in the database. Workflow policy condition values are read directly from a picklist specified at the table column level. The values called for by the condition operation you specify, such as IN/NOT IN, must be available in the column policy picklist. Otherwise, the policy cannot trigger the action.

    
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