Siebel Business Process Framework: Workflow Guide > About Workflow Policies > Example Workflow Policy Configurations >

Examples of Creating a Workflow Policy

This topic provides examples of creating a workflow policy. It includes the following topics:

• Example of a Workflow Policy That Sends Paging Notification of Unassigned Service Requests
• Example of a Workflow Policy That Sends Email Notification of Open Opportunities

Example of a Workflow Policy That Sends Paging Notification of Unassigned Service Requests

This topic gives one example of using a workflow policy to send a page. You might use this feature differently, depending on your business model.

In this example, the support manager needs a page sent whenever a service request priority becomes Very High and no one is assigned to the service request. The Send Page action has already been created. Next, you create the workflow policy to implement the workflow policy action.

To create a send page workflow policy

1. Navigate to Administration-Business Process > Policies.
2. In the Policies List applet, choose New Record from the applet level menu. Define a new policy record using values described in the following table:

   Field	Value
   Name	Page Support Manager
   Workflow Object	Service Request
   Policy Group	High Frequency
   Duration	2 hours

3. Define the conditions under which the Page Support Manager policy applies. In the Conditions List applet, add two new condition records using values described in the following table:

   Condition Field	Operation	Value
   Service Request Priority	=	High
   Service Request Owner	IS NULL	(leave empty)

4. Scroll down to the Actions applet, then add an Action.
5. From the picklist in the Action field, choose the appropriate notification action.

   For example, Page for Critical SR Gold Support.

Example of a Workflow Policy That Sends Email Notification of Open Opportunities

This topic gives one example of using a workflow policy to send an email. You might use this feature differently, depending on your business model.

In this situation, the vice president of sales needs to be notified when the number of deals that are not closed reaches a designated level. In this case, you have already created a workflow policy action that batches information on the deals and sends an email message containing information on the number of deals you designated.

To create a send email workflow policy

1. Navigate to Administration-Business Process > Policies.
2. In the Policies List applet, chose New Record from the applet level menu. Define a new policy record using values described in the following table:

   Field	Value
   Name	Very High Value Opportunity
   Workflow Object	Opportunity
   Policy Group	Medium Frequency
   Quantity	5
   Batch	checked

   NOTE:  It is not necessary for you to define the Quantity field to have a repeating message.

3. Define the conditions under which the Very High Value Opportunity policy applies. In the Conditions List applet, add two new condition records, using values described in the following table:

   Condition Field	Operation	Value
   Forecast Probability	<=	50
   Forecast Revenue	>	400000

4. Define the Action to take when the conditions are met. In the Actions applet, add a new action record using values described in the following table:

   Action	Consolidate
   Excellent Quality Opportunity Email	Checked

5. Scroll to the bottom of the screen and examine the Send Message Arguments applet. Note that values in the applet automatically populated with information from the Action you defined in Step 4.
6. In the Actions applet, click the Excellent Quality Opportunity E-mail hyperlink in the Action applet. Examine values in the Actions applet and Send Message Arguments. Note that these values can be modified to meet the specific needs of your implementation.

Manipulating the Workflow Policy Monitor to Align Timing of Email Creation

To make sure the email action works properly, you can restart the Workflow Policy Monitor and Workflow Policy Action agents and set the Workflow Policy Action parameter Sleep to at least 5 minutes.

These actions make sure your email lists the opportunities that meet the conditions of the workflow policy. If the Workflow Policy Action agent runs too fast, then there will be an individual email each time the conditions of the workflow policy are met. Starting server processes is discussed in About Workflow Policy Administration.