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Siebel Business Process Framework: Workflow Guide > Reference Materials for Siebel Workflow > Predefined Workflow Policy Programs > Examples of Predefined Workflow Policy ProgramsThis topic includes examples of using predefined workflow policy programs. It includes the following topics:
The examples use predefined workflow policy programs included with Workflow Policies. These programs can be viewed in Siebel Tools' Object Explorer by choosing the Workflow Policy Program object type. This topic also includes Predefined Workflow Policy Programs for Siebel Marketing. Example of a Predefined Workflow Policy Program That Manages SR Close DateThis topic gives one example of using a predefined workflow policy program to automatically close SRs that have been marked as resolved but not closed. You might use this feature differently, depending on your business model. Using this program, you can define a policy such that if a Service Request has an activity of type Resolution, and the SR is open for more than five days, the SR close date is changed to today's date. When the policy triggers the workflow policy program, the program enters the current system date into the Close Date field of the Service Request record. Table 95 describes arguments for the Change SR Close Date to Today program. Example of a Predefined Workflow Policy Program That Assigns an SR OwnerThis topic gives one example of using a predefined workflow policy program to automatically assign an SR that has not yet been assigned. You might use this feature differently, depending on your business model. If an open service request is not assigned for a certain length of time, this workflow policy program can be used to assign, that is change the owner, of a service request to the expert in the area of the specific service request. This allows the correct people to see the incoming service request and assign it appropriately. This workflow policy program allows you to choose a new owner from a picklist and put it into the field of the Service Request record matching the policy condition. Table 96 describes arguments for the Change SR Owner program. Example of a Predefined Workflow Policy Program That Escalates an SRThis topic gives one example of using a predefined workflow policy program to assign an open SR to a manager. You might use this feature differently, depending on your business model. If the service request is not closed within a specific duration of time, assign the service request to the owner's manager. This allows a proper response time to service calls. Tasks performed by this workflow policy program include:
Table 97 describes arguments for the Change SR Owner to Manager program. Example of a Predefined Workflow Policy Program That Sends a Quote by Using a PageThis topic gives one example of using a predefined workflow policy program to automatically send a quote depending on the relationship between the quote's value and the revenue value of opportunity to which the quote references. You might use this feature differently, depending on your business model. If a created quote has a value less than some percentage of the opportunity's revenue, it is considered heavily discounted, then send a page to a designated employee. This workflow policy program sends out a pager message. The SQL statement is configured for the different RDBMS syntax. There are four SQL statements, one default and three specific to an RDBMS: Informix, Oracle, and SQL Anywhere. The SQL Statement default query retrieves five values from four tables using an outer join specified by
The SQL statement Oracle query retrieves five values from four tables using an outer join specified by
The SQL Statement is required. However, if an SQL Statement with <SQL style> is present, this takes precedent over SQL Statement. The SQL statement outputs define five variables to hold the result of the query statement. These variables are Quote Number, Revision, Opportunity, Account, and Site. In an outer join, there might not be an associated table, in which case the variable is set to null. |
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