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Example Workflow Process That Manages Service Request Creation then Navigates the User

This topic gives one example of using a workflow to manage a new Service Request and navigate the user to a view. You might use this feature differently, depending on your business model. It includes the following topics:

• Copying then Modifying an Existing Workflow Process
• Testing and Deploying the Workflow Process.
• Verifying Workflow Process Functionality.

The business case used in this example is the same as the business case used in Example Workflow Process That Manages Service Request Creation, with one addition. In this example, the workflow automatically navigates the user to the Service Request > Activities view, where the user can peruse newly created activities associated with the service request.

Copying then Modifying an Existing Workflow Process

This topic describes how to copy and modify an existing workflow process.

To copy then modify an existing workflow process

1. Log into Siebel Tools as SADMIN/SADMIN connected to the sample database.
2. In the Object Explorer, choose the Workflow Process object type.
3. In the Workflow Processes OBLE, right-click the workflow process named Manage New SR, then choose Copy Record.

   This example assumes you have created and tested Example Workflow Process That Manages Service Request Creation.

   In this example, you can use the Revise feature on the WF/Task Editor Toolbar instead of the copy feature. The Copy feature is used here in the event you need to continue working on the Manage New SR workflow at some point in the future without the additional modification that is defined here.

4. Set the properties for the new workflow process object definition:

   Property	Value
   Process Name	Manage New SR-Navigate User to SR Activity
   Workflow Mode	Interactive Flow

5. Right-click the Manage New SR-Navigate User to SR Activity workflow process object definition, then choose Edit Workflow Process to open the Process Designer.
6. Drag then drop a User Interact step from the palette to the canvas, placing it between the Create Plan of Action and End steps.
7. Add connectors between the Create Plan of Action step and the User Interact step, and between the User Interact step and the End step, as illustrated in the following image:
   
8. Click the User Interact step then use the Properties window to set properties using values described in the following table:

   Property	Value
   Name	Display SR Activities View
   User Interact View	Service Request Detail View

   TIP:   To confirm the value to set for the User Interact View property, in the Siebel client navigate to Service Requests > All Service Requests, then click the Activities view tab. From the application-level menu, choose Help > About View. The required view name is displayed.

9. Click the connector that connects the User Interact step with the End step, then use the Properties window to set properties using values described in the following table:

   Property	Value
   Type	Condition
   Event Object Type	BusComp
   Event Object	Service Request
   Event	WriteRecordUpdated

10. From the application-level menu, choose File > Save.

Next, test and deploy the workflow process.

Testing and Deploying the Workflow Process

This topic describes how to test and deploy the workflow process.

To test and deploy the workflow process

1. Validate then simulate the workflow process.

   For more information, see Process of Testing a Workflow Process.

2. Deploy the workflow process.

   For more information, see Process of Deploying a Workflow Process.

Next, verify workflow process functionality.

Verifying Workflow Process Functionality

This topic describes how to verify the workflow process implements the required functionality.

To verify the workflow process implements the required functionality

1. In the Siebel client, navigate to Administration-Business Process > Workflow Deployment.
2. Deactivate previous workflow processes that have their business object set to Service Request. This way, other workflow processes do not run or interfere with invocation of the workflow process for this example:
   1. In the Active Workflow Processes applet, query the Business Object field for Service Request.
   2. From the application-level menu, choose Edit > Select All.
   3. Click the Menu button in the Active Workflow Processes applet, then choose Deactivate Process.
3. In the Repository Workflow Processes applet, query the Name field for the New SR-Take User to Activity workflow process.
4. Click the Activate button.
5. In the Active Workflow Processes applet, query the Name field for the New SR-Take User to Activity workflow process.

   One row is returned for every version that was activated.

6. Make sure only the latest version is active.
7. Set the Monitoring Level to 4-Debug.
8. Click the Menu button in the Repository Workflow Processes applet, then choose Reload Runtime Events.
9. Navigate to the Service Request list view.
10. Create a new service request record, specify a Priority level, then step off the record.

    The application delays, displaying an hourglass. Then the Owner, sub-status, and Date Committed fields are populated, and a new activity record is created that is associated with the new service request.

    Also, the application automatically navigates the user to the Service Request > Activities view to display the new activity record.

11. Confirm that a process instance exists for New SR Created-Take User to Activity in the Workflow Process Log view.