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Using Workflow Process Features in Siebel Tools


Figure 42 shows the Workflow Process Designer with the steps for the current example.

Figure 42. Workflow Process Designer View with Flowchart of Current Example
Click for full size image

To create a workflow process in Siebel Tools

  1. Set Siebel Tools to display all objects within the Workflow Process hierarchy.
    1. Choose View > Options.
    2. Click the Object Explorer tab.
    3. For the Workflow Process object, select every object in its hierarchy and then click OK.
  2. In the Object Explorer, click Workflow Process.
  3. Enter a new record with the values as shown in the following table.
    Field
    Value
    Comments

    Name

    NREC New Opportunity Notification

    Unique name that identifies the process.

    Business object

    Opportunity

    Business object is Opportunity because the goal is to trigger an action based on changes to the Opportunity record. The pick list contains only those business objects that have a primary business component defined.

    Project

    NREC Configuration

     

  4. Right-click on the record and choose Edit Workflow Process.

    A Workflow Process palette and workspace appear.

  5. Drag appropriate icons from the palette to the flowcharting workspace.

    Notice that different shapes and colors are used to represent different types of steps. In the current example, a pink rectangle represents a business service. For information about the different types of steps, read Siebel Business Process Framework: Workflow Guide.

  6. Drag connectors from the palette to the flowcharting workspace to connect the steps of the process, as shown in the following illustration.
  7. In the WF Steps window, edit the name for each step as shown in the following table.
    Step
    Name

    Start

    Start: NREC New Opp Email

    Business Service

    Business Service: Send Email

    End

    End: NREC New Opp Email

  8. For the Business Service step, make these additional settings as shown in the following table.
    Field
    Value

    Business Service

    Outbound Communications Manager

    Business Service Method

    CreateRequest

  9. In the workspace, select the Business Service step. Right-click and choose Show Input Arguments.

    The Input Arguments window appears below the workspace.

  10. In the Input Arguments window, add the records as shown in the following table. When picking an Input Argument using the Business Service Method Arguments window, search on the Name field.
    Table 13. Field Values for Input Arguments
    Input Argument
    Type
    Value
    Property Name

    PackageNameList

    Literal

    NREC Email Message

     

    RecipientGroup

    Literal

    Opportunity Sales Team

     

    RequestName

    Literal

    NREC Request

     

    SourceIdList

    Process Property

     

    Object Id

    For a detailed description of the arguments required for predefined business services, read Siebel Business Process Framework: Workflow Guide.

  11. In the Object Explorer, click Workflow Process to redisplay the list of workflows.
  12. Select the NREC New Opportunity Notification workflow process.
  13. Click Deploy (the button is located between the window title "Workflow Processes" and the field headings).

    The status changes from "In Progress" to "Completed."

After the workflow has a status of Completed, the next task is to deploy it in the Siebel application.

To deploy a workflow process

  1. Log in to the client software as an administrator.
  2. Navigate to Administration - Business Process > Workflow Deployment and query for the workflow you just deployed.
  3. With the workflow process selected, click Activate.

    This checks the syntax for validity, registers run-time events if used, and changes the status of the process to Active. It also changes the status of the previous active version to Outdated.

  4. Check the Active Workflow Processes list (below the Administration - Business Process list) to make sure the NREC New Opportunity Notification workflow process is listed and has a status of Active.

Now you must create a policy that calls this workflow process. A Workflow policy consists of a condition and an action. The action in this example is to invoke the Account Status Change process. For instructions on defining the action and conditions, read the following section, Creating a Workflow Policy.

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