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Siebel Business Process Designer Administration Guide > For Developers: Basics of Building Workflow Processes > Using Process Designer in Siebel Tools >
Defining a New Workflow Process
Once you have reviewed your existing workflow process definitions, you are ready to create new workflow processes for the processes you have identified as missing. To design a workflow process
- From within Siebel Tools, check out (for local use) or lock (for server use) the project which contains the Workflow objects.
NOTE: You must check out the Workflow objects only if you are using a local data source. You check out the Workflow objects just like any other repository objects. If you are logged on directly to the server data source, check-out is not needed.
- In the Object Explorer Types tab, choose the Workflow Process type.
The right pane shows an Object List Editor (OBLE) window with a list applet containing all the workflow processes.
- In the Workflow Process OBLE, right-click and select New Record to create a new workflow process record.
- In the Process Name field, give the workflow a name that is short but meaningful.
- Your new workflow process must belong to a project. Scroll to the Project field and from the picklist, choose the project to which you want the workflow to belong.
- In the Description field, enter a description.
Use this field to describe the purpose of the process and any special requirements or notes.
- In the Business Object field, choose the business object that the workflow process involves.
- In the Workflow Mode field, choose the type of workflow process: long-running, interactive, or service.
- Enter other relevant details.
- Right-click the record and choose Edit Workflow Process.
- Drag and drop shapes (palette items) from the palette to the design canvas to build the workflow diagram. For information on workflow steps, see For Developers: Workflow Process Steps. For more information on diagramming a workflow using the Palette Designer, see Diagramming a Workflow Process.
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