Siebel Business Process Designer Administration Guide for Financial Services > Creating Workflow Policies > Working with Workflow Policies >

Creating a Workflow Policy

To create a Workflow policy

  1. Navigate to Business Process Administration > Workflow Policies > Policies.
  2. In the Policies applet, create a policy name and fill in the other applet fields.
  3. Fill in the fields in the Conditions applet.
  4. Fill in the name of the action you created in the Workflow Policies Actions view and, if necessary, check the Consolidate field.

NOTE:  Workflow policies can not be based on the table S_DOCK_TXN_LOG. The unique index for this table is TXN_ID, rather than ROW_ID for other standard Siebel tables. Because Workflow uses ROW_ID to do the comparison and execute actions, it will error out if used against S_DOCK_TXN_LOG.

NOTE:  You cannot execute a Business Service from a Workflow Policy.

Using Batch Mode with Workflow Policies

You can create Workflow policies as batch policies by checking the Batch check box in the Policies applet. When you start Workflow Monitor in batch mode, it checks for policies with the Batch check box marked. Each policy causes an SQL statement to be issued to identify the specific records that meet the policy conditions. The records identified are then processed in turn and the appropriate actions are carried out.

You can use the batch function to consolidate email messages for a designated recipient by checking the Batch field in the Actions applet in the Workflow Policies Policies view.

If you consolidate email messages, the recipient would receive one email with the information of multiple actions rather than multiple emails. For example, you can create a workflow policy that sends an email to the director of sales each time a quote is submitted with a discount over 30%. If 20 sales representatives submit quotes with the 30% discount and the Batch field is checked, the director of sales receives one email listing the 20 quotes. If the Batch field is not checked, the director of sales will receive 20 email messages.

NOTE:  When creating a batch type workflow policy, the comparison operators IS ADDED, IS UPDATED, or IS DELETED must be used in conjunction with regular conditions. These comparison operators are considered special conditions intended for Dynamic mode when triggering rows to look up regular conditions.

 Siebel Business Process Designer Administration Guide for Financial Services 
 Published: 22 May 2003