Bookshelf v7.5: Predefined One-Way Wireless Messaging Workflows

To facilitate automated one-way outbound wireless messaging, Siebel eBusiness Applications include in the seed data several predefined workflow policies, associated workflow actions, and associated workflow processes.

NOTE: The one-way wireless messaging workflows may be used with Siebel Wireless applications, with Siebel Wireless Messaging, or both. These workflows can be used with any of the wireless messaging drivers. Messages can be sent as SMS, WAP V1.2, or WAP V1.1 message types.

These predefined workflow policies are designed to send outbound wireless messages, under the conditions shown in Table 72. Each of these workflow policies in turn triggers a workflow process.

The workflows listed in Table 72 are designed to work in concert with the Siebel Call Center, Siebel Sales, Siebel Service, Siebel Partner Portal, and Siebel Self-Service Wireless applications.

Table 72. One-Way Wireless Messaging Workflow Policies
Workflow Policy Name	Description of Workflow Functionality	Conditions That Trigger the Workflow
Wireless Activity Policy (Sales)	Sends a wireless message to the new owner (Primary Employee) for an activity	Setting or changing the primary employee for an activity to a user with the Sales Representative - Wireless responsibility
Wireless Activity Policy (Service)	Sends a wireless message to the new owner (Primary Employee) for an activity	Setting or changing the primary employee for an activity to a user with the Field Service Representative - Wireless responsibility
Wireless Opportunity Policy	Sends a wireless message to the new owner (Primary Sales Team Member) for an opportunity	Setting or changing the primary sales team member for an opportunity to a user with the Sales Representative - Wireless responsibility
Wireless Service Request Policy	Sends a wireless message to the new owner for a service request	Setting or changing the service request owner to a user with the Field Service Representative - Wireless responsibility
eChannel Activity Assigned Wireless Alert	Sends a wireless message to the new owner (Primary Employee) for an activity	Setting or changing the primary employee for an activity to a user with the Partner Sales Representative - Wireless responsibility
eChannel Opportunity Assigned Wireless Alert	Sends a wireless message to the new owner (Primary Sales Team Member) for an opportunity	Setting or changing the primary sales team member for an opportunity to a user with the Partner Sales Representative - Wireless responsibility
eChannel Service Request Assigned Wireless Alert	Sends a wireless message to the new owner for a service request	Setting or changing the owner of the service request to a user with the Partner Sales Representative - Wireless responsibility
eService Request Confirm Wireless Alert	Sends a wireless message to the contact for a service request	Creating a new service request, assigning its contact to someone who has the Registered Customer - Wireless responsibility, and adding an area for the service request
eService Request Assigned Wireless Alert	Sends a wireless message to the contact for a service request	Adding an owner for a service request and setting the service request's Sub-Status to Assigned, for a service request whose contact has the Registered Customer - Wireless responsibility
eService Request Resolved Wireless Alert	Sends a wireless message to the contact for a service request	Setting the service request's Sub-Status to Resolved, for a service request whose contact has the Registered Customer - Wireless responsibility