Developing and Deploying Siebel eBusiness Applications > Siebel Business Process Designer > Creating a Workflow Process >

Using the Business Process Designer


Figure 39 shows the Business Process Designer with these steps for the current example.

Figure 39. Business Process Designer View with Flowchart of Current Example

Click for full size image

The flowchart in Figure 39 shows the result of work in this and other Siebel Workflow views.

To create a workflow process

  1. From the application-level menu, choose View > Site Map > Siebel Business Process Administration >Workflow Processes.
  2. In the Workflow Processes list, enter a new record with the following values.
  3. 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.
    Group
    Partner Portal
     
    Groups are logical collections of workflow processes. You can select an existing group or enter a new one in the list of values table. See Applications Administration Guide for information on how to enter list of values.

  4. Open the Business Process Designer by choosing the Process Designer view tab.
  5. The Business Process Designer view appears.

  6. Use the Designer applet to drag appropriate icons from the Palette to the flowcharting workspace.
  7. 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, see Siebel Business Process Designer Administration Guide.

  8. Drag Connectors from the Palette to the flowcharting workspace to connect the steps of the process.
  9. Click for full size image

  10. Double-click each step icon in your flowchart to drill down to a view and define the specific values for that step.
  11. For example, double-clicking the Send Contact Email icon takes you to the Business Service Arguments view, in which you define this particular business service. For details about which values NREC supplied for the current example, see Details About the Steps in the Sample Process.

  12. After defining the details of each workflow, navigate back to the Workflow Processes list, make sure the workflow process is selected, and then click the Activate button.

 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003