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Siebel Business Process Framework: Workflow Guide
What's New in This Release
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Overview of Siebel Workflow
About Siebel Workflow
Business Requirements That Can Be Addressed by Managing a Business Process
Overview of Technologies That Are Used to Automate a Business Process
Overview of Objects That Are Used with a Workflow Process
Scenario to Promote Timely Resolution of a Service Request
Viewing Example Workflow Processes
Overview of How a Workflow Process Is Developed
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Architecture of a Workflow Process
About the Architecture of a Workflow Process
Development Architecture of a Workflow Process
Simulation Architecture of a Workflow Process
Deployment Architecture of a Workflow Process
Run-Time Architecture of a Workflow Process
How a Workflow Process Interacts with Other Siebel Components
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Environment for Developing a Workflow Process
About the Object Hierarchy of a Workflow Process
Properties of an Object
Relations Between Object Types of a Workflow Process
Locating a Workflow Process in the Workflow Processes Object List Editor
About the Process Designer
About the Process Property
Process Property and the Property Set
Arguments of the Step of a Workflow Process
Multi Value Property Window
Process Properties That Are Predefined
Manipulating a Process Property
About the WF/Task Editor Toolbar
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Steps and Connectors of a Workflow Process
Overview of Workflow Process Steps
Adding a Step to a Workflow Process
Name of a Step in a Workflow Process or a Process Property
How Properties Are Defined for a Step in a Workflow Process
Sequence Number for a Step in a Workflow Process
Types of Steps of a Workflow Process
About the Start Step
About the Business Service Step
About the Decision Point
About the Sub Process Step
About the Siebel Operation Step
About the Task Step
About the User Interact Step
About the Wait Step
About the Stop Step
About the End Step
About the Workflow Connector
Defining a Decision Condition
Defining a Branch Connector
Defining a Decision Condition on a Branch Connector
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Developing a Workflow Process
Roadmap for Developing a Workflow Process
Process of Analyzing Business Requirements
Gathering Information for Planning a Workflow Process
Identifying Actions That a Business Process Performs
Identifying an Automation Solution
Process of Planning a Workflow Process
Determining the Mode of the Workflow Process
Determining How the Workflow Process Is Started
Determining Decision Logic of a Workflow Process
Determining Actions of a Workflow Process
Determining Error Handling
Examining Seed Workflow Processes
Determining Requirements for Managing the Development of Objects
Addressing Other Business Requirements
Job Roles That Are Involved in Developing a Workflow Process
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Process of Building a Workflow Process
Preparing Siebel Tools to Develop a Workflow Process
Exposing Object Types That Are Used to Develop a Workflow Process
Defining a Workflow Process
Reviewing Workflow Processes
Copying a Workflow Process
Modifying a Workflow Process
Revising a Workflow Process
Defining a New Workflow Process
Naming a Workflow Process
Externalizing Workflow Properties
Making a Workflow Process Editable
Deleting a Workflow Process
Diagramming a Workflow Process
Displaying the Label for a Connector
Adding or Removing a Point in a Connector
Defining a Process Property for a Workflow Process
Defining a Property for the Step of a Workflow Process
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Options for Developing a Workflow Process
About the Workflow Mode Property
Types of Modes for a Workflow Process
Options for the Workflow Mode Property
Options for an Interactive Workflow Process
Options for a Long-Running Workflow Process
Workflow Persistence
Starting a Workflow Process
Starting a Workflow Process from a Workflow Policy
Starting a Workflow Process from a Run-Time Event
Starting a Workflow Process from a Business Service
Starting a Workflow Process from Another Workflow Process
Starting a Workflow Process Through the Workflow Process Manager
Starting a Workflow Process Through the Application Object Manager
Starting a Workflow Process Through a Script
Example of Starting a Workflow Process from a Custom Toolbar
Other Techniques for Starting a Workflow Process
About Events
Run-Time Event
About the User Event
Handling Errors
Using an Error Exception Connector to Handle Errors
Using a Stop Step to Handle Errors
Error Handling with an Error-Workflow Process
Recovery for a Workflow Process That Has Failed
Using Batch Processing
Defining a Workflow Process for a Multilingual Environment
Defining a Workflow Process to Function in a Multilingual Environment
Expressions in a Multilingual Environment
Wait Step and Global Time Calculations
Local Code Parameter and Data Format
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Manipulating Data
Accessing Data From a Run-Time Event From a Workflow Process
Passing Data to and from a Workflow Process
Passing an Input to a Workflow Process
Passing an Output From a Workflow Process
Passing a Parameter from a Workflow Process to a Global Variable
Passing a Constant from a Workflow Policy Action into a Workflow Process
Examples of Scripts That Pass Data to and from a Workflow Process
Timestamp Usage
Decision Conditions for a Workflow Process
Fields in the Compose Condition Criteria Dialog Box
Expressions in the Expression Builder
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Testing a Workflow Process
About the Testing Tools
Validate Tool
Process Simulator
Business Service Simulator
Event Logs
Process of Testing a Workflow
Validating the Workflow Process
Preparing to Use the Process Simulator
Using the Process Simulator
Verifying Functionality
Troubleshooting Validation and Simulation Problems
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Administering a Workflow Process
Process of Deploying a Workflow Process
Preparing the Run-Time Environment
Publishing a Workflow Process
Activating a Workflow Process
Process of Migrating a Workflow Process
Developing a Migration Strategy
Migrating a Workflow Process
Process of Administering a Workflow Process
Viewing Run-Time Instances of a Workflow Process
Using the Workflow Instance Admin View
Stopping an Instance of a Workflow Process
Deactivating the Instance of a Workflow Process
Removing a Workflow Process From the Run-Time Environment
Monitoring a Workflow Process
Overview of Monitoring and Troubleshooting Tools
Setting Monitoring Levels for a Workflow Process
Setting Monitoring Levels for Tracing and the Event Log
Defining Metrics for a Workflow Process
Capturing Data with Siebel Application Response Measurement
Recording Behavior with the Siebel Flight Data Recorder
Diagnosing a Workflow Process That Has Failed
Diagnosing a Workflow Process That Has Failed in a Production Environment
Troubleshooting Execution Problems with a Workflow Process
About the Workflow Recovery Manager
About Upgrading a Workflow Process
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Examples of Defining a Workflow Process
Example of Defining a Workflow Process That Creates an Activity for a Sales Representative
Defining the Workflow Process
Testing the Workflow Process
Deploying and Verifying the Workflow Process
Example of Defining a Workflow Process That Traverses a Record Set to Close Service Requests That Are Obsolete
Example of Defining a Workflow Process That Attaches an Activity Plan to an Opportunity
Example of Defining a Workflow Process That Manages Research Activities for a Service Request
Example of Defining a Workflow Process That Manages Creation of a Service Request
Example of Defining a Workflow Process That Manages Creation of a Service Request then Navigates the User
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Examples of Using a Business Service with a Workflow Process
Examples of Using the Server Requests Business Service
Example of Using the Server Requests Business Service to Start a Workflow Process from a Script
Example of Using the Server Requests Business Service to Call EIM
Examples of Using the Outbound Communications Manager Business Service
Example of Defining a Substitution when Using the Outbound Communications Manager
Example of Using the Outbound Communications Manager to Send an Email to the Owner of a Product Defect
Example of Externalizing Properties when Using a Business Service
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Defining a Custom Workflow Policy
About Workflow Policies
Overview of Workflow Policy Objects
Structure of a Workflow Policy
Sequence of a Workflow Policy
Hierarchy of Workflow Policy Objects
Process of Planning a Workflow Policy
Planning a Workflow Policy Group
Planning a Workflow Policy
Planning Objects to Monitor with a Workflow Policy
Planning the Workflow Policy and Workflow Policy Conditions
Planning the Workflow Policy Action
Examining Workflow Policies and Workflow Policy Programs That Are Predefined
Planning a Test and Migration Strategy for a Workflow Policy
Examples of Planning a Workflow Policy
Process of Defining a Workflow Policy
Defining a Workflow Policy Group
Defining a Workflow Policy Action
Defining a Workflow Policy
Examples of Defining Workflow Policy Configurations
Examples of Defining a Workflow Policy Action
Examples of Defining a Workflow Policy
Customizing Workflow Policy Objects
Display of Workflow Policy Objects
Defining a Customized Workflow Policy Object
Conditions for a Workflow Policy
Standard Comparisons in the Conditions List
A Field That Is Not Known Is Interpreted as Null
Specialized Comparisons in the Conditions List
Date Calculations in the Conditions List
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Using a Predefined Workflow Policy
Configuring a Predefined Workflow Policy
Configuring a Predefined Workflow Policy for Messaging
Identifying the Source Table When Modifying an Existing Workflow Policy
Types of Workflow Policy Programs That Are Predefined
Examples of Workflow Policy Programs That Are Predefined
Workflow Policy Programs that Are Predefined for Siebel Marketing
Example of Developing a Workflow Policy That Manages a Marketing Campaign
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Administering a Workflow Policy
Administering a Workflow Policy
Confirming the Installation of Workflow Policies
Administering Database Triggers on the Workflow Policy Server
Administering Email Manager and Page Manager
Executing a Workflow Policy with the Workflow Action Agent
Executing a Workflow Policy with Workflow Monitor Agent
Defining a Workflow Policy to Run in Batch Mode
Moving a Workflow Policy to a Different Group
Expiring a Workflow Policy
Deleting a Workflow Policy That Is Obsolete
Tracing and Reporting a Workflow Policy
Guidelines for Converting a Workflow Policy to a Workflow Process
Testing, Troubleshooting, and Migrating a Workflow Policy
Testing a Workflow Policy
Troubleshooting a Workflow Policy
Migrating Workflow Policies to the Production Environment
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Reference Materials for Siebel Workflow
Properties of Siebel Workflow
Properties of a Workflow Process
Properties of the Step and Connector of a Workflow Process
Fields and Arguments of Process Properties
Properties of Workflow Policies
Properties of the Workflow Policy Column
Properties of the Workflow Policy Object
Properties of the Workflow Policy Component
Properties of the Workflow Policy Component Column
Properties of the Workflow Policy Program
Properties of the Workflow Policy Program Argument
Predefined Business Services
Server Requests Business Service
Workflow User Event Service Business Service
Workflow Utilities Business Service
Workflow Admin Service Business Service
Other Business Services That Are Used with a Workflow Process
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Glossary
Siebel Workflow Glossary
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