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Reviewing Existing Workflow Processes


Review existing workflow processes to determine if the workflow process you require is already available or if a similar workflow process exists that you can copy and modify.

To review existing workflow processes

  1. In Siebel Tools, in the Object Explorer, click Workflow Process.

    The Object List Editor displays the Workflow Processes list, which lists object definitions for the workflow processes.

  2. In the list of existing workflow processes, examine the following properties to determine if a workflow process exists that might meet your business requirements:
    • Process Name
    • Business Object
    • Workflow Mode
  3. If you find a workflow process that is a potential candidate, then right-click it in the Workflow Processes list, click Edit Workflow Process, and then use the Process Designer to examine the flow of steps and step properties.
  4. If you find a workflow process that you can use as the basis for a new workflow process, then right-click it, and then click Copy Record.

    For more information, see Copying a Workflow Process.

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