Siebel Business Process Framework: Workflow Guide > Defining Custom Workflow Policies > Customizing Workflow Policy Objects >

Configuring a Custom Workflow Policy Column

This topic describes how to configure a custom workflow policy column. Before you can add a workflow policy column to a workflow policy component, you must configure the workflow policy column in the Workflow Policy Columns list.

CAUTION:  If you delete a workflow policy column, then you must removal all references to this column that exist in other workflow policy objects. Even if an active workflow policy does not currently reference a workflow policy column, the Workflow Monitor Agent might reference this column in the repository, which might allow Siebel CRM to activate a new workflow policy in the future. To avoid a potential conflict, it is recommended that you remove all old references to a column that you delete.

To configure a custom workflow policy column

1. Identify the business object, business component, and applet that use the new workflow policy column:
   1. In the Siebel client, navigate to the view that will use the new policy column.

      For example, from the Accounts List, drill down on an account record, and then choose the Activities view tab.

   2. Choose the Help menu, and then the About View menu item.
   3. Note the business object, business components, and applets that this view uses.
   4. In Siebel Tools, in the Business Components list, choose one of the business components that you identified in Step c, and then note the value in the Table property.

      The Table property displays the table name for the Siebel database table that this business component references.

2. Configure the new workflow policy column:
   1. Click Workflow Policy Column in the Object Explorer.
   2. Choose the Edit menu, and then the New Record menu item.
   3. In the Workflow Policy Columns list, use the values you identified earlier to configure properties for the new object.

      The combination of the table name and the column name must be unique. If this combination is already defined for another object, then you cannot save the object.

Configuring a Workflow Policy Condition That References a Foreign Key

You can configure a workflow policy condition that references a foreign key that resides in the primary table of the workflow object. For example:

SOPTY.CURR_STG_ID

where:

• S_OPTY is the primary table of the Opportunity workflow object
• CURR_STG_ID is a foreign key from the NAME column of the S_STG table

To configure a workflow policy condition that references a foreign key

1. In Siebel Tools, in the Workflow Policy Columns list, add a new workflow policy column using values from in the following table.

   Property	Value
   Name	S_STG.NAME

2. Make sure Siebel Tools added CURR_STG_ID under the Opportunity workflow policy object.
3. Add a new workflow policy component in the Opportunity workflow policy object that references the S_STG table, using values displayed in the following table.

   Property	Value
   Name	Enter a name of your choice
   Source Table Name	S_STG
   Source Column Name	ROW_ID
   Target Component Name	Opportunity
   Target Column Name	CURR_STG_ID

4. Add the new column that you configured in Step 1 to the new workflow component that you configured in Step 3.

You can now configure a workflow policy condition that references the new workflow policy column.