Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Creates an Activity for a Sales Representative >

Deploying and Verifying the Workflow Process


This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

In this topic you deploy the workflow process and to verify that it implements the required functionality.

To deploy and verify the workflow process

  1. Deploy the workflow process:
    1. In the Siebel client, navigate to the Administration-Business Process screen, and then the Workflow Deployment view.
    2. In the Repository Workflow Processes list, query the Name field for Large Opportunity Creates Activity.
    3. Click Activate.
    4. In the Active Workflow Processes list, query the Name field for Large Opportunity Creates Activity.

      The record displays a status of Active. For more information, see Process of Deploying a Workflow Process.

      For more information, see Process of Deploying a Workflow Process.

  2. In the Siebel client, add a new opportunity that includes a Revenue that is greater than $10,000.
  3. Step off the record, return to the record, drill down on the name of the record, and then verify that Siebel CRM added an activity that is associated with the opportunity, and that it includes the custom description you defined earlier in this example.

If you must modify the workflow process, then you can click Revise on the WF/Task Editor toolbar in Siebel Tools. For more information, see Using Process Properties and Revising a Workflow Process.

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