Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Traverses a Record Set to Close Service Requests >

Preparing Test Records


This task is a step in Defining a Workflow Process That Traverses a Record Set to Close Service Requests.

In this topic, you prepare test records.

To prepare test records

  1. Log in to the Siebel client, connected to the Sample database.
  2. Navigate to the Service Requests screen, and then the Service Request List view.
  3. Locate three records that contain an Opened date that occurs more than one year from the date that the workflow process runs.

    For example, if you test the workflow on February 15, 2012, then make sure the Opened date for each service request occurs before February 15, 2011.

  4. Modify the records you located in Step 3 so that the Siebel database contains one service request that includes a Description of Test SR, another request is Open, another request is Closed, and another request is Cancelled. Use the values described in the following table.

    Status

    Description

    Open

    Test SR

    Closed

    Test SR

    Cancelled

    Test SR

    These modifications allow you to test the workflow process on a small, constricted set of records.

  5. Create a new service request. Set the Status for this service request to Open, and then enter the following value in the Description:

    Test SR

  6. Log out of the Siebel client.
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