Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Attaches an Activity Plan to an Opportunity >

Configuring the Button That Starts the Workflow Process

This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

To start the workflow process in this example, you add a button to the Opportunity list. If the user clicks this button, then Siebel CRM starts the workflow process. For more information, see Starting a Workflow Process.

To how the workflow process is started

1. In Siebel Tools, in the Object Explorer, click Applet.
2. In the Applets list, query the Name property for Opportunity List Applet.
3. Right-click, and then click Edit Web Layout.
4. In the Controls/Columns window, set the Mode to 3: Edit List.

   Siebel Tools sets the Mode to 1:Base, by default. You must set it to 3:Edit List. If the Controls/Columns window is not visible, then choose the View menu, Windows, and then the Controls Window menu item.

5. Drag a Button control from the palette to the layout, and then set the properties for the control using values from the following table.

   Property	Value
   Caption-String Override	Create Plans
   HTML Type	MiniButton
   MethodInvoked	EventMethodCreateActivityPlan

   Siebel Tools does not display the value that the table describes for the MethodInvoked property. You must manually enter the value for MethodInvoked.

   A method that uses the following naming format does not require an applet or script on a business component to allow the event:

   EventMethod a string value

   If you do not use this naming format, and if you must use the event, then you must write a WebApplet_PreCanInvokeMethod script.

6. Preview the applet. Make sure the new Create Plan button displays as illustrated in the following figure.
7. Save your changes.
8. In the Object Explorer, click Workflow Process.
9. In the Workflow Processes list, query the Process Name property for the Create Plan workflow process that you created in Creating the New Workflow Process.
10. Right-click the workflow process, and then choose Edit Workflow Process.
11. Click the connector that resides between the start step and the step named Add Activity Plan to Oppty, and then use the Properties window to set properties for the connector using values from the following table.

    Property	Value
    Type	Condition
    Event Object Type	Applet
    Event Object	Opportunity List Applet
    Event	PreInvokeMethod
    Subevent	EventMethodCreateActivityPlan
    EventCancelFlag	TRUE

    This configuration defines a start condition for the workflow process so that Siebel CRM starts it if the EventMethodCreateActivityPlan event occurs on the Opportunity List Applet.

12. Validate, and then simulate the workflow process.

    For more information, see Process of Testing a Workflow.