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

Adding Steps and Connectors to 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 add steps and connectors to the workflow process.

To add steps and connectors to the workflow process

1. In the Workflow Processes list, right-click the workflow you defined in Creating the Workflow Process, and then choose Edit Workflow Process.
2. Add steps and connectors until your workflow process resembles the workflow illustrated in the following figure:
   .

   For more information, see Overview of Workflow Process Steps, and Diagramming a Workflow Process.

3. Click the decision point, and then use the Properties window to change the Name property to the value described in the following table.

   Property	Value
   Name	Is Opportunity Over 10k?

   The Properties window is context-sensitive. If you click a step or connector in the Process Designer, then Siebel Tools displays the properties for the step or connector in the Properties window. If the Properties window is not visible, then right-click a step, and then click View Properties Window.

4. Clicking each remaining step in succession, use the Properties window to change the Name property for each step according to values described in the following table.

   Step Type	Name Property
   Siebel Operation	Insert Activity to Follow Up
   End	End

5. Clicking each connector in succession, use the Properties window to change the Name property for the connector according to values described in the following table.

   Connector	Name Property
   Between the start step and the decision point	Evaluate Oppty
   Between the decision point and the Siebel operation	Yes
   Between the decision point and the end step	No

   TIP:   Siebel Tools sets the name of the connector that emanates from the start step to Connector 0 by default. To suppress the text label for a connector, you can right-click the connector, choose the Edit menu, and then click Hide Text.

6. Choose the File menu, and then the Save menu item.