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Defining a Decision Condition for the Decision Point


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

In this topic, you define a decision condition for the decision point.

To define a decision condition for the decision point

  1. In the Process Designer, right-click the Yes connector, and then choose Edit Conditions.

    For more information, see Adding a Branch Connector.

  2. In the Compare To drop-down list, choose Business Component.

    The value you choose in the Compare To drop-down list instructs Siebel CRM to use an object, expression, or process property in the comparison. In this example, it compares the run-time value of a field from the Opportunity business component, as defined in the Object drop-down list. The items in the Object drop-down list are context- sensitive. Siebel Tools changes them according to the value you choose in the Compare To drop-down list.

  3. In the Object drop-down list, choose Opportunity.
  4. In the Operation drop-down list, choose Greater Than.

    In this example, if the value you define in the Values window of the Compose Condition Criteria dialog box is greater than the run-time value of the Revenue field for the business component, then the Operation drop-down list defines the decision condition. You define the Revenue field in the Field window.

  5. In the Field window, choose Revenue.
  6. In the Values window, click New to add a new value.
  7. In the Add Value dialog box, type 10000, and then click OK.
  8. In the Compose Condition Criteria dialog box, click Add.

    Siebel Tools adds the decision condition that you define in the lower portion of the Compose Condition Criteria dialog box to the Conditions list in the upper portion of the dialog box. You can now add another decision condition. For this example, you add only a single decision condition.

    The decision condition you set in the Compose Condition Criteria dialog box must resemble the condition illustrated in the following figure. At run time, if the Revenue field of an opportunity is greater than 10000, then Siebel CRM runs the Yes branch. Otherwise, it runs the No branch:

  9. Click OK.
  10. Choose the File menu, and then the Save menu item.

You can make the following modifications after you define a decision condition:

  • Update a condition. Click the condition in the Conditions window of the Compose Condition Criteria dialog box, modify the condition, and then click Update.
  • Delete a condition. Click the condition in the Conditions window of the Compose Condition Criteria dialog box, and then click Delete.

For more information, see Creating a Decision Condition on a Branch Connector.

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