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Making a Workflow Process Editable

The canvas color in the Process Designer indicates that the workflow process is editable:

• A white canvas with a grid indicates that you can edit the workflow process
• A yellow canvas indicates that you cannot edit the workflow process

If a workflow process is editable, then you can modify it in a variety of ways, such as adding and removing steps and connectors, or changing step and connector properties. For more information, see Using the Process Designer.

To make a workflow process editable

1. Make sure the workflow process is checked out or is locked by the developer who is currently attempting to edit the workflow process.
2. Make sure the project that is defined in the Project property for the workflow process is locked.
3. If the workflow process is a seed workflow process, then make a copy of this seed workflow process, and then edit the copy.

   For more information, see Examining Seed Workflow Processes.

4. If you still cannot edit an existing workflow process, then export the workflow process to your desktop, and then import it.

   Siebel CRM increments the Version property for the editable version by 1. For more information, see Importing and Exporting a Workflow Process.

Data That a Workflow Process Can Access During Configuration

The data objects that are available for use as you design your workflow process originate in the Siebel repository. A change in the repository data is immediately available for you to use in a workflow process without the requirement to compile the SRF. You can use configuration data, such as a business component field or other repository information, while you create your workflow process. Consider the following examples:

• Assume a List of Values (LOV), such as Account Status, contains values of Gold, Silver, and Bronze. You can use a newly added LOV in a decision condition of your workflow process while you define it.
• If you add a new field to a business component, then this new field is immediately available in the Process Designer.

Run-time data is not available for you to use while you define a workflow process, such as an account name, ZIP code, or other transactional data. To use run-time data when you define a workflow process, you can make the data available through a process property. If necessary, you can use an unbounded drop-down list to hard code run-time data into your workflow process. For more information, see Using Process Properties.