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Using the Workflow Task Editor Toolbar

You can use the WF/Task Editor Toolbar to deploy a workflow process. Figure 10 includes this toolbar.

Figure 10. WF/Task Editor Toolbar in Siebel Tools

For information about publishing and activating a workflow process, see Process of Deploying a Workflow Process.

Buttons You Can Use on the Workflow Task Editor Toolbar

Table 11 describes buttons that you can use on the WF/Task Editor Toolbar. If you hover the mouse over a toolbar icon, then Siebel Tools displays a small pop-up message that identifies the button.

Table 11. Buttons on the WF/Task Editor Toolbar
Button Name
Description

Publish

Moves the definition of a workflow process from the repository tables into the run-time tables of the Siebel client.

If you click Publish, then Siebel Tools changes the status of the workflow process from In Progress to Completed, and then makes it available in the following situations:

  • If you are connected to the Siebel Server data source, then you can activate this workflow process at run time.
  • If you are connected to the local data source, then you must check in this workflow process, and then activate it at run time.

Publish/Activate

Publishes and activates the workflow process while in local mode. If you use Publish/Activate instead of Publish, then it is not necessary to separately activate this workflow process in the client.

To use this feature, you must set the VerCheckTime parameter to -1 (negative 1). This parameter resides in the Workflow section of the configuration file. For more information, see Preparing Siebel Tools to Develop a Workflow Process.

For more information, see Activating a Workflow Process.

Revise

Creates a new version of the workflow process for editing. Siebel Tools displays this new version in the Workflow Processes list with the version property incremented by 1. For more information, see Revising a Workflow Process.

Expire

Sets the status for the workflow process to Not In Use. If you expire a workflow process, then you can no longer edit, publish, or activate it. You can revise it.

Displaying the Workflow Task Editor Toolbar

You must display the WF/Task Editor Toolbar the first time you use it. For more information, see Preparing Siebel Tools to Develop a Workflow Process.

Validating a Workflow Process

If you click Publish or Publish/Activate in the WF/Task Editor toolbar, then Siebel Tools validates the workflow process before it publishes this workflow process. For more information, see Validate Tool.

Deploying a Workflow Process Beginning with Siebel CRM Version 8.0

Beginning with Siebel CRM version 8.0, if you set the VerCheckTime parameter in the Workflow section of the .cfg file to -1 ([Workflow] VerCheckTime = -1), then you can activate a workflow in Siebel Tools. For more information, see Preparing Siebel Tools to Develop a Workflow Process.

Beginning with Siebel CRM version 8.0, you can use the Publish and Publish/Activate buttons to deploy a workflow process. The following occurs in releases prior to Siebel CRM Version 8.0:

  • You must use the Deploy button in Siebel Tools and you must activate the workflow process in the Siebel client.
  • If no validation errors occur, then Siebel Tools does not display the Validate dialog box or the message that states the validation was successful. If no error occurs, then the validation runs implicitly without visibility to you.

Copying Instead of Revising a Workflow Process

In some situations, you can copy an existing workflow process rather than revising it. The copy feature allows you to continue to work on the original workflow. For an example, see Modifying the Existing Workflow Process.

    
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