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Identifying Objects That the Workflow Policy Must Modify

You might find that the predefined workflow policy objects do not reference the data that your business requires. This topic describes how to identify the objects that can provide this data. It uses account objects as an example.

To identify objects that the workflow policy must modify

1. In the Siebel client, navigate to the view that displays the business data that Siebel CRM must monitor.

   For example, if Siebel CRM must monitor account activity, then navigate to the Accounts screen, Accounts List, and then the Activities view.

2. Choose the Help menu, and then the About View menu item.

   The About View dialog box identifies the business object, business components, and applets that this view uses. For example, if Siebel CRM currently displays the Account Activities view, then this dialog box identifies Action as the business component that the Activities list uses.

3. In Siebel Tools, in the Object Explorer, click Business Component.
4. In the Business Components list, query the Name property for Action.
5. Note the value in the Table property.

   In this example, the table name is S_EVT_ACT.

6. In the Object Explorer, click Business Object.
7. In the Business Objects list, query the Name property for Account.
8. In the Object Explorer, expand the Business Object tree, and then click Business Object Component.
9. In the Business Object Components list, query the Bus Comp property for Action, and then click the link in the Link Property.

   The Source Field property is empty and the Destination Field property contains Account Id. The value in the Link property identifies the link that defines the relationship between the Account business component and the Action business component. This Link defines the relationship between the parent business component and the child business component through the Source field and the Destination field.

   A Source Field property that is empty indicates that the join uses the ROW_ID column of the table that the Table property of the parent business component references. The Destination Field property identifies the field in the child business component that is a foreign key to the parent business component.

10. Click the link in the Child Business Component property.

    Siebel Tools displays the Action business component in the Business Components list.

11. In the Object Explorer, expand the Business Component tree, and then click Field.
12. In the Fields list, choose the Account Id field, and then note the value in the Column property.

    The Column property contains TARGET_OU_ID, which is the column in the table that the Account Id field references. You can use this information when you define the workflow policy component.

13. When you define a workflow policy component, you can use the table name you noted in step Step 5 and the column name you noted Step 12.