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Process of Qualifying an Opportunity Through a Workflow Process


This topic gives one example of how to use business rules to qualify an opportunity through a workflow process. You might use business rules differently, depending on your business model. To use business rules to qualify an opportunity through a workflow process, perform the following tasks:

  1. Designing the Business Rules Implementation
  2. Defining the Project
  3. Creating the Child Business Component
  4. Creating the Workflow Process
  5. Importing Siebel Objects
  6. Creating the Rule Module
  7. Testing the Rule Module
  8. Deploying and Activating the Rule Module
  9. Defining Calls to the Siebel Rules Engine
  10. Verifying Business Rule Functionality
  11. Publishing and Activating the Workflow Process

About the Traversing a Record Set Technique

This example uses a technique known as traversing a record set. Details about the technique are not provided in this book, but can be found in Siebel Business Process Framework: Workflow Guide.

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