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Workflow Policy Program

A workflow policy program specifies the name and type of a workflow policy program or action that Siebel CRM can use in reply to meeting a workflow policy condition. Siebel CRM displays the workflow policy programs in the drop-down list of the Actions Applet field in the Workflow Policy Detail view. You can use predefined workflow policy programs that already configure variables except for the message text, or you can create a custom workflow policy program.

This object type occurs in the following location in the object hierarchy:

• Siebel Objects > Workflow Policy Program

Table 237 describes properties that Siebel CRM uses with a workflow policy program.

Setting the DB Operation

In some situations, if Siebel CRM modifies data, then it must also modify some other data. Siebel CRM typically implements this data dependency at the Object Manager layer through business components and run-time events. Database operations that workflow policies run provide an alternative that works at the Siebel database record level.

It is recommended that you configure Siebel CRM to use DB Operation only if the data dependency is centered around database records rather than business components. For example, if Siebel CRM must update one database record if it inserts another database record, then you can use DB Operation regardless of the business components that the two database records belong to, or whether the two database records belong to a business component at all.

Using Variables In a Message

To make content more specific, you can use variables in the messages. This configuration also allows you to use the same message for more than one workflow policy object. For example:

The severity level for SR from account is value and has been open for 2 hours.

CAUTION:  You must not modify or create an SQL statement or message that uses variables that other SQL statements set. For help with this configuration, see Object Types That You Must Not Modify.