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PS Object Approval Main Process Workflow

This workflow routes a case, lead, or incident for approval and then updates the approval status. Figure 26 shows this workflow.

You can extend this workflow for other objects. For help with extending this workflow for other objects, contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services. For more information about workflows, see Siebel Business Process Framework: Workflow Guide.

A user initiates this workflow by clicking the Submit button in a Case form or in the More Info view of a lead or an incident record.

Figure 26. PS Object Approval Main Process Workflow

Workflow Description. This workflow performs the following actions:

1. Business Service:Extract Event Fields. This step obtains the list of approvers for the record. This step calls the Echo method. For more information about this method, see Siebel Business Process Framework: Workflow Guide.
2. Business Service:Increment Sequence. This step determines the sequence that is associated with the chain of approval for the record. This step calls the IncrementSequence method.
3. Business Service:Get Approver. This step obtains the next approver in the sequence that is associated with the chain of approval. This step calls the GetApprover method.
4. Decision Point:Approver Found? This step determines whether an approver is found.
5. Business Service:Deactivate Approvers 2. If an approver is not found, then this step discontinues the search for approvers. This step calls the DeactivateInboxItem method. For more information about this method, see Siebel Applications Administration Guide.
6. Business Service:Set Item Completed. This step sets the Approval Status field of the record to Active. This step calls the UpdateObjectStatus method.
7. Business Service:Route To First Approver. If an approver is found, then this step routes the record to the inbox of the approver. This step calls the RouteInboxItem method. For more information about this method, see Siebel Applications Administration Guide.
8. Wait:Wait For Approver. This step waits for the approver to change the value in the Action field on the Inbox screen. This step calls the Sleep method.
9. Business Service:Retrieve Status. This step obtains the value that the user selects in the Action field on the Inbox screen. This step calls the GetInboxOwnerInfo method. For more information about this method, see Siebel Applications Administration Guide.
10. UpdateApproval Status. This step updates the Approval Status field of the record. This step calls the UpdateApprovalStatus method.
11. Decision Point:Is Approved? This step determines the Action value for the record. If the Action value is Approved, then the workflow returns to Step 2. If the Action value is Received, then the workflow returns to Step 8.
12. Business Service:Deactivate Approvers 1. If the Action value is Cancelled or Rejected, then this step discontinues the search for approvers. This step calls the DeactivateInboxItem method. For more information about this method, see Siebel Applications Administration Guide.
13. Business Service:Set Item Cancelled. This step sets the Approval Status field of the record to Rejected. This step calls the UpdateObjectStatus method.
14. Business Service:Reset Sequence. This step resets the data in the sequence that is associated with the chain of approval for the record so that the rejected record can be routed to the approvers again after the agent provides more information. This step calls the SetSequence method.