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About Activating Workflow Processes for Self-Registration
When you install Siebel Business Applications, you are provided with several workflow processes that control self-registration. For the self-registration workflow processes to be invoked, you must set the workflows to have a status of Active. For information about how to activate workflow processes, see Siebel Business Process Framework: Workflow Guide. This task is a step in Process of Implementing Self-Registration. About the Self-Registration Workflow Processes
The self-registration workflow processes together present a sequence of forms for the user to complete. They perform data validation, and they invoke database operations. The self-registration workflow processes which you must activate are as follows:
- User Registration Initial Process. For purposes of self-registration, this process is invoked when a user clicks New User on the login form or clicks Check Out during the buying process in Siebel Sales. This process is also invoked by clicking Forgot Your Password? on the login form. The process branches to one of the following subprocesses:
- User Registration Process
- User Registration Forgot Password Process
- User Registration Process. This is the main self-registration process. It updates the database, including:
- Creating a new User record
- Checking for a duplicate User record
- Updating the existing User record with new information if a duplicate record is found
- User Registration SubProcess. This process is a subprocess to User Registration Process. It performs all of the information gathering and validation. The validated information includes:
- A duplicate user ID does not exist in the database
- The Password and Verify Password entries are identical
- All required fields are completed
The registration workflow processes branch at various stages depending on the following:
- The application is Siebel Partner Portal
- The application is other than Siebel Partner Portal
This is the default case, and it includes Siebel Sales, Siebel eService, Siebel Customer, Siebel Training, Siebel Events, and Siebel Marketing.
About the Self-Registration Workflow Process Views
Table 22 lists the views specified in the workflow processes that provide interactive forms during self-registration.
Table 22. Self-Registration Workflow Views
|
Applications Using This View |
|
VBC User Registration Initial Form View VBC User Registration Password Error Msg View VBC User Registration Missing Info Msg View VBC User Registration Legal Confirmation View VBC User Registration Login Error Msg View VBC User Registration Confirmation Msg View VBC User Registration Declined View VBC User Registration Create User Error Msg View VBC User Registration Security Setup Error Msg View |
All |
These views, common to all applications that use the User Registration Process, comprise two groups:
- Personal Information form and messages resulting from flawed entries or a duplicate user ID with an existing user record.
- Usage Terms form and messages resulting from accepting or declining to agree.
|
VBC User Registration Contact Information View |
Default |
This view is the Contact Information form used by default. |
VBC User Registration Company Information - Company View (SCW) VBC User Registration Company Information - Individual View (SCW) VBC User Registration Contact Information View (SCW) |
Siebel Partner Portal |
These views collect contact information and information about the user's company. |
|