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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
View Name
Applications Using This View
Description

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.

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