There are many ways to customize a Siebel application. In the previous chapter, you used one way—writing assignment rules using Assignment Manager. This chapter introduces another way to customize your application—using Business Process Designer to automate business processes.

For example, NREC plans to use Siebel Business Process Designer to send an email notification to partner real estate agents when an opportunity has been assigned to them. The email is based on a simple template, and informs them that they have a new opportunity in their queue. A workflow process defines the steps necessary to send the email. A workflow policy triggers the process when it detects that an opportunity has been assigned. This chapter describes the tasks required to set up this business rule, including:

• Creating an Email Template
• Creating a Workflow Process
• Creating a Workflow Policy
• Activating the Rules

The work in this chapter is done using the administration screens in NREC's test environment.