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Siebel Finance Guide > Managing Access Exceptions >
Activating Access Workflows for Distribution Exceptions
To generate access exceptions, you need to activate two workflows, as shown in Table 8.
Table 8. Distribution Exception Workflows
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Literature Access Workflow |
Use the Literature Access Workflow when distributing literature. If the access level of the literature is higher than that of the contact, the application generates an access exception record. |
List Access Workflow |
Use the List Access Workflow to generate access exceptions while adding contacts to a list. If the access level of the list is higher than the level of the contact, the application generates an access exception record. |
For more information on working with workflows, see Siebel Business Process Designer Administration Guide. NOTE: Activating workflows requires administrative responsibilities.
To activate the Access workflows
- Navigate to the Administration - Business Process screen > Workflow Deployment view.
- In the Repository Workflow Processes list, query for the two Access workflow records.
TIP: Query for Name = * Access Workflow.
- Click the Activate button at the top of the list to activate this workflow process.
When activated, the definition is written to the run-time tables and appears in the Active Workflow Processes view.
To reload runtime events
- Navigate to the Administration - Runtime Events screen > Events view.
- From the menu, select Reload Runtime Events.
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