Siebel Applications Administration Guide > Configuring the Inbox >

Setting Up Inbox Actions


About Actions

There are several circumstances where a business service method can be invoked to act on an Inbox item. A different action type is used for each. These actions are summarized in Table 18.

Table 18. Actions for Inbox Types
Action
Invokes the Specified Business Service Method When ...

Action Field Dropdown

The user takes action, that is, edits the Action field on the Inbox item.

Name Drilldown

The user drills down on the Name hyperlink of the item. You can also use the Views view to configure this hyperlink.

For more information about how to use the Views view to configure the hyperlink, see Setting Up Inbox Links to Views and SmartScripts.

Local Validation

The user, in a remote database, drills down on the Name hyperlink of the item. For more information, see Configuring the Inbox for Use with Remote Databases.

Initialize

This action is provided for backward compatibility. Do not use this action unless you are upgrading. For more information, see the Siebel Database Upgrade Guide.

This action invokes the Initialize method of the Universal Business Service. It creates an Inbox item and starts the defined method.

Transfer

The user transfers the Inbox item to another user.

Transfer Validation

The user transfers the Inbox item to another user, and the Transferable field for the Inbox Type is selected.

About Deactivate Item Upon Finish and Deactivate Owners Upon Finish Fields

There are two ways that an Inbox item can be deactivated:

  • Deactivation can be done through one of the Universal Inbox Business Service methods.
  • The Inbox type can be set up so that if the business method in the Actions record finishes without error, the item is deactivated. The item can be deactivated for all the owners or only for owner who takes the action:
    • If Deactivate Item Upon Finish is set, when one owner takes action on the item, the item is deactivated for all owners and all owners see the item in their Completed Items List.
    • If Deactivate Owners Upon Finish is set, when one owner takes action, the item is deactivated (and moved to the Submitted Items List) for that owner alone. The item remains in the other owners' Inbox List.

This task is a step in Process of Setting Up and Configuring Inbox.

For an example of an Inbox action setup, see Examples of Inbox Triggers.

To set up an Inbox action

  1. Navigate to the Administration - Inbox screen > All Inbox Types view.
  2. In the Inbox Types list, select the Inbox Type, and click the Actions view tab.
  3. In the Actions list, create a new record, and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Action

    See Table 18.

    Business Service

    Specifies the business service to use, for example, Workflow Process Manager.

    Business Service Method

    Specifies the method to invoke for the selected business service.

    Business Service Method Arguments

    Specifies the arguments required to invoke the business service method. For example, if you use the Workflow Process Manager business service, your workflow must contain the properties with the same argument names.

    Deactivate Item Upon Finish

    Select this option to deactivate the Inbox item for all owners, after the method has successfully completed.

    In addition to the arguments passed in the Business Service Method Arguments field, the following arguments are always passed to your custom business service or workflow:

    Argument
    Comments

    ActionLIC

    The value the user selected from the Action field. For example, if the Inbox Type has an Action Type of UINBOX_STATUS_TYPE, the value of this argument is one of the following: Accepted, Received, or Rejected.

    BusinessObjectName

    The value of the business object name field for the Inbox type.

    Employee Login

    The login ID of the user who uses the Inbox type.

    InboxItemId

    The row ID of the Inbox item. This argument refers to the UInbox Item business component, which is used by the Submitted Items List view.

    InboxTypeId

    The row ID of the Inbox type.

    InboxTypeName

    The name of the Inbox type.

    IntegrationObjectName

    If the Inbox type has an integration object name, the value of this field is passed in this argument.

    ObjectId

    The row ID of the business object name that is managed by the Inbox type.

    NOTE:  This row ID is not the standard Object Id property that is available on every workflow.

    OwnerInfoId

    The row ID of the Inbox Item Task. This argument refers to the UInbox Item Task business component, which is used by the Inbox Items List and Completed Items List view.

    NOTE:  The Inbox Action passes the row ID of the feature object in ObjectId. Within a workflow process, the ID of the primary business component on which the process is based must be stored in the process properties Object Id. Note the space character in the Object Id process property name. Therefore, the workflow process first copies the content of ObjectId to Object Id, if necessary.

Siebel Applications Administration Guide Copyright © 2009, Oracle and/or its affiliates. All rights reserved. Legal Notices.