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Creating a Workflow Policy Component Using the Account and Opportunity Assignment Objects
This topic is part of Example of Using a Single Criterion for Two Assignment Objects. Use the following procedure to create a workflow policy component for two assignment objects. To create a workflow policy component using the Account and Opportunity objects
- Start Siebel Tools.
- Select the workflow policy object for which you want to create a workflow policy component.
- In the Object Explorer, select Workflow Policy Object.
- In the Workflow Policy Objects window, select the object.
For this example, select Account.
- With the Account assignment object selected, choose Tools, then Lock Project (or Alt+L), to lock the project.
- Add a new workflow policy component record.
- In the Object Explorer, expand Workflow Policy Component.
- In the Workflow Policy Component window, choose Edit, then New Record.
- Enter information in the fields for the new record using the following steps:
- In the Name field, type the name of the workflow policy component.
For this example, type Account/Opportunity.
- In the Source Table Name field, select the source table for the workflow policy component.
For this example, select S_OPTY.
- In the Source Column Name field, select the source column for the workflow policy component.
For this example, select PR_DEPT_OU_ID.
- In the Target Component Name field, select the target component for the workflow policy component.
For this example, select Account.
- In the Target Column Name field, select the target column for the workflow policy component.
For this example, select ROW_ID.
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