Siebel Business Process Framework: Workflow Guide > About Workflow Process Design Options > Invoking a Workflow Process >

Example of Invoking a Workflow Process from a Custom Toolbar

This topic gives one example of invoking a workflow process from a custom toolbar. You might use this feature differently, depending on your business model.

To invoke a workflow process from a custom toolbar button

1. In Siebel Tools, navigate to the Business Services OBLE, then create a new business service object definition using values described in the following table:

   Property	Value
   Name	TestTBItem
   Server Enabled	TRUE

2. Navigate to the Commands OBLE, then create a new command object definition using values described in the following table:

   Property	Value
   Name	TestTBItem
   Business Service	TestTBItem
   Method	TestTBItem
   Target	Server

   If necessary, expose the Command object type in the OE. From the application-level menu choose View > Options, then click the Object Explorer tab. In the Object Explorer Hierarchy window, make sure the Command hierarchy has a check mark. Click OK.

3. In the Object Explorer, choose the Toolbar object type. In the Toolbars OBLE, query for the HIMain toolbar object definition.

   If the Toolbars object type is not exposed in the Object Explorer, from the Tools application-level menu choose View > Options, click the Object Explorer tab, then click the checkbox next to Toolbar.

4. In the Object Explorer, expand the Toolbar object type, then choose Toolbar Item.
5. In the Toolbar Items OBLE, add a new record using values described in the following table:

   Property	Value
   Name	TestTBItem
   Command	TestTBItem
   DisplayName	TestTB Item
   Type	Button
   HTML Type	Button
   Position	20

6. In the Siebel client, create a workflow process and make sure it can be run successfully from the process simulator.

   For more information, see Preparing and Using the Process Simulator.

7. Add the server script below to the business service you created in Step 1.

   NOTE:  The workflow process name you used in Step 6 must be added in the script.

   function Service_PreCanInvokeMethod (MethodName, &CanInvoke)

   {

   if ( MethodName == "TestTBItem" )

   {

   CanInvoke = "TRUE";

   return( CancelOperation );

   }

   return (ContinueOperation);

   }

   function Service_PreInvokeMethod (MethodName, Inputs, Outputs)

   {

   if ( MethodName == "TestTBItem" )

   {

   var input = TheApplication().NewPropertySet();

   var output = TheApplication().NewPropertySet();

   var svc = TheApplication().GetService( "Workflow Process Manager" );

   input.SetProperty("ProcessName", "<WF Process Name Created in Step 4>");

   svc.InvokeMethod("RunProcess", input, output);

   input = null;

   output = null;

   svc = null;

   return (CancelOperation);

   }

   return (ContinueOperation);

   }

8. Compile the changes.
9. Launch the Siebel client.

Your new custom button displays in the custom toolbar. When you click it, the corresponding workflow is invoked.