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Process of Planning a Workflow Process

This process is a step in Roadmap to Developing a Workflow Process.

Before building a workflow process in Siebel Tools, it is useful to plan how the workflow is built. This includes making design decisions such as which workflow mode to use, the events to define, the rules to define, actions the workflow process takes, and so forth.

To plan a workflow process, perform the following tasks:

1. Determining the Workflow Mode
2. Understanding the Workflow Constructs
3. Determining the Workflow Invocation Event
4. Determining the Workflow Rule Constructs
5. Determining the Workflow Action Constructs
6. Determining Error Handling
7. Considering a Seed Workflow Process
8. Considering Object Management in Siebel Tools
9. Considering Other Design Options