Siebel Business Process Framework: Workflow Guide > About Workflow Policies > Process of Creating a Workflow Policy >

Creating a Workflow Policy Action

This task is a step in Process of Creating a Workflow Policy.

You must create the appropriate workflow policy action before you create the policy that uses the action. In the Siebel client, you use the Workflow Policies Action view to define the policy action. Applets on the Workflow Policies Action view include:

• Actions applet. Used to create a name for your action and choose the appropriate program. For more information, see About the Actions Applet.
• Arguments applet. Used to define the arguments for the action. The format of the Arguments applet changes depending on the program type of the action. For more information, see About the Arguments Applet.
• Recipients applet. Used to define the contact name, employee name, position, or relative of the workflow policy object that can receive an email, page, or broadcast message. For more information, see About the Recipients Applet.

NOTE:  You cannot invoke a DLL or external function through a workflow policy action. Use a workflow process to invoke a DLL or external function.

To create a workflow policy Action

1. Navigate to Administration-Business Process > Actions.
2. In the Actions applet, click New Record from the applet level menu then enter the name of the workflow policy action.

   The name you specify appears in the Actions Applet of the Workflow Policies view.

3. Choose a workflow policy program type from the picklist in the Program field.
4. Choose a workflow policy object, if applicable, from the picklist in the Workflow Object field.

   If you specify a workflow policy object, this action appears only on the Actions Applet of the Workflow Policies view for policies associated with this workflow policy object.

5. Enter a description of the purpose of the action in the Comments field.
6. In the Arguments applet, pick one or more of the arguments and enter the appropriate value.

   The available arguments change according to the workflow policy program type you choose in Step 3.

   For a description of the Argument applet for specific workflow policy program types, see About the Arguments Applet.

7. If the workflow policy program is Send Email, Send Page, or Send Broadcast Message, enter the recipients of the action in the Recipient applet.

NOTE:  You cannot invoke a business service from a Workflow Policy Action.