Bookshelf v8.0: About Predefined Workflow Policy Program Types

This topic describes the predefined workflow policy program types that can be used in a workflow process. It includes the following topics:

Overview of Predefined Workflow Policy Program Types

A workflow policy program is a generic event that actions are based on. A workflow policy program defines the particular action that takes place when the conditions of a workflow policy are met. To view object definitions for predefined workflow policy programs, navigate to the Workflow Policy Programs OBLE in Siebel Tools.

Table 90 describes workflow policy programs that have been created from program types.

Table 90. Description of Predefined Workflow Policy Program Types
Program Type	Program	Description
Send Page	Send Page	Send a generic page message.
	Send Opportunity Page	Send a page regarding an opportunity.
	Send Quote Page	Send a page regarding a quote.
	Send SR Page	Send a page regarding a service request.
Send Email	Send Email	Send a generic email message.
	Send Opportunity Email	Send an email regarding an opportunity.
	Send Quote Email	Send an email regarding an opportunity quote.
	Send SR Email	Send an email regarding a service request.
Send Broadcast Message	Send Message Broadcast	Send a generic broadcast message.
	Send SR Message Broadcast	Send a broadcast message regarding a service request.
	Send Opportunity Message Broadcast	Send a broadcast message regarding an opportunity.
Database Operation	Change SR Close Date to Today	Update the service request's close date to today's date.
	Change SR Owner	Change the service request's owner.
	Change SR Group	Change the service request's group.
	Change SR Owner to Manager	Change the service request's owner to the current owner's manager.
	Change SR Priority	Change the service request's priority to a new value.
	Change SR Severity	Change the service request's severity to a new value.
	Change SR Status	Change the service request's status to a new value.
	Change SR Sub-status	Change the service request's sub-status to a new value.
	Create SR Activity	Create a service request activity.
	Create Opportunity Activity	Create an opportunity activity.

The table above provides an inventory of predefined workflow policy programs, and describes common actions you can use by inserting your own message text.

The Send Page Program Type

The Send Page Arguments applet displays if you choose the Send Page workflow policy program type in the Workflow Policies Actions applet.

Table 91 describes arguments and valid values for the Send Page workflow policy program type.

Table 91. Description of Arguments and Values for the Send Page Workflow Policy Program Type
Argument	Valid Values When Used by Action
Numeric Message Template	Numeric message when pager is numeric.
Alpha Message Template	Text message when pager is alphanumeric. "Current" is a reserved word in Siebel Workflow. Do not use this word in messages.
Available Substitutions	Dynamic fields that you can use in the Alpha Message Template. When the action executes, the substitution value is populated with the value from the record that meets the workflow policy conditions.

Configurations That Specify Numeric Paging

Numeric paging is inherently unreliable because of a lack of a computer protocol for sending numeric pages. If you must send a numeric page, you can use the Pager Pin field in the employee table to control the delay between dialing the paging phone number and sending the numeric message. Add commas to the Pager Pin field. Each comma is roughly equal to a half second delay. Avoid using the numeric paging feature in mission critical applications.

The Send Email Message Program Type

When you choose the Send Email workflow policy program in the Actions applet, the Send Message Arguments applet displays along with the Recipients applet.

The Send Message Arguments applet allows you to create an email template used to build the message sent to the recipient specified in the Recipients applet.

Table 92 describes arguments and valid values for the Send Email workflow policy program type.

Table 92. Description of Arguments and Values for the Send Email Workflow Policy Program Type
Argument	Valid Values When Used by Action
Subject	Subject line of email message.
Message Template	Text of message. Maximum length is 2000 characters, including variable substitutions. Current is a reserved word in Siebel Workflow. Do not use this word in a message.
Repeating Message	Message that is repeated when the Consolidate flag is checked on the Workflow Policies view. Current is a reserved word in Siebel Workflow. Do not use this word in messages.
Available Substitutions	Dynamic fields that you can use in Subject, Message Template, and Repeating Message. When the action executes, the substitution value is populated with the value from the record that meets the policy conditions.

Sending Email to an Email Address Held in Any Column

Workflow Manager can be configured to send an email message to an email address that is defined in a custom field, including to an address stored in a column other than S_EMPLOYEE.EMAIL_ADDR. For more information, see 475546.1 (Doc ID) on OracleMetaLink 3.

The Send Broadcast Message Program Type

The Send Message Broadcast Arguments applet appears if the Send Message Broadcast workflow policy program is chosen in the Actions applet.

Table 93 describes arguments and valid values for the Send Broadcast Message workflow policy program type.

Table 93. Description of Arguments and Values for the Send Broadcast Message Workflow Policy Program Type
Argument	Valid Values When Used by Action
Activation	Date and time for which the broadcast message is active. The variable CURRENT can be used when specifying the activation date. For more information, see Entering Date Calculations in the Conditions Applet.
Expiration	Date and time when the broadcast message expires. The variable CURRENT can be used when specifying the activation date. For more information, see Entering Date Calculations in the Conditions Applet.
Abstract	Short description of the broadcast message.
Message Template	Text of message to broadcast. Maximum length is 2000 characters, including variable substitutions. Current is a reserved word in Siebel Workflow. Do not use this word in a message.
Severity	Severity of message to broadcast.
Available Substitutions	Dynamic fields that you can use in the Abstract and Message Template. When the action executes, the substitution value is populated with the value from the record that meets of the policy conditions.

Activating the Check New Broadcasted Message Workflow Policy

If you use a workflow policy that contains a workflow policy program Type property that is set to Send Broadcast Message, and you implement broadcast message caching on an object manager component, then you must activate the Check New Broadcasted Message workflow policy, which belongs to the Siebel Messaging policy group.

The Check New Broadcasted Message policy monitors the S_BRDCST_MSG table and invokes the Notify Broadcasted Message workflow process to broadcast a new message added to the table.

For information about activating a workflow policy, see Creating Database Triggers. For information on configuring broadcast message caching, see Siebel Applications Administration Guide.

Consolidating Messages Sent Through Send Broadcast Message

It is not possible to consolidate multiple broadcast messages into a single message that is then displayed to a user. A user receives all broadcast messages sent by siebel workflow, each as a separate message.

The Database Operation Program Type

Siebel Business Process Designer has a number of database operation programs already predefined. You just define the parameters. The Arguments applet appears if you choose a database operation program such as Create Opportunity Activity in the Actions applet.

Table 94 describes arguments and valid values for the Database Operation workflow policy program type.

Table 94. Description of Arguments and Values for the Database Operation Workflow Policy Program Type
Argument	Valid Values When Used by Action
Name	Name of column to be updated.
Required	Indicates the argument is required.
Value	Updated value of the column. You can use substitutions in the value if they were defined in the program. The syntax for adding substitutions to the value is square brackets around the variable. For example, [SR Num].

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