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Predefined Messaging Workflow Policies

You can use a predefined messaging policy to display a message in pop-up dialog box in the Siebel client. For example, the predefined Messaging Policy Send Screen Pop for Activity can be used to display a pop up dialog that informs the end-user of a new activity.

To view groups of predefined messaging policies, in the Siebel client navigate to Administration - Business Process > Policy Groups. Choose Siebel Messaging in the Name column. The messaging policies are displayed in the Policies applet.

to configure pop up messaging

1. In the Siebel client, navigate to Administration - Business Process > Policy Group, then choose Siebel Messaging in the Name column.
2. Locate the workflow policy you need to use, such as Messaging Policy Send Screen Pop for Activity, then set the Expiration field to NULL.
3. Run generate triggers with EXEC = True and Remove = True.

   For more information, see Running Generate Triggers.

4. Run generate triggers again, this time with Remove = False.
5. Navigate to Messages > All Messages, then click the New button.
6. In the Last Name field, enter the name of the contact who receives the message.
7. In the Assigned To field, enter the name of the employee this user is assigned to.
8. In the Message field, type the text message that appears in the pop up dialog.
9. Set the Alert Type field to Screen Alert.
10. Click the Message Alert Setup tab, then make sure there is a corresponding entry for the message recipient and that Alert Type is set to Screen Alert.

    If the message recipient has not already been defined, click the New button then set the Last Name field to the same name you set in Step 6, and set the Alert Type field to Screen Alert.

11. Start a Workflow Monitor Agent task for the workflow policy group you activated in Step 3.

    For more information, see Executing a Workflow Policy with Workflow Monitor Agent.

12. Verify the configuration (optional).
    1. Specify a test user when assigning the contact in Step 6.
    2. In a second client session, log into the Siebel client as the test user.
    3. In the initial client session, insert a new activity for this user.
    4. In the second client session, verify the pop up dialog appears that contains the message you entered in Step 8.