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Siebel Workflow Glossary


This topic describes terms used with workflow processes. It includes the following topics:

Workflow Process Terms

Table 79 describes common terms for Workflow Processes.

Table 79. Description of Terms Used with Workflow Processes
Term
Definition
Additional Description

Arguments

Data passed to or received from a process or step.

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Branch

A possible outcome of a workflow process step.

A branch is followed by a step in the workflow process definition. If the conditions for the branch are met, the work item proceeds to the step following the branch.

Branch Connector

A connector that emanates from a Start step, decision point, Wait step, or User Interact step.

Conditional logic is implemented on the branch connector.

Business Object

A group of one or more business components.

A business object represents an entity in the Siebel application that you must monitor. A workflow process is based on one and only one business object. Business objects are defined in Siebel Tools.

Business Process

A process that is associated with operational objectives and business relationships.

A business process is a set of one or more linked procedures, which collectively realize a business objective. An example of a business process is managing a new service request.

Business Service

A type of step in a process in which an automated call is made to a service, such as the Outbound Communications service that handles inbound and outbound messaging.

A workflow process definition can have one or more business service steps.

Condition Criteria

The rules or principles that are used for evaluating the logical flow that should be taken on a branch.

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Connector

A definition of the relationship between two workflow process steps.

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Decision Point

A type of step in a workflow process definition in which the work item branches off to different steps depending on a set of conditions.

A Decision Point consists of possible branches for that point in the business process. Each branch consists of one or more conditions that must be met for a work item to follow that branch. A workflow process definition can have one or more Decision Points.

End Step

A type of workflow process step that specifies when a process instance is finished.

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Error Exception

A type of workflow process step that executes in response to a deviation from normal processing.

An exception can be a system error or a user-defined error.

Expression Business Component

The name of the business component to evaluate an expression that is used as part of a search spec input argument.

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Filter Business Component

The name of the business component to provide the group of records on which a search is performed in response to a Siebel Operation step.

The Filter Business Component is part of the search spec input argument.

Input Argument

A mechanism for providing data and configuration information as input to a workflow process step.

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Output Argument

A mechanism for providing data and configuration information as output from a workflow process step.

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Process Property

A storage field in a workflow process that is used to contain values for use in steps as input and output arguments or for performing evaluations.

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Process Simulator

A graphical flowchart interface used for debugging a workflow process.

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Search Spec Input Argument

A type of input argument that allows you to restrict the records that are considered when a Siebel Operation step is executed.

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Siebel Operation

A type of workflow process step that handles database operations such as insert, query, or update of a business component record or field.

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Start Step

A type of step that defines the conditions for initiating an instance of a workflow process. When the conditions have been met, the process instance is initiated.

A workflow process definition has one and only one start step.

Workflow Step

An activity within a workflow process. Steps are logically linked together to create a process definition.

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Step Branch

A workflow object definition that provides capabilities for branching logic within a workflow process.

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Step Instance

The instance of a process definition step that is initiated.

A start step is initiated when conditions defined for the start step have been met. A Decision Point is initiated when conditions for a branch connector have been met. Other steps are initiated when the previous step has finished.

Step Recipient

The intended recipient of a subprocess step.

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Stop Step

A type of workflow process step that specifies the conditions that cause a process instance to terminate prior to completion.

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Subprocess

A workflow process embedded into another workflow process as part of the workflow process definition.

A subprocess has its own workflow process definition. A Sub Process is a type of step. There can be one or more Sub Process steps in a workflow process.

Task

A type of step that calls a Task from within a business process.

A Task step is similar to a Sub Process step in that the task step represents a container for a further set of steps below the level of the steps in the workflow in which the task step is defined.

User Interact Step

A type of step that is used to control the flow of Siebel views within an application.

A workflow process that contains one or more User Interact steps guides a user through a specified flow of Siebel views based on the user's actions, or executes a specified set of actions.

Wait Step

A type of workflow process step that specifies when a process instance pauses in execution and the duration of the pause.

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Watch Window

A Window in Siebel Tools that dynamically displays business component record values and process property values for a workflow process.

These values are associated with and are manipulated by the workflow process being simulated.

Workflow Mode

A property on the workflow process object definition that is used to characterize a workflow's run-time behavior as a Service Flow, Interactive Flow, Long Running Flow, or 7.0 Flow.

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Workflow Process

The representation of a business process.

A workflow process comprises one or more steps that indicate when a business process starts and ends and includes information about individual activities within the business process.

Workflow Process Instance

An instance of a workflow process that is initiated.

A process instance is initiated when the input conditions for a process definition have been met. A process instance consists of one or more step instances and contains one or more work items.

Work Item

The representation of the work being processed in the context of a step within a process instance.

A work item is an instance of a business object.

Workflow Policy Terms

Table 80 describes common terms for Workflow Policies.

Table 80. Description of Terms Used with Workflow Policies
Term
Definition
Additional Description

Business Object

A group of one or more business components.

A business object represents an entity in Siebel that you must monitor. A workflow policy object is based on one and only one business object. Business objects are defined in Siebel Tools.

Business Rule

The definition of how an organization needs to carry out a process in the organization's operations.

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Object Type

An entity in Siebel Tools displayed as a node on the Object Explorer.

For example, workflow policy objects, workflow policy components, workflow policy columns, and policy programs are object types.

Policy Action

An event that Siebel executes when policy conditions are true and the workflow policy properties are satisfied.

Policy actions are based on programs. Policy actions are defined in the Action applet of the Workflow Policies view. Once you define a policy action, it can be used in a workflow policy.

Policy Condition

A policy condition is an expression that is compared against the data in the Siebel database.

The result of the comparison is true or false. Workflow policy conditions are defined in the Workflow Policies view. A policy condition is created by defining a workflow policy column, defining a comparison operator, then entering or choosing a value, if appropriate.

Workflow Program

The definition of an event.

Types of events are Send Email, Send Page, Database Operation, Send Broadcast Message, and Run External Program. Different properties are associated with a program based on the event type. Some of the properties that can be defined for a program include the fields that can be substituted into a message, the possible recipients of a message, and the database columns that you must update. Programs are defined in Siebel Tools.

Workflow Policy

A systematic expression of a business rule.

A workflow policy contains one or more policy conditions and one or more policy actions. If the policy conditions for a workflow policy are true, then the policy action occurs. That is, when policy conditions are met. A workflow policy is contained by one workflow policy group and is related to one workflow policy object. A workflow policy contains more properties that govern the policy's behavior. Workflow policies are defined in the Workflow Policies view.

Workflow Policy Column

A column that defines the column on the Siebel database table that you must monitor.

You use workflow policy columns when defining workflow policy conditions for a workflow policy. A workflow policy column must be associated with a workflow policy component for it to be used in a workflow policy. A workflow policy column that is associated with a workflow policy component is called a workflow policy component column. Workflow policy columns are defined in Siebel Tools.

Workflow Policy Component

Components that define the Siebel database tables you must monitor. Workflow policy components also define the relationships between tables.

Workflow policy components contain workflow policy columns. Workflow policy components are defined in Siebel Tools.

Workflow Policy Component Column

A workflow policy column that is associated with a workflow policy component.

Workflow policy component columns define the database columns that can be used in workflow policy conditions for a workflow policy. Workflow policy component columns are defined in Siebel Tools.

Workflow Policy Group

A group of one or more workflow policies.

Workflow policy groups allow you to group workflow policies sharing common required behavior. Siebel Server processes monitor workflow policy groups. For example, workflow policies that must be monitored hourly are different in a workflow policy group than those that are monitored weekly. Workflow policy groups are defined in the Policy Groups view.

Workflow Policy Object

A group of one or more workflow policy components.

A workflow policy object represents an entity in the Siebel application that you must monitor. A workflow policy is based on one and only one workflow policy object. Workflow policy objects are defined in Siebel Tools.

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