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Testing the Workflow in Simulation Mode

This topic is a task in the development process that is listed in Scenario for Using Rules in a Siebel Workflow to Do Batch Processing.

You can test the workflow by simulating it in a debug instance of your runtime client.

Before testing, you may want to do the following tasks in your runtime client:

• Make the Status, Quality, Description, and Primary Revenue Win Probability fields visible in the Opportunity list applet that you are using.

  NOTE:  Remember that the captions of these fields in the UI are Status, Lead Quality, Sales Objective, and Probability %.

• Edit or create some new opportunities with Status, Quality, and Primary Revenue Win Probability values that satisfy the rule conditions.

To make columns visible in a list applet

1. Right click anywhere in the list applet and choose Columns Displayed.
2. The fields are listed by their captioned names - Status, Lead Quality, Sales Objective, and Probability %. Move them from the Available Columns list to the Selected Columns list and click Save.

Before running the simulator, confirm that your Debug options are accurate and point the runtime client that you have specified elsewhere in this example. For information on setting Debug options, see Siebel Business Process Framework: Workflow Guide.

NOTE:  The paths you must enter as Debug options must be specific to your local installation.

NOTE:  The workflow simulator modifies the target database.

To simulate the workflow process

1. Confirm that the workflow process is saved.
2. If the Simulate toolbar is not visible, choose View > Toolbars > Simulate.
3. Right click Opportunity Rules Batch Processing in the Workflow Processes list and choose Simulate Workflow Process on the canvas away from steps and connectors, then choose Simulate.

   The workflow process diagram displays with the Start step highlighted.

4. Click the Start button (leftmost right arrow) on the Simulate toolbar.

   A debug runtime instance of your runtime client starts.

5. If the Watch window is not visible, choose View > Debug Windows > Watch.

   The Watch window displays data such as output argument values as you step through a workflow process. If the Watch window is not already visible, you cannot open it until you execute the Start step.

6. Click the Simulate Next button (second from left) to step through the process or click the Complete Simulation button (second from right) to execute the rest of the process. Click the Stop Simulation button (rightmost) to stop the simulation.

Check the results in the runtime client.

For additional detailed information on running the workflow simulator in Siebel Tools, see Siebel Business Process Framework: Workflow Guide.