Siebel Business Rules Administration Guide > Implementing Rules in Siebel Workflows > Scenario for Using Rules in a Siebel Workflow to Do Batch Processing >

Creating the Workflow

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.

To allow you to assign display names to workflow objects, confirm that the following parameter is set in the [Siebel] section of \TOOLS_ROOT\bin\LANGUAGE\tools.cfg:

EnableToolsConstrain = FALSE

If either parameter is not present, add it.

This process consists of the following tasks:

• Determine a project in Siebel Tools to associate all the metadata for this business process.
• Create a business component that is a clone of the Opportunity business component, to meet the requirements of a looping workflow process.
• Create the workflow process structure.
• Configure the workflow process steps.

Determining a Project

You can create a new project with which to associate the metadata artifacts for this business process, or you can use a pre-existing project.

If you use a pre-existing project, lock the project.

To create a new project

1. In Siebel Tools, navigate to Project in the Object Explorer.
2. Choose Edit > New Record.
3. Enter a name for the project, for example, Business Rule.
4. Click the Locked checkbox to lock the project.
5. Step off the new Project record to save the record.

Creating a New Business Component

Siebel workflow processes have the following requirements:

• The workflow process must process a record from the primary business component of the business object on which the workflow process is based.
• A looping workflow process that processes a batch of records can only loop through records that are of a non-primary business component of the business object on which the workflow process is based.

The Opportunity business component is the primary business component of the Opportunity business object, so to satisfy these requirements you create a new business component, Opportunity No Link, that is a clone of the Opportunity business component.

The new business component contains the minimum number of fields required for this business process, and those fields point to the same table columns as their counterparts in the Opportunity business component. Thus, when a field is modified in the clone, the same field is modified in the Opportunity business component record.

To create the Opportunity No Link business component

1. In Siebel Tools, verify that the Business Rule project is still locked.
2. Navigate to Business Component in the Object Explorer.
3. Choose Edit > New Record.
4. In the Business Components list, enter the following property values for the new business component. Accept default values for other properties.

   Property	Value
   Name	Opportunity No Link
   Project	Business Rule
   Class	CSSBCBase
   Table	S_OPTY

5. With Opportunity No Link selected in the Business Components list, expand the Business Component object in the Object Explorer, then click Field.
6. Choose Edit > New Record to add each of the following fields to the Opportunity No Link business component. Use the following guidelines to enter each field's properties. Accept default values for other properties.

   NOTE:  These fields correspond to the fields with the same names on the Opportunity business component.

   Name	Column	Text Length	Type
   Status	STATUS_CD	30	DTYPE_TEXT
   Quality	LEAD_QUALITY_CD	30	DTYPE_TEXT
   Primary Revenue Win Probability	SUM_WIN_PROB	not applicable	DTYPE_NUMBER
   Description	DESC_TEXT	255	DTYPE_TEXT

7. Choose Tools > Compile Selected Objects, and compile the Opportunity No Link business component to the repository that is used by your sample database (typically <Siebel client root directory>\OBJECTS\<language>\siebel.srf.

Creating the Workflow Process Structure

This workflow process:

• Accepts a record of the Opportunity business component, which is not processed.
• Queries the Opportunity No Link business component for records whose Status is Accepted.
• Loops through records in the query result set, applying the business logic.

To create the workflow process structure

1. In Siebel Tools, verify that the Business Rule project is still locked.
2. In the Siebel Tools Object Explorer select the Workflow Process object.
3. Choose Edit > New Record.
4. In the Workflow Processes list, enter the following property values for the new workflow process. Other properties' values are read only or should be left empty.

   Field	Value
   Process Name	Opportunity Rules Batch Processing
   Workflow Mode	Service Flow
   Business Object	Opportunity
   Project	Business Rule

5. In the Workflow Processes list, right-click the Opportunity Rules Batch Processing workflow process and choose Edit Workflow Process. In the gridded canvas, model a workflow process similar to the following by clicking and dragging steps and connectors from the palette.

   If the palette is not visible, choose View > Windows > Palette.

   Note that you are simply drawing a picture of steps and connectors at this point. You configure the metadata in subsequent steps.

   Enter names for steps and labels for connectors as shown.

   • Click on a step and enter the name of a step in the Name field of the Properties window for the step.
   • Click on a connector between steps and enter the label for the connector in the Name field of the Properties window for the connector.
6. Click anywhere on the canvas away from steps and connectors to display the Multi Value Property Window for the entire workflow process. Right click in the Process Properties window and choose New Record, then add the following process properties to the default list. Accept default values for fields not listed.

   Name	Business Object	Data Type
   NoRecord	Opportunity	String
   NumberOfRows	Opportunity	Number
   vRowId	Opportunity	String

7. Choose File > Save.

To configure the workflow process steps

1. On the canvas, select each step and connector one by one and add the following metadata. For properties not noted, accept defaults.

   Step or Connector	Metadata
   Start	No entries
   Connector: Start to Query Oppty	No entries
   Query Oppty	In the Properties window, pick from each picklist: Business Component: Opportunity Operation: QueryBiDirectional NOTE:  This step does an empty query that returns all Opportunity records to provide the one required record that is described in Creating a New Business Component. In practice, devise a query that returns one or a few records for better performance.
   Connector: Query Oppty to Query Clone	No entries
   Query Clone	In the Properties window, pick from each picklist: Business Component: Opportunity No Link Operation: Query In Multi Value Property Window > Search Spec Input Arguments, right click and choose New Record. Pick or enter the following field values only: Filter Business Component: Opportunity Search Specification: [Status] = 'Accepted' NOTE:  Single quotes around the string value and spaces around the equal sign are required. Type: Literal In the Multi Value Property Window > Output Arguments, right click and choose New Record. Pick or enter the following field values only: Property Name: NumberOfRows Type: Output Argument Output Argument: NumAffRows In the Multi Value Property Window > Output Arguments, create a second record with the following field values: Property Name: vRowID Type: Business Component Business Component Name: Opportunity No Link Business Component Field: Id
   Connector: Query Clone to NumAffRows = 0	No entries
   NumAffRows = 0	No entries
   Connector: NumAffRows = 0 Yes branch	In the Properties window, verify that Type is Default.
   Connector: NumAffRows = 0 No branch	In the Properties window, set Type to Condition. Select the connector and right-click, then choose Edit Condition. Define the following condition, and click OK: Compare To = Process Property Operation = Greater Than Object = NumberOfRows Value = 0
   Call Rules Engine	You make entries for this step later in Providing Calls to the Rules Engine.
   Connector: Call Rules Engine to NextRecord	No entries
   NextRecord	In the Properties window, set Operation to NextRecord. In the Multi Value Property Window > Output Arguments, right click and choose New Record. Pick or enter the following field values only: Property Name: NoRecord Type: Output Argument Output Argument: NoMoreRecords
   Connector (NextRecord to NoMoreRecords = False)	No entries
   NoMoreRecords = False	No entries
   Connector: NoMoreRecords = False True branch	In the Properties window, set Type to Condition. Select the connector and right-click, then choose Edit Condition. Define the following condition, and click OK: Compare To: Process Property Operation: All Must Match (Ignore Case) Object: NoRecord Value: false
   Connector: NoMoreRecords = False False branch	In the Properties window, verify that Type is Default.
   End	No entries.

2. Choose File > Save.
3. In the Workflow Processes list applet, select Opportunity Rules Batch Processing, then choose Tools > Unlock Project.