Siebel Public Sector Guide > Setting Up Cases > Setting Up Approval Templates >

Creating Lead Approval Templates

This task is a step in Process of Setting Up Cases.

Perform the following procedure to create a lead approval template. This procedure is very similar to that for creating a case approval template—see Creating Case Approval Templates for more details about the various fields used.

NOTE:  You must activate the PS Object Approval Main Process workflow to allow lead approval routing. See Activating Public Sector Workflows for more information.

To create lead approval templates

  1. Navigate to the Administration - Case screen > Lead Approval Template view.
  2. Create a new record and complete the fields as appropriate.

    NOTE:  To allow users to select the appropriate templates from the Leads screen, you must enter values for the following fields: Type, Territory, Priority, Start Date, and Status. The selection of templates made available to the users is dependent on their lead record having the same values for Type, Territory, and Priority. For example, a user who is creating a lead record with values of Investigative (Lead Type), New York (Territory), and Immediate (Lead Priority), can only select an approval template with matching values.

  3. Drill down on the Name field and click the Approvers view tab.
  4. Create a new record and complete the fields as appropriate.

    When users select an approval template for a lead and then submit it, the lead is routed automatically to the Lead Inbox of the first approver in the chain. See Submitting Leads for Approval and Approving Cases and Leads Using the Inbox for more information.

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