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Diagramming a Workflow Process


Diagramming the process steps is an important part of creating a functional process. The flowchart interface of the Process Designer allows you to build a visual representation of the entire process flow, including decision points and decision branches. From this design, you then access and fill in step details by clicking a step icon.

You can choose to define the details for each step as you create them in the Designer applet, or you can finish the entire flowchart of the process and then enter the details for each step.

You define workflow step details by clicking on a step icon or connector arrows in the flowchart workspace.

Based on your planning results, use the following procedure to diagram the steps of the process.

To diagram the steps of a workflow process

  1. From Step 11, add a Start step to the design canvas.

    All processes must have one and only one Start step. Details on defining a Start step are in Defining a Start Step.

  2. Add one or more middle steps to the design canvas. Processes can have one or more of any of the action step types, such as Business Service, Decision, Subprocesses, Stop, Wait, Exceptions, and Siebel Operation. There can be multiples of each type of step. For details on each type of step, see:
  3. Add an End step to the diagram area.

    All processes must have at least one End step. Details on defining an End step are in Defining an End Step.

  4. Illustrate the flow and paths of the process by dragging and dropping connector arrows between the steps. Position one end of the arrow on one of the steps and drag the handles to connect the other end to the next step in the flow.

    NOTE:  An end point on a connector is white if it is not successfully connected to a step. Be sure that both ends of all connectors are red, indicating that it is successfully connecting two steps.

    Connecting an arrow to a Decision step creates a decision branch for that specific Decision. See Defining Decision Branches and Defining Conditions and Values for Branches, Decision Steps, and User Interact Steps for information about defining decision branches.

    To add or remove a point in a connector, use the following steps:

    1. Select the connector or exception.
    2. Right-click and select one of the following:
      • Edit > Add Point
      • Edit > Remove Point
Siebel Business Process Designer Administration Guide