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Configuring the Marketing Approval Process

Siebel Marketing provides the ability to submit a variety of marketing items for review and approval using the Marketing approval process. Marketing plans, budget requests, programs, campaigns, event plans, and offers can be submitted from one employee to another by changing the Approval Status field on any of these objects.

The approval process is integrated with the Universal Inbox, so that marketing items that are submitted for review or approval, also appear in the Universal Inbox for the user who sent or received the item.

In the standard configuration, a change in the approval status opens a dialog box that allows the user to select the recipient employee and add a comment. When the user clicks Send, the Marketing Approval Process workflow creates a Universal Inbox Item task for the recipient employee and updates the approval history with the approval status value and any comments made by the recipient.

Table 5 contains a list of the business components for which the approval process is enabled.

Modifying the Approval Values

The standard configuration provides the following lists of values (LOVs):

• Approval Status. The values from this LOV appear in the Approval Status field that appears in the Marketing Plans, Budget Requests, Programs, Campaigns, Event Plans, and Offers screens.
• Action. The values from this LOV appear in the Action field in the Universal Inbox applets and the Approval view tab of the Marketing Plans, Budget Requests, Programs, Campaigns, Event Plans, and Offers screens. Action values are automatically mapped to Approval Status values. For example, when a user chooses an Approval Status value of Needs Revision in one record the Action value is updated to Request Revision in the corresponding Universal Inbox record. Table 6 shows the preconfigured mapping for these values.

If required, you can add to the list of values using the Administration - Data screen. If you add a value that you want to be an Approval Last Point, you need to identify the new value as an Approval Last Point in Siebel Tools.

To add a new approval value and map the LOVs

1. From the Site Map, choose Administration - Data > List of Values.
2. In the List of Values list, query for the MKTG_PLAN_APPR_TYPE list of values and perform the following steps:
   1. Click New and complete the fields.
   2. You must complete the Display Name, Language Name, and Order fields, and then select the Active flag.

      NOTE:  Use a unique value in the Order column in this list. This controls the sequence that the items appear in the drop-down list.

3. Query for the MKTG_UINBOX_ACTION_TYPE list of values and perform the following steps:
   1. Click New and complete the fields.
   2. You must complete the Display Name, Language Name, and Order fields, and then select the Active flag.

      NOTE:  Set the order value in this list to control the sequence that the item appears in the drop-down list.

To identify a new Approval Last Point value

1. Login to Siebel Tools and query for the business component for each marketing approval item. For a list of supported business components, see Table 5.
2. For each business component, select the Business Component User Properties node.
3. Select the User Property named Approval Last Point.
4. Add the new value to the comma separated list.

   CAUTION:  Do not change the existing values (Declined and Approved). You should insert your value <your new value> as an additional value.

If your organization does not want this Approval dialog box to appear when the Approval Status changes, you can disable it.

To disable the Approval dialog box

1. Log in to Siebel Tools.
2. Find the base Business Component for which you want to disable the popup. For a list of supported business components, see Table 5.
3. Select the Business Component User Properties node.
4. Select the Show Approval Popup user property and change the value to No.