Siebel Email Response Administration Guide > Completing Advanced Setup Tasks > Authenticating the Email Sender's Email Address in Siebel Email Response >

Authenticating a Sender's Email Address Using Employee Email Address

In this scenario returning the Account Id value would not be useful. Therefore, the user might want to change the Value Fields argument to Id. This would return the row Id of the employee who will have access. You might decide to use the value in the workflow to set the Owner Id field of the service request record.

Before changing any workflow, make sure you are familiar with procedures and guidelines in Siebel Business Process Designer Administration Guide.

Performing the following tasks is one way to customize the workflow to authenticate the inbound email sender's address:

• Changing the Lookup Sender Step to Capture Employee Email Address
• Changing Related Workflows and Subprocesses

Changing the Lookup Sender Step to Capture Employee Email Address

If a business requires that employees be authenticated using email, you can modify the Lookup Sender step input arguments by setting the Business Object field equal to Employee, the Business Component field equal to Employee, and the Query field equal to EMail Addr (the field in the Employee business component that stores the email address).

To change the Lookup Sender step to find the employee email address

1. In the Siebel Tools Object Explorer, select the Workflow Processes object.
2. In the Workflow Processes list, perform a query for Process Name = eMail Response - Process Service Request.
3. In the Workflow Processes list, select eMail Response - Process Service Request and click Revise.

   The status of the eMail Response - Process Service Request workflow process changes to In Progress.

4. In the Workflow Processes list, right-click eMail Response - Process Service Request and choose Edit Workflow Process.

   The Business Process Designer appears.

5. Right-click the Lookup Sender step and choose Show Input Arguments.
6. In the Input Argument list, make the following changes:

   Input Argument	Type	Value
   Business Object	Literal	Employee
   Business Component	Literal	Employee
   Email Address	Process Property	Email Addr
   Query	Literal	Email Addr
   Value	Literal	Id

7. Right-click the Lookup Sender step and choose Show Output Arguments.
8. In the Output Arguments list, delete Account Id.

   NOTE:  To recapture the Account Id, see Recapturing the Account Id.

9. Right-click the Lookup Sender step and choose Show Process Properties.
10. In the WF Process Props list, create a new process property called Employee ID and change the value in the Data Type field to String.
11. Right-click the Lookup Sender step and choose Show Output Arguments.
12. In the Output Arguments list, modify the Contact Id output argument by changing the Property Name to Employee Id instead of Contact Id.
13. In the History Toolbar, click Back to return to Siebel Tools.
14. In the Workflow Processes list, right-click eMail Response - Process Service Request and choose Validate.
15. In the Workflow Processes list, right-click eMail Response - Process Service Request and click Deploy.

Changing Related Workflows and Subprocesses

Having changed the Lookup Sender step, you must also change other steps in the eMail Response - Process Service Request workflow and any of its subprocesses that use the Employee ID process property value. In this scenario, you need to make sure that you set the appropriate fields in the Service Request or Activity records so that they use the row ID of the employee record found by the Lookup Sender step.

For the outbound acknowledgement email, the preconfigured workflow uses an email template that assumes the contact ID is assigned to the service request record. In this example, we modified the Lookup Sender step of the workflow to assign the employee ID. To prevent the acknowledgement step in the eMail Response - SR Submit workflow process from failing, change the acknowledgement to use a template that uses the Service Request Owner recipient group or assign the contact ID to the Service Request record.

The following procedure provides an example of how to set up an employee ID in a subprocess workflow.

To set up an employee ID in a subprocess workflow

1. Add a process property to eMail Response - SR Submit called Employee ID.
2. Add an input argument to the Submit Subprocess step of eMail Response - Process Service Request; call it Employee ID and set it to the process property Employee ID.
3. Add an input argument to the Create Service Request step in eMail Response - SR Submit and set the name to Field: Owned By ID and set the process property to Employee ID.

NOTE:  In the preceding example, the employee who submitted the email becomes the owner of the new service request record.