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Activating Workflow Processes
Workflow processes must be activated before you can use them. To activate a workflow process, navigate to the Workflow Processes view of the Business Process Administration screen and select a workflow process. Then you click Revise, make any changes, and click Activate. When activated, the workflow process Status field will contain a value of Active. For details about making changes necessary for your business needs, see Siebel Business Process Designer Administration Guide.
Make sure that the following workflow processes (listed in alphabetical order) have been activated in the Business Process Administration screen before attempting to use Siebel Marketing:
- Analytic Adapters. See Editing the Workflow Process for Siebel Analytics.
- Automatic Data Retrieval. This workflow is invoked any time you insert a new record in the ETL Result (S_ETL_RUN) table. For more information, see Automatic Data Retrieval.
- Campaign Launch. This workflow is called when you launch a campaign. For more information, see Launching Programs and Campaigns.
- Campaign Load. This workflow is called when you load a campaign. For information about manually loading a campaign, see Manually Loading a Campaign (Generating a List). For information about loading a campaign (generating a list) automatically, see Using the Schedule Calendar View.
- Campaign List Association. This workflow associates a list with a campaign and deleting a list from a campaign.
- Marketing Plan Recalculation. This workflow is called when you navigate to the Marketing Plans screen and click Recalculate in the More Info view tab. This rolls up values across campaigns, programs, sub-plans and plans.
- Program Execution. Program Execution is used for executing programs automatically. For more information, see Launching Programs and Campaigns.
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Siebel Marketing Guide, Version 7.5, Rev. A Published: 18 April 2003 |