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Applications Administration Guide > Opportunities >
Setting Up Opportunity Notification Workflows
Follow these steps to correctly set up the opportunity workflows:
- Revise all Siebel workflows so that they are editable and have a status of In Progress. All Siebel workflows are initially inactive and cannot be edited. Make any necessary changes and activate the workflows.
- Verify that the Workflow Server component and the Communication Manager component are enabled and running. For detailed instructions, see the system requirements and supported platform documentation for your Siebel application.
- Set up the communication profile. See Setting Up the Communications Profile.
- Set up and activate the workflows and policies.
- Activate the opportunity workflow processes. See Activating the Opportunity Notification Workflow Processes and Policies.
- Modify Opportunity workflows, as necessary. See Modifying Opportunity Workflows.
- Set up the Create Reroute Oppty Activity. See Rerouting an Opportunity.
- Set up the Get Manager Email. See Setting Up the Get Manager Email.
- Load runtime events for the emails. See Siebel Business Process Designer Administration Guide.
- Generate the triggers. See Siebel Business Process Designer Administration Guide.
- Run the workflow monitoring agent. See Siebel Business Process Designer Administration Guide.
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Applications Administration Guide Published: 09 September 2004 |