Applications Administration Guide > Opportunities >

Modifying Opportunity Workflows

An administrator can modify the opportunity workflows; the email language can be modified, the notification time can be changed, and lead notification restrictions can be set.

NOTE:  The opportunity workflows are shipped as seed data. To modify a workflow, you should make a copy of the original workflow, and then modify the copy.

To modify the language of an opportunity workflow email

  1. From the application-level menu, choose View > Site Map > Business Process Administration.
  2. Select Workflow Processes.
  3. Select or Query for the workflow you want to modify.

    To view all seven opportunity workflows, type "O*N*".

  4. Click the Process Designer tab in the middle applet.
  5. Double-click the Send Out Emails rectangle.

    The Business Service Input Arguments view appears.

  6. In the Input Arguments applet, find the input argument called Message Body and click on the Value field.

    The email message text is displayed.

  7. Make any required text changes. The text includes field placeholders for data from the opportunity record. These placeholders appear as "+[Placeholder field]+".
  8. Activate the workflow and run the Workflow Monitor Agent. For more information, see Siebel Business Process Designer Administration Guide.

To restrict conditions for delivery of emails

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Policies.
  2. Select or Query for the workflow you want to modify.

    To view all five email notification policies, type "E*N*".

  3. Select the policy to modify.
  4. In the Conditions applet, select a condition, or add a new condition.
  5. Click on the Operation and Value fields and modify the condition.

    For example, to send email notifications for leads that have a high lead quality, add the following condition:

    Condition Field = Opportunity Lead Quality

    Operation = "="

    Value = "1-excellent"

  6. Activate the workflow and run the Workflow Monitor Agent. For more information, see Siebel Business Process Designer Administration Guide.

To stop sending email notifications to a sales representative's manager

  1. From the application-level menu, choose View > Site Map > Business Process Administration.
  2. Query for Get Manager Email.
  3. Click Revise.
  4. Click the Process Designer tab.
  5. In the designer palette, click the Connector object and drag a connector between the Start and End boxes.
  6. Delete all other arrows.
  7. Activate the workflow and run the Workflow Monitor Agent. For more information, see Siebel Business Process Designer Administration Guide.

 Applications Administration Guide
 Published: 09 September 2004