Bookshelf Home | Contents | Index | Search | PDF

Siebel Business Process Designer Administration Guide > Creating Workflow Policies > Workflow Policy Action Examples >

Creating a Send Email Action with a Repeating Message

---

In this example, the vice president of sales wants to be notified only after a specific number of deals fail to close. Because this action will be used with a workflow policy that uses the Batch feature, you will need to enter relevant information in the Repeating Message field of the Send Message Arguments applet. This is because the recipient receives one email with a consolidated list of the pertinent information on each of the deals. Without a Repeating Message, the email would be sent but may not contain meaningful information.

Use the following procedure to define a workflow policy action for this situation.

To send an email with a repeating message

In the Workflow Policies Actions view, fill in the Actions applet fields as follows:
Create a new record in the Actions applet view and enter the name of the action:

   Excellent Quality Opportunity

Select a predefined workflow policy program from the Program field picklist:

   Send Opportunity Email

Select a predefined workflow policy object from the Workflow Object field picklist:

   Opportunity

Enter text in the Comments field:

   Send an email to the VP of Sales when deals aren't closing

Fill in the Send Message Arguments applet.
Select dynamic fields from Available Substitutions where appropriate.
Enter text and/or dynamic fields in Subject:

   Opportunities not Closing

Enter text and/or dynamic fields in Message Template:

   Meet with [Last User First Name] [Last User Last Name] about
   [Opportunity] for [Account]

Enter text and/or dynamic fields in Repeating Message:

   Meet with [Last User First Name] [Last User Last Name] about
   [Opportunity] for [Account]

Fill in the Recipients applet.
Select a predefined Recipient Type from the Recipient Type field picklist:

   Send To Position

Select the Recipient Name from the Recipient Name picklist:

   VP Sales

When you create the workflow policy for this action, check the Batch field in the Policies applet of the Workflow Policies Policies view.

Bookshelf Home | Contents | Index | Search | PDF