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A
action parameters, defined 1
ActionAgent parameter 1
ActionInterval parameter 1
actions
creating for workflow policies 1
examples of for workflow policies 1
working with for workflow policies 1
Actions applet
field descriptions, Actions view 1
field descriptions, Policies view 1
activating processes, procedure 1
activity templates module, described 1
All Processes view, screen example and list of tasks 1
architecture of workflow components 1
arguments
action parameters for policies 1
common values for policy programs 1
Create E-mail Activity program 1
creating argument values 1
creating SQL statements for program 1
Database Operation program 1
definition 1
Policy Program List Argument view, about 1
programs, example of creating 1
Run External program 1
Send E-Mail program 1
Send Message Broadcast program 1
Send Page program 1
Assign Non-Respondents policy, creating 1
Assign to Campaign E-mail action 1
Assign to Campaign program 1
Assignment Manager module, described 1
Assignment Request, Workflow Policy program about 1
asynchronous server requests 1
audience for guide 1
B
Batch feature 1
Batch field for workflow policies 1
batch mode, running workflow processes 1
BatchMode parameter 1
branch
Decision step, defining 1
definition 1
next step branches, defining 1
user interact next step branches, defining 1
using the Next Step applet, Start steps 1 , 2
Branches applet, Decision view fields 1
business analyst, role of 1
business objects
definition of 1
primary component, defining 1
business policies
creating policy actions 1
creating policy groups 1
creating workflow policies 1
gathering information on 1
business process, definition of 1
business processes
See also Using the Process Properties View
Process Properties applet fields, table of 1
Process Properties view 1
runtime events, about using to automate 1
business rule, defined 1
business service
definition 1
using in processes 1
Business Service applet
field descriptions 1
using to define a Business Service step 1
Business Service step
basic details, defining 1
input arguments, defining 1
output arguments, defining 1
Business Service view
Business Service applet fields 1
Input Arguments applet fields 1
Output Arguments applet fields 1
using 1
Business Service, Workflow Policy Action, executing from, note 1
business services, enabling workflow for 1
business services, predefined
asynchronous server requests 1
Outbound Communications Manager 1
synchronous server requests 1
Workflow Utilities, arguments 1
C
cache, state model 1
calculated fields, updating 1
campaigns
Create Email Activity program 1
marketing campaigns, scenario with Workflow policies 1
comparison operations
Conditions applet, Decision step 1
Conditions applet, Start step 1 , 2
comparison values
entering date calculations 1
specialized 1
standard 1
using in the Conditions applet 1
conditions
defining in Decision steps 1
defining in Exceptions 1
expressions, format of 1
Conditions applet
field descriptions, Decision view 1
field descriptions, Policies view 1
field descriptions, Start view 1 , 2
using comparison values 1
using specialized comparisons 1
using standard comparisons 1
Configurator workflow role, described 1
connector
defining for Decision branches 1
defining for Start branches 1 , 2
definition of 1
diagraming a process, using for 1
Exceptions, for 1
point in connector, removing or adding 1
copying, workflow process or step 1
Create Email Activity
about and arguments 1
creating 1
creating
database triggers for workflow policies 1
workflow policies 1
workflow policy actions 1
workflow policy groups 1
D
database
sample database, launching 1
Siebel database, described 1
specialized comparisons 1
triggers, creating 1
Workflow Policies database tables 1
Database Operation, Workflow Policy program about 1
date calculations, comparison values 1
debugging, workflow processes 1
Decision applet
field descriptions 1
using to define a Decision step 1
Decision Branches view
Branches applet fields 1
Conditions applet fields 1
Decision applet fields 1
tasks 1
using to define workflow process Decision steps 1
Decision steps
basic details, defining 1
branches, defining 1
conditions, defining 1
definition of 1
values, defining 1
working with 1
default SQL statements 1
DeleteSize parameter 1
deleting
processes 1
workflow process instances 1
workflow process steps 1
E
consolidating for recipient 1
consolidating for recipient, about using batch mode 1
creating Workflow policy for 1
testing 1
Email for CD-ROM Campaign policy, creating 1
Email Manager
parameters for 1
setting up on Siebel Server 1
troubleshooting 1
End Arguments view
End Step applet fields 1
Output Arguments applet fields 1 , 2
using to define workflow process End steps 1
End step
about working with 1
applet field descriptions 1
defining an end step 1
definition of 1
End User, workflow role, described 1
error code
conditions, not using in 1
defined 1
Error Message
conditions, using in 1
defined 1
errors, correcting process and resuming 1
events, tracing and logging 1
Exceptions
defining 1
definition of 1
exporting
multiple process definitions 1
process definition 1
expressions, format of 1
External Program, Workflow Policy program about 1
F
field name modifications 1
Fields applet
defining workflow process Siebel Operation steps 1
field descriptions 1
flowchart tool
See Using the Process Designer View
G
Generate Trigger (GenTrig)
component-specific parameters for 1
functions of 1
tips for running 1
Generic Request Server, Workflow Policy program, about 1
GenReqRetry parameter 1
GroupName parameter 1
groups
creating for workflow policies 1
planning policy groups 1
working with for workflow policies 1
I
IgnoreError parameter 1
importing, process definitions 1
input arguments
defining for business service steps 1
Stop steps, defining 1
Sub Process step, defining 1
Wait step, defining 1
Input Arguments applet
field descriptions, Business Service view 1
field descriptions, Stop view 1
field descriptions, Sub Process view 1
field descriptions, Wait view 1
K
KeepLogDays parameter 1
L
LastUsrCacheSz parameter 1
license key validation 1
logging events, table of 1
M
MailTo parameter 1
marketing campaigns, scenario with Workflow policies 1
Message Broadcast
Arguments applet, about and arguments and values 1
workflow policy program type 1
migrating
policies, suggested strategies for 1
production environment, workflow policies to 1
workflow processes 1
migration strategy, defining workflow processes 1
modifying
policy column and policy field names 1
Workflow policy object 1
monitoring
Workflow Monitor Agent, viewing executed policies 1
Workflow Policies processes 1
multiple conditions, defining for each branch 1 , 2
multiple records, executing actions in a workflow processes 1
multi-value groups, updating fields based on 1
N
name, modifying policy column and policy field names 1
Next Step applet
defining conditions and values for Start steps 1 , 2
field descriptions, Start view 1 , 2 , 3
using for exceptions 1
O
Object Explorer view
workflow policy object, defining 1
workflow policy objects, adding to 1
Object Id, default process property 1
Object Manager
running workflow processes 1
workflow process, invoking process example 1
object type
definition in relation to Siebel Tools 1
program types, table of 1
workflow policies terms, defined 1
workflow policy objects, modifying 1
workflow policy program, viewing with Program List view 1
object types for workflow policy 1
organization of guide 1
Outbound Communications Manager
available methods, described 1
output arguments
Business Service steps, defining 1
Sub Process step, defining 1
Output Arguments applet
field descriptions, Business Service view 1
field descriptions, End Step view 1 , 2
field descriptions, Sub Process view 1
P
Page Manager
parameters for 1
setting up 1
troubleshooting 1
parallel processing, Workflow processes, supported by 1 , 2
performance
tuning tips for Workflow Policies 1
tuning workflow policies 1
Workflow Agent processes, creating multiple 1
Persistence Level, about setting 1
planning
policy scenarios 1
workflow policies, about 1
workflow policies, determining what to monitor 1
workflow policies, planning policies and conditions, about 1
workflow policy groups, about 1
policies
creating 1
creating actions for 1
creating groups for 1
monitor, determining what 1
planning for 1
planning policies and conditions, about 1
Policies applet
described, Workflow Policies Groups view 1
field descriptions, Groups view 1
field descriptions, Policies view 1
Workflow Policies Groups view, field descriptions 1
policy action
See also Workflow Policies Structure
creating 1
definition of 1
examples of 1
working with 1
policy condition
definition of 1
role in workflow policies 1
Policy Frequency Analysis chart, viewing 1
policy groups
creating 1
planning, about and reasons for using 1
predefined programs
assigning manager as owner 1
close date, changing 1
Message Broadcast program, screen example and arguments 1
owner, changing 1
Send Email, using and arguments 1
Send Quote Page 1
table of 1
workflow action, using a predefined program to create 1
workflow policy programs 1
primary component, defining for business object 1
Process Designer view
about, screen example, and list of tasks 1
Designer applet items 1
diagramming a process 1
Process Properties
definition of 1
workflow process, passing field values to example 1
workflow processes, about passing to 1
Process Properties view
defining process properties 1
Process Properties applet fields, table of 1
using 1
Process Property values, using in expressions 1 , 2
Process Simulator view
button functions 1
debugging workflow processes 1
definition of 1
Step Details applet fields 1
testing Workflow Process, caution 1
using 1
workflow processes, using to invoke 1
process steps
copying 1
Decision 1
deleting 1
End step, about 1
Siebel Operation, about working with 1
Start step, about working with 1
Stop 1
Stop step, about working with 1
Sub Process step, about working with 1
testing with Process Simulator, about 1
Wait steps 1
processes
existing process definitions, modifying 1
existing process definitions, reviewing 1
new process, defining 1
production environment, migrating to 1
program
definition of 1
property fields descriptions, workflow policies 1
workflow policy types 1
Program Argument common properties, table of 1
Program Argument List view, about 1
Program List view, using to list workflow policy programs 1
programs
predefined, table of 1
workflow policy action types 1
properties
described 1
Program Argument common, table of 1
Run External Program Argument 1
Send Message Argument 1
workflow policy programs 1
property sets, passing to workflow processes 1
R
recipient types, table of 1
Recipients applet, field descriptions 1
ReloadPolicy parameter 1
repository setting, verifying 1
Requests parameter 1
row id, locating for a object id property 1
Run External
Program Argument properties, table of 1
workflow policy program, creating action 1
workflow policy program. about and example and arguments 1
Run Workflow Process, about using to define a policy 1
S
sample database, launching 1
scripts, invoking workflow processes, examples 1
Search Specification applet, field descriptions 1
Send Campaign Email, using 1
Send Email
creating for Workflow policy 1
using and arguments 1
Send Message Argument, properties, table of 1
Send Message Arguments applet 1
Send Message Broadcast, Workflow Policy program 1
Send Message, Workflow Policy program 1
Send Page
about and arguments 1
Workflow Policy program about 1
Send Quote Page, using and SQL statement examples 1
Send to Relative recipient type, about sending email or page 1
server requests, submit request arguments 1
Service 1
Service Request Priority, updating 1
service requests
assigning manager as owner 1
close date, changing to today's date 1
owner, changing to today's date 1
Siebel administrators
correcting processes and resuming 1
deleting workflow process instances 1
stopping workflow processes 1
Siebel Client, description 1
Siebel Client, making object types available 1
Siebel database, described 1
Siebel eScript, examples of invoking from workflow process 1
Siebel Operation
applet, field descriptions 1
definition 1
Siebel Operation Object Id, described 1
Siebel Operation step
about working with 1
defining 1
fields, defining 1
search specifications, defining 1
workspace, adding to 1
Siebel Operation view
Fields applet fields 1
Search Specification applet fields 1
Siebel Operation applet fields 1
using 1
Siebel Server
Email Manager, setting up 1
setting up for Page Manager 1
startup account, locating 1
Siebel Server Administration, viewing trace files 1
Siebel Server log directory 1
Siebel Server task trace file
created for listed processes 1
viewed in Siebel Server Administration 1
viewed in Siebel Server log directory 1
Siebel Server, description 1
Siebel SmartScript
Siebel Tools
customizing Workflow Policies 1
five types of programs in 1
Program List view, using 1
Validate Tool provided by 1
Workflow Administration and 1
Siebel Tools, description 1
Siebel VB, examples of invoking from workflow process 1
Siebel Workflow Administration, about and screen example 1
Simulator applet, button functions 1
sleep intervals, determining for workflow policy groups 1
SmartScript module, described 1
specialized comparisons, descriptions 1
SQL script file 1
SQL statements
created for program arguments 1
types of 1
Start applet, field descriptions 1
Start step
about working with 1
definition 1
Start view
Conditions applet fields 1 , 2
Next Step applet fields 1 , 2 , 3
tasks 1
state model
See also Understanding State Models
cache 1
creating 1
definition 1
new state model, creating 1
overview 1
overview and screen diagram 1
state transitions
creating 1
new state transition, creating 1
Step Details applet, field descriptions 1
step instance, defined 1
steps
copying 1
definition 1
deleting 1
Stop applet. field descriptions 1
Stop step
about working with 1
defining a stop step 1
definition 1
input arguments, defining 1
Stop view
Input Arguments applet fields 1
Stop applet fields 1
tasks 1
Sub Process applet, field descriptions 1
Sub Process steps
about working with 1
defining 1
Sub Process view
Input Arguments applet 1
Output Arguments applet fields 1
Sub Process applet fields 1
tasks 1
using 1
sub-process, defined 1
synchronous server requests 1
System Administrator, workflow role 1
T
testing
creating strategy for 1
workflow process, creating strategy for 1
workflow processes, Process Simulator 1
testing workflow policies 1
trace file
Siebel Server log directory, viewing in 1
Siebel Server task trace file, created for listed processes 1
viewing trace files 1
tracing and logging events 1
trigger
database triggers, creating 1
Generate Trigger (Gen Trig), component-specific parameters for 1
Generate Trigger (Gen Trig), functions 1
Generate Trigger (Gen Trig), tips of running 1
invalid trigger, avoiding in production environment 1
troubleshooting
Email and Page Manager 1
notes on 1
U
User Interact step, viewing and defining step 1
user, workflow role described 1
V
Validate Tool, using 1
values
Decision steps, defining 1
described 1
Message Broadcast program type 1
Recipients applet fields 1
Run External program type 1
Send E-mail program type 1
Send Message Broadcast program type, table of 1
valid database operations program argument 1
Values applet, about
W
Wait applet, field descriptions 1
Wait steps
about working with and screen example 1
defining a wait step 1
definition 1
input arguments, defining 1
Wait view
Input Arguments applet fields 1
Wait applet fields 1
wildcards, using in standard comparisons 1
work item, defined 1
workflow
definition 1
gathering information on 1
user roles 1
Workflow Action Agent
action interval, about 1
caution in assigning 1
command-line interface 1
functions of 1
starting 1
to run processes of 1
to shut down 1
Workflow Action Arguments
applets, described 1
Workflow Actions
creating Assign to Campaign E-mail 1
creating Create Email Activity 1
creating Database Operation Program type 1
creating Message Broadcast Program type 1
creating Run External Program type 1
creating Send Campaign E-mail 1
creating Send Message Program type 1
creating Send Page Program type 1
using Database Operation program type 1
Workflow Administration
Siebel Tools and 1
Workflow Administration views
Siebel Tools programs available in 1
workflow administrator, role of 1
Workflow Agent process
monitoring 1
multiple processes, creating 1
starting automatically 1
Workflow Groups, starting multiple for 1
Workflow columns
adding 1
adding to Workflow objects 1
applet fields in 1
associating Workflow component with 1
described 1
Workflow Columns applet fields, values of 1
Workflow component columns
described 1
functions of 1
properties fields 1
Workflow Component Columns List view
described 1
Workflow components
architecture 1
associating with Workflow column 1
defining 1
relationship between 1
relationship between component and primary 1
relationship between Workflow object and 1
Workflow Components List view
displayed 1
function of 1
Workflow condition, defined 1
Workflow Conditions applet
using specialized comparisons in 1
workflow groups
creating 1
defining a workflow policy group 1
description 1
Workflow Agent processes, starting multiple 1
workflow policy group, described 1
Workflow Groups applet
about using 1
field descriptions 1
Workflow Groups view, function of 1
Workflow Manager
See Understanding Workflow Policies
Workflow Monitor Agent
caution in assigning 1
command-line interface 1
executed policies, viewing 1
parameters 1
starting 1
testing workflow policies 1
Workflow object properties fields 1
Workflow objects
adding columns to 1
adding new 1
defined using Object Explorer views 1
described 1
functions of 1
relationship between Workflow components and 1
Workflow Objects List view 1
Workflow Policies
definition 1
overview 1
policy condition, about 1
program types, list of 1
structure, about rule structure (diagram) 1
views, administered by and example 1
workflow groups, about 1
workflow policy action, parts of (diagram) 1
workflow policies
See also Workflow Policy Groups to Manage Server Load
Assign Non-Respondents policy, creating 1
conditions, table of specialized comparisons 1
created for Send Email 1
described 1
Email for CD-ROM Campaign policy, creating 1
invoking a process 1
license key validation 1
monitoring processes 1
monitoring, about 1
moving from one group to another, note 1
performance tuning tips 1
planning policies and conditions, about 1
planning, about 1
planning, determining what to monitor 1
production environment, migrating to 1
program types 1
repository setting, viewing 1
required components 1
Siebel Operation steps, using different object layers, described 1
sleep interval, determining for groups 1
using specialized comparisons 1
using standard comparisons 1
views, list of 1
Workflow Policies Actions view
applet, field descriptions 1
applets, description of 1
Message Broadcast Arguments applet 1
Recipients applet 1
Workflow Policies Arguments applet 1
Workflow Policies Explorer view 1
Workflow Policies Groups view
Policies applet fields, table of 1
Policies applet, described 1
Workflow Groups applet 1
Workflow Policies Log view 1
Workflow Policies module, described 1
Workflow Policies Policies view
Actions applet field, table of 1
working with 1
Workflow Policies Report page, about 1
Workflow Policies view, function of 1
Workflow Policy Action Agent 1
workflow policy actions
creating 1
examples 1
working with 1
Workflow Policy applet fields 1
workflow policy column, defined 1
workflow policy component column, defined 1
workflow policy components, defined 1
workflow policy groups
creating 1
definition 1
planning 1
Workflow Policy Log 1
Workflow Policy Monitor Agent 1
workflow policy objects
defined 1
modifying 1
Object Explorer, adding to 1
workflow policy program
property field descriptions 1
viewing with Program List view 1
Workflow Process applet, field descriptions 1
workflow process instance
about monitoring settings 1
defined 1
Workflow Process Manager Batch, about running workflow processes in batch mode 1
workflow processes
about designing views 1
activating 1
business object, defining for a primary component 1
business services, enabling 1
copying 1
deactivating 1
definition 1
deleting 1
exporting\importing 1
gathering information for 1
invoking from a runtime event, about 1
invoking from a script, examples 1
invoking from a workflow policy 1
overview 1
planning tips 1
process properties and property sets 1
requirements 1
running in batch mode 1
running on Object Manager 1
testing caution 1
testing, defining and migration strategy 1
tracing events 1
Workflow Processes module, described 1
workflow processes, designing
All Processes view, screen example and list of tasks 1
definitions, working with 1
Designer applet palette items 1
process steps, about diagramming 1
process steps, diagramming procedure 1
step icons, table of 1
Workflow Processes applet fields, table of 1
workflow processes, generating 1
workflow processes, monitoring
about 1
correcting processes and resuming 1
deleting workflow process instances 1
stopping 1
tracing and logging events, table of 1
Workflow programs
Assign to Campaign 1
configuring predefined 1
Create Email Activity 1
creating or modifying 1
five types of 1
Send Campaign Email, using 1
Workflow Utilities, arguments 1
Bookshelf Home | Contents | Index | Search | PDF |
Siebel Business Process Designer Administration Guide Published: 29 May 2003 |