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Siebel Business Process Designer

There are many ways to customize a Siebel application. In the last chapter, you saw one way—writing assignment rules using Assignment Manager. This chapter introduces another way to customize your application—using Business Process Designer to automate business processes.

For example, NREC plans to use Siebel Business Process Designer to automatically send an email notification to partner real estate agents when an opportunity has been assigned to them. The email will be based on a simple template, and will inform them that they have a new opportunity in their queue. A workflow process will define the steps necessary to send the email. A workflow policy will trigger the process when it detects that an opportunity has been assigned. This chapter describes the tasks required to set up this business rule, including:

All the work in this chapter is done using the administration screens in NREC's test environment.


 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003