Bookshelf v7.5: Details About the Steps in the Sample Process

This section explains the NREC-specified values for each of the four steps in the process described in Creating a Workflow Process.

Start

Double-clicking the Start step takes you to the Start form. This section tells you what values NREC specified for this step.

In the Start form applet, the only value NREC changed is the value of Name (setting it to Start, from its default value of New Start 0).

In the Next Steps list applet, NREC modified the existing record with the field values shown in Table 13.

Table 13. Field Values for the Next Steps Applet
Field	Value	Comments
Name	Active	This value specifies the name of the connector from the Start step to the next step.
Type	Default	This value indicates that the next step should be the one pointed to by the connector from Start.

NOTE: Because the Type field is set to Default, the value for the Next Step field will be automatically populated after you define the next step.

Send Contact Email (a Business Service Step)

Double-clicking the Business Service step icon takes you to the Business Services view.

In the Business Service form applet, NREC specified the field values shown in Table 14.

Table 14. Field Values for the Business Service Applet
Field	Value	Comments
Name	Send email	Unique name.
Business Service	Outbound Communications Manager	Specify this value because you want to send an email using the Siebel Communications Server.
Method	Create and Submit Request	Choose this method because you want to send the email template that you created earlier. For information about business services and their methods, see Siebel Communications Server Administration Guide or Siebel Business Process Designer Administration Guide.

In the Input Arguments list applet, NREC created four records with the field values shown in Table 15. For a detailed description of the arguments required for predefined business services, see Siebel Business Process Designer Administration Guide.

Table 15. Field Values for Input Arguments Applet
Input Argument	Type	Value	Property Name	Property Data Type
Request Name	Literal	NREC Request
Recipient Group	Literal	Opportunity Sales Team
Comm Template Name List	Literal	NREC Email Message
Source Id List	Process Property		Object Id	String

An Outbound Communications Manager business service does not take any output arguments.

End

Double-clicking the End step takes you to the End Arguments view. The only value NREC changed in this view is the value of Name (setting it to End, from its default value of New End 0).

After you finish creating the process by defining all the steps, you must create a policy that calls this process. A Workflow policy consists of a condition and an action. The action in this example is to invoke the Account Status Change process. For instructions on defining the action and conditions, see the following section, Creating a Workflow Policy.