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Creating a Policy Action


Workflow policy actions define the events that you want to occur when the conditions of your Workflow policy are met. In the NREC example, the action is to run a workflow process.

To create a policy action

  1. From the Show drop-down list, choose Workflow Policy Actions.
  2. In the Actions list, add a new record to specify what actions the policy should trigger.
  3. In the current example, the required fields and their values are:

    Field
    Value
    Comment
    Name
    NREC Opportunity Notification
    The name of the action can be any name meaningful to you.
    Program
    Run Workflow Process
    This value specifies that the policy will trigger a workflow process.
    Workflow Object
    Opportunity
    Name of the object associated with the workflow policy.

  4. In the Arguments list, add records for the necessary arguments.
  5. In the current example, the required fields and their values are:

    Argument
    Value
    Comment
    Argument
    ProcessName
    Since you previously specified Run Workflow Process, ProcessName is the only item in the pick list.
    Value
    NREC Opportunity Notification
    This value is the name of the process you created as described in Creating a Workflow Process. The workflow process must be active for it to appear in the drop-down list for the Value field.


 Developing and Deploying Siebel eBusiness Applications 
 Published: 18 April 2003