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Siebel eFinance Guide > Access Exceptions > Administrator Procedures >
Setting a Business Process Policy for a Distribution Exception
Administrators invoke a workflow process from a workflow policy. To invoke a workflow process from a workflow policy, you define a policy action that uses the workflow policy program Run Workflow Process.
To generate access exceptions, you need to enable the Literature Access Workflow and List Access Workflow. Use the Literature Access Workflow when distributing literature. If the access level of the literature is higher than that of the contact, the application generates an access exception record. Use the List Access Workflow to add contacts to a list. If the access level of the list is higher than the level of the contact, the application generates an access exception record. For more information on working with workflows, see Siebel Business Process Designer Administration Guide.
NOTE: Only a Siebel administrator can set a workflow policy.
To set a Business Process Administration policy for a literature or list distribution exception
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Siebel eFinance Guide Published: 20 October 2003 |