Siebel eFinance Guide > Applications > Administrator Procedures >

Setting Up an Application Workflow

The purpose of setting up an application workflow is to allow end users to use the Next button to navigate through the screens required to complete an application in Siebel eFinance. The application view order varies from product to product; therefore, you will need to set up the view order for every product for which your agents will fill out applications. As an administrator, you set up the view order using the Application Workflow view in the Product Administration screen.

The view order determines the next view the agent will see when filling out one or more applications for a customer in a single session. For instance, the view order of a basic checking application may use the following views in the following order: Applicant, Income Sources, Check Order, and Funding. If the end user manually starts in the Income Sources view, then clicks the Next button, the next view to appear will be the Check Order view. The Application view sequence for the checking application process will then follow the sequence for basic checking that was set in the Application Workflow Administration view.

NOTE:  If the product does not exist, add it. For more information about adding products, see Product Administration Guide.

To set up an application workflow

  1. From the application-level menu, choose View > Site Map > Product Administration > Product Administration.
  2. In the Products list, select the product for which to set up an application workflow.
  3. In the More Info form, from the Show drop-down list, select Application Workflow.
  4. In the Application Workflow list, add a record and complete the necessary fields.
  5. In the Add View Order dialog box, select a view to add to the workflow.
  6. To change the view order of a view, change the Sequence Number in the Application Workflow list.
  7. Continue adding views an end user will need to complete an application.

 Siebel eFinance Guide 
 Published: 20 October 2003