Siebel eFinance Guide > Applications > Administrator Procedures >

Activating the Auto Application Workflow

When activated, the Auto Application Workflow allows end users to create application records automatically from the Contact, Companies, and Products screens. After the administrator activates the Auto Application Workflow, end users will see the Auto Application icon in the upper left corner in those three screens.

To activate the Auto Application Workflow

  1. From the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.
  2. In the Workflow Processes list, select Auto Application Workflow.
  3. Click the Activate button at the top of the list.

    This activates the Auto Application feature and will display the Auto Application icon in the Contacts, Companies, and Products screens. To use the Auto Application feature, end users can either click the icon or choose File > Auto > Application from the application-level menu.

NOTE:  The Auto Application Workflow uses the Data Transfer Utility business service to transfer fields from one view to other view. To modify the Auto Application Workflow so that it is available from more screens or populates more fields when moving from one screen to the next, see the Data Transfer Utility section in Siebel Business Process Designer Administration Guide for Financial Services.


 Siebel eFinance Guide 
 Published: 20 October 2003