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Activating the Auto Call Report Workflow

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When activated, the Auto Call Report Workflow allows end users to create call report records automatically from the Contacts, Companies, Activities, and Call Reports screens. After the administrator activates the Auto Call Report Workflow, end users will see the Auto Call Report icon in the upper left corner of those screens.

To activate the Auto Call Report Workflow

From the application-level menu, choose View > Site Map > Business Process Administration> Workflow Processes.
In the Workflow Processes list, select the New Call Report Workflow record.
Click the Activate button at the top of the list to activate this workflow process.
Reload personalization rules in Runtime Event Administration. For more information, see Personalization Administration Guide.

To use the Auto Call Report feature once activated, end users can either click the icon, can choose File > Auto > Call Report from the application-level menu, or can use the short cut key Alt+P.

NOTE:  The Auto Call Report Workflow uses the Data Transfer Utility business service to transfer fields from one view to another. To modify the Auto Call Report Workflow so that it is available from more screens or to populate more fields when moving from one screen to the next, see the Data Transfer Utility section in Siebel Business Process Designer Administration Guide. The current Data Map Objects used for the Auto Call Report in the Data Transfer Utility business service include: Auto Call Report - Account, Auto Call Report - Activity, Auto Call Report - Contact, and Auto Call Report - Opportunity.

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