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Security Guide for Siebel eBusiness Applications > User Administration > Implementing Self-Registration >

Activating Workflow Processes

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When you install your Siebel eBusiness Applications, you are provided the following workflow processes that control self-registration for several Siebel applications. These workflow processes together present a sequence of forms for the user to complete, perform data validation, and invoke database operations.

User Registration Initial Process. For purposes of self-registration, this process is invoked when a user clicks New User on the login form or clicks Check Out during the buying process in Siebel eSales. This process is also invoked by clicking Forgot Your Password? on the login form. The process branches to one of the following subprocesses:
User Registration Process
User Registration Forgot Password Process
User Registration Process. This is the main self-registration process. It updates the database, including:
Creating a new User record
Checking for a duplicate User record
Updating the existing User record with new information if a duplicate record is found
User Registration SubProcess. This process is a subprocess to User Registration Process. It performs all of the information gathering and validation. The validated information includes:
A duplicate user ID does not exist in the database.
The Password and Verify Password entries are identical.
All required fields are completed.

To view workflow processes

From a Siebel employee application such as Siebel Call Center, navigate to the Business Process Administration screen.
From the Show drop-down menu, choose Workflow Processes.

The Workflow Processes list appears.

In the Workflow Processes list, scroll or query to find and select a workflow process.
Do one of the following, depending on the information about the process you want to see:
Click the Process Designer view tab to see a flowchart of the process. You can double-click a step to see its properties.
Click the Process Properties view tab to see any property in this workflow process.

The registration workflow processes branch at various stages depending on these cases:

The application is Siebel Partner Portal.
The application is Siebel eAuction. One individual branch requires either eAuction or eSales.
The application is neither of the above. This is the default case, and it includes Siebel eService, eCustomer, eTraining, eEvents, and eMarketing.

Table 17 lists the views specified in the workflow processes that provide interactive forms during self-registration.

Table 17.  Self-Registration Workflow Views

View Name	Applications that Use this View	Description
User Registration Initial Form View User Registration Password Error Msg View User Registration Missing Info Msg View User Registration Login Error Msg View User Registration Legal Confirmation View User Registration Confirmation Msg View User Registration Declined View	All	These views, common to all applications that use the User Registration Process, comprise two groups: Personal Information form and messages resulting from flawed entries or a duplicate user ID with an existing user record. Usage Terms form and messages resulting from accepting or declining to agree.
User Registration Contact Information View	Default	This view is the Contact Information form used by default.
User Registration Contact Information View (SCW) User Registration Company Information - Company View (SCW) User Registration Company Information - Individual View (SCW)	PRM Partner Portal	These views collect contact information and information about the user's company.
User Registration Contact Information View (eSales)	eSales eAuction	This view is the Contact Information form used by eSales and eAuction.
eAuction User Registration - Address eAuction User Registration - Payment eAuction User Registration - Seller eAuction User Registration - Wireless Device eAuction User Registration - Wireless Preferences	eAuction	These views collect various specialized data for eAuction.

For the self-registration workflow processes to be invoked, they must have the Active status.

To activate a workflow process

From a Siebel employee application such as Siebel Call Center, choose View > Site Map > Business Process Administration > Workflow Processes.

The Workflow Processes list appears.

In the Workflow Processes list, scroll or query to find and select a workflow process.

If the process has status Active, then you do not have to activate it.

To activate a workflow process, it must have the In Progress status. If the status is not In Progress, click Revise.

A workflow process of the same name, but with an incremental version number, is created and selected. The original workflow process is given an Outdated status.

Click Activate.

The new process is given the Active status. It is the only version of this process that has the Active status, and it is the version that is invoked.

Click Save.

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