Security Guide for Siebel eBusiness Applications > User Administration > Modifying Self-Registration Views and Workflows >

Workflow Tasks for Adding or Deleting Fields

Adding a field to a view that is used in a self-registration workflow process requires that you associate process properties with the field so that information gathered through the workflow process is written to the appropriate field in the business component.

The following procedure is intended to list the major tasks you must perform in the Business Process Administration screen to allow an added field in the user interface to correctly populate a field in the User Registration business component. It applies the principle of writing user data to the database only after the registration process is complete. It assumes you have already completed the tasks described in Siebel Tools Tasks for Adding or Deleting Fields.

For detailed information about workflow administration, see Siebel Business Process Designer Administration Guide.

To modify self-registration workflow processes to handle an added field

  1. In a Siebel employee application, such as Siebel Call Center, log in as an administrator, and then from the application-level menu, choose View > Site Map > Business Process Administration > Workflow Processes.

    2. The Workflow Processes list appears.

  2. Query or scroll to select User Registration SubProcess.
  3. Create a revised copy of User Registration SubProcess, as described in To create a revised copy of a workflow process. Edit this revised copy.
  4. Click the Process Properties view tab.

    5. The Process Properties list appears.

  5. In the Process Properties list, create a new record. Enter only the fields listed below by using the guidelines provided.

    6. Field
    Guideline
    Name
    Enter a process property name, such as Vheight. This can be a name of your choice.
    Data Type
    Pick the appropriate data type.
    Business Component
    Enter User Registration.
    Virtual Field
    Enter the name of the virtual field, such as Vheight, in the User Registration business component that corresponds to the new field.

  6. Click the All Processes view tab, and then select User Registration Process.
  7. Click the Process Designer view tab.

    8. The Process Designer appears, showing the current workflow process. One of its subprocess steps is Registration SubProcess.

  8. Double-click the Registration SubProcess step.

    9. The Sub Process form appears.

  9. In the Sub Process Output Arguments list, create a new record. Enter only the fields listed below by using the guidelines provided.

    10. Field
    Guideline
    Property Name
    Enter a process property name, such as Vheight, for the User Registration Process. This can be a name of your choice.
    Type
    Enter Output Argument.
    Sub Process Output
    Enter the process property, such as Vheight, of the User Registration SubProcess that you created in Step 5.

  10. Click the Process Designer view tab.

    11. The Process Designer flowchart appears.

  11. Perform the following steps for each Siebel Operation step that inserts a new user, for example Insert New User and Insert New eAuction User:
    1. Double-click the step's flowchart icon.

      2. The Siebel Operation form appears.

    2. In the Fields list, create a new record. Enter only the fields listed below by using the guidelines provided.

      3. Field
      Guideline
      Field Name
      Enter the new field name, such as height, that you created in the User Registration business component. This should be the field that writes to the database, not the corresponding virtual field.
      Type
      Enter Process Property.
      Property Name
      Enter the process property, such as Vheight, of the User Registration Process that you created in Step 9. This process property is the end of the chain that passes the virtual field value collected by the user interface.

  12. In the Siebel Operation form, click Return to Designer.

    13. The Process Designer flowchart and palette appear.

  13. Click the All Processes view tab.

    14. The Workflow Processes list appears. The revised process is still selected.

  14. On the Workflow Processes list, click Activate.

    15. The status of the revised workflow process changes to Activated, and the status of other versions by the same name change to Outdated.

NOTE:  If you remove a field from the self-registration user interface, you must also make sure that the User Registration SubProcess workflow process does not require the user to complete the field and that the field is not used to check for duplicate User records.

For information about removing the requirement that the user must complete a field, see Workflow Tasks for Adding or Deleting Fields.

For information about removing a field from the deduplication check, see Modifying the Fields Used to Determine a Duplicate User.


 Security Guide for Siebel eBusiness Applications 
 Published: 23 June 2003