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Creating a Workflow Policy Component Using the Account and Opportunity Assignment Objects

This topic is part of Example of Using a Single Criterion for Two Assignment Objects.

Use the following procedure to create a workflow policy component for two assignment objects.

To create a workflow policy component using the Account and Opportunity objects

1. Start Siebel Tools.
2. Select the workflow policy object for which you want to create a workflow policy component.
   1. In the Object Explorer, select Workflow Policy Object.
   2. In the Workflow Policy Objects window, select the object.

      For this example, select Account.

3. With the Account assignment object selected, choose Tools, then Lock Project (or Alt+L), to lock the project.
4. Add a new workflow policy component record.
   1. In the Object Explorer, expand Workflow Policy Component.
   2. In the Workflow Policy Component window, choose Edit, then New Record.
5. Enter information in the fields for the new record using the following steps:
   1. In the Name field, type the name of the workflow policy component.

      For this example, type Account/Opportunity.

   2. In the Source Table Name field, select the source table for the workflow policy component.

      For this example, select S_OPTY.

   3. In the Source Column Name field, select the source column for the workflow policy component.

      For this example, select PR_DEPT_OU_ID.

   4. In the Target Component Name field, select the target component for the workflow policy component.

      For this example, select Account.

   5. In the Target Column Name field, select the target column for the workflow policy component.

      For this example, select ROW_ID.