Siebel Business Process Framework: Workflow Guide > Example Workflow Processes That Call a Business Service > Examples That Use the Outbound Communications Manager Business Service >
Using the Outbound Communications Manager to Send an Email to the Owner of a Product Defect
The example in this topic uses the Outbound Communications Manager to send an email to the owner of a product defect. To develop this example, do the following tasks:
- Defining the Custom Recipient Group
- Defining the Product Defect and Employee Link
- Defining a Template for the Email Message
- Defining a Workflow Process That Calls the Email Template
Defining the Custom Recipient Group
This topic is a task in Using the Outbound Communications Manager to Send an Email to the Owner of a Product Defect. This topic describes how to define the custom recipient group for a product defect owner. For more information, see Siebel CTI Administration Guide. To define the custom recipient group
- In the Siebel client, navigate to the Administration-Data screen, and then the List of Values view.
- Create a new record using values from the following table.
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|
Type |
COMM_RECIP_SRC |
Display Value |
Product Defect |
Language - Independent Code |
Product Defect |
Parent LIC |
Leave this field empty. |
- Define a second record using values from the following table.
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|
Type |
COMM_RECIP_SRC |
Display Value |
Product Defect Owner |
Language - Independent Code |
Comm Employee |
Parent LIC |
Product Defect |
- In Siebel Tools, make sure the Object Explorer displays the Applet Toggle object type.
For more information, see Displaying Object Types You Use to Develop a Workflow Process.
- Navigate to the Applets list, and then query the Name column for Comm Source List Applet.
- Choose the Edit menu, and then click Copy Record.
- Define properties using values from the following table.
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|
Name |
Comm Source Product Defect List Applet |
Class |
CSSFrameListCommSrc |
- In the Applets list, query the Name column for Comm Source List Applet, right-click the record, and then choose Lock Object.
- In the Object Explorer, expand the Applet tree, click Applet Toggle, and then add a new record in the Applet Toggles list using values from the following table.
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|
Applet |
Comm Source Product Defect List Applet |
- In the Object Explorer, click Link, and then add a new record in the Links list using values from the following table. Make sure you define properties in the order that this table lists them.
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|
Name |
Comm Request/Product Defect |
Parent Business Component |
Comm Request |
Child Business Component |
Product Defect |
Inter Table |
S_COMM_REQ_SRC |
Inter Parent Column |
COMM_REQ_ID |
Inter Child Column |
SRC_ROW_ID |
- Navigate to the Business Objects list, query the Name column for Comm Request, right-click the record, and then click Lock Object.
- In the Object Explorer, expand the Business Object tree, click Business Object Component, and then add a new record in the Business Object Components list using values from the following table.
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|
BusComp |
Product Defect |
Link |
Comm Request/Product Defect |
Defining the Product Defect and Employee Link
This topic is a task in Using the Outbound Communications Manager to Send an Email to the Owner of a Product Defect. In this topic, you define the product defect and employee link. To define the product defect and employee link
- In the Object Explorer, click Link, and then add a new record in the Links list using values from the following table.
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|
Name |
Product Defect/Comm Employee |
Parent Business Component |
Product Defect |
Child Business Component |
Comm Employee |
Source Field |
Owned By Id |
Destination Field |
Id |
- Navigate to the Business Objects list, query the Name column for Product Defect, right-click the record, and then click Lock Object.
- In the Object Explorer, expand the Business Object tree, click Business Object Component, and then add a new record in the Business Object Components list using values from the following table.
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|
BusComp |
Comm Employee |
Link |
Product Defect/Comm Employee |
- Compile your changes.
Defining a Template for the Email Message
This topic is a task in Using the Outbound Communications Manager to Send an Email to the Owner of a Product Defect. In this topic, you define a template for the email message. To define a template for the email message
- In the Siebel client, navigate to the Communications screen, and then the My Templates view.
- Add a new record using values from the following table.
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|
Name |
eMail Notification - Product Defect |
Channel Type |
Email |
- Click the Advanced view tab, and then set the Recipient Group property to Product Defect Owner.
- Define other information in the Advanced form, as required.
For more information, see Siebel CTI Administration Guide.
Defining a Workflow Process That Calls the Email Template
This topic is a task in Using the Outbound Communications Manager to Send an Email to the Owner of a Product Defect. In this topic, you define a workflow process that calls the email template. To define a workflow process that calls the email template
- In Siebel Tools, in the Workflow Processes list, create a new workflow process using values from the following table.
Property |
Value |
Process Name |
Email Notification of Product Defect |
Business Object |
Service Request |
Workflow Mode |
Service Flow |
For an example, see Creating the Workflow Process.
- Open the Process Designer for the workflow process you defined in Step 1, and then define a workflow process that resembles the workflow in the following figure:
For more information, see Overview of Workflow Process Steps, and Diagramming a Workflow Process.
- Click the Call Template step, and then use the Properties window to define values described in the following table.
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|
Business Service Name |
Outbound Communications Manager |
Business Service Method |
CreateRequest |
- Make sure the Call Template step is still chosen in the Process Designer.
- In the MVPW, define three new input arguments using values from the following table.
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|
|
PackageNameList |
Literal |
eMail Notification - Product Defect |
RecipientGroup |
Literal |
Product Defect Owner |
RequestName |
Literal |
Comm Request created by AP Send Updated CR Email |
For more information, see Arguments That You Can Define for a Process Property.
- In the MVPW, define one more input argument using values from the following table.
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|
SourceIdList |
Process Property |
Object Id |
- Validate, and then simulate the workflow process.
For more information, see Process of Testing a Workflow.
- Implement this configuration in your production workflow.
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