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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:

1. Defining the Custom Recipient Group
2. Defining the Product Defect and Employee Link
3. Defining a Template for the Email Message
4. 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

1. In the Siebel client, navigate to the Administration-Data screen, and then the List of Values view.
2. Create a new record using values from the following table.

   Property	Value
   Type	COMM_RECIP_SRC
   Display Value	Product Defect
   Language - Independent Code	Product Defect
   Parent LIC	Leave this field empty.

3. Define a second record using values from the following table.

   Property	Value
   Type	COMM_RECIP_SRC
   Display Value	Product Defect Owner
   Language - Independent Code	Comm Employee
   Parent LIC	Product Defect

4. 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.

5. Navigate to the Applets list, and then query the Name column for Comm Source List Applet.
6. Choose the Edit menu, and then click Copy Record.
7. Define properties using values from the following table.

   Property	Value
   Name	Comm Source Product Defect List Applet
   Class	CSSFrameListCommSrc

8. In the Applets list, query the Name column for Comm Source List Applet, right-click the record, and then choose Lock Object.
9. 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.

   Property	Value
   Applet	Comm Source Product Defect List Applet

10. 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.

    Property	Value
    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

11. Navigate to the Business Objects list, query the Name column for Comm Request, right-click the record, and then click Lock Object.
12. 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.

    Property	Value
    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

1. In the Object Explorer, click Link, and then add a new record in the Links list using values from the following table.

   Property	Value
   Name	Product Defect/Comm Employee
   Parent Business Component	Product Defect
   Child Business Component	Comm Employee
   Source Field	Owned By Id
   Destination Field	Id

2. Navigate to the Business Objects list, query the Name column for Product Defect, right-click the record, and then click Lock Object.
3. 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.

   Property	Value
   BusComp	Comm Employee
   Link	Product Defect/Comm Employee

4. 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

1. In the Siebel client, navigate to the Communications screen, and then the My Templates view.
2. Add a new record using values from the following table.

   Property	Value
   Name	eMail Notification - Product Defect
   Channel Type	Email

3. Click the Advanced view tab, and then set the Recipient Group property to Product Defect Owner.
4. 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

1. 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.

2. 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.

3. Click the Call Template step, and then use the Properties window to define values described in the following table.

   Property	Value
   Business Service Name	Outbound Communications Manager
   Business Service Method	CreateRequest

4. Make sure the Call Template step is still chosen in the Process Designer.
5. In the MVPW, define three new input arguments using values from the following table.

   Input Argument	Type	Value
   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.

6. In the MVPW, define one more input argument using values from the following table.

   Input Argument	Type	Value
   SourceIdList	Process Property	Object Id

7. Validate, and then simulate the workflow process.

   For more information, see Process of Testing a Workflow.

8. Implement this configuration in your production workflow.