Siebel Business Process Framework: Workflow Guide > Defining Custom Workflow Policies > Process of Defining a Workflow Policy >

Defining a Workflow Policy Group

This task is a step in Process of Defining a Workflow Policy.

To define a workflow policy, you begin by defining a workflow policy group. For more information, see Creating a Plan for the Workflow Policy Group.

To define a workflow policy group

1. In the Siebel client, navigate to the Administration-Business Process screen, and then the Policy Groups view.
2. From the drop-down menu in the Policy Groups list, choose New Record.
3. In the Name field, define the name of the workflow policy group.

   A workflow policy can belong to only one policy group. The name can contain no more than 30 characters.

4. Optional. Enter comments in the Comments field.

   Define comments that describe the purpose or use of the policy group.

5. In the Policies list, click New, and then define fields using values from the following table.

   Field	Usage
   Name	Define the name of the workflow policy that is included in the workflow policy group.
   Object	Define the workflow policy object for which the workflow policy is defined. For example, Service Request, Opportunity, or Quote.
   Activation	Define the date and time that Siebel CRM must activate the workflow policy. If this field is null, then Siebel CRM activates the workflow policy immediately. For more information, see Grouping Workflow Policies That Include Similar Durations.
   Expiration	Define the date and time that the workflow policy expires. If this field is null, then the workflow policy is active indefinitely.
   Comments	Define comments that describe the purpose or use of the workflow policy.

6. Repeat Step 5 for each workflow policy you must include in the group.

   If at some point in the future you must reassign the workflow policy to another group, then see Moving a Workflow Policy to a Different Group.