Siebel Business Process Framework: Workflow Guide > Defining Custom Workflow Policies > Customizing Workflow Policy Objects >

Configuring a Custom Workflow Policy Component Column

This topic describes how to configure a custom workflow policy component column. Your might require terminology that more clearly describes your business environment than the labels that come predefined with Siebel CRM describe. Siebel CRM uses the Alias property to update the values that it displays in the Condition Field drop-down list of the Conditions list. It displays this list in the Workflow Policies view in the Siebel client. To configure a custom label, you can use the Alias property in the Workflow Component Columns list in Siebel Tools.

To configure a custom workflow policy component column

1. In Siebel Tools, navigate to the Workflow Policy Columns list.
2. Query the Name property for the name of the column you must modify.

   If the query returns no results, then add a new workflow policy column that references the data table and data table column that you require.

3. Navigate to the Workflow Policy Objects list, and then query the Name property for the workflow policy object that you require.
4. Navigate to the Workflow Policy Components list, and then query the Name property for the Workflow Policy Component that you require.
5. Navigate to the Workflow Policy Component Columns list.
6. Configure your customization:
   • If you are configuring a new object, then choose the Edit menu, and then the New Record menu item. Add values to the Workflow Column Name and Alias properties, as required.
   • If you are modifying an existing object, then query the Workflow Column Name property for the Workflow Policy Component Column that you required, and then modify the Alias property.

     When you configure the Workflow Column Name property, you can use the drop-down list to choose a column from the current set of columns that are available for this Workflow Policy Component.

     If the workflow policy component column that you must monitor is not in the list, then you must use the Workflow Policy Columns list to configure a new object for it.

7. In the Object Explorer, click Workflow Policy Object.

   By default, the Workflow Policy Object with the name of the object you modified in step Step 6 is the active record in the Workflow Policy Objects list.

8. Choose the Tools menu, and then the Compile Selected Objects menu item.
9. Click Compile.
10. In the Siebel client, navigate to the Administration-Business Process screen, and then the Policies view.
11. In the Policies List, click Query.
12. Query the Workflow Object field for the workflow object you modified in step Step 6, and then click Go.

    Siebel CRM displays the custom alias in the Condition Field drop-down list in the Conditions list.

Modifying a Workflow Policy Component Column to Display a Custom Label

The example in this topic modifies a workflow policy component column. The sales department in your company must refer to the person who manages an opportunity as the Opportunity Primary Sales Associate.

To modify a workflow policy component column to display a custom label

1. In Siebel Tools, in the Object Explorer, click Workflow Policy Object.
2. In the Workflow Policy Objects list, query the Name property for Opportunity.
3. In the Object Explorer, expand the Workflow Policy Object tree, click Workflow Policy Component, and then query the Name property of the Workflow Policy Components list for Opportunity.
4. In the Object Explorer, expand the Workflow Policy Component tree, and then click Workflow Policy Component Col.
5. In the Workflow Policy Component Columns list, query the Workflow Column Name property for Opportunity Primary Sales Rep Position, and then change the Alias property to Opportunity Primary Sales Associate.
6. In the Object Explorer, click Workflow Policy Object.

   By default, the Workflow Policy Object named Opportunity is the active record in the Workflow Policy Objects list.

7. Choose the Tools menu, and then the Compile Selected Objects menu item.
8. Click Compile.
9. In the Siebel client, navigate to the Administration-Business Process screen, and then the Policies view.
10. In the Policies List, click Query, enter New Opportunity in the Name field, and then click Go.
11. In the Conditions list, add a new record. Set the Condition Field to Opportunity Primary Sales Rep Position and set the Operation to IS ADDED.

    Siebel CRM displays the custom alias in the Condition Field drop-down list.