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

Configuring a Workflow Policy Program Argument

The example in this topic uses a workflow policy program argument to send an email. It limits the current recipients of type relative to the Primary Sales representative. You add a relative for Primary Contact, which allows a user to configure an action that sends an email to the Primary Contact of the opportunity.

To configure a workflow policy program argument

1. In Siebel Tools, in the Object Explorer, click Workflow Policy Program.
2. In the Workflow Policy Program list, query the Name property for Send Opportunity Email.
3. In the Object Explorer, expand the Workflow Policy Program tree, and then click Workflow Policy Program Arg.
4. In the Workflow Policy Program Arguments list, make sure the Send to Relative workflow policy program argument exists.
5. Create a new workflow policy program argument and set the Name property to Primary Contact.

   A new workflow policy program argument cannot contain the same name as an SQL Statement Output. If you attempt to add a new workflow policy program argument that contains the same name as an SQL Statement Output, then the Monitor Agent server task pauses, and then displays the following message:

   Examining request for policy

6. Add the following SQL statement to the Default Value property.

   select O.PR_CON_ID, 'Send to Contact'
   from &Table_Owner.S_OPTY O
   where O.ROW_ID=?

   Siebel Workflow passes the ROW_ID of the violating row. An SQL query must use this same ROW_ID. In this example, the WHERE clause uses the ROW_ID of the opportunity row that meets the policy. For more information, see Guidelines for Using an SQL Statement with a Workflow Policy Program Argument.

7. Set the PickList property to Workflow Relative Type Picklist.

   This drop-down list identifies the argument as a relative.

Guidelines for Configuring a Workflow Policy Program Argument

If you configure a workflow policy program argument, then make sure you use the following formats:

• Make sure capitalization, punctuation, and spelling are correct.
• Enter the configuration in the Name column exactly as described in the Workflow Policy Program Argument object type in Siebel Object Types Reference. The following items must contain one space between each word and you must capitalize each word correctly:
  • Primary ID
  • Primary Table
  • Operation Type
  • SQL Statement
  • SQL Statement Outputs
• For example, Primary Id must include one space between Primary and Id, a capital P, a capital I, and a lowercase d.
• Avoid using a carriage return. For more information, see Using a Carriage Return in a Workflow Policy Program.
• If you use an SQL statement in a program argument, then make sure the RDBMS you use supports this statement.
• To enter the names of the column pairs, use the following format
  • Include one space between each word.
  • Use identical capitalization.
  • Include one space in front of the left parenthesis.
  • Do not include spaces in the column.
• The order of the rows is not important.

Guidelines for Using an SQL Statement with a Workflow Policy Program Argument

If you use an SQL statement with a workflow policy program argument, then it is recommended that you use the following guidelines:

• Make sure the table name and column name are in upper case.
• You must prefix the case-sensitive table name with the following value:

  &Table_Owner

• Make sure the RDBMS you use supports the SQL statement.
• It is recommended that the SQL statement return only one record. Use a statement that uses the outer join rather than the inner join.
• Siebel CRM can use only one workflow policy program argument that uses an SQL statement for a workflow policy program. Do not use two or more workflow policy program arguments that use SQL statements for a given workflow policy program.
• Use an SQL tool that is external to Siebel CRM to test your statement.

CAUTION:  It is recommended that you thoroughly test your SQL statement in the context of the workflow policy program before you implement it in a production environment.