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

Determining Requirements for the Workflow Policy


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

To determine the requirements for the workflow policy and workflow policy conditions, you can identify the properties of the workflow policy and workflow policy conditions to modify, identify the workflow policy object to monitor in the Siebel database, and determine the duration for the monitoring interval.

Table 56 describes an example plan that details the type of information to monitor for the workflow policy.

Table 56. Example of a Plan for the Workflow Policy
Name
Workflow Policy Object
Workflow Policy Group
Duration

Email Confirmation of SR

Service Request

Medium Frequency

This value creates the interval period for monitoring.

0 (zero)

Duration indicates the time that must elapse before Siebel CRM performs an action. Each workflow policy includes one duration. If an action must occur after one hour, two hours, and six hours, then you must define a different policy for each duration.

Table 57 describes an example plan for the workflow policy conditions.

Table 57. Example of a Plan for the Workflow Policy Conditions
Field in the Workflow Policy Condition
Operation
Value

Service Request Severity

=

1-Critical

Service Request Status

=

Open

A workflow policy condition includes an expression. The Condition Field identifies the table column that Siebel CRM monitors in the Siebel database. Siebel CRM reads the value for a workflow policy condition from a drop-down list that it defines at the table column level. The value that the operation requires for the condition that you define must be available in this drop-down list. IN and NOT IN are example values. If these values are not available, then the workflow policy cannot call the workflow policy action.

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