Table 7. Determining if a Workflow Process or a Workflow Policy Can Meet the Requirement
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Capture business layer logic. |
Use a workflow process. Workflow Process Manager and run-time events capture business layer logic. |
Use features that a workflow process supports but that workflow policy does not support. |
Use a workflow process. A workflow process can provide pause, stop, and error handling capabilities. |
Implement complex comparison logic or flow management. |
Use a workflow process. A workflow process is recommended to develop and deploy, and to perform complex comparison logic and flow management. For example, through IF, THEN, ELSE, or CASE. |
Call a business service. |
Use a workflow process. A workflow process can call a business service. |
Use a repeating component request. |
Use a workflow process. You can set up a workflow process from a repeating server component request but not from a workflow policy. |
Repetitive, manual processing. |
Use a workflow process. A workflow process is recommended for repetition, timeliness, and for cross functional routing through a business process. |
Process an event in a timely fashion. |
Perform escalations and notifications. |
Capture data layer logic. |
Use a workflow policy. Workflow Policy Manager captures data layer logic. Data coming into Siebel CRM in the data layer is not captured in the business layer. This requirement typically indicates a potential candidate for a workflow policy. Example data coming into Siebel CRM in the data layer includes data coming through EIM or MQ channels. |
Use features that a workflow policy supports but that a workflow process does not support. |
Use a workflow policy. A workflow policy can support some features that are not available or that are difficult to support with a workflow process. For example, email consolidation, duration, and quantity. |
Do bulk data uploads. |
Use a workflow policy. Workflow Policy Manager is recommended if bulk data upload occurs through EIM. |
Do data quality cleaning in the data layer. |
Use a workflow policy. Workflow Policy Manager is recommended for working in the data layer. |