Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Creates an Activity for a Sales Representative >

Creating the Workflow Process


This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

You begin by creating the new workflow process.

To create the new workflow process

  1. In the Object Explorer in Siebel Tools, click Project.
  2. In the Projects list, create a new project named Workflow Examples.
  3. Make sure the Locked property contains a check mark.

    For brevity, example workflow processes in this book use the Workflow Examples project. In a development environment, you can use a project that more closely meets your development requirements. For more information, see Using Siebel Tools.

  4. In the Object Explorer, click Workflow Process.

    For more information, see Object Hierarchy That Workflow Processes Use.

  5. In the Workflow Processes list, right-click, and then click New Record to create a new workflow process using values from the following table.

    Property

    Value

    Process Name

    Large Opportunity Creates Activity

    Workflow Mode

    Service Flow

    Business Object

    Opportunity

    Project

    Workflow Examples

    For more information, see the topic about the Workflow Process object type in Siebel Object Types Reference.

  6. Choose the File menu, then the Save menu item.
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