Siebel Order Management Guide Addendum for Communications > Workflows for Promotion Groups > Workflow That Modifies the Promotion Group >

ISS Modify Promotion Group Workflow


This workflow is used to modify promotion groups. It is called when the user selects a membership in the Promotion Group Management view and clicks the Add button.

Figure 126 shows this workflow.

Figure 126. ISS Modify Promotion Group Workflow

Workflow Description. This workflow performs the following actions:

  1. Get Dash Board. Gets the customer dashboard.
  2. Dash Board Set? Checks if the customer dashboard is set.
  3. Get Account Id. Gets the account ID from the customer dashboard.
  4. Valid Account? Checks if the account set in the customer dashboard is a valid account.
  5. Get Active Quote. The subprocess that gets the active quote.
  6. Get Active Order. The subprocess that gets the active order.
  7. Edit PG Asset. The subprocess that edits the promotion group asset.
  8. Add PG Item. Adds the promotion group item, either a membership or reward, to the order or quote.
  9. Go to Document Details View. Navigates to the quote or order.

Table 121 shows the steps in this workflow that call business service methods.

Table 121. Associated Business Service Methods
Workflow Step
Method Called
In Business Service

Add PG Item

AddPromotionGroupItem

ISS Promotion Group Management Service

Get Account Id

GetCurrentContactId

Persistent Customer Dashboard

Get Dash Board

IsDashboardOn

Persistent Customer Dashboard

Add PG Item

AddPromotionGroupItem

ISS Promotion Group Management Service

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