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Authenticating Sender Email Addresses Using Employee Email Addresses

When authenticating a sender's email address using the employee email address, returning the Account Id value is not useful. Therefore, you might want to change the Value Fields argument to Id to return the row ID of the employee who has access. You might decide to use the value in the workflow to set the Owner Id field of the service request record. Before changing any workflow, make sure that you are familiar with the procedures and guidelines for changing workflows. For more information, see Siebel Business Process Framework: Workflow Guide.

Perform the following procedures to customize the workflow to authenticate the sender's email address:

• Changing the Lookup Sender Step to Capture Employee Email Addresses
• Changing Related Workflows and Subprocesses

This task is a step in Process of Authenticating Sender Email Addresses.

Changing the Lookup Sender Step to Capture Employee Email Addresses

If employees must be authenticated using email, then you can modify the Lookup Sender step input arguments by setting the Business Object field to Employee, the Business Component field to Employee, and the Query field to EMail Addr (the field in the Employee business component that stores the email address).

To change the Lookup Sender step to find the employee email address

1. In the Siebel Tools Object Explorer, select the Workflow Processes object.
2. In the Workflow Processes list, query for a process name of eMail Response - Process Service Request.
3. In the Workflow Processes list, select eMail Response - Process Service Request and then click Revise.

   The status of the workflow process changes to In Progress.

4. In the Workflow Processes list, right-click eMail Response - Process Service Request and choose Edit Workflow Process.

   The Business Process Designer appears.

5. Right-click the Lookup Sender step and choose Show Input Arguments.
6. In the Input Argument list, make the changes in the following table.

   Input Argument	Type	Value
   Business Object	Literal	Employee
   Business Component	Literal	Employee
   Email Address	Process Property	Email Addr
   Query	Literal	Email Addr
   Value	Literal	Id

7. Right-click the Lookup Sender step and choose Show Output Arguments.
8. In the Output Arguments list, delete Account Id.

   NOTE:  For information about recapturing the Account Id, see Recapturing the Account ID.

9. Right-click the Lookup Sender step and choose Show Process Properties.
10. In the WF Process Props list, add a new process property named Employee ID and change the value in the Data Type field to String.
11. Right-click the Lookup Sender step and choose Show Output Arguments.
12. In the Output Arguments list, modify the Contact Id output argument by changing the Property Name field to Employee Id instead of Contact Id.
13. In the History Toolbar, click Back to return to Siebel Tools.
14. In the Workflow Processes list, right-click eMail Response - Process Service Request and choose Validate.
15. In the Workflow Processes list, right-click eMail Response - Process Service Request and click Deploy.

Changing Related Workflows and Subprocesses

After you change the Lookup Sender step, you must also change other steps in the eMail Response - Process Service Request workflow and any of its subprocesses that use the Employee ID process property value. Make sure that you set the appropriate fields in the service request or activity records so that they use the row ID of the employee record that the Lookup Sender step finds.

For the outbound acknowledgement email, the preconfigured workflow uses an email template for which the contact ID is assigned to the service request record. In this example, you modify the Lookup Sender step of the workflow to assign the employee ID. To prevent the acknowledgement step in the eMail Response - SR Submit workflow process from failing, change the acknowledgement to use a template that uses the Service Request Owner recipient group or assign the contact ID to the service request record.

The procedure in this topic provides an example of how to set up an employee ID in a subprocess workflow.

To set up an employee ID in a subprocess workflow

1. Add a process property named Employee ID to eMail Response - SR Submit.
2. Add an input argument named Employee ID to the Submit Subprocess step of eMail Response - Process Service Request and set the process property to Employee ID.
3. Add an input argument named Field: Owned By ID to the Create Service Request step of eMail Response - SR Submit and set the process property to Employee ID.

   NOTE:  The employee who submits the email is the owner of the new service request record.