Siebel Innovation Pack 2015: Setting Up Inbox Actions

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Setting Up Inbox Actions

Review the information in the following topics before setting up Inbox actions:

This task is a step in Process of Setting Up and Configuring Inbox.

About Actions

There are several circumstances where a business service method can be invoked to act on an Inbox item. A different action type is used for each. Table 16 summarizes these actions.

Table 16. Actions for Inbox Types
Action	Invokes the Specified Business Service Method When...
Action Field Dropdown	The user takes action (edits the Action field on the Inbox item).
Name Drilldown	The user drills down on the Name field of the item. You can also use the Views view to configure this hyperlink. For more information about how to use the Views view to configure this hyperlink, see Setting Up Inbox Links to Views and SmartScripts.
Local Validation	The user, in a remote database, drills down on the Name field of the item. For more information, see Configuring the Inbox for Use with Remote Databases.
Initialize	Do not use this action unless you are upgrading. This action is provided for backward compatibility. For more information, see Siebel Database Upgrade Guide. This action invokes the Initialize method of the Universal Business Service. It creates an Inbox item and starts the defined method.
Transfer	The user transfers the Inbox item to another user.
Transfer Validation	The user transfers the Inbox item to another user, and the Transferable field for the Inbox Type is selected. In the preconfigured Siebel application, the Transfer action and Transfer Validation action are implemented only for task inbox items (the Task business object). These actions invoke the Transfer method of the Task Administration business service. If you want to implement these actions for another inbox item, then you must create for the appropriate business object a custom method in a business service or a custom workflow process to perform the action, and then set up the action to invoke this custom method or workflow.

About Deactivate Item Upon Finish and Deactivate Owners Upon Finish Fields

An Inbox item can be deactivated in the following ways:

Deactivation can be done through one of the Universal Inbox Business Service methods.
The Inbox type can be set up so that if the business method in the Actions record finishes without error, then the item is deactivated. For an example of an Inbox action setup, see Examples of Inbox Triggers.
The item can be deactivated for all the owners or only for owner who takes the action, as follows:
- If Deactivate Item Upon Finish is set, then when one owner takes action on the item, the item is deactivated for all owners, and all owners see the item in their Completed Items List.
- If Deactivate Owners Upon Finish is set, then when one owner takes action, the item is deactivated (and moved to the Submitted Items List) for that owner alone. The item remains in the other owners' Inbox List.

To set up an Inbox action

Navigate to the Administration - Inbox screen, then the All Inbox Types view.
In the Inbox Types list, select the Inbox Type, and navigate to the Actions view.

In the Actions list, create a new record, and complete the necessary fields.

Some fields are described in the following table.


Field	Comments
Action	Select a value for the action. For more information, see Table 16.
Business Service	Select the business service to use, for example, Workflow Process Manager.
Business Service Method	Select the method to invoke for the selected business service.
Business Service Method Arguments	Type the arguments required to invoke the business service method. For example, if you use the Workflow Process Manager business service, then your workflow must contain the properties with the same argument names.
Deactivate Item Upon Finish	Select the check box to deactivate the Inbox item for all owners, after the method has successfully completed.

In addition to the arguments passed in the Business Service Method Arguments field, the arguments in the following table are always passed to your custom business service or workflow.


Argument	Comments
ActionLIC	The value the user selected from the Action field. For example, if the Inbox Type has an Action Type of UINBOX_STATUS_TYPE, then the value of this argument is one of the following: Accepted, Received, or Rejected.
BusinessObjectName	The value of the business object name field for the Inbox type.
Employee Login	The login ID of the user who uses the Inbox type.
InboxItemId	The row ID of the Inbox item. This argument refers to the UInbox Item business component, which is used by the Submitted Items List view.
InboxTypeId	The row ID of the Inbox type.
InboxTypeName	The name of the Inbox type.
IntegrationObjectName	The value of the integration about name for the Inbox type. If the Inbox type has an integration object name, then the value of this field is passed in this argument.
ObjectId	The row ID of the business object name that is managed by the Inbox type. NOTE: This row ID is not the standard Object ID property that is available on every workflow.
OwnerInfoId	The row ID of the Inbox Item Task. This argument refers to the UInbox Item Task business component, which is used by the Inbox Items List and Completed Items List view.

NOTE: The Inbox Action passes the row ID of the feature object in ObjectId. Within a workflow process, the ID of the primary business component on which the process is based must be stored in the process properties Object ID. Note the space character in the Object ID process property name. Therefore, the workflow process first copies the content of ObjectId to Object ID, if necessary.

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