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Starting a Workflow Process from a Workflow Policy

To start a workflow process from a workflow policy, you define a workflow policy action that uses the Run Workflow Process workflow policy program. To define a custom workflow policy program, you can also copy Run Workflow Process, and then add program arguments that correspond to workflow process properties. This configuration allows you to use the policy program to pass data to the process properties. For more information, see Defining Custom Workflow Policies.

To start a workflow process from a workflow policy

1. In the Siebel client, navigate to the Administration-Business Process screen, and then the Actions view.
2. In the Actions list, click New.
3. In the Program field, choose the Run Workflow Process program.
4. In the Arguments list, click New.
5. In the Argument field, choose ProcessName.
6. In the Value property, enter the name of the workflow process you must start.
7. Navigate to the Administration-Business Process screen, and then the Policy Groups view.
8. In the Policy Groups list, click New to create a new group, and then name it.
9. Navigate to the Administration-Business Process screen, and then the Policies view.
10. In the list for the Policies List, click New.
11. In the Conditions list, click New to define a workflow policy condition for the policy that must be met to start the workflow process.
12. In the Actions list, click New to create a new action, and then enter the name of the action you defined in Step 2.
13. Run the Generate Triggers server component.

    For more information, see Overview of Creating Database Triggers.

14. If you use the Run Workflow Process program, then make sure the Workflow Process Manager server component is online.
15. Run Workflow Monitor Agent.

    For more information, see Running a Workflow Policy with Workflow Monitor Agent.

16. Meet the conditions of the policy.

    Meeting these conditions starts the workflow process.