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Determining How to Start a Workflow Process


This task is a step in Process of Planning Workflow Processes.

During the planning phase of a development effort you can determine if a run-time event, user event, workflow policy, or a script starts the workflow process. For more information, see Starting a Workflow Process.

To determine how to start the workflow process

  • Consider the advantages and limitations of each configuration that can start a workflow process that this topic describes, and then choose the configuration that most closely matches the business requirements.

Using a Workflow Policy to Start the Workflow Process

A workflow policy starts a workflow process after a database change. If the workflow policy conditions are met, then an action occurs. In some situations, the action calls the Workflow Process Manager server component to run a workflow process. Processing that a workflow policy starts does not occur in real time. The following are typical uses of a workflow policy:

  • EIM batch processing
  • Siebel EAI inserts and updates
  • Manual changes from the user interface
  • Assignment Manager assignments
  • Siebel Remote synchronization

Using an Event to Start the Workflow Process

You can use the following events to start a workflow process:

  • Run-time event. A run-time event occurs if a change occurs in the client or in the business component. Processing that a run-time event starts occurs in real time.
  • User event. A user event is a unique event that is internal to Siebel Workflow. It starts or resumes a long-running workflow process. The User Event business service creates a user event.

You can define an event from the administrative interface for one of the following object types:

  • Application
  • Applet
  • Business Component

Using a Script to Start the Workflow Process

A script can start a workflow process programmatically as a business service. The Workflow Process Manager server component includes APIs that you can use with a script to start a workflow process from an external system. The Object Manager starts a script. You can add a script to one the following object types:

  • Application
  • Applet
  • Business Component
  • Business Service

Summary of Configurations That Start the Workflow Process

Table 7 summarizes some of the configurations that can start a workflow process.

Table 7. Configurations That Start the Workflow Process
Configuration
Description
Limitations

Workflow Policy

Use a workflow policy if Siebel CRM must detect and react to data changes that occur outside of the Object Manager. For example, changes that occur in Siebel Remote or Siebel EIM.

A workflow policy includes the following limitations:

  • Making changes requires database downtime
  • Relatively complex to define

Event

Use an event in the following situations:

  • You must configure a basic entry point for a workflow process or a simple custom action.
  • You must avoid distributing the Siebel Repository File (SRF). For example, because of the burden created for mobile users.

An event includes the following limitations:

  • You cannot write script on the object event to reply directly to an event.
  • Can be more difficult to send the event context to business logic.
  • Only detects data changes that the Object Manager component makes.

Script

Use a script in the following situations:

  • You must write a script directly in reply to an event.
  • Siebel CRM must access an applet event that only Siebel Tools displays.

A script includes the following limitations:

  • You must distribute changes through a new Siebel Repository File (SRF).
  • Only detects data changes that the Object Manager component makes.
  • You must write the script on an object event.
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