Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Attaches an Activity Plan to an Opportunity >

Creating the New Workflow Process


This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

To begin, you create the new workflow process, define step properties, and then validate the workflow.

To create the new workflow process

  1. In Siebel Tools, create a new workflow process using values from the following table.
    Property
    Value

    Process Name

    Create Plan

    Business Object

    Opportunity

    Workflow Mode

    Interactive Flow

    For an example, see Creating the Workflow Process.

  2. In the Workflow Processes list, right-click the new workflow process, and then choose Edit Workflow Process.
  3. Add steps and connectors until your workflow process resembles the workflow illustrated in the following figure:

    For more information, see Overview of Workflow Process Steps, and Diagramming a Workflow Process.

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