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Accessing Data from a Run-Time Event in a Workflow Process

This topic explains how to configure Siebel CRM to access run-time event data from a workflow process.

To access data from a run-time event in a workflow process

1. If necessary, display the WF Step Branch object type in the Object Explorer.

   For more information, see Displaying Object Types You Use to Develop a Workflow Process.

2. In the WF Step Branch list, define the properties for a WF Step Branch using values described in the following table.

   Property	Value
   Name	Enter a name for the branch.
   Type	Condition
   Event Object Type	Applet
   Event	InvokeMethod
   Event Object	Choose the name of the event object that starts the workflow process.
   Sub Event	NewRecord
   Comments	Optional
   Event Cancel Flag	The default is blank.

3. Set up process properties in the Process Designer.

   For information, see Using Process Properties.

4. Click the first step in the workflow process, and then add a new output argument for each process property that Siebel CRM must populate that references the run-time event.

   To add a new output argument, you enter values in the fields that Siebel Tools displays in the Output Arguments tab in the Multi-Value Property Window. Use the example values described in the following table.

   Field	Value
   Property Name	Enter a name for the property.
   Type	Expression
   Value	GetProfileAttr("RestrucOut") When you define the Profile Attribute field, note the name you give to each of the property values for the Profile Attributes. You use these in Step 9.
   Output Argument	Leave default value.
   Business Component Name	Leave default value.
   Business Component Field	Leave default value.
   Comments	Optional

5. Activate the workflow process.

   For more information, see Process of Deploying a Workflow Process.

6. Load the run-time events:
   1. Navigate to the Administration-Runtime Events screen, and then the Events view.
   2. On the Events list, click Menu, and then click Reload Runtime Events.
7. Query the Event field for the run-time event you defined in Step 4.
8. Drill down on the Action Set Name field.
9. Add a new Action for each process property that the run-time event updates.

   For example, to set the ACU Transaction ID and name it Set ACU Trans ID, you can create a new action. You must do the following work for each new action:

   • Set the Action Type property to Attribute Set.
   • Set the Profile Attribute to match the value you used in the GetProfileAttr call in the Process Designer in Step 4, such as TransType.
   • Set the Set Operator value to Set.
   • Use the Expression Builder to assign the Value field an appropriate value, such as the literal string FA-0001.
   • Set the Sequence for the action to be less than the default sequence for the Workflow_XXXXXXX Action.
   • Make sure the Sequence setting of the Workflow_XXXXXXX Action is the highest number so that this action occurs after every other action.

     If you modify the workflow process, then Siebel CRM resets the sequence for the workflow action to 1 and you must repeat this step.

10. From the applet menu, choose Reload Runtime Events.