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Siebel Business Process Framework: Workflow Guide > Using Predefined Workflow Policies > Types of Predefined Workflow Policy Programs >

Overview of Predefined Workflow Policy Programs

A workflow policy program is a generic event that determines an action. It defines the actions that Siebel CRM runs if the workflow policy conditions are met. You can view a workflow policy program:

  • To view a workflow policy program. Open the Siebel client, navigate to the Administration-Business Process screen, and then the Actions view.
  • To view object definitions of a workflow policy program. Open Siebel Tools. In the Object Explorer, click Workflow Policy Programs.

Table 43 describes the types of predefined workflow policy programs.

Table 43. Types of Predefined Workflow Policy Programs
Program Type
Workflow Policy Program
Description

Send Page

Send Page

Sends a generic page.

Send Opportunity Page

Sends a page regarding an opportunity.

Send Quote Page

Sends a page regarding a quote.

Send SR Page

Sends a page regarding a service request.

Send Email

Send Email

Sends a generic email message.

Send Opportunity Email

Sends an email regarding an opportunity.

Send Quote Email

Sends an email regarding an opportunity quote.

Send SR Email

Sends an email regarding a service request.

Send Broadcast Message

Send Message Broadcast

Sends a generic broadcast message.

Send SR Message Broadcast

Sends a broadcast message regarding a service request.

Send Opportunity Message Broadcast

Sends a broadcast message regarding an opportunity.

Database Operation

Change SR Close Date to Today

Changes the group of the service request.

Change SR Owner

Changes the owner of the service request to the current manager for the owner.

Change SR Group

Changes the priority of the service request to a new value.

Change SR Owner to Manager

Changes the severity of the service request to a new value.

Change SR Priority

Changes the status of the service request to a new value.

Change SR Severity

Changes the Sub-Status of the service request to a new value.

Change SR Status

Creates an activity for a service request.

Change SR Sub-Status

Creates an activity for an opportunity.

Create SR Activity

Sends a generic page.

Create Opportunity Activity

Sends a page regarding an opportunity.
      
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