Developing and Deploying Siebel Business Applications > Assigning Objects and Automating Business Processes > Process of Automating a Business Process >

Creating and Deploying a Workflow Process

This task is a step in Process of Automating a Business Process.

A workflow process defines the series of actions that must occur in the workflow. It includes one or more process steps, such as a start step, decision point, business service step, subprocess step, and so forth. The NREC example uses the following steps:

• Start. Each workflow process must begin with a start step.
• Send Email business service. A predefined business service that sends an email.
• End. Each workflow process must end with an End step.

To create and deploy a workflow process

1. In Siebel Tools, make sure you complete the following setup work:
   • Display the Workflow Process object type and all child object types of the Workflow Process.
   • Display the WF/Task Editor Toolbar.

     For more information, see Setting Up Siebel Tools.

2. In the Object Explorer, click Workflow Process.
3. In the Workflow Processes list, add a new record using values from the following table.

   Property	Value
   Process Name	NREC New Opportunity Notification
   Business Object	Opportunity
   Project	NREC Configuration

4. In the Workflow Processes list, right-click the NREC New Opportunity Notification workflow process, and then choose the Edit Workflow Process menu item.

   Siebel Tools displays the Workflow Process palette and workspace.

5. Drag steps and connectors from the palette to the canvas until your workflow resembles the workflow in the following diagram.

   NOTE:  A connector end point that is colored white is not connected correctly to a step. A red end point indicates that the connector is correctly connected. Make sure every end of every connector in the workflow process is colored red.

6. Right-click the business service step, and then choose the View Properties Window menu item.
7. In the Properties window, set the properties using values from the following table.

   Property	Value
   Name	Send Email
   Business Service	Outbound Communications Manager
   Business Service Method	CreateRequest

   Note that you must choose the business service before you can choose the business service method.

8. With the Send Email business service step still chosen, right-click anywhere in the Multi Value Property Window, and then choose the New Record menu item.
9. Define the record using values from the following table.

   Input Argument	Type	Value	Property Name
   PackageNameList	Literal	NREC Email Message	Not applicable

   For more information, see Siebel Business Process Framework: Workflow Guide.

10. Repeat Step 8 and Step 9 for each input argument listed in the following table.

    Input Argument	Type	Value	Property Name
    RecipientGroup	Literal	Opportunity Sales Team	Not applicable
    RequestName	Literal	NREC Request	Not applicable
    SourceIdList	Process Property	Not applicable	Object Id

11. Choose the File menu, and then the Save menu item.
12. In the WF/Task Editor Toolbar, click the Publish/Activate icon.

    In the Worklfow Processes list, Siebel Tools changes the Status property for the workflow to Completed.

13. Deploy the workflow process:
    1. Log in to the Siebel client as an administrator, navigate to the Administration-Business Process screen, and then the Workflow Deployment view.

       For more information, see Logging In as the Siebel Administrator.

    2. In the Repository Workflow Processes list, click Query.
    3. In the Name field, enter the following text, and then click Go:

    NREC New Opportunity Notification

    4. Click Activate.
    5. Click the Active Workflow Process tab.
    6. In the Active Workflow Processes list, click Query.
    7. In the Name field, enter the following text, and then click Go:

    NREC New Opportunity Notification

    Siebel CRM must display the record with a Deployment Status of Active.