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
- In Siebel Tools, make sure you complete the following setup work:
- In the Object Explorer, click Workflow Process.
- In the Workflow Processes list, add a new record using values from the following table.
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Process Name |
NREC New Opportunity Notification |
Business Object |
Opportunity |
Project |
NREC Configuration |
- 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.
- 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.
- Right-click the business service step, and then choose the View Properties Window menu item.
- In the Properties window, set the properties using values from the following table.
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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.
- 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.
- Define the record using values from the following table.
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PackageNameList |
Literal |
NREC Email Message |
Not applicable |
For more information, see Siebel Business Process Framework: Workflow Guide.
- Repeat Step 8 and Step 9 for each input argument listed in the following table.
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RecipientGroup |
Literal |
Opportunity Sales Team |
Not applicable |
RequestName |
Literal |
NREC Request |
Not applicable |
SourceIdList |
Process Property |
Not applicable |
Object Id |
- Choose the File menu, and then the Save menu item.
- 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.
- Deploy the workflow process:
- 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.
- In the Repository Workflow Processes list, click Query.
- In the Name field, enter the following text, and then click Go:
NREC New Opportunity Notification
- Click Activate.
- Click the Active Workflow Process tab.
- In the Active Workflow Processes list, click Query.
- 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.
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