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

Creating a Workflow Policy

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

In this topic you create a workflow policy that calls the workflow process. A workflow policy includes a condition and an action. In this example, the condition is met when Assignment Manager assigns an opportunity. The action calls the workflow process you defined in Creating and Deploying a Workflow Process.

To create a workflow policy

1. Create a workflow policy action:
   1. Navigate to the Administration - Business Process screen, and then the Actions view.
   2. In the Actions list, add a new record using values from the following table.

      Field	Value	Description
      Name	NREC Opportunity Notification	Enter any name that is meaningful to you.
      Program	Run Workflow Process	Choose this value to specify that the policy calls a workflow process.
      Workflow Object	Opportunity	Choose this value to specify the object that is associated with the workflow policy.

   3. In the Arguments list, click New, and then add a new record using values from the following table.

      Field	Value	Description
      Argument	ProcessName	Because you specified Run Workflow Process in Step b, ProcessName is the only item you can choose.
      Value	NREC New Opportunity Notification	This value is the name of the workflow process you created in Creating and Deploying a Workflow Process.

2. Create a workflow policy condition:
   1. Click the Policies link.
   2. In the Policies list, click New, and then enter a new record using values from the following table.

      Field	Value	Description
      Name	NREC Opportunity Notification	You can use any name that is meaningful to you.
      Workflow Object	Opportunity	Choose this value because the action is in accordance with changes to an Account field.
      Policy Group	NREC	Because this group does not currently exist, do the following work to create it: Click the select button in the Group field. In the Workflow Groups dialog box, click New. Specify NREC in the Name field. Click Save and then click OK.

   3. In the Conditions list, click New, and then enter the condition using values from the following table.

      Condition Field	Operation
      Position ID	IS ADDED

   4. In the Actions list, enter the record using values from the following table.

      Field	Value	Description
      Action	NREC Opportunity Notification	This is the name of the Workflow Policy Action you created in Step 1.
      Sequence	10	Sequence of the actions.