Siebel Order Management Guide Addendum for Communications > Workflows for Promotion Groups > Workflow That Modifies the Promotion Group >

ISS Modify Promotion Group Workflow


This workflow is used to modify promotion groups. It is called when the user selects a membership in the Promotion Group Management view and clicks the Add button.

Figure 150 shows this workflow.

Figure 150. ISS Modify Promotion Group Workflow

Workflow Description. This workflow performs the following actions:

  1. Get Dash Board. This step gets the customer dashboard.
  2. Dash Board Set? This step checks whether the customer dashboard is set.
  3. Get Account Id. This step gets the account ID from the customer dashboard.
  4. Get Account Details. This step gets the account details.
  5. Valid Account? This step checks whether the account set in the customer dashboard is a valid account.
  6. Go To Order? This step determines whether to go to the active order.
  7. Get Active Quote. This step gets the active quote.
  8. Get Active Order. This step gets the active order.
  9. Edit PG Asset. This step edits the promotion group asset.
  10. Add PG Item. This step adds the promotion group item, either a membership or reward, to the order or quote.
  11. Go to Document Details View. This step navigates to the quote or order.

Table 119 shows the steps in this workflow that call business service methods.

Table 119. Associated Business Service Methods
Workflow Step
Method Called
In Business Service

Add PG Item

AddPromotionGroupItem

ISS Promotion Group Management Service

Get Account Id

GetCurrentContactId

Persistent Customer Dashboard

Get Dash Board

IsDashboardOn

Persistent Customer Dashboard

Add PG Item

AddPromotionGroupItem

ISS Promotion Group Management Service

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