Siebel Territory Management Guide > Activating and Maintaining Territory Alignments >

Configuring the Periodic Runs Workflow to Use the Timestamp Filter

You can use the periodic runs workflow to maintain territory alignments, as described in Using the Periodic Runs Workflow to Maintain Territory Alignments, but first you must perform the following configuration tasks:

• Modifying the Periodic Runs Workflow
• Modifying the TOS Workflows
• Modifying the Repository and Compiling

Modifying the Periodic Runs Workflow

Use this procedure to modify the Periodic Runs workflow.

To modify the Periodic Runs workflow

1. Prepare to modify the workflow:
   1. In Siebel Tools, connected to the Siebel server database, navigate to the Object Explorer and then Workflow Processes.
   2. Query for the workflow Alignment - Periodic Runs.
   3. Lock the project.
   4. Click Revise.
2. Create process properties.
   1. In the Object Explorer, open the child workflow process properties.
   2. Create a process property with the values shown in the following table.

      Field	Value
      Name	GoToEnd
      In/Out	In/Out
      Default String	FALSE
      Data Type	String

   3. Create a second process property with the values shown in the following table.

      Field	Value
      Name	LastModified Timestamp
      In/Out	In/Out
      Data Type	String

3. Right-click and select Edit Workflow Process.
4. Edit the arguments of the step INVOKE TOS:
   1. In the Designer Window, select the step INVOKE TOS, and select Show Input Arguments.
   2. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	Alignment Id
      Type	Process Property
      Property Name	Object Id

   3. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	BatchAssignment
      Type	Literal
      Value	TRUE

   4. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	LastModified Timestamp
      Type	Process Property
      Property Name	LastModified Timestamp

5. Edit the arguments of the step Post TOS Process:
   1. In the Designer Window, select the step Post TOS Process, and then in the MultivalueProperty Window, select Input Arguments.
   2. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	ActiveAlignmentRowId
      Type	Process Property
      Property Name	Alignment Id

   3. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	Alignment Id
      Type	Process Property
      Property Name	Object Id

   4. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	LastModified Timestamp
      Type	Process Property
      Property Name	LastModified Timestamp

   5. In the Designer Window, select the step Post TOS Process, and then in the MultivalueProperty Window, select Output Arguments.
   6. Enter an output argument with the value shown in the following table.

      Field	Value
      Property Name	GoToEnd
      Type	Output Argument
      Output Argument	GoToEnd

6. Add a new decision step:
   1. Insert a decision step between the steps Post TOS Process and Load Balancer/AM, connecting the default connector to the step Update Alignment Status to Splitting Tasks, and connecting the condition connector to the step Data Cleanup.
   2. Select the condition connector, right click it and select Edit Conditions, and then add a condition with the values shown in the following table.

      Field	Value
      Compare To	Process Property
      Object	GoToEnd
      Operation	All Must Match (Ignore Case)
      Value	TRUE

7. Edit the arguments of the step Load Balancer/AM:
   1. In the Designer Window, select the step Load Balancer/AM, right click it, and select Show Input Arguments.
   2. Modify the input argument shown in the following table.

      Field	Value
      Input Argument	Alignment Id
      Type	Process Property
      Property Name	Object Id

8. Edit the arguments of the step Data Cleanup:
   1. In the Designer Window select the step Data Cleanup, right click it, and select Show Input Arguments.
   2. Modify the input argument shown in the following table.

      Field	Value
      Input Argument	Alignment Id
      Type	Process Property
      Property Name	Object Id

9. From the File menu, select Save All.
10. Exit from the designer.
11. Click the Publish button.
12. Activate the workflow:
    1. In the Siebel application, navigate to the Admin-Business Process screen then the Workflow Deployment view.
    2. Activate the workflow named Alignment - Periodic Runs.

Modifying the TOS Workflows

Use this procedure to modify all of the following workflows:

• Alignment - TOS TM Account
• Alignment - TOS TM Asset
• Alignment - TOS TM Contact
• Alignment - TOS TM Opportunity

To modify the TOS workflows

1. Prepare to modify a workflow.
   1. In Siebel Tools, connected to the Siebel server database, navigate to the Object Explorer and then Workflow Processes.
   2. Query for the workflow Alignment - TOS TM Account.
   3. Lock the project.
   4. Click Revise.
2. Create process properties:
   1. In the Object Explorer, open the child workflow process properties.
   2. Create a process property with the values shown in the following table.

      Field	Value
      Name	BatchAssignment
      In/Out	In/Out
      Data Type	String
      Default String	FALSE

   3. Create a second process property with the values shown in the following table.

      Field	Value
      Name	LastModified Timestamp
      In/Out	In/Out
      Data Type	String

3. Right-click and select Edit Workflow Process.
4. Edit the arguments of the step Process TOS Object:
   1. In the Designer Window, select the step Process TOS Object.
   2. In the MultivalueProperty Window, display Input Arguments.
   3. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	LastModified Timestamp
      Type	Process Property
      Property Name	LastModified Timestamp

   4. Enter an input argument with the values shown in the following table.

      Field	Value
      Input Argument	BatchAssignment
      Type	Process Property
      Property Name	BatchAssignment

5. You have modified the Alignment - TOS TM Account workflow, and you must repeat Step 1 through Step 4, to modify the following workflows:
   • Alignment - TOS TM Asset
   • Alignment - TOS TM Contact
   • Alignment - TOS TM Opportunity
6. From the File menu, select Save All.
7. Exit from the designer.
8. Click the Publish button.
9. Activate the workflow.
   1. In the Siebel application, navigate to the Admin-Business Process screen then the Workflow Deployment view.
   2. Activate the following workflows:
      • Alignment - TOS TM Account
      • Alignment - TOS TM Asset
      • Alignment - TOS TM Contact
      • Alignment - TOS TM Opportunity

Modifying the Repository and Compiling

Use the following procedure to modify the repository.

To modify the repository and compile

1. Prepare to modify a business service.
   1. In Siebel Tools, connected to the Siebel server database, navigate to the Object Explorer and then Business Service.
   2. In the Name field, query for target Object Selector Service.
2. Create user properties.
   1. In the Object Explorer, open the child business service user properties.
   2. Create a user property with the values shown in the following table.

      Field	Value
      Name	Batch Assignment BC Map InDirect:TM Account
      Value	TOS Account

   3. Create a second user property with the values shown in the following table.

      Field	Value
      Name	Batch Assignment BC Map InDirect:TM Asset
      Value	TOS Asset

   4. Create a third user property with the values shown in the following table.

      Field	Value
      Name	Batch Assignment BC Map InDirect:TM Contact
      Value	TOS Contact

3. Stop the Siebel server.
4. Compile the srf file with the new business service.
5. Start the Siebel server.