Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Attaches an Activity Plan to an Opportunity >
Defining Properties for Workflow Process Steps
This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity. In this topic you define properties for workflow process steps To define properties for workflow process steps
- In the Process Designer, click the Add Activity Plan to Oppty step.
- In the Properties window, define the business component and the operation. Use values described in the following table.
Property |
Value |
Business Component |
Activity Plan |
Operation |
Insert |
If you configure an Insert operation on a business component, then you must supply a value for each business component fields that is required. To insert a new activity plan, you must provide the name of the template that Siebel CRM uses for the activity plan.
- Make sure the Add Activity Plan to Oppty workflow step is still chosen in the Process Designer.
- In the MVPW, add a new input argument using values from the following table.
Field Name |
Type |
Value |
Template |
Literal |
A valid activity template name, such as Introductory Sales Call. |
For more information, see Arguments That You Can Define for a Process Property.
- In the Process Designer, choose the Display Activity Plan step.
- Use the Properties window to the view that Siebel CRM displays for the Display Activity Plan user interact step. Use values described in the following table.
Property |
Value |
User Interact View |
Opportunity Activity Plan |
- Click the connector that is located between the Display Activity Plan step and the end step, and then define properties in the Properties window using values from the following table.
Property |
Value |
Event Object Type |
BusComp |
Event |
WriteRecordUpdated |
Event Object |
Activity Plan |
Type |
Condition |
The WriteRecordUpdated run-time event signals the end of the Display Activity Plan user interact step. Siebel CRM must wait for the user to make and save a change to the Activity Plan before it resumes the workflow process. WriteRecordUpdated signals this change.
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