Siebel Business Process Framework: Workflow Guide > Using Predefined Workflow Policies > Configuring a Predefined Workflow Policy >
Configuring a Predefined Workflow Policy for Messaging
You can use a predefined workflow policy to display a message in a dialog box in the Siebel client. To configure a predefined workflow policy for messaging
- In the Siebel client, navigate to the Administration-Business Process screen, and then the Policy Groups view.
- Choose Siebel Messaging in the Name column.
- Locate the workflow policy you must use, such as Messaging Policy Send Screen Pop for Activity.
- Set the Expiration field to NULL.
- Run the Generate Triggers server component using values from the following table.
For more information, see Configuring Database Triggers.
- Run Generate Triggers again. This time set the Remove parameter to False.
- Navigate to the Messages screen, and then the All Messages view.
- Click New.
- In the Last Name field, enter the name of the contact who receives the message.
- In the Assigned To field, enter the name of the employee to whom this user is assigned.
- In the Message field, type the text message that Siebel CRM must display in the dialog box.
- Set the Alert Type field to Screen Alert.
- Click the Message Alert Setup tab, and then make sure a corresponding entry exists for the message recipient and that Alert Type is set to Screen Alert.
- If the message recipient is already defined, then do the following:
- Click New.
- Set the Last Name field to the same name you set in Step 9.
- Set the Alert Type field to Screen Alert.
- Start a Workflow Monitor Agent server task for the workflow policy group you activated in Step 5.
For more information, see Running a Workflow Policy with Workflow Monitor Agent.
- Verify the configuration:
- Define a test user when assigning the contact in Step 9.
- In a second client session, log in to the Siebel client as the test user.
- In the first client session, insert a new activity for this user.
- In the second client session, verify that Siebel CRM displays the dialog box and that it contains the message you entered in Step 11 displays.
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