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Using Workflows in Workspaces Overview


Using Siebel workflows in Siebel Workspace, note that:

  • You cannot perform any operation on workflows that are in the MAIN/Integration branch.

    You have to create the developer workspaces under the Main/Integration branch to perform the operations on workflows.

  • Workflows can be imported within a workspace and they can be exported.

    For more information, see Importing Workflows into Workspaces and Exporting Workflows from Workspaces.

  • Workflows cannot be deleted.
  • The statuses of all workflows are always In Progress by default. Hence the Status column of the workflows is no longer required and not available in Siebel Tools starting with Siebel Tools Innovation Pack 2017.
  • If you are a developer who is not the owner of the root workspace, you cannot activate a workflow but you can publish the workflow. When you click the Publish button in the Workflow Task Editor toolbar, the system moves the workflow to the Completed state.

    If you are a developer who is also the owner of the root workspace, you can publish and activate the workflow. When you click the Publish/Activate button, the system moves the workflow to the Completed state and also activates the workflow. As you activate the workflow, the version number is incremented. The version changes can be viewed in the thin or thick client platform, but the version number always remains 0 (zero) in Siebel Tools.

  • Only the Siebel (system) Administrator can activate the Workflows feature by either of the following actions:
    • Through Siebel Tools on the root (Main) workspace or
    • Launching Siebel application and then navigating to Administration, Business Process, Workflow Deployment.

      Other workflow users can search for the workflows that need to be activated and then click the Activate button on the retrieved records to activate the workflows.

For detailed information on Siebel workflows and how to manage workflows in Siebel Tools, see the Siebel Business Process Framework: Workflow Guide.

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