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Creating New Workflows


You can use the New Record option under the Workflow Object List to create new workflows.

To create a new workflow

  1. In Siebel Tools, create a new developer workspace under the Main/Integration workspace.

    For more information on how to create a new developer workspace, see Creating New Workspaces.

  2. Under the newly created workspace, click the Workflow Process List from the Object Explorer section.
  3. In the Workflow Process List, right-click your mouse and select the New Record option.

    This example illustrates the New Record option under the Workflow Process List.

  4. Enter the required information for the new record.
  5. Right-click your mouse and select the Edit Workflow Process option.
  6. Add all required workflow process steps using the Workflow Process Editor window.

    For more information on how to add workflow process steps, see Siebel Business Process Framework: Workflow Guide, Adding Workflow Process Steps.

  7. Save the record.
  8. Click the Publish button in the Workflow Task editor toolbar.
  9. From the Workspace menu, choose Checkpoint, Submit for Delivery, and then Deliver.
  10. Click Start Merge in the Deliver Workspace dialog box.
  11. After the merge finishes, open the object in MAIN and then click the Publish/Activate button in the Workflow Task editor toolbar.

NOTE:  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. If you are a developer who is also the owner of the root workspace, you can publish and activate the workflow.

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