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Starting a Workflow Process from a Business Service

In this topic, you configure Siebel CRM to start a workflow process from a business service.

To start a workflow process from a business service

1. In Siebel Tools, in the Object Explorer, click Business Service.
2. In the Business Services list, add a new business service using values from the following table.

   Property	Value
   Name	Enter a name that you can reference in scripting.
   Class	CSSSrmService
   Display Name	Enter a name that Siebel CRM displays in workflow views.

3. In the Object Explorer, expand the Business Service tree, and then click Business Service User Prop.
4. In the Business Service User Props list, add two new objects using values from the following table.

   Property	Value
   Component	Enter the short name of the server component. For example, WfProcMgr.
   Mode	Enter the mode of the Siebel Server request. For example, Async.

5. Optional. Enter more user properties for the Server Request Broker.

   For more information, see Server Request Broker Server Component.

6. In the Object Explorer, click Business Service Method.
7. In the Business Service Methods list, add a new object using values from the following table.

   Property	Value
   Name	Enter a name that you can reference in scripting.
   Display Name	Enter a name that Siebel CRM displays see in workflow views.

8. In the Object Explorer, expand the Business Service Method tree, and then click Business Service Method Arg.
9. In the Business Service Method Arguments list, add records that are specific to the component that Siebel CRM calls.

   For example, ProcessName for WfProcMgr. This name is the short name of the Siebel Server component parameter.

Guidelines for Starting a Workflow Process from a Business Service

If you configure Siebel CRM to start a workflow process from a business service, then it is recommended that you use the following guidelines:

• If Siebel CRM uses a business service to start a workflow process, then it is not necessary for you to define parameters for the Server Request Broker (SRBroker). For example, if Siebel CRM uses the Workflow Process Manager (Server Request) business service.
• If Siebel CRM calls the Siebel Server requests directly, then you must define parameters for the Server Request Broker.
• Server Request Broker and Server Request Processor (SRProc) are required to run a business service that calls a server component.
• To use Workflow Process Manager (Server Request), the Server Request Processor and Server Request Broker must be running.

For more information, see Siebel System Administration Guide. For more information on calling a business service, see Siebel Object Interfaces Reference.