Siebel Business Process Framework: Workflow Guide > Options for Configuring a Workflow Process > Starting a Workflow Process >

Starting a Workflow Process from a Custom Toolbar

The example in this topic starts a workflow process from a custom toolbar.

To start a workflow process from a custom toolbar

1. If necessary, display the Command object type and the Toolbars object type in the Object Explorer.

   For more information, see Displaying Object Types You Use to Develop a Workflow Process.

2. In Siebel Tools, navigate to the Business Services list, and then create a new business service using values from the following table.

   Property	Value
   Name	TestTBItem
   Server Enabled	TRUE

3. Navigate to the Commands list, and then create a new command using values from the following table.

   Property	Value
   Name	TestTBItem
   Business Service	TestTBItem
   Method	TestTBItem
   Target	Server

4. In the Object Explorer, click Toolbar, and then query the Name property in the Toolbars list for the following value:

   HIMain

5. In the Object Explorer, expand the Toolbar tree, and then click Toolbar Item.
6. In the Toolbar Items list, add a new record using values from the following table.

   Property	Value
   Name	TestTBItem
   Command	TestTBItem
   DisplayName	TestTB Item
   Type	Button
   HTML Type	Button
   Position	20

7. In the Siebel client, define a workflow process and make sure it can run successfully from the process simulator.

   For more information, see Preparing to Use the Process Simulator.

8. Add the following server script to the business service that you defined in Step 2. You must use the name of the workflow process that you use in Step 7:

   function Service_PreCanInvokeMethod (MethodName, &CanInvoke)

   {

   if ( MethodName == "TestTBItem" )

   {

   CanInvoke = "TRUE";

   return( CancelOperation );

   }

   return (ContinueOperation);

   }

   function Service_PreInvokeMethod (MethodName, Inputs, Outputs)

   {

   if ( MethodName == "TestTBItem" )

   {

   var input = TheApplication().NewPropertySet();

   var output = TheApplication().NewPropertySet();

   var svc = TheApplication().GetService( "Workflow Process Manager" );

   input.SetProperty("ProcessName", "<WF Process Name Created in Step 4>");

   svc.InvokeMethod("RunProcess", input, output);

   input = null;

   output = null;

   svc = null;

   return (CancelOperation);

   }

   return (ContinueOperation);

   }

9. Compile and test your changes in the Siebel client.

   Make sure Siebel CRM displays you new custom button in the custom toolbar. Click it to make sure the correct workflow process starts.