Siebel Business Process Framework: Workflow Guide > Example Workflow Processes >

Defining a Workflow Process That Traverses a Record Set to Close Service Requests


In this topic you create a workflow process that traverses a record set to close obsolete service requests. To develop this example, you do the following tasks:

  1. Creating the Child Business Component
  2. Creating a Relationship Between the Child and the Business Object for the Primary
  3. Creating the Workflow Process
  4. Configuring the Query Steps
  5. Defining a Decision Condition for the Decision Point
  6. Configuring the Remaining Workflow Steps
  7. Preparing Test Records
  8. Validating and Simulating the Workflow Process
  9. Preparing the Workflow Process for Production

This example identifies, and then closes obsolete service requests. If a service request is more than one year old, and if the Status for this service request is not Closed or is Cancelled, then Siebel CRM must consider the service request as obsolete. The workflow process identifies obsolete service requests, and then traverses the resulting record set. It does the following:

  • Changes the Status for each obsolete service request to Cancelled
  • Changes the Sub-Status to Resolved
  • Changes the Close Date to the current date
  • Adds a message to the Description field that indicates that the service request was cancelled due to obsolescence

For more information about the configuration used in this example, see Using a Siebel Operation Step to Traverse a Record Set.

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