Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Traverses a Record Set to Close Service Requests >

Creating the Workflow Process


This task is a step in Defining a Workflow Process That Traverses a Record Set to Close Service Requests.

In this topic you create a workflow process that does the following:

  • Accepts a record of the Service Request business component. It does not process this record.
  • To identify obsolete service requests, it queries the Service Request No Link business component for records whose Created date is more than one year old and whose Status is not Closed or Cancelled.
  • Traverses records in the query result, modifying the Status, Sub-Status, Close Date, and Description fields so that they indicate the obsolete status of the record. For more information, see Using a Siebel Operation Step to Traverse a Record Set.

To create the workflow process

  1. In Siebel Tools, create a new workflow process using values from the following table.
    Property
    Value

    Process Name

    Close Obsolete SRs

    Workflow Mode

    Service Flow

    Business Object

    Service Request

    For an example, see Creating the Workflow Process.

  2. Add steps and connectors until your workflow process resembles the workflow illustrated in the following figure.

    The business service steps allow you to use the Watch window to debug the workflow. You remove them later.

    For more information, see Overview of Workflow Process Steps, and Diagramming a Workflow Process.

  3. Click the canvas, making sure no workflow process step or connector is chosen.
  4. Add seven new process properties using values from the following table.
    Name
    In/Out
    Business Object
    Data Type

    SR Close Date

    In/Out

    Service Request

    String

    SR Created Date

    In/Out

    Service Request

    String

    SR Description

    In/Out

    Service Request

    String

    SR Status

    In/Out

    Service Request

    String

    noRecord

    None

    Service Request

    String

    numAcceptedRecords

    None

    Service Request

    Number

    vRowId

    None

    Service Request

    Number

    The SR Close Date, SR Created Date, SR Description, and SR Status process properties allow you to use the Watch window in this example. They are not required to traverse record set. The noRecord, numAcceptedRecords, and vRowId process properties are required to traverse record set. For more information, see Using Process Properties.

    TIP:   To simplify defining a process property, you can define a process property, and then define fields for it. Right-click this process property, and then click Copy Record. Siebel Tools creates a copy of the process property that includes the same values as the original. For the copy, you can modify only those fields that require modification from the original.

  5. Choose the File menu, and then the Save menu item.
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