Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Creates a Service Request and Navigates the User >

Modifying the Existing Workflow Process

This task is a step in Defining a Workflow Process That Creates a Service Request and Navigates the User.

In this topic, you copy and modify an existing workflow process.

To modify the existing workflow process

1. Log in to Siebel Tools as SADMIN connected to the sample database.
2. In the Object Explorer, click Workflow Process.
3. In the Workflow Processes list, right-click the workflow process named Manage New SR, and then choose Copy Record.

   This example assumes you defined and tested the Defining a Workflow Process That Creates a Service Request. In this example, you can use the Revise button on the WF/Task Editor Toolbar instead of the copy feature. If you must modify the Manage New SR workflow process at some point in the future without including the modifications that this topic describes, then you can use the Copy button. For more information, see Revising a Workflow Process.

4. Set the properties for the new workflow process using values from the following table.

   Property	Value
   Process Name	Manage New SR-Navigate User to SR Activity
   Workflow Mode	Interactive Flow

5. Right-click the workflow process named Manage New SR-Navigate User to SR Activity, and then choose Edit Workflow Process.
6. Drag, and then drop a User Interact step from the palette to the canvas, placing it between the Create Plan of Action step and the End step.
7. Add connectors between the Create Plan of Action step and the user interact step, and between the user interact step and the End step, as illustrated in the following figure:
   
8. Click the user interact step, and then use the Properties window to set properties using values from the following table.

   Property	Value
   Name	Display SR Activities View
   User Interact View	Service Request Detail View

9. Confirm the value that you set for the User Interact View property:
   1. In the Siebel client, navigate to the Service Requests screen, and then the All Service Requests view.
   2. Click the Activities view tab.
   3. Choose the Help menu, and then the About View menu item.

      Siebel CRM displays the required view name.

10. Click the connector that connects the user interact step with the end step, and then use the Properties window to set properties using values from the following table.

    Property	Value
    Type	Condition
    Event Object Type	BusComp
    Event Object	Service Request
    Event	WriteRecordUpdated

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