Siebel Business Process Framework: Workflow Guide > Example Workflow Processes > Defining a Workflow Process That Creates an Activity for a Sales Representative >

Preparing This Example for Testing


This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

To prepare this example for testing, you create an opportunity that matches the test criteria, and then note the Row Id of the opportunity. To run the test, you can then use this Row Id in the properties of the workflow process.

To prepare this example for testing

  1. Validate the workflow process.

    For more information, see Validate Tool.

  2. Log in to the Siebel client, and then navigate to the Opportunities list.
  3. Add an opportunity using values from the following table.
    Name
    Revenue

    Large Opportunity to Test Workflow

    $400,000

  4. Right-click the record you created in Step 3, and then choose About Record.
  5. Note the value of the row Id in the Row # field.
  6. In Siebel Tools, in the Process Designer, click the canvas, making sure no workflow process step or connector is chosen.

    If you click an empty space in the canvas, then the Multi Value Property Window (MVPW) displays the process properties for the workflow process.

  7. In the MVPW, find the Object Id process property, and then set the Default String field for the property to the Row Id for the opportunity you identified in Step 5.
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