7.0 flow

A workflow process that provides backward compatibility for a workflow process that is defined prior to version 7.7. Set in the Workflow Mode property on the workflow process.

arguments

Data that Siebel CRM passes to or receives from a workflow process or a workflow process step.

branch

A possible outcome of a workflow process step. A step follows a branch in a workflow process. If the branch conditions are met, then work flows to the next step that is downstream of the branch.

branch connector

A connector that emanates from a start step, decision point, wait step, or user interact step. You implement conditional logic on the branch connector.

business object

A group of one or more business components. A business object represents an entity in Siebel CRM that you must monitor. A workflow process references only one business object. You can define business objects in Siebel Tools.

business process

A process that is associated with operational objectives and business relationships. A business process is a set of one or more linked procedures, which collectively realize a business objective. An example of a business process is managing a new service request.

business service

A type of workflow process step in which Siebel CRM makes a call to a business service, such as the Outbound Communications service that handles inbound and outbound messaging. A workflow process can include one or more business service steps.

business object

A group of one or more business components. A business object represents an entity in Siebel CRM that you must monitor. A workflow policy object references only one business object. You can define business objects in Siebel Tools.

business rule

The definition of how an organization must carry out a process in operations for the organization.

connector

A definition of the relationship between two workflow process steps.

decision condition

The principles that Siebel CRM uses to evaluate the logical flow that it must take on a branch in a workflow process. You define a decision condition on a connector that emanates from a decision point.

decision point

A type of workflow process step in which the work item branches off to different steps, depending on a set of conditions. A decision point consists of possible branches for that point in the business process. Each branch consists of one or more conditions that must be met in order for a work item to follow that branch. A workflow process can include one or more decision points.

end step

A type of workflow process step that specifies when a process instance is finished.

error exception

A type of workflow process step that runs in reply to a deviation from normal processing. An error exception can be an error that Siebel CRM creates or that the user creates.

expression business component

The name of the business component to evaluate an expression that Siebel CRM uses as part the input argument for a search specification.

filter business component

The name of the business component that provides the group of records on which Siebel CRM performs a search in reply to a Siebel operation step. The filter business component is part of the input argument for a search specification.

input argument

A mechanism for providing data and configuration information as input to a workflow process step.

interactive workflow process

A workflow process that assists the user in navigating across Siebel views. You can set the Workflow Mode property on the workflow process.

long-running workflow process

A persistent workflow process that can last for hours, days, or months. You can set the Workflow Mode property on the workflow process.

object type

An entity in Siebel Tools that displays in the Object Explorer. For example, a workflow process is an example of an object type.

output argument

A mechanism for providing data and configuration information as output from the step of a workflow process.

policy action

An event that Siebel CRM runs when policy conditions are true and properties of the workflow policy are satisfied. A policy action references programs. You can define a policy action in the Action applet of the Workflow Policies view. After you define a policy action, Siebel CRM can use it in a workflow policy.

primary business component

The business component that the Primary Business Component property of the business object references. The Business Object property of the workflow process references this business object.

process property

A storage field in a workflow process that Siebel CRM uses to hold values for use in steps as input and output arguments or for performing evaluations.

Process Simulator

A graphical flowchart interface that you can use to debug a workflow process.

search spec input argument

A type of input argument that allows you to restrict the records that Siebel CRM considers when a Siebel operation step runs.

service workflow process

A workflow process that runs a set of operations when Siebel CRM calls an event. You can set the Workflow Mode property on the workflow process.

Siebel operation

A type of workflow process step that performs a database operation on a business component record or business component field. Example operations include insert, query, and update.

start step

A type of workflow process step that defines the conditions to start a workflow process instance. If the conditions are met, then Siebel CRM starts an instance of the process. A workflow process includes only one start step.

step branch

A workflow object that provides capabilities for branching logic in a workflow process.

step instance

An instance of the step of a workflow process that is started. Siebel CRM starts a start step if the conditions defined for the start step are met. It starts a decision point if the conditions for a branch connector are met. It starts other steps if the previous step finishes.

step recipient

The intended recipient of a sub process step.

stop step

A type of workflow process step that specifies the conditions that cause a workflow process instance to terminate prior to completion.

subprocess

A workflow process that another workflow process calls. A subprocess includes a separate workflow process object definition.

sub process step

A type of workflow process step that calls a subprocess. A workflow process can include one or more sub process steps.

task

A type of workflow process step that calls a task in a business process. A task step is similar to a sub process step in that the task step represents a container for a further set of steps below the level of the steps in the workflow in which the task step is defined.

user interact step

A type of workflow process step that controls the flow of views in the Siebel client. A workflow process can include one or more user interact steps. These steps can guide a user through a defined flow of views depending on user action, or can run a defined set of actions.

wait step

A type of workflow process step that specifies when the instance of the process pauses and the duration of the pause.

watch window

A Window in Siebel Tools that dynamically displays record values of a business component and process property values of a workflow process. The workflow process being simulated uses and modifies these values.

work item

The representation of the work that Siebel CRM processes in the context of a step in the workflow process instance.

workflow mode

A property of a workflow process that Siebel CRM uses control run-time behavior for a workflow process as a Service Flow, Interactive Flow, Long Running Flow, or 7.0 Flow.

workflow policy

A systematic expression of a rule. A workflow policy includes one or more workflow policy conditions and one or more workflow policy actions. If the workflow policy conditions for a workflow policy are true, then Siebel CRM runs the workflow policy action. A workflow policy is contained by one workflow policy group and is related to one workflow policy object.

workflow policy column

A column in a table in the Siebel database that you must monitor. You use a workflow policy column when you define a workflow policy condition for a workflow policy. To use a workflow policy column in a workflow policy, you must associate it with a workflow policy component. A workflow policy column that is associated with a workflow policy component is known as a workflow policy component column. You can define these objects in Siebel Tools.

workflow policy component

A component that defines the Siebel database tables that Siebel CRM must monitor. A workflow policy component also defines the relationship between tables. It includes workflow policy columns. You can define a workflow policy component in Siebel Tools.

workflow policy component column

A workflow policy column that is associated with a workflow policy component. A workflow policy component column defines the Siebel database column that a workflow policy condition of a workflow policy can use. You can define a workflow policy component column in Siebel Tools.

workflow policy condition

An expression that Siebel CRM compares to data in the Siebel database. The result of the comparison is true or false. To define a workflow policy condition, you define a workflow policy column and a comparison operator, and you then enter or choose a value, if appropriate. You can define a workflow policy condition in the Workflow Policies view.

workflow policy group

A group of one or more workflow policies. A workflow policy group allows you to group workflow policies that share common behavior. Siebel Server processes monitor workflow policy groups. For example, workflow policies that Siebel CRM must monitor hourly are different in a workflow policy group from those that it must monitor weekly. You can define a workflow policy group in the Policy Groups view.

workflow policy object

A group of one or more workflow policy components. A workflow policy object represents an entity in Siebel CRM that you must monitor. A workflow policy references only one workflow policy object. You can define a workflow policy object in Siebel Tools.

workflow process

Oracle's Siebel Workflow representation of a business process. A workflow process includes one or more steps that indicate when a business process starts and ends. It includes information about individual work that is performed in the business process.

workflow process instance

A workflow process instance that is started. If the input conditions for the workflow process are met, then Siebel CRM starts a workflow process instance. A workflow process instance includes one or more step instances and one or more work items.

workflow program

The definition of an event. Types of events include Send Email, Send Page, Database Operation, Send Broadcast Message, and Run External Program. Different properties are associated with a workflow program depending on the event type. Some of the properties that you can define for a program include the fields that Siebel CRM can substitute into a message, the possible recipients of a message, and the Siebel database columns that it must update. You can define a workflow program in Oracle's Siebel Tools.

workflow process step

An activity in a workflow process. Steps are logically linked together to define a process.