1. Business Process Framework: Workflow Guide
  2. Adding Steps and Connectors to the Workflow Process

Adding Steps and Connectors to the Workflow Process

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

In this topic you add steps and connectors to the Workflow Process.

To add steps and connectors to the Workflow Process

  1. In the Process Designer, open the Workflow Process you defined in Creating the Workflow Process.

  2. Add the following steps and connectors until your Workflow Process process resembles the flow illustrated in the following figure:

    1. A Start step

    2. An Is Opportunity Over 10K? decision step

    3. An Insert Activity to Follow Up opearation step

    4. An End step

    5. The following Connectors:

      • An Evaluate Oppty connector between step (a) and (b).

      • A Yes connector between between step (b) and (c).

      • A No connector between step (b) and (d)

      • A connector between step (c) and (d).

    Adding steps and connectors to a Workflow Process: This image is described in the surrounding text.

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

  3. Click the Is Opportunity Over 10 decision step and in the Properties pane, set the Name property to the value shown in the following table.

    Property

    Value

    Name

    Is Opportunity Over 10k?

    The Properties pane is context-sensitive. If you click a step or connector in the Process Designer, then the properties for the step or connector appear in the Properties pane.

  4. Click each remaining step in the Workflow Process in succession and use the Properties pane to change the Name property for each step according to the values shown in the following table.

    Step Type

    Name Property

    Siebel Operation

    Insert Activity to Follow Up

    End

    End

  5. Click each connector in succession and use the Properties pane to change the Name property for the connector according to the values shown in the following table.

    Connector

    Name Property

    Between the start step and the decision step

    Evaluate Oppty

    Between the decision step and the Siebel operation

    Yes

    Between the decision step and the end step

    No
    Tip: The Workflow Process Designer sets the name of the connector that emanates from the start step to Connector 0 by default.