Adding a Business Service Step

A business service step is a type of Workflow Process step that allows you to run a predefined or custom service during the execution of a workflow. The following are examples of predefined business services:

  • Notification. Siebel CRM uses the Outbound Communication Server business service to send a notification to an employee or a contact.

  • Assignment. Assignment Manager calls the Synchronous Assignment Manager Request business service to assign an object in a Workflow Process.

  • Server task. You can use the Asynchronous Server Requests or the Synchronous Server Requests business service to run a server component task.

For a list of some of the more commonly used predefined business services, see Predefined Business Services.

To define your own custom business service, you can define a service in the Siebel Repository or the Administration - Business Service view in the Siebel client. You can use Siebel VB or Siebel eScript to define your own custom business service that you call from a Workflow Process.

To add a business service step

  1. Select the Business Service step from the Palettes pane, then drag and drop it on the canvas.

  2. In the Properties pane:
    • In the Name property field, enter a name for the business service step. When you navigate out of the property pane, the step name will be updated on the canvas. For more information, see Naming a Workflow Process Step or a Process Property.

    • (Optional) In the Description property field, enter a value that describes the purpose of the business service step.

    • In the Business Service Name property field, choose the name of the business service that this Workflow Process should call. The drop-down list contains the business services that are defined in the Siebel Repository or the Siebel client. For more information about defining a custom business service, see Integration Platform Technologies: Siebel Enterprise Application Integration.

      Caution: When a Workflow Process invokes a custom Business Service, only the server scripts associated with that Business Service are executed. Do not include browser script in the Business Service if the logic in that script should be evaluated during execution of the Workflow Process.
    • In the Business Service Method property field, choose the business service method that the Workflow Process should invoke. The choices available for this property depend on the business service you defined.

    • Define any input arguments for the business service step as required.

    For more information, see the topic about the Workflow Process Step object type in Siebel Object Types Reference.

  3. In the Multi Value Property Window (MVPW) pane, define input arguments and output arguments for the selected Business Service step.

    For more information, see Defining a Step Argument in the MVPW.