Adding a User Interact Step

The user interact step is a type of Workflow Process step that allows you to control the flow of Siebel views that Siebel CRM displays in the client. It can guide the user through a flow of Siebel views according to user interactions or according to a defined set of actions. Siebel CRM can modify this flow as the business environment changes.

The user interact step can use a process property as an input argument. It can use this argument to dynamically set view names in an interactive Workflow Process.

To add a user interact step

1. Select the User Interact 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 user interact 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 user interact step.

   • In the User Interact View property field, select the view that this Workflow Process must show in the client.

     At runtime, Siebel CRM displays this view in the client.

   • Define other properties for the user interact step, as necessary.

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

3. If the user interact step requires conditional logic, then define a decision condition.

   You can define a decision condition on one or more connectors that emanate from the user interact step. For more information, see Configuring a Decision Condition.

4. If the Workflow Process is interactive, then make sure the branch that emanates from the user interact step is associated with a runtime event.

   For more information, see Defining a Runtime Event for a User Interact Step.