Configuring a Predefined Workflow Policy for Messaging

You can use a predefined Workflow Policy to display a message in a dialog box in the Siebel client.

To configure a predefined Workflow Policy for messaging

1. In the Siebel client, navigate to the Administration - Business Process screen, then the Policy Groups view.

2. Select Siebel Messaging in the Name column.

3. Locate the Workflow Policy you want to use, such as Messaging Policy Send Screen Pop for Activity.

4. Set the Expiration field to NULL.

5. Run the Generate Triggers server component with the values shown in the following table.

   Parameter	Value
   EXEC	True
   Remove	True

   For more information, see Configuring Database Triggers.

6. Run Generate Triggers again. This time set the Remove parameter to False.

7. Navigate to the Messages screen, then the All Messages view.

8. Click New and set the following field values:

   1. In the Last Name field, enter the name of the contact who receives the message.

   2. In the Assigned To field, enter the name of the employee to whom this user is assigned.

   3. In the Message field, type the text message that Siebel must display in the dialog box.

   4. Set the Alert Type field to Screen Alert.

9. Click the Message Alert Setup tab, and then make sure a corresponding entry exists for the message recipient and that Alert Type is set to Screen Alert.

10. If the message recipient is already defined, then do the following:

    1. Click New.

    2. Set the Last Name field to the same name you set in step 8a.

    3. Set the Alert Type field to Screen Alert.

11. Start a Workflow Monitor Agent server task for the Workflow Policy group you activated in step 5.

    For more information, see Running a Workflow Policy with Workflow Monitor Agent.

12. Verify the configuration:

    1. Define a test user when assigning the contact in step 8a.

    2. In a second client session, log in to the Siebel client as the test user.

    3. In the first client session, insert a new activity for this user.

    4. In the second client session, verify that Siebel CRM displays the dialog box and that it contains the message you previously entered in step 8c.