Configuring a Workflow Policy Program Argument

The example in this topic uses a Workflow Policy program argument to specify to whom we are sending the email. It limits the current recipients of type relative to the Primary Sales representative. You add a relative for Primary Contact, which allows a user to configure an action that sends an email to the Primary Contact of the opportunity.

To configure a Workflow Policy program argument

1. In the Workflow Policy Program list, query the Name property for Send Opportunity Email.

2. In the Object Explorer, expand the Workflow Policy Program object, then click Workflow Policy Program Arg.

3. In the Workflow Policy Program Arguments list, make sure the Send to Relative Workflow Policy program argument exists.

4. Create a new Workflow Policy program argument and set the Name property to Primary Contact.

   A new Workflow Policy program argument cannot contain the same name as an SQL Statement Output. If you attempt to add a new Workflow Policy program argument with the same name as an SQL Statement Output, then the Monitor Agent server task pauses and then displays the following message:

   Examining request for policy

5. Add the following SQL statement to the Default Value property.

   select O.PR_CON_ID, 'Send to Contact'
   from &Table_Owner.S_OPTY O
   where O.ROW_ID=?

   Siebel passes the ROW_ID of the violating row. An SQL query must use this same ROW_ID. In this example, the WHERE clause uses the ROW_ID of the opportunity row that meets the policy. For more information, see Guidelines for Using an SQL Statement with a Workflow Policy Program Argument.

6. Set the PickList property to Workflow Relative Type Picklist.

   This drop-down list identifies the argument as a relative.