Setting Up Workflow to Use Substitution Fields

Templates in Siebel Email Response can include substitution fields from any business component that has a correctly configured relationship to the Comm Outbound Email business component. Business components with this relationship include Account, Campaign, Contact, Opportunity, and Service Request.

Before you attempt to set up templates that include substitution fields other than a default active business component, you must modify the eMail Response - Response workflow.

To set up a workflow to use substitution fields

1. In the Siebel Tools Object Explorer, select the Workflow Processes object.

2. In the Workflow Processes list, query for a process name of eMail Response - Response Workflow.

3. In the Workflow Processes list, select eMail Response - Response Workflow, and click Revise.

4. In the Workflow Processes list, right-click eMail Response - Response Workflow and choose Edit Workflow Process.

   The Business Process Designer appears.

5. Right-click the Get Response Text business service step and choose Show Input Arguments.

6. In the Input Arguments list, add the input arguments in the following table.

   Input Argument	Type	Value	Property Name
   ActivityBusComp	Literal	Action	None
   ActivityBusObj	Literal	Action	None
   SourceId	Process Property	None	Object Id

7. Right-click the Expand Template Text business service step and choose Show Input Arguments.

8. In the Input Arguments list, add the input argument in the following table.

   Input Argument	Type	Value	Property Name
   Expand Template	Literal	Y	None

9. In the History Toolbar, click Back to return to Siebel Tools.
10. In the Workflow Processes list, right-click eMail Response - Response Workflow and choose Validate.
11. In the Workflow Processes list, select eMail Response - Response Workflow and click Deploy.

Note: Use Siebel Tools to enable additional business components for template substitutions. For more information, see Using Siebel Tools.