1. Mobile Guide: Connected
  2. FINS Application Capture Oppty Creation Process Workflow

FINS Application Capture Oppty Creation Process Workflow

This workflow creates the Opportunity ID. The following figure shows this workflow.

The FINS Application Capture Oppty Creation Process workflow is described in the surrounding text.

Workflow Description

This workflow performs the following actions:

  1. Upsert Oppty. This step calls the UpsertRecord method in the PUB OPA Utilities Service. This step creates an opportunity (application) for the given account.
  2. Upsert Oppty Product. This step calls the UpsertRecord method in the PUB OPA Utilities Service. For the opportunity created in the Upsert Oppty step, the workflow adds the product for which the application capture process is taking place.
  3. Launch Interview. This step calls the ResumeWebDeterminationInterview method in the PUB OPA Utilities Service.