Workflow Policy Program

A workflow policy program specifies the name and type of a workflow policy program or action that Siebel CRM can use in reply to meeting a workflow policy condition. Siebel CRM displays the workflow policy programs in the drop-down list of the Actions Applet field in the Workflow Policy Detail view. You can use predefined workflow policy programs that already configure variables except for the message text, or you can create a custom workflow policy program.

This object type occurs in the following location in the object hierarchy:

  • Siebel Objects > Workflow Policy Program

The following table describes properties that Siebel CRM uses with a workflow policy program.

Property Description

Name (R)

Specifies the name of the action that Siebel CRM performs.

Type (R)

Specifies one of the following types of actions:

  • DB Operation. For more information, see Setting the DB Operation.

  • External Program. Run an external program in Windows.

  • Send Message. Compose and send an automatic email message.

  • Send Page. Send a page to a pager.

  • Send Broadcast Message. Send a broadcast message to a group of users.

In some situations, if Siebel CRM modifies data, then it must also modify some other data. To configure this data dependency, you can do one of the following:

  • Use the Application Object Manager, business components, and run-time events.

  • Use a database operation in a workflow policy object that modifies records at the database level.

It is recommended that you use this database operation only if this data dependency affects database records instead of business components. For example, if Siebel CRM must update one database record if it inserts another database record regardless of the business components that reference these database records, or if no business component references these records.

Workflow Object (O)

Specifies the name of the workflow policy object.