Accessing Data from a Runtime Event in a Workflow Process

This topic explains how to configure Siebel CRM to access runtime event data from a Workflow Process.

To access data from a runtime event in a Workflow Process

  1. If necessary, display the WF Step Branch object type in the Object Explorer.

  2. In the Workflow Process Designer, define the properties for a WF Step Branch using values described in the following table.

    Property Value

    Name

    Enter a name for the branch.

    Type

    Condition

    Event Object Type

    Applet

    Event

    InvokeMethod

    Event Object

    Choose the name of the event object that starts the Workflow Process.

    Sub Event

    NewRecord

    Comments

    Optional

    Event Cancel Flag

    The default is blank.

  3. Set up process properties in the Process Designer.

    For more information, see Using Process Properties.

  4. Click the first step in the Workflow Process, and then add a new output argument for each process property that Siebel CRM must populate that references the runtime event.

    To add a new output argument, you enter values in the Output Arguments tab in the Multi Value Property Window (MVPW) pane. Use the example values described in the following table.

    Field Value

    Property Name

    Enter a name for the property.

    Type

    Expression

    Value

    GetProfileAttr("RestrucOut")

    When you define the Profile Attribute field, note the name you give to each of the property values for the Profile Attributes.

    Output Argument

    Leave default value.

    Business Component Name

    Leave default value.

    Business Component Field

    Leave default value.

    Comments

    Optional

  5. Deliver the Workspace.

  6. Query the Event field for the runtime event you defined in step 4.

  7. Drill down on the Action Set Name field.

  8. Add a new Action for each process property that the runtime event updates.

    For example, to set the ACU Transaction ID and name it Set ACU Trans ID, you can create a new action. You must set the following for each new action:

    • Set the Action Type property to Attribute Set.

    • Set the Profile Attribute to match the value you used in the GetProfileAttr call in the Process Designer, such as TransType.

    • Set the Set Operator value to Set.

    • Use the Expression Builder to assign the Value field an appropriate value, such as the literal string FA-0001.

    • Set the Sequence for the action to be less than the default sequence for the Workflow_XXXXXXX Action.

    • Make sure the Sequence setting of the Workflow_XXXXXXX Action is the highest number so that this action occurs after every other action.

    If you modify the Workflow Process, then Siebel CRM resets the sequence for the workflow action to 1 and you must repeat this step.