Adding a Start Step

A start step is a type of Workflow Process step that indicates the starting point (or entry point) of the Workflow Process. A Workflow Process can contain only one start step.

If you want to start a Workflow Process conditionally, however, then define an event or a decision condition on the connector emanating from the start step (not on the start step itself). For example, you can configure the connector that emanates from a start step to do the following:

• Define the decision conditions that must be met to start the Workflow Process. For example, to handle an open service request, you can define a condition of Status=Open on the connector. For more information, see Configuring a Decision Condition.

• Define a runtime event that starts the Workflow Process. For example, to create an activity if the revenue for an opportunity is greater than $10,000, you can define a WriteRecord runtime event, and then define a workflow that inserts the activity if the user saves an opportunity that meets the decision condition. For more information, see Starting a Workflow Process from a Runtime Event. For an example that uses a runtime event, see Defining a Workflow Process That Creates an Activity for a Sales Representative.

For more information, see Starting a Workflow Process.

To add a start step

1. Select the Start step from the Palettes pane, then drag and drop it on the canvas.

2. In the Properties pane:

   • In the Name property field, enter a name for the Start step (this is typically Start). When you navigate out of the property pane, the step name will be updated on the canvas. For more information, see Naming a Workflow Process Step or a Process Property.

   • (Optional) In the Description property field, enter a value that describes the purpose of the step.

   • Define other properties for the Start step, as necessary.

   For more information, see the topic about the Workflow Process Step object type in Siebel Object Types Reference.

3. (Optional) To define a runtime event that starts the Workflow Process:

   1. Add another step (for example, a Business Service step) to the Workflow Process.

   2. Add a Connector between the Start step and Business Service step, and then define the runtime event on this connector.

      For more information, see Starting a Workflow Process from a Runtime Event.