About Activating a Workflow Process

Workflow Processes are active in the Siebel CRM application if they are active in the Siebel Repository.

For example, there are over 1,800 Workflow Processes in the out-of-the-box Siebel CRM repository but only a few are required for the application to function. Some of these are system workflows, for example, those that support the Siebel Migration Application or Application Deployment Manager modules. The remainder are needed only for customers using particular functionality. For example, a Consumer Goods customer only needs the workflows related to Consumer Goods functionality and does not need workflows related to the Financial Services functionality.

In a new Siebel CRM deployment, only the system workflows are active, and the remainder are not. Customers who wish to activate the out-of-the-box industry specific functionality must activate the relevant workflows as documented in the Siebel CRM Bookshelf Guide for that industry.

The process for activating a particular industry-specific workflow is consistent with any other Siebel CRM repository change; that is, you create a Workspace, activate the workflow, and deliver it. For more information about managing Workspaces, see Using Siebel Tools.

Once a Workflow Process is active, you can still make changes to the runtime settings related to monitoring and logging. For more information, see Monitoring, Testing, and Migrating Workflow Policies.