Configuring a Workflow Policy Action That Runs an External Program

The example in this topic uses a Workflow Policy action to run an external program. To define an action that runs an external program, you can use Run External Program. For example, you can write a custom executable that calculates the quality of a new lead. If the parameters to calculate the lead changes, then a Workflow Process can call this executable. You can use a program named leadcalc.exe in the following directory and an Action to call and run Run External Program:

C:\bin

To configure a Workflow Policy action that runs an external program

1. In the Siebel client, navigate to the Administration - Business Process screen, then the Actions view.

2. In the Actions list, add a new record with the values shown in the following table.

   Field	Value
   Name	Run Lead Calculation Program
   Program	Run External Program
   Workflow Object	Define the Workflow Policy object involved in this action, such as Account.

   If a Workflow Policy object is already defined for the chosen Workflow Policy program, then Siebel CRM updates the Workflow Object field. If necessary, you can choose a Workflow Policy object. You cannot modify the Workflow Object field after you step off the record.

3. In the External Program Arguments form, define the fields as shown in the following table.

   Field	Value
   Executable Name	leadcalc.exe
   Command Line	Enter the command line parameters that Siebel CRM must pass to the executable.
   Execute Type	Choose an execute type.
   Available Substitutions	Choose the appropriate dynamic fields.

4. In the Recipients list, create a new record with the values shown in the following table.

   Field	Value
   Type	Send to Position
   Name	Support manager

   You can now use this action in a Workflow Policy. For information about how to add an action to a Workflow Policy, see Configuring a Workflow Policy Action That Sends a Page.