Configuring a Workflow Policy Action That Runs a Database Operation

The example in this topic uses a Workflow Policy action to run a database operation. If the user changes the Severity of a service request to Critical, then Siebel CRM changes the value of the Priority field to Very High. A Workflow Policy can perform the following types of database operations:

  • Insert. Inserts a table in the Siebel database.

  • Update. Updates one or more columns in an existing record in the Siebel database.

To configure a Workflow Policy action that runs a database operation

  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

    Update SR Priority to Very High

    Program

    Change SR Priority

    Workflow Object

    Service Request

  3. In the Arguments form, define the argument with the values shown in the following table.

    Field Value

    Name

    New Priority

    Value

    1-ASAP

    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.