Configuring a Workflow Policy Action That Sends a Notification

The example in this topic configures a Workflow Policy action to send a notification. In this example, a service department must automate a notification policy for open service requests when there are at least 20 open requests for one service representative.

To configure a Workflow Policy action that sends a notification

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	Alert Representative of Open SRs
   Program	Send SR Message Broadcast
   Workflow Object	Service Request

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

   Field	Value
   Abstract	You own over 20 Service Requests.
   Message Template	You own over 20 service requests. Please review your service request queue.

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

   Field	Value
   Type	Send to Relative
   Name	SR Owner

   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.