Defining Properties for Workflow Process Steps

This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

In this topic you define properties for Workflow Process steps

To define properties for Workflow Process steps

1. In the Process Designer, click the Add Activity Plan to Oppty step.

2. In the Properties pane, define the business component and the operation using the values shown in the following table.

   Property	Value
   Business Component	Activity Plan
   Operation	Insert

   If you configure an Insert operation on a business component, then you must supply a value for each business component fields that is required. To insert a new activity plan, you must provide the name of the template that Siebel CRM uses for the activity plan.

3. In the Process Designer, select the Add Activity Plan to Oppty step and in the Multi Value Property Window (MVPW) pane, add a new input argument with the values shown in the following table..

   Field Name	Type	Value
   Template	Literal	A valid activity template name, such as Introductory Sales Call.

   For more information, see Arguments You Can Define for a Process Property.

4. In the Process Designer, select the Display Activity Plan step and in the Properties pane, define the property shown in the following table.

   Property	Value
   User Interact View	Opportunity Activity Plan

5. Click the connector that is located between the Display Activity Plan (user interact) step and the End step and in the Properties pane, define the properties shown in the following table.

   Property	Value
   Event Object Type	BusComp
   Event	WriteRecordUpdated
   Event Object	Activity Plan
   Type	Condition

   The WriteRecordUpdated runtime event signals the end of the Display Activity Plan (user interact) step. Siebel CRM must wait for the user to make and save a change to the Activity Plan before it resumes the Workflow Process. WriteRecordUpdated signals this change.