Defining a Decision Condition for a Decision Step

This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

The following procedure shows how to define a decision condition for the decision step.

To define a decision condition for a decision step

1. In the Process Designer, double-click the Yes connector to open the the Compose Condition Criteria dialog box.

   For more information, see Adding a Branch Connector.

2. In the Compose Condition Criteria dialog box, define a decision condition for the connector as follows:

   1. In the Compare To drop-down list, choose Business Component.

      The value you choose in the Compare To drop-down list instructs Siebel CRM to use an object, expression, or process property in the comparison. In this example, it compares the runtime value of a field from the Opportunity business component, as defined in the Object drop-down list. The items in the Object drop-down list are context-sensitive. The Workflow Process Editor changes them according to the value you choose in the Compare To drop-down list.

   2. In the Object drop-down list, choose Opportunity.

   3. In the Operation drop-down list, choose Greater Than.

      In this example, if the value you define in the Values window of the Compose Condition Criteria dialog box is greater than the runtime value of the Revenue field for the business component, then the Operation drop-own list defines the decision condition. You define the Revenue field in the Field window.

   4. In the Field window, choose Revenue.

   5. In the Values section, click New to add a new value and in the Add Value dialog box that appears, type 10000 and then click OK.

   6. Click Add in the Compose Condition Criteria dialog box.

      The Workflow Process Editor adds the decision condition that you define in the Compose Condition Criteria dialog box to the Conditions list (also in the dialog box). You can add another decision condition if required. For this example, you add only a single decision condition.

   7. Click OK.

According to the decision condition defined in this example, at runtime, if the Revenue field of an opportunity is greater than 10000, then Siebel CRM runs the Yes branch. Otherwise, it runs the No branch.

After you define a decision condition, you can modify it as follows as required:

• Update a condition. Select the condition from the Conditions list in the Compose Condition Criteria dialog box, modify the condition, and then click Update.

• Delete a condition. Select the condition in the Conditions list in the Compose Condition Criteria dialog box, and then click Delete.

  When you delete a Condition:

  • It is deleted from the canvas and from the list applet for new Workflow Processes.

  • It is deleted from the canvas and becomes inactive in the list applet for existing Workflow Processes.

For more information, see Creating a Decision Condition on a Branch Connector.