Defining a Workflow Policy Action

This task is a step in Process of Defining a Workflow Policy.

You must define the Workflow Policy action before you define the Workflow Policy that uses the action.

To define a Workflow Policy action

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

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

   Field	Description	Value
   Name	Define the name of the Workflow Policy action. Siebel CRM displays this name in the Actions Applet of the Workflow Policies view.	Enter a descriptive name that is consistent with your overall naming strategy and meaningful to the policy maker.
   Program	Define the Workflow Policy program that is associated with the action.	Choose the program from a drop-down list. For more information, see Types of Predefined Workflow Policy Programs.
   Workflow Object	Define the Workflow Policy object with which this action is associated. If you define a Workflow Policy object, then Siebel CRM displays this action only in the Actions Applet of the Workflow Policies view for Workflow Policies that are associated with this Workflow Policy object.	Choose the object from a drop-down list of Workflow Policy objects.
   Comments	Define comments that describe the purpose or use of this Workflow Policy action.	Enter comments text.

3. In the Arguments list, define each argument as required.

   The Arguments list changes depending on the Program you choose in the Actions list. For more information, see Using the Arguments List.

4. If you selected a program in the Actions list in step 2, then define a recipient in the Recipients list with the values shown in the following table. You only use the Recipients list if you choose certain programs in the Actions list. For more information, see Using the Recipients List.

   Field	Description
   Type	The following choices are available: Send to Employee. Allows you to pick an employee. Send to Position. Allows you to pick a position, thereby sending to the primary employee of this position without having to know the name of the person. The employee must be ACTIVE. Send to Contact. Allows you to pick a contact. Send to Relative. For more information, see Using the Send to Relative Recipient Type. Send to Address. Allows you to manually enter an email address. This option supports a program that sends an email.
   Name	Defines the Name of the recipient according to the value you select for the Type field. Siebel CRM sends the message according to the position. If you choose an employee as the recipient, and if the same position is assigned to multiple employees, then Siebel CRM sends the message to every employee who is assigned to this position, even though you only choose one employee as the recipient.

5. (Optional) Repeat step 2 to add additional recipients if required.