Defining a Workflow Process That Creates an Activity for a Sales Representative

In this topic you create a Workflow Process that creates an activity for a sales representative. The following tasks are involved in developing this example:

1. Creating the Workflow Process

2. Adding Steps and Connectors to the Workflow Process

3. Defining Properties and Arguments for Workflow Process Steps

4. Defining the Runtime Event That Starts the Workflow Process

5. Defining a Decision Condition for a Decision Step

6. Preparing This Example for Testing

7. Simulating the Workflow Process

8. Verifying the Workflow Process

In this example Workflow Process, if a user creates a new opportunity, then Siebel CRM evaluates the opportunity revenue. If the value of the opportunity is over $10,000, then it creates an activity that directs the sales representative to pursue the deal. The WriteRecordNew runtime event starts this Workflow Process.