Editing a Workflow Process

You use the Process Designer to define and modify a Workflow Process. For more information on the Process Designer, see Using the Process Designer.

To edit a Workflow Process

1. In the Object Explorer, click Workflow Process.

2. In the Workflow Processes list, locate and select the Workflow Process you want to modify, then do one of the following as required:

   • (Siebel Tools) Right-click the Workflow Process and select the Edit Workflow Process option.

   • (Web Tools) Select the Workflow Process and then click Edit Workflow Process (the pencil icon). You can also drill down on the Process Name in the Workflow Process list to open the Workflow Process that you want.

     Note: If the Workflow Process you want to open is in an editable Workspace, then Edit Task Flow (the pencil icon) will be available, otherwise Preview (the eye icon) will be available to open the Workflow Process in read-only mode.

   The Workflow Process opens in the Process Designer along with the following panes: Canvas, Palettes, Properties, and Multi Value Property Window (MVPW).

3. Select the type of step that you want to add from the Palettes pane, then drag and drop it on the canvas.

4. In the Properties pane:

   • In the Name property field, enter a name for the step. When you navigate out of the property pane, the step name will be updated on the canvas. For more information, see Naming a Workflow Process Step or a Process Property.

   • (Optional) In the Description property field, enter a value that describes the purpose of the step.

   • Define other properties for the Workflow Process step, as required.

   For more information, see the topic about the Workflow Process Step object type in Siebel Object Types Reference.