Manually Recovering a Workflow Process Instance

You can correct and resume a Workflow Process instance that encounters errors. For example, if the Communications Server is not available, and if a Workflow Process uses email to send a notice, then Siebel CRM sets the status for this Workflow Process to In Error. You can activate the Communications Server, and then resume the Workflow Process.

To manually recover a Workflow Process instance

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

    You can recover instances that Siebel CRM marks for manual recovery from the Workflow Instance Admin view. For more information, see Administering Workflow Process Instances.

  2. In the Related Instances list, click the Related Instances Menu (the cogwheel icon) and select one of the options defined in the following table.

    Menu Item Description

    Resume Instance - Next Step

    To determine the next step to run, the recovery skips the current Workflow Process step, and then evaluates the decision conditions that emanate from the current step.

    Resume Instance - Current Step

    The recovery retries the current Workflow Process step. If the current step is a sub process step, then it starts a new instance of the sub process.

    If the Resume Instance options are not available in the Related Instances Menu, then see How Call Depth Affects Resuming a Workflow Process.