Pausing and Resuming an Interactive Workflow Process

Siebel CRM can resume an interactive Workflow Process that the user pauses. The user can navigate out of this Workflow Process, and then navigate back to it and continue where the user paused it.

For example, assume the user is an insurance agent and this user pauses an interactive Workflow Process because the user cannot finish a transaction. Some required information is missing, such as the social security number for a spouse. When the user eventually gets the social security number, the user resumes the Workflow Process from the Inbox and enters the social security number. The Workflow Engine removes the Workflow Process from the Inbox after it finishes.

If the user pauses an interactive Workflow Process, then Siebel CRM places it in the user Inbox. It does this to allow the Workflow Processs owner to track and resume the Workflow Process.

The following table describes what Siebel CRM does if the user pauses a Workflow Process. If an interactive Workflow Process that is paused finishes, and then terminates, then Siebel CRM removes it from the user Inbox. To realize this behavior, the Auto Persist property for the paused Workflow Process must contain a check mark.

Pause	Description	Result
Explicit pause.	The user clicks Suspend.	Siebel CRM saves the Workflow Process to the Siebel database and places it in the user Inbox.
Implicit pause	The user leaves a view that is part of the Workflow Process.	If the cache is full or if the user logs out of the Siebel CRM application, then Siebel CRM must remove the Workflow Process from the cache. Siebel CRM saves the Workflow Process to the Siebel database and places it in the user Inbox.