Starting a Workflow Process from a Business Service

The following procedure show how to configure Siebel CRM to start a Workflow Process from a business service.

To start a Workflow Process from a business service

  1. In the Business Services list, add a new business service with the values shown in the following table.

    Property

    Value

    Name

    Enter a name that you can reference in scripting.

    Class

    CSSSrmService

    Display Name

    Enter a name that Siebel CRM displays in workflow views.

  2. In the Object Explorer, expand the Business Service object and then click Business Service User Prop.

  3. In the Business Service User Props list, add two new objects using values from the following table.

    Property

    Value

    Component

    Enter the short name of the server component. For example, WfProcMgr.

    Mode

    Enter the mode of the Siebel Server request. For example, Async.

  4. (Optional) Enter more user properties for the Server Request Broker.

    For more information, see Server Request Broker Server Component.

  5. In the Object Explorer, click Business Service Method.

  6. In the Business Service Methods list, add a new object using values from the following table.

    Property

    Value

    Name

    Enter a name that you can reference in scripting.

    Display Name

    Enter a name that Siebel CRM displays see in workflow views.

  7. In the Object Explorer, expand the Business Service Method object and then click Business Service Method Arg.

  8. In the Business Service Method Arguments list, add records that are specific to the component that Siebel CRM calls.

    For example, ProcessName for WfProcMgr. This name is the short name of the Siebel Server component parameter.