1. Business Process Framework: Workflow Guide
  2. Structure of a Workflow Policy

Structure of a Workflow Policy

A rule includes an IF/THEN structure that provides the basic underlying logic of a Workflow Policy.

A rule includes a Workflow Policy condition and a Workflow Policy action. If the Workflow Policy conditions are met, then Siebel CRM calls an action. The following figure shown an example of a Workflow Policy.

Parts of an Example of a Workflow Policy: This image is described in the surrounding text.

As shown in this figure, a typical Workflow Policy includes the following components:

  1. Workflow Policy. A Workflow Policy includes conditions and actions. A Workflow Policy represents rules that the Siebel database monitors.

  2. Workflow Policy Condition. This represents a situation that causes something to happen.

  3. Workflow Policy Action. An action that Siebel CRM calls if a Workflow Policy condition is met.

  4. Workflow Policy Program. A predefined program that provides arguments for the Workflow Policy action.

  5. Duration. The amount of time that Workflow Policy conditions exist to allow the conditions of the policy to be met. For more information, see Determining Settings for the Workflow Policy and Policy Conditions.

A Workflow Process can support the functionality that is available with a Workflow Policy. It is recommended that you use a Workflow Policy to start a Workflow Process and to use a Workflow Process to define an action.