Using a Workflow Policy Program to Assign a Service Request Owner
The example in this topic uses a predefined Workflow Policy program to assign a service request that is not yet assigned. If an open service request is not assigned for a certain amount of time, then this Workflow Policy program assigns it to a person who is considered an expert handling this type of the service request. This configuration allows the appropriate person to view the incoming service request, choose a new owner from a drop-down list, and then place this owner in the service request field that matches the Workflow Policy condition.
Argument Name | Description |
---|---|
Primary ID |
Contains the Row Id of the service request that meets the Workflow Policy condition. |
Primary Table Operation Type |
Specifies the S_SRV_REQ table. Specifies to run the Update operation. |
New Owner (Column) |
Specifies to update the Owner_EMP_ID field in the record that Siebel CRM updates. |
New Owner |
Specifies to display a drop-down list that allows the user to assign a new owner. |
Visible |
If checked, then indicates that the drop-down list is visible to the user. |