1. Business Process Framework: Workflow Guide
  2. Workflow Policy Condition

Workflow Policy Condition

A Workflow Policy condition is an object that expresses an object or the relationship of an attribute to a value. For example, a Workflow Policy condition can target data, such as the severity of a service request. The Workflow Policy condition compares severity data to a value, such as 1-Critical. In this example, the combination of the following items define the condition:

  • Data element

  • Service request severity

  • A comparison operation, such as the equal sign (=)

  • The value, such as 1-Critical

The fact that the severity of a service request is 1-Critical is a problem only if the Workflow Policy condition remains valid for an extended amount of time, such as two hours. In this example, to make sure the condition remains valid, you can set a two hour duration on the Workflow Policy. This duration is part of the condition. Siebel CRM runs the policy actions only if the conditions are met in the time period that the duration measures.

A Workflow Policy action can occur if a duration is not set. For example, Siebel CRM can send an email to a sales manager each time a sales representative quotes a discount rate that exceeds 25 percent on revenue that is less than $100,000.

A Workflow Policy can contain more than one Workflow Policy condition. These conditions must be met before an action can occur. For example, a service request with a 1-High severity and a two hour duration might be important only if another comparison is also valid, such as if the service request status is Open. The condition is the combination of the following comparison operations:

SR Severity = 1-Critical AND SR Status = Open

A Workflow Policy supports only the AND operand between Workflow Policy conditions. It does not support the OR operand. To monitor the service request severity to be 1-Critical or 2-High and the status to be Open, you can use the IN operand to evaluate the OR logic of the severity:

SR Severity IN (’1-Critical’,’2-High’) AND SR Status = Open

To implement OR operand logic, you can define multiple Workflow Policies for each Workflow Policy condition. For more information, see Examples of Configuring Workflow Policies.