About Workflow Policies

A Workflow Policy is a systematic expression of a rule which includes one or more Workflow Policy conditions and one or more Workflow Policy actions. If the Workflow Policy conditions for a Workflow Policy are true, then Siebel CRM runs the Workflow Policy action. A Workflow Policy creates an event that references a database operation. A Workflow Policy can perform an action, such as, sending an email message or creating an activity or assignment.

A Workflow Policy is contained by one Workflow Policy group and is related to one Workflow Policy object. For more information about Workflow Policies, see the following topics:

• Starting a Workflow Process from a Workflow Policy

• Using Predefined Workflow Policies

• Defining Custom Workflow Policies

• Administering Workflow Policies

• Monitoring, Testing, and Migrating Workflow Policies