Adding a Siebel Operation Step

This topic describes how to add the Siebel operation step. It includes the following topics:

• Configuring the Operation Property

• Using a Siebel Operation Step with a Search Specification

• Using a Siebel Operation Step to Update a Field That References a Multi-Value Group

• Using a Siebel Operation Step with a Calculated Field

• Using a Siebel Operation Step to Traverse a Record Set

• How Siebel Operations and Workflow Policy Programs Use Different Object Layers

The Siebel operation step is a type of Workflow Process step that does an operation on a business component, such as insert, update, or query. You define a Siebel operation step for the business component that a business object references. The Workflow Process references this business object. If you configure Siebel CRM to update a business component that this business object does not reference, then you can use the Workflow Process Designer to start a sub process or to associate the business component with the business object. For more information, see Defining the Primary Business Component.

To add a Siebel operation step

1. Select the Siebel Operation step from the Palettes pane, then drag and drop it on the canvas.

2. In the Properties pane:

   • In the Name property field, enter a name for the Siebel operation step. When you navigate out of the property pane, the step name will be updated on the canvas. For more information, see Naming a Workflow Process Step or a Process Property.

   • (Optional) In the Description property field, enter a value that describes the purpose of the Siebel operation step.

   • In the Operation property field, choose an operation. For more information, see Configuring the Operation Property.

   • In the Business Component property field, choose the business component that contains the data that the Siebel operation modifies.

   • Define other properties for the Siebel operation step, as necessary.

   For more information, see the topic about the Workflow Process Step object type in Siebel Object Types Reference.

3. (Optional) In the Multi Value Property Window (MVPW) pane:

   • Define input arguments and output arguments for the selected Siebel Operation step. For example, if you chose Insert or Upsert in step 3, then make sure you add the required arguments in the MVPW pane as follows:

     • In the Field Name field, define the name of the field that Siebel CRM must update.

     • In the Type field, choose an input argument type, and then define other fields, depending on the type.

     For more information, see Arguments You Can Define for a Process Property.

   • (Optional) In the MVPW pane, define a search specification as follows:

     1. In the Type field, choose a search specification type, as described in the following table.

        Type	Description
        Literal	A static string where the runtime value is the same as the value that you define in the Workflow Process Designer.
        Expression	A Siebel expression that references a runtime variable. Siebel CRM can evaluate the expression only at runtime.

     2. In the Search Specification field, enter a search specification.

     3. If the search specification Type is Expression, then choose a business component.

        For more information, see Using a Siebel Operation Step with a Search Specification.