Configuring a Custom Workflow Policy Column

This topic describes how to configure a custom Workflow Policy column. Before you can add a Workflow Policy column to a Workflow Policy component, you must configure the Workflow Policy column in the Workflow Policy Columns list.

Caution: If you delete a Workflow Policy column, then you must remove all references to this column that exist in other Workflow Policy objects. Even if an active Workflow Policy does not currently reference a Workflow Policy column, the Workflow Monitor Agent might reference this column in the repository, which might allow Siebel CRM to activate a new Workflow Policy in the future. To avoid a potential conflict, it is recommended that you remove all old references to a column that you delete.

To configure a custom Workflow Policy column

1. Identify the business object, business component, and applet that use the new Workflow Policy column:

   1. In the Siebel client, navigate to the view that will use the new policy column.

      For example, from the Accounts List, drill down on an account record and then choose the Activities view tab.

   2. Select About View from the Help menu.

   3. Note the business object, business components, and applets that this view uses.

   4. In the Object Explorer in the Business Components list, select one of the business components that you identified in step c and note the value in the Table property.

      The Table property displays the table name for the Siebel database table that this business component references.

2. Configure the new Workflow Policy column:

   1. In the Object Explorer, click Workflow Policy Column.

   2. In the Workflow Policy Columns list, create a new record with the values you identified earlier to configure properties for the new object.

      The combination of the table name and the column name must be unique. If this combination is already defined for another object, then you cannot save the object.