1. Business Process Framework: Workflow Guide
  2. Configuring a Custom Workflow Policy Component Column

Configuring a Custom Workflow Policy Component Column

This topic describes how to configure a custom Workflow Policy component column. Your might require terminology that more clearly describes your business environment than the labels that come predefined with Siebel CRM. Siebel CRM uses the Alias property to update the values that it displays in the Condition Field drop-down list of the Conditions list. It displays this list in the Workflow Policies view in the Siebel client. To configure a custom label, you can use the Alias property in the Workflow Component Columns list in the Siebel Repository.

To configure a custom Workflow Policy component column

  1. In the Object Explorer, navigate to the Workflow Policy Columns list.

  2. Query the Name property for the name of the column that you want.

    If the query returns no results, then add a new Workflow Policy column that references the data table and data table column that you require.

  3. Navigate to the Workflow Policy Objects list and query the Name property for the Workflow Policy object that you want.

  4. Navigate to the Workflow Policy Components list and query the Name property for the Workflow Policy component that you want.

  5. Navigate to the Workflow Policy Component Columns list and configure your customization.

    To configure the Workflow Column Name property, use the drop-down list to choose a column from the current set of columns that are available for this Workflow Policy Component.

    If the Workflow Policy component column that you want to monitor is not in the list, then use the Workflow Policy Columns list to configure a new object for it.

  6. In the Object Explorer, click Workflow Policy Object.

    By default, the Workflow Policy Object with the name of the object you modified in step 5 is the active record in the Workflow Policy Objects list.

  7. In the Siebel client, navigate to the Administration - Business Process screen, then the Policies view.

  8. In the Policies List, click Query.

  9. Query the Workflow Object field for the object you modified (in step 5) and then click Go.

    Siebel CRM displays the custom alias in the Condition Field drop-down list in the Conditions list.