Configuring a Custom Workflow Policy Program

This topic describes how to configure a custom Workflow Policy program, which is a generic action that can be invoked by a Workflow Policy.

Caution: Make sure you thoroughly test any SQL query that you use with a custom Workflow Policy program. If this SQL query fails to find a row, then the Workflow Policies action cannot process a token.

To configure a custom Workflow Policy program

1. In the Workflow Policy Programs list, locate a Workflow Policy program that provides some or most of the functionality that you require.

2. Copy the existing Workflow Policy program you identified in the previous step.

   This will copy the entire program, including the program arguments. For more information, see Copying an Existing Workflow Policy Program.

   Caution: Do not change the name of an existing Workflow Policy program. If you rename an existing Workflow Policy program, then Siebel CRM might not be able to locate the actions that it creates for the Workflow Policy program.

3. In the new Workflow Policy program, modify the properties as necessary to meet the requirements of the custom program, such as the Workflow Object property.

4. Configure the Workflow Policy program arguments.

5. To avoid Workflow Monitor Agent errors, delete any arguments not used by your new Workflow Policy program..