1. Business Process Framework: Workflow Guide
  2. Configuring a Workflow Policy to Run in Batch Mode

Configuring a Workflow Policy to Run in Batch Mode

Running a Workflow Policy in batch mode allows you to evaluate more data in the Siebel database and not only the records that call a Workflow Policy. This configuration is useful if you create a new Workflow Policy that Siebel CRM must apply to historical data, and for enforcing a Workflow Policy that includes a date condition.

To configure a Workflow Policy to run in batch mode

  1. In the Siebel client, navigate to the Administration - Business Process screen, then the Policy Groups view.

  2. Create a new Policy Group.

  3. In the Name and Comments fields, enter a descriptive name and comment.

  4. Navigate to the Administration - Business Process screen, then the Policies view.

  5. In the Policies List, query the Name field for the Workflow Policy you want to run in batch mode.

  6. In the Policies List, make sure the Batch Mode field contains a check mark.

    If you start Workflow Monitor Agent in batch mode, then it determines if Workflow Policies exist with the Batch Mode check box marked. To identify the records that meet the Workflow Policy conditions, each policy causes Siebel CRM to send an SQL statement. It then processes these records and performs the appropriate actions.

  7. In the Policy Group field, associate the Workflow Policy with the Workflow Policy group you created in step 2.

  8. (Optional) Consolidate email messages:

    1. Add a condition in the Conditions list and a corresponding action in the Actions list.

    2. Consolidate email messages. In the Actions list, click the Consolidate field.

      For more information, see Consolidating Email Messages.

  9. When you start the Workflow Monitor Agent and Workflow Action Agent server components, use the Workflow Policy group name you created in step 2 and set the Processes the Batch Policies parameter to TRUE.

    For more information, see Setting the Parameters of the Workflow Monitor Agent.

If you create a batch Workflow Policy, then you must use an IS ADDED, IS UPDATED, or IS DELETED comparison operator in conjunction with regular Workflow Policy conditions. These comparison operators are special conditions that Siebel CRM uses for Dynamic mode when it triggers rows to look up regular conditions.