1. Business Process Framework: Workflow Guide
  2. Configuring the Button That Starts the Workflow Process

Configuring the Button That Starts the Workflow Process

This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

To start the Workflow Process in this example, you add a button to the Opportunity list. If the user clicks this button, then Siebel CRM starts the Workflow Process. For more information, see Starting a Workflow Process.

To configure how the Workflow Process is started

  1. In the Object Explorer, click Applet.

  2. In the Applets list, query the Name property for Opportunity List Applet.

  3. Edit the Applet Web Layout as follows:

    • In the Controls/Columns window, set the Mode to 3: Edit List.

      Siebel sets the Mode to 1:Base by default, so you must set it to 3:Edit List. If the Controls/Columns window is not visible, then click View, Windows, and select the Controls Window menu item.

    • Move a Button control from the palette to the layout, and then set the properties for the control using values from the following table.

      Property Value

      Caption-String Override

      Create Plans

      HTML Type

      MiniButton

      MethodInvoked

      EventMethodCreateActivityPlan

      Note: You must manually enter the value for the MethodInvoked property.

      A method that uses the following naming format does not require an applet or script on a business component to allow the event:

      EventMethod a string value

    • Preview the applet and make sure the new Create Plan button appears for the Opportunity list.

    • Save your changes.

  4. In the Object Explorer, click Workflow Process.

  5. In the Workflow Processes list, query the Process Name property for the Create Plan Workflow Process that you created in Creating the New Workflow Process and then open the Workflow Process.

  6. Click the connector that resides between the start step and the step named Add Activity Plan to Oppty, and then use the Properties pane to set properties for the connector using values from the following table.

    Property Value

    Type

    Condition

    Event Object Type

    Applet

    Event Object

    Opportunity List Applet

    Event

    PreInvokeMethod

    Subevent

    EventMethodCreateActivityPlan

    EventCancelFlag

    TRUE

    This configuration defines a start condition for the Workflow Process so that Siebel CRM starts it if the EventMethodCreateActivityPlan event occurs on the Opportunity List Applet.

  7. Validate and then simulate the Workflow Process.

    For more information, see Process of Testing a Workflow Process.