Configuring the Workflow Process Steps and Connectors

This task is a step in Defining a Workflow Process That Manages Research Activities for a Service Request.

In this topic you configure the steps and connectors in the Workflow Process.

To configure the steps and connectors in the Workflow Process

1. Click the SR Owner Field Updated connector and in the Properties pane, define properties for the connector as shown in the following table.

   Property	Value
   Type	Condition
   Event Object Type	BusComp
   Event	SetFieldValue
   Event Object	Service Request
   Subevent	Owner

2. Click the Create Research Activity step and in the Properties pane, define properties for the step as shown in the following table.

   Property	Value
   Operation	Insert
   Business Component	Action

3. Select the Create Research Activity step and in the Multi Value Property Window (MVPW) pane, define two new input arguments for the step with the values shown in the following table.

   Field Name	Type	Value
   Type	Literal	Research
   Description	Literal	Research the following: Siebel Bookshelf

   For more information, see Arguments You Can Define for a Process Property.

   If you configure Siebel CRM to do an insert in a business component, then you must make sure that you define the fields that the business component requires. As an alternative, you can define a value in the Pre Default Value property for these fields. To access this property, you can expand the Business Component tree in the Object Explorer and then click Field.