Creating a Plan for the Workflow Policy Action

This task is a step in Process of Planning a Workflow Policy.

If the Workflow Policy conditions are met, then Siebel CRM runs a Workflow Policy action. There are a number of possible Workflow Policy actions provided out-of-the-box. You can use these actions or define your own custom actions.

The following table includes an example plan that describes the type of information you must include for a Workflow Policy action.

Action Name	Workflow Policy Program	Workflow Policy Object	Arguments
Send SR Email to Contact	Send SR Email	Service Request	Send to Contact