Defining a Workflow Process That Attaches an Activity Plan to an Opportunity

In this topic you create a Workflow Process that attaches an activity plan to an opportunity. The following tasks are involved in developing this example:

1. Creating the New Workflow Process

2. Defining Properties for Workflow Process Steps

3. Preparing Example Data for the Simulation

4. Validating and Testing the Workflow Process

5. Configuring the Button That Starts the Workflow Process

6. Verifying the Functionality of the Workflow Process

In this example, you define a Workflow Process that creates an activity plan for an opportunity, and then navigates the user to a view that displays the new plan. The Workflow Process then waits for the user to enter more data and save changes before continuing. You use the Process Simulator and the Siebel client to test the Workflow Process.