Diagramming a Workflow Process

This task is a step in Roadmap for Developing Workflow Processes.

Diagramming Workflow Process steps is an important part of defining a functioning Workflow Process. The Process Designer allows you to create a visual representation of the entire flow, including decision steps and conditional logic. You can define the details for each step while you define each step in the Workflow Designer, or you can define the entire flow, and then define details for each step. For more information, see Using the Process Designer.

To diagram a Workflow Process

1. Select the Start step from the Palettes pane, then drag and drop it on the canvas.

   A Workflow Process must contain only one Start step. For more information, see Adding a Start Step.

2. Select one or more other steps from the Palettes pane, then drag and drop them on the canvas.

   A Workflow Process can contain one or more steps that perform an action, such as a business service step, decision step, sub process step, task step, stop step, wait step, or Siebel operation step. For more information, see About Step Types.

3. Select an End step from the Palettes pane, then drag and drop it on the canvas.

   A Workflow Process must contain at least one End step. For more information, see Adding an End Step.

4. Define the flow or path of the Workflow Process by adding Connectors as follows:

   • (Siebel Tools) Select Connector from the palette, then drag and drop it on the canvas. Select the Connector on the canvas and attach it (or one end of it) to a step, then move the other end of the Connector to connect to the next step in the flow.

   • (Web Tools) Use the mouse to draw a connector line from the connector node on one step to the connector node on another step.

5. Repeat the previous step until every step in the Workflow Process is connected correctly.

   A connector that emanates from some step types can provide conditional logic for the Workflow Process. For more information, see Adding a Branch Connector.