Modifying a Workflow Policy Component Column to Display a Custom Label

The example in this topic modifies a Workflow Policy component column. The sales department in your company must refer to the person who manages an opportunity as the Opportunity Primary Sales Associate.

To modify a Workflow Policy component column to display a custom label

1. In the Workflow Policy Objects list, query the Name property for Opportunity.

2. In the Object Explorer, expand the Workflow Policy Object, click Workflow Policy Component, and then query the Name property of the Workflow Policy Components list for Opportunity.

3. In the Object Explorer, expand the Workflow Policy Component, and then click Workflow Policy Component Col.

4. In the Workflow Policy Component Columns list, query the Workflow Column Name property for Opportunity Primary Sales Rep Position, and then change the Alias property to Opportunity Primary Sales Associate.

5. In the Object Explorer, click Workflow Policy Object.

   By default, the Workflow Policy Object named Opportunity is the active record in the Workflow Policy Objects list.

6. In the Siebel client, navigate to the Administration - Business Process screen, then the Policies view.

7. In the Policies List, click Query, enter New Opportunity in the Name field, and then click Go.

8. In the Conditions list, add a new record:

   • Set the Condition Field to Opportunity Primary Sales Rep Position.

   • Set the Operation field to IS ADDED

   Siebel CRM displays the custom alias in the Condition Field drop-down list.