Overview of Predefined Workflow Policy Programs

A Workflow Policy program is a generic event that determines an action. It defines the actions that Siebel CRM runs if the Workflow Policy conditions are met. You can view a Workflow Policy program as follows:

• To view a Workflow Policy program. Open the Siebel client, navigate to the Administration - Business Process screen, and then the Actions view.

• To view object definitions of a Workflow Policy program. In the Object Explorer, click Workflow Policy Programs.

Program Type	Workflow Policy Program	Description
Send Page	Send Page	Sends a generic page.
Send Page	Send Opportunity Page	Sends a page regarding an opportunity.
Send Page	Send Quote Page	Sends a page regarding a quote.
Send Page	Send SR Page	Sends a page regarding a service request.
Send Email	Send Email	Sends a generic email message.
Send Email	Send Opportunity Email	Sends an email regarding an opportunity.
Send Email	Send Quote Email	Sends an email regarding an opportunity quote.
Send Email	Send SR Email	Sends an email regarding a service request.
Send Broadcast Message	Send Message Broadcast	Sends a generic alert.
Send Broadcast Message	Send SR Message Broadcast	Sends an alert regarding a service request.
Send Broadcast Message	Send Opportunity Message Broadcast	Sends an alert regarding an opportunity.
Run External Program	Run External Program	Runs an external program.
Database Operation	Change SR Close Date to Today	Closes the SR with today's date.
Database Operation	Change SR Owner	Changes the owner of the service request.
Database Operation	Change SR Group	Changes the group of the service request.
Database Operation	Change SR Owner to Manager	Changes the owner of the service request to the current manager for the owner.
Database Operation	Change SR Priority	Changes the priority of the service request to a new value.
Database Operation	Change SR Severity	Changes the severity of the service request to a new value.
Database Operation	Change SR Status	Changes the status of the service request to a new value.
Database Operation	Change SR Sub-Status	Changes the Sub-Status of the service request to a new value.
Database Operation	Create SR Activity	Creates an activity for a service request.
Database Operation	Create Opportunity Activity	Creates an activity for an opportunity.