Preparing This Example for Testing

This task is a step in Defining a Workflow Process That Creates an Activity for a Sales Representative.

To prepare this example for testing, create an opportunity that matches the test criteria and note the Row Id of the opportunity. To run the test, use this Row Id in the properties of the Workflow Process.

To prepare this example for testing

1. Validate the Workflow Process.

   For more information, see Validate Tool and Validating the Workflow Process.

2. Log in to the Siebel client and navigate to the Opportunities list.

3. Add an opportunity with the values shown in the following table.

   Name	Revenue
   Large Opportunity to Test Workflow	$400,000

4. Select the record you just created in step 3, click Help and then click About Record.

5. Note the value of the Row Id in the Row # field.

6. Click anywhere on the canvas in the Process Designer, making sure not to select any Workflow Process step or connector.

   If you click an empty part of the canvas, then the Multi Value Property Window (MVPW) pane shows the process properties for the Workflow Process.

7. In the MVPW pane, go to the Object Id process property and set the Default String field for the property to the Row Id for the opportunity identified in step 5.