Starting a Workflow Process from a Custom Toolbar

The following procedure guides you through one example of starting a Workflow Process from a custom toolbar. In this example, a new button is added to the Toolbar and the Workflow Process starts when the button is clicked.

To start a Workflow Process from a custom toolbar

1. (Optional) Display the Command object type and the Toolbars object type in the Object Explorer.

2. Navigate to the Business Services list and create a new business service with the values shown in the following table.

   Property	Value
   Name	TestTBItem
   Server Enabled	TRUE

3. Navigate to the Commands list and create a new command with the values shown in the following table.

   Property	Value
   Name	TestTBItem
   Business Service	TestTBItem
   Method	TestTBItem
   Target	Server

4. In the Object Explorer, click Toolbar, and then query the Name property in the Toolbars list for the following value:

   HIMain

5. In the Object Explorer, expand the Toolbar object and click Toolbar Item.

6. In the Toolbar Items list, create a new record with the values shown in the following table.

   Property	Value
   Name	TestTBItem
   Command	TestTBItem
   DisplayName	TestTB Item
   Type	Button
   HTML Type	Button
   Position	20

7. In the Siebel client, define a Workflow Process and make sure it can run successfully from the Process Simulator.

   For more information, see Process of Testing a Workflow Process.

8. Add the following server script to the business service that you defined in step 2 (TestTBItem). You must use the name of the Workflow Process that you specified in step 7:

   function Service_PreCanInvokeMethod (MethodName, &CanInvoke)
   {
   	var returnValue = ContinueOperation;
   	if (MethodName == "TestTBItem")
   	{
   		CanInvoke = "TRUE";
   		returnValue = CancelOperation;
   	}
   	return (returnValue);
   }
   
   function Service_PreInvokeMethod (MethodName, Inputs, Outputs)
   {
   	var returnValue = ContinueOperation;
   	if (MethodName == "TestTBIItem")
   	{
   	try {
   		var psInput = TheApplication().NewPropertySet();
   		var psOutput = TheApplication().NewPropertySet();
   		var svc = TheApplication().GetService("Workflow Process Manager");
   		psInput.SetProperty("ProcessName", "<WF Process Name Created Above>");
   		svc.InvokeMethod("Run Process", psInput, psOutput);
   		returnValue = CancelOperation;
   	} // end try
   	finally {
   		svc = null;
   		psOutput = null;
   		psInput = null;
   	} // end finally
   	} // end if
   	return(returnValue);
   }

9. Test your changes using a Siebel Client Application Object Manager.

   Make sure Siebel CRM displays the new button in the toolbar. Click it to make sure the correct Workflow Process starts.