Verifying the Workflow Process

This task is a step in Defining a Workflow Process That Manages Research Activities for a Service Request.

In this topic you verify the Workflow Process to make sure that it implements the required functionality.

To verify the Workflow Process

1. Launch the Siebel Application Object Manager, such as Call Center or Siebel Communications.

2. Navigate to the Workspace Dashboard and open and inspect the Developer Workspace in which the Workflow Process was created or edited.

3. Verify that the Workflow Process implements the required functionality:

   1. In the Siebel client, navigate to the Service Requests screen, and then the All Service Requests view.

   2. Create a new service request, and then step off the record.

   3. In the Service Request list, click the link in the SR # field.

   4. Examine the Activities tab. If the Workflow Process runs correctly, then Siebel CRM displays the following values in the Activities list:

      • Type: Research

      • Description: Will research the following: Siebel Bookshelf