Using a Siebel Operation Step to Update a Process Property

You can define a test Workflow Process that uses a Siebel operation to update a process property. For example, you can use the sum of two business component integer fields that provide input to a decision that resides downstream in the Workflow Process. Siebel CRM uses the sum of the two required fields to update a process property in the Siebel operation step. You can then use this property on a subsequent branch connector. The example in this topic references the Action business object.

To use a Siebel operation step to update a process property

  1. Define a new Workflow Process with the values shown in the following table.

    Property

    Value

    Process Name

    Updating a Process Property

    Business Object

    Action

    Workflow Mode

    Service Flow

    For more information, see Creating the Workflow Process.

  2. Add the following steps and connectors until your Workflow Process resembles the flow illustrated in the following figure:

    1. A Start step

    2. An Update Process Property Step

    3. An End step

    4. The following Connectors: A connector between step a and b and between step b and c.

    Example of Update Process Property: This image has a Start step, an Update Process Property step and an End step.

    For more information, see Adding Workflow Process Steps and Diagramming a Workflow Process.

  3. Click the canvas, making sure no Workflow Process step or connector is chosen.

  4. In the Multi Value Property Window (MVPW) pane, add a new process property with the values shown in the following table.

    Field

    Value

    Name

    Custom Process Property

    Display Name

    Custom Process Property

    In/Out

    In/Out

    Business Object

    Action

    For more information, see Using Process Properties.

  5. Click the Update Process Property step, and then click the Search Spec Input Arguments tab in the MVPW pane.

  6. Add a new record with the values shown in the following table.

    Field

    Value

    Expression Business Component

    List of Values

    Filter Business Component

    Query

    Search Specification

    [Name] = 'Personal' AND [Type] = 'TODO_TYPE'

    Type

    Literal

  7. Select the Update Process Property step in the Workflow Process Designer, and then click the Output Arguments tab in the MVPW pane.

  8. Add a new record with the values shown in the following table.

    Field

    Value

    Property Name

    Custom Process Property

    Type

    Expression

    Value

    [Class Code]

    Business Component Name

    List Of Values

  9. Validate and then simulate the Workflow Process.

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

  10. Implement this configuration in your production Workflow Process.