Verifying the Functionality of the Workflow Process

This task is a step in Defining a Workflow Process That Attaches an Activity Plan to an Opportunity.

In this topic, you verify that the Workflow Process implements the required functionality.

To verify the functionality of the Workflow Process

1. In the Siebel client, navigate to the Opportunities screen, then the All Opportunities view.

2. In the All Opportunities list, click Create Plan.

   This step starts the Workflow Process for an opportunity and navigates you to the Opportunity Activity Plan view.

3. Edit the Description field for the plan, and then save your changes.

4. Navigate to the Administration - Business Process screen, then the Workflow Instance Monitor view.

   For more information, see Monitoring Workflow Process Instances.

5. In the Workflow Process list, query the Name field for the Create Plan Workflow Process.

6. Click the Step Instances tab to view step instance details.

7. If the Workflow Process runs without error, then you can turn off monitoring:

   1. Navigate to the Administration - Business Process screen, then the Workflow Monitoring Configuration view.

   2. In the Monitoring Configuration list, query the name field for the Create Plan Workflow Process.

   3. Set the Monitoring Level field to 0-None.