2 In the Projects OBLE define a new project named Workflow Examples 3 Make sure

2 in the projects oble define a new project named

This preview shows page 256 - 259 out of 512 pages.

2 In the Projects OBLE, define a new project named Workflow Examples. 3 Make sure the Locked property contains a checkmark. For brevity, example workflow processes in this book use the Workflow Examples project. In a development environment, you can use a project that more closely meets your development requirements. For more information, see Using Siebel Tools . 4 In the Object Explorer, click Workflow Process. For more information, see “About the Object Hierarchy of a Workflow Process” on page 39 . 5 In the Workflow Processes OBLE, right-click, then choose New Record to define a new workflow process using values from the following table. For more information, see “Properties of a Workflow Process” on page 445 . 6 From the application-level menu, choose the File menu, then the Save menu item. Adding Steps and Connectors to the Workflow Process This topic describes how to add steps and connectors to the workflow process. Property Value Process Name Large Opportunity Creates Activity Workflow Mode Service Flow Business Object Opportunity Project Workflow Examples
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Examples of Defining a Workflow Process Example of Defining a Workflow Process That Creates an Activity for a Sales Representative Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A 257 To add steps and connectors to the workflow process 1 In the Workflow Processes OBLE, right-click the workflow you defined in “Defining the New Workflow Process” on page 256 , then choose Edit Workflow Process. 2 Add steps and connectors until your workflow process resembles the workflow illustrated in the following figure: . For more information, see “Overview of Workflow Process Steps” on page 65 , and “Diagramming a Workflow Process” on page 122 . 3 Click the decision point, then use the Properties window to change the Name property to the value described in the following table. The Properties window is context sensitive. If you click a step or connector in the Process Designer, then the properties for the step or connector are displayed in the Properties window. If the Properties window is not visible, then right-click a step, and choose View Properties Window. 4 Clicking each remaining step in succession, use the Properties window to change the Name property for each step according to values described in the following table. Property Value Name Is Opportunity Over 10k? Step Type Name Property Siebel Operation Insert Activity to Follow Up End End
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Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A Examples of Defining a Workflow Process Example of Defining a Workflow Process That Creates an Activity for a Sales Representative 258 5 Clicking each connector in succession, use the Properties window to change the Name property for the connector according to values described in the following table.
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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