3 Repeat Step 2 for each additional recipient updating the Name field for each

3 repeat step 2 for each additional recipient

This preview shows page 345 - 348 out of 512 pages.

3 Repeat Step 2 for each additional recipient, updating the Name field for each recipient. 4 Associate the action with the workflow policy.
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Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A Defining a Custom Workflow Policy Process of Defining a Workflow Policy 346 Defining a Workflow Policy This task is a step in “Process of Defining a Workflow Policy” on page 340 . After you define your workflow policy group and workflow policy action, you can use the Workflow Policies view to define the workflow policy. For more information, see “Examples of Defining a Workflow Policy” on page 357 . To define a workflow policy 1 In the Siebel client, navigate to the Administration-Business Process screen, then the Policies view. 2 In the list for the Policies List, choose New Record from the applet level menu, then define fields using values from the following table. Field Description Explanation Name Define the name of the workflow policy. Not applicable Workflow Object Define the workflow policy object for which the policy was defined. For example, Service Request, Activity, or Accounts. This field is required. Policy Group Define the workflow policy group to which the policy belongs. Each workflow policy must be assigned to a workflow policy group. For more information, see “Moving a Workflow Policy to a Different Group” on page 431 . Activation Define the date and time that the policy is activated. If this field is null, then the workflow policy is activated immediately. Expiration Define the date and time that the policy expires. If this field is null, then the workflow policy is active indefinitely. Duration Define the duration fields in days, hours, or minutes that the workflow policy conditions must be true in order for the workflow policy to be executed. If the workflow policy is run in batch, then this field is ignored.
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Defining a Custom Workflow Policy Process of Defining a Workflow Policy Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A 347 3 In the Conditions list, choose New Record from the applet level menu, then define fields using values from the following table. Qty Define the number of records that meet the workflow policy conditions before the workflow policy action executes. If you do not define a quantity, then Siebel Workflow assumes a quantity of 1. Qty allows you to define a workflow policy condition that is based on the number of records that meet the condition. For example, you can define a policy that sends a broadcast message when 20 or more critical service requests are open. Batch Mode Define, by checking Batch, that this workflow policy evaluates records that potentially meet the conditions of the workflow policy. The Workflow Monitor Agent scans records by using the conditions of the policy in order to find the matches.
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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