Reviewing Workflow Processes Review existing workflow processes to determine if

Reviewing workflow processes review existing workflow

This preview shows page 117 - 119 out of 512 pages.

Reviewing Workflow Processes Review existing workflow processes to determine if the workflow you require is already available, or if a similar workflow exists that you can copy and modify in order to meet your requirements. The Object List Editor (OBLE) for Workflow Processes displays a list of object definitions for workflows. You can access the Workflow Processes OBLE in Siebel Tools. To review existing workflow processes 1 In Siebel Tools, in the Object Explorer, click Workflow Process. The right pane displays the Workflow Processes OBLE, which lists object definitions for the workflow processes. 2 Examine the list of existing workflow processes, perusing the Process Name, Business Object and Workflow Mode properties for a combination of properties that meet your business requirements. 3 If you find a workflow process that is a potential candidate, then right-click the workflow in the Workflow Processes OBLE, choose Edit Workflow Process, then use the Process Designer to examine the flow of steps as well as process and step properties. 4 If you find a workflow process that you must copy as the basis for a new workflow, then right- click the workflow, and then choose Copy Record. For more information, see “Copying a Workflow Process” on page 118 .
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Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A Process of Building a Workflow Process Defining a Workflow Process 118 Copying a Workflow Process If your intent is to define a different workflow process, with a different name and a different purpose, then you can copy an existing workflow. The copied workflow does not replace the original workflow. In contrast to revising a workflow, when you copy a workflow, you define a new workflow that is identical to the original one, except that a unique name, such as 04-K88GQ, is generated for it. The version of a new, copied workflow is 0. If you revise a workflow, then the version is the next integer that is subsequent to the version number of the original workflow that is being revised. To copy a workflow process 1 Locate the workflow process you must copy. For more information, see “Locating a Workflow Process in the Workflow Processes Object List Editor” on page 43 . 2 Right-click the workflow process in the Workflow Processes OBLE, then chose Copy Record. A new copy of the workflow process is generated and displayed in the Workflow Processes OBLE and a unique numeric identifier appears in the Process Name property. 3 Update the Process Name property so it is meaningful. 4 Modify the other properties, as necessary, for the new workflow process. Modifying a Workflow Process You can modify an existing workflow process without restarting the Workflow Process Manager. A workflow is refreshed in the process memory as soon as it is activated. If a new workflow is deployed, then the cache is refreshed, so a new instance picks up the newly deployed workflow. To modify a workflow process, you must make it editable. For more information, see “Making a Workflow Process Editable” on page 120 .
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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