6 Repeat Step 5 for each workflow policy you must include in the group If at

6 repeat step 5 for each workflow policy you must

This preview shows page 341 - 344 out of 512 pages.

6 Repeat Step 5 for each workflow policy you must include in the group. If at some point in the future you must reassign the workflow policy to another group, then see “Moving a Workflow Policy to a Different Group” on page 431 . Defining a Workflow Policy Action This task is a step in “Process of Defining a Workflow Policy” on page 340 . You must define the workflow policy action before you define the workflow policy that uses the action. Field Usage Name Define the name of the workflow policy that is included in the workflow policy group. Object Define the workflow policy object for which the workflow policy is defined. For example, Service Request, Opportunity, or Quote. Activation Define the date and time that the workflow policy is activated. If this field is null, then the workflow policy is activated immediately. NOTE: It is recommended that each workflow policy group contain policies that are monitored within a similar time interval. Expiration Define the date and time that the workflow policy expires. If this field is null, then the workflow policy is active indefinitely. Comments Define comments that describe the purpose or use of 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 342 To define a workflow policy action 1 In the Siebel client, navigate to the Administration-Business Process screen, then the Actions view. 2 In the Actions list, click New Record from the applet level menu, then define fields using values from the following table. 3 In the Arguments list, define each argument, as necessary. The Arguments list changes based on the Program you choose in the Actions list in Step 2 . For more information, see “Arguments List” on page 344 . Field Description Value Name Define the name of the workflow policy action. The name is displayed in the Actions Applet of the Workflow Policies view. Enter a descriptive name that is consistent with your overall naming strategy and meaningful to the policy maker. Program Define the workflow policy program that is associated with the action. You choose this program from a picklist. For more information, see “Types of Workflow Policy Programs That Are Predefined” on page 381 . Workflow Object Define the workflow policy object with which this action is associated. If you define a workflow policy object, then this action is displayed only on the Actions Applet of the Workflow Policies view for workflow policies that are associated with this workflow policy object. Chosen from a picklist of workflow policy objects. Comments Define comments that describe the purpose or use of this workflow policy action. Enter comments text.
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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 343 4 (Conditional) In the Recipients list, define a recipient using values from the following table.
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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