1 Rev A Defining a Custom Workflow Policy Examples of Defining Workflow Policy

1 rev a defining a custom workflow policy examples of

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Version 8.1, Rev A Defining a Custom Workflow Policy Examples of Defining Workflow Policy Configurations 352 6 Query the Workflow Object field for Opportunity. This step returns a list of policies where the action you just defined can most appropriately be used. 7 In the Name column, choose a Workflow policy, such as New Opportunity. 8 In the Actions list, define a new record, then locate Excellent Quality Opportunity , which is the action you just defined. 9 Examine the Send Page Arguments form. The Send Page Arguments form populates with values you defined in this procedure. 10 In the list for the Policies List, make sure the Batch Mode field contains a check mark. Example of Defining a Workflow Policy Action That Sends a Broadcast Message This topic gives one example of using a workflow policy action to send a broadcast message. You might use this feature differently, depending on your business model. In this example, a service department must automate a notification policy for open service requests when there are at least 20 open requests for one service representative. To define a workflow policy action that sends a broadcast message 1 In the Siebel client, navigate to the Administration-Business Process screen, then the Actions view. 2 In the Actions list, define a new record using values from the following table. 3 In the Send Message Broadcast Arguments form, define the argument using values from the following table. Field Value Name Alert Representative of Open SRs Program Send SR Message Broadcast Workflow Object Service Request Field Value Abstract You own over 20 Service Requests. Message Template You own over 20 service requests. Please review your service request queue.
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Defining a Custom Workflow Policy Examples of Defining Workflow Policy Configurations Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A 353 4 In the Recipients list, define a new record using values from the following table. This action is now available for use in a workflow policy. For instructions on how to add an action to a workflow policy, see “Example of Defining a Workflow Policy Action That Sends a Page” on page 349 . Field Value Type Send to Relative Name SR Owner
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Siebel Business Process Framework: Workflow Guide Version 8.1, Rev A Defining a Custom Workflow Policy Examples of Defining Workflow Policy Configurations 354 Example of Defining a Workflow Policy Action That Executes a Database Operation This topic gives one example of using a workflow policy action to execute a database operation. You might use this feature differently, depending on your business model. Insert and update are the two kinds of database operations that are possible with workflow policies. Insert allows a record to be inserted into a table in the Siebel database. The update database operation allows one or more columns in an existing record to be changed.
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  • Summer '16
  • Oracle
  • Siebel Workflow, Workflow Guide

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