1. Create a New Workflow Process
1 In Siebel Tools, select the Workflow Process object type
2 Create a new workflow process definition
3 Enter the process name
4 Assign the process to a locked project
5 Assign a business object
5.1 Provides context for references to business components and fields
6 Right-click and select Edit Workflow Process to invoke the Workflow Designer
2. Specify Process Properties
1 Select the Process Properties tab in the Multi Value Property Window (MVPW) to display the default process properties
2 Edit the default set of process properties Add new process properties to store additional values created and used by the workflow steps Leave the default process properties unchanged
3. Add Workflow Steps
1 Add a start and end step to the designer - Drag steps from the palette to the workspace
2 Add other steps as required
3 Add connectors to sequence the steps
4 Make sure that connector ends are anchored (red box appears)
4. Configure Workflow Steps: Siebel Operation
1 For each Siebel operation step:
2 Specify the business component and operation - Use the properties window
3 "Specify additional child arguments as required in the MVPW Examples: Field names, search spec input arguments, output arguments"
5. Configure Workflow Steps: Business Service
1 For each business service step:
2 Specify the business service name and business service method
3 Use the Properties window
4 Specify inputs to use in the workflow
5 Select the Input Arguments tab in the MVPW
6 Assign a literal value or a process property to each input
7 Specify outputs of the business service step
8 Select the Output arguments tab in the MVPW
9 Assign each output to a process property
6. Configure the Steps: Decision Point Step
1 For each decision point step, set conditions on each branch (connector) originating at the step:
2 Select the connector
3 Right-click and select Edit Conditions
4 Enter the condition criteria for each branch in the Compose Condition Criteria dialog box
5 Do not create a condition criteria for the default branch
6 Execution path taken if no other branches are satisfied
7. Validate the Workflow Process
1 Save configuration performed in the Workflow Designer
2 Return to the Workflow Process List
3 Right-click the workflow and select Validate
4 Click Start to perform the validation checks
5 Syntactic errors are displayed in the Errors window
8. Enabling Workflow Simulation
1 Configure the connection to the Siebel run-time instance
2 In Siebel Tools, select View > Options > Debug
3 Specify the run-time Siebel instance
4 Provide a valid login
9. Testing a Workflow Using the Workflow Simulator
1 The steps to test a workflow process in the Siebel Tools Workflow Simulator are:
1. Specify the Test Record
2. Start the Simulator
3. Start the Simulation
4. Execute the Workflow
10. Specify the Test Records
1.In the Siebel client, create test records to support the simulation
2.Use Help > About Record to determine the Row Id
3.In Siebel Tools, enter the Row Id of the test record as the default string for the Object Id process property When the workflow is invoked in production, the Row Id of the record is passed in as an input argument
11. Start the Simulator
1.Ensure all the siebel client application instance are closed.
2.Right click the work flow designer and select simulate.
3.Click the Start Simulation button in the tool bar to start it.
4.a new instance of siebel client will be launched.
12. Execute the Workflow
Exeute Workflow has two modes for execution.
1 - Single Step Mode with Simulate Next Button
2 - Contineous mode using the Complete Simulation button
1 In Siebel Tools, select the Workflow Process object type
2 Create a new workflow process definition
3 Enter the process name
4 Assign the process to a locked project
5 Assign a business object
5.1 Provides context for references to business components and fields
6 Right-click and select Edit Workflow Process to invoke the Workflow Designer
2. Specify Process Properties
1 Select the Process Properties tab in the Multi Value Property Window (MVPW) to display the default process properties
2 Edit the default set of process properties Add new process properties to store additional values created and used by the workflow steps Leave the default process properties unchanged
3. Add Workflow Steps
1 Add a start and end step to the designer - Drag steps from the palette to the workspace
2 Add other steps as required
3 Add connectors to sequence the steps
4 Make sure that connector ends are anchored (red box appears)
4. Configure Workflow Steps: Siebel Operation
1 For each Siebel operation step:
2 Specify the business component and operation - Use the properties window
3 "Specify additional child arguments as required in the MVPW Examples: Field names, search spec input arguments, output arguments"
5. Configure Workflow Steps: Business Service
1 For each business service step:
2 Specify the business service name and business service method
3 Use the Properties window
4 Specify inputs to use in the workflow
5 Select the Input Arguments tab in the MVPW
6 Assign a literal value or a process property to each input
7 Specify outputs of the business service step
8 Select the Output arguments tab in the MVPW
9 Assign each output to a process property
6. Configure the Steps: Decision Point Step
1 For each decision point step, set conditions on each branch (connector) originating at the step:
2 Select the connector
3 Right-click and select Edit Conditions
4 Enter the condition criteria for each branch in the Compose Condition Criteria dialog box
5 Do not create a condition criteria for the default branch
6 Execution path taken if no other branches are satisfied
7. Validate the Workflow Process
1 Save configuration performed in the Workflow Designer
2 Return to the Workflow Process List
3 Right-click the workflow and select Validate
4 Click Start to perform the validation checks
5 Syntactic errors are displayed in the Errors window
8. Enabling Workflow Simulation
1 Configure the connection to the Siebel run-time instance
2 In Siebel Tools, select View > Options > Debug
3 Specify the run-time Siebel instance
4 Provide a valid login
9. Testing a Workflow Using the Workflow Simulator
1 The steps to test a workflow process in the Siebel Tools Workflow Simulator are:
1. Specify the Test Record
2. Start the Simulator
3. Start the Simulation
4. Execute the Workflow
10. Specify the Test Records
1.In the Siebel client, create test records to support the simulation
2.Use Help > About Record to determine the Row Id
3.In Siebel Tools, enter the Row Id of the test record as the default string for the Object Id process property When the workflow is invoked in production, the Row Id of the record is passed in as an input argument
11. Start the Simulator
1.Ensure all the siebel client application instance are closed.
2.Right click the work flow designer and select simulate.
3.Click the Start Simulation button in the tool bar to start it.
4.a new instance of siebel client will be launched.
12. Execute the Workflow
Exeute Workflow has two modes for execution.
1 - Single Step Mode with Simulate Next Button
2 - Contineous mode using the Complete Simulation button
