Siebel workflow process examples

This topic describes examples that use a workflow policy action to address a specific business need. It includes the following topics:

You can use these examples as the basis for creating your own workflow policy actions.

Example of a Workflow Policy Action That Sends a Page

This topic gives one example of using a workflow policy action to send a page. You might use this feature differently, depending on your business model.

You can have a page sent to the support manager whenever a service request priority becomes very high and the service request is not assigned to anyone. Use the following procedure to define a workflow policy action that addresses this situation.

To configure a workflow policy Action to send a page when a service request is set to the highest value

  1. In the Siebel client, navigate to Administration-Business Process > Actions.
  2. In the Actions applet, create a new record using values described in the following table:

Page Support Manager when SR request change.

The Workflow Object field populates automatically only when a workflow policy object is specified in the workflow policy Program field. You choose a workflow policy object from the picklist when it does not automatically populate.

Alpha Message Template

The [SR Status] of [SR Number] has changed.

You use the Numeric Message Template for numeric paging and the Alphanumeric Message Template for alphanumeric paging. The type of paging to use is indicated by the pager type in the employee table.

Note that you can copy and paste fields that are available from the Available Substitutions window.

Send to Position

This action is now available to use in a workflow policy.

This returns a list of policies where the action you just created can most appropriately be used.

Note that the Send Page Arguments applet populates with values you specified in this procedure.

Example of a Workflow Policy Action That Sends an Email With a Repeating Message

This topic gives one example of using a workflow policy action to send an email with a repeating message. You might use this feature differently, depending on your business model.

In this example, the vice president of sales needs to be notified only after a specific number of deals fail to close. Because this action is used with a workflow policy that uses the Batch feature, you enter relevant information in the Repeating Message field of the Send Message Arguments applet. This is because the recipient receives one email with a consolidated list of the pertinent information on each of the deals. Without a Repeating Message, the email is sent but might not contain meaningful information.

To configure a workflow policy Action to send an email with a repeating message

  1. In the Siebel client, navigate to Administration-Business Process > Actions.
  2. In the Actions applet, create a new record using values described in the following table:

Excellent Quality Opportunity