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Creating Workflow Rules

Before you begin: Workflow functionality in Siebel CRM On Demand must be set up for your company, as described in About Workflow Rules. To perform the procedures described in this topic, you must have the Manage Data Rules - Manage Workflow Rules privilege in your user role. For information on adding privileges to roles, see Adding Roles.

NOTE: After a rule is created, you cannot change the record type or trigger event on the rule. However, you can update the workflow condition.

To create a workflow rule

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Data Rules & Assignment section, click the Administer Workflow Rules link.
  3. On the Workflow Rules List page, click the New button.
  4. In the Key Workflow section of the Workflow Rule Detail page, fill in the rule information. The following table describes the rule fields.

    Field

    Description

    Workflow Rule Name

    A unique name, up to 50 characters.

    Active

    Use the Active check box to enable and disable the rule. Any number of workflow rules can be active at the same time.

    Record Type

    Each workflow rule relates to one record type only. The rule is evaluated for that type of record and the actions are performed on that type of record. After a rule is created, you cannot change the record type on the rule.

    Trigger Event

    The event that triggers the rule. When this event occurs on a record of the specified type, the rule is evaluated. After a rule is created, you cannot change the trigger event on the rule.

  5. If you want to define conditions on the workflow rule, click the fx icon in the Workflow Rule Condition section of the Workflow Rule Detail page and use the Siebel Query Language Expression Builder to define the workflow rule condition. For more information about SiebelQL Expression Builder, see Creating Expressions with Expression Builder.

    NOTE: If you do not define any conditions for the workflow rule, the actions on the rule will be performed each time the rule is triggered.

  6. Save the rule.

When you have saved the rule, you can create actions for the rule. For more information, see Creating Workflow Rule Actions.


Published 05/11/2007