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Briskwin IT Solutions : Siebel Workflow Explained


Siebel Workflow : Explain

In this blog we are going to be learning Siebel Workflows, in much deeper perspective , for getting a revision on our previous Workflow blog you can click here , and to read other blogs written by BriskWin IT Solutions , click here.
To allow you to assign display names to workflow objects, confirm that the following parameter is set in the [Siebel] section of \TOOLS_ROOT\bin\LANGUAGE\tools.cfg:
EnableToolsConstrain = FALSE
If either parameter is not present, add it.
This process consists of the following tasks:
  • Determine a project in Siebel Tools to associate all the metadata for this business process.
  • Create a business component that is a clone of the Opportunity business component, to meet the requirements of a looping workflow process.
  • Create the workflow process structure.
  • Configure the workflow process steps.

To create a new project

  • In Siebel Tools, navigate to Project in the Object Explorer.
  • Choose Edit > New Record.
  • Enter a name for the project, for example, Business Rule.
  • Click the Locked checkbox to lock the project.
  • Step off the new Project record to save the record.

Creating a New Business Component

Siebel workflow processes have the following requirements:

  • The workflow process must process a record from the primary business component of the business object on which the workflow process is based.
  • A looping workflow process that processes a batch of records can only loop through records that are of a non-primary business component of the business object on which the workflow process is based.
  • The Opportunity business component is the primary business component of the Opportunity business object, so to satisfy these requirements you create a new business component, Opportunity No Link, that is a clone of the Opportunity business component.
The new business component contains the minimum number of fields required for this business process, and those fields point to the same table columns as their counterparts in the Opportunity business component. Thus, when a field is modified in the clone, the same field is modified in the Opportunity business component record.

Creating the Workflow Process Structure
This workflow process:
  • Accepts a record of the Opportunity business component, which is not processed.
  • Queries the Opportunity No Link business component for records whose Status is Accepted.
  • Loops through records in the query result set, applying the business logic.

1. On the canvas, select each step and connector one by one and add the following metadata. For properties not noted, accept defaults.

Start :                                                       
No entries

Connector:             
Start to Query Oppty                                  
No entries
Query Oppty                                              
In the Properties window, pick from each picklist:
  • Business Component: Opportunity
  • Operation: QueryBiDirectional
Connector:
Query Oppty to Query Clone                       
No entries
Query Clone                                                                                                                      
In the Properties window, pick from each picklist:
  • Business Component: Opportunity No Link
  • Operation: Query
In Multi Value Property Window > Search Spec Input Arguments, right click and choose New Record. Pick or enter the following field values only:
  • Filter Business Component: Opportunity
  • Search Specification: [Status] = 'Accepted'
    NOTE:  Single quotes around the string value and spaces around the equal sign are required.
  • Type: Literal
In the Multi Value Property Window > Output Arguments, right click and choose New Record. Pick or enter the following field values only:
  • Property Name: NumberOfRows
  • Type: Output Argument
  • Output Argument: NumAffRows
In the Multi Value Property Window > Output Arguments, create a second record with the following field values:
  • Property Name: vRowID
  • Type: Business Component
  • Business Component Name: Opportunity No Link
  • Business Component Field: Id
Connector:
Query Clone to NumAffRows = 0                 
No entries
NumAffRows = 0                                       
No entries
Connector:
NumAffRows = 0 Yes branch
In the Properties window, verify that Type is Default.
Connector:
NumAffRows = 0 No branch                                                            
In the Properties window, set Type to Condition.
Select the connector and right-click, then choose Edit Condition. Define the following condition, and click OK:
  • Compare To = Process Property
  • Operation = Greater Than
  • Object = NumberOfRows
  • Value = 0
Call Rules Engine                                      
You make entries for this step later
Connector:
Call Rules Engine to NextRecord                 
No entries
NextRecord                                                                                                             
In the Properties window, set Operation to NextRecord.
In the Multi Value Property Window > Output Arguments, right click and choose New Record. Pick or enter the following field values only:
  • Property Name: NoRecord
  • Type: Output Argument
  • Output Argument: NoMoreRecords
Connector
(NextRecord to NoMoreRecords = False)     
No entries

NoMoreRecords = False                             
No entries

Connector:
NoMoreRecords = False Truebranch                                                
In the Properties window, set Type to Condition.
Select the connector and right-click, then choose Edit Condition. Define the following condition, and click OK:
  • Compare To: Process Property
  • Operation: All Must Match (Ignore Case)
  • Object: NoRecord
  • Value: false

Connector:
NoMoreRecords = False Falsebranch           
In the Properties window, verify that Type is Default.

End                                                         
No entries.

1. Choose File > Save.
2. In the Workflow Processes list applet, select Opportunity Rules Batch Processing, then choose  Tools > Unlock Project.

So this was about Configuring & Creating a Workflow , Please stay connected as in the next blog we are going to cover Invoking Workflows !!

About Briskwin IT Solutions :

BWIT specializes in CRM – Siebel applications by providing a wide array of services like CRM strategy and processes setup, CRM upgrades, customize CRM applications to meet user needs while ensuring that future upgrade paths are not affected, CRM audits, CRM performance management, CRM solutions, interface design, system configuration, system integration, testing, rollour management. Our expertise in implementation allows us to guide our customers through strategic set up while our upgrade expertise allows our us to ensure that customizing is always performed without impacting a future upgrade while meeting our customer needs.

We are a fast growing company with a compelling offer that is resonating with both current and prospective clients. Our work environment is friendly and fun, yet professional. We often have positions for both new entrants to the Information Technology field as well as seasoned veterans. You will find that we support learning and personal development no matter where you are in your career. We offer competitive compensation packages, exceptional benefits and opportunities for growth and advancement.

If you are interested, please send us latest copy of your resume to careers@briskwinit.com

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