Scriptless Siebel – Create Activity on SetFieldValue

Requirement:

Whenever we change Account Type. We would like to create an Activity of type “Lab Test” with description as “Auto Generated Activity”

Solution:

We need to create a Workflow and a Runtime Event to complete this requirement without using eScript.

Workflow details:

Our workflow will consist of 3 steps and will be based on Account BO

1. Start Step
2. Siebel Operation Step (Insert)
3. End Step

I am attaching the Workflow XML that you can download and see the workflow for your self

Runtime Event Details:

We need to setup a Runtime Event on SetFieldValue of Account BC.

Event Detail:

1. Sequence: 1
2. Object Type: BusComp
3. Object Name: Account
4. Event: SetFieldValue
5. Subevent: Type
6. Action Set Name: CreateAccountActivity
   

Action Sets:

1. Name: CreateAccountActivity
2. Action Type: BusService
3. Business Service Name: Workflow Process Manager
4. Business Service Method: RunProcess
5. Business Service Context: “ProcessName”, “CreateAccountActivity”

Just deploy the workflow and you are done. You can add more fields if you want to and more conditions to restrict creation of activity because with this setup an Activity will be created every time you change the value of field “Type” on Account.