Siebel Workflow Process an Introduction

Siebel Workflow is a software tools that lets us automate business processes with help of workflow processes. Some characterises of workflow processes are

  • They are created, edited and deployed in Siebel Tools.
  • Their changes in workflows is SRF independent though they are created and deployed in Siebel Tools IDE.
  • They are administered through Administration – Business Process Screen in Siebel Client.

 

Siebel Tools provides the design interface of Siebel Business Process Designer. The Mobile Web Client (the run-time client) provides the debugging interface of Siebel Business Process Designer. After workflow processes are designed and debugged, they are written to repository tables for deployment from the administrative interface in the run-time client.

Workflows can be accessed through Object Explorer in Siebel Tools as shown below

Siebel Workflow process

Workflows can be in 3 types of status

  • In Progress: When you create a new process this is the default state. In this state you can edit and make changes the workflow process.
  • Completed: Workflow process goes into this status after we deploy the workflow
  • Not in Use: Status after we expire the workflow.

There are 3 buttons available to use to change the status of the workflow as shown in below

Siebel Tools and Siebel Workflows

  • Deploy: Deploy the workflow and change the status to Completed
  • Expire: Expires the workflow and change the status to Not In Use
  • Revise: Creates a copy of the workflow with status of the New workflow as In Progress.

There are various types of workflow processes available

  • 7.0 Flow: This type is to provide backward compatibility with existing Siebel 7.0
  • Long Running Workflows: Workflows that can last for hours, days or months
  • Interactive Flow: Workflow that takes user across Siebel views.
  • Service Flow: Executes a set of operations upon even invocation. This is the most common type of workflow process we created.

In next posts about workflows we will create a simple workflow process to understand it better.

14 Responses to Siebel Workflow Process an Introduction

  1. Hi,

    I am working on software testing(Siebel Testing)project, Now i want to do a career in siebel so i have planned to do some course in Siebel,I dont want to do siebel anlayst course…..But i am confused which course is better for me like Siebel EAI,Order managemant, Siebel workflow …Please suggest me a course.

  2. Hi,

    I am working on software testing(Siebel Testing)project, Now i want to do a career in siebel so i have planned to do some course in Siebel,I dont want to do siebel anlayst course…..But i am confused which course is better for me like Siebel EAI,Order managemant, Siebel workflow …Please suggest me a course.

  3. Hi
    recently i changed to siebel…can i have the configuration step by step process…joins, links, picklist, MVG’s, drilldown…
    can i have the detail material on escripts…..
    please mail the link to princeafz@yahoo.co.in
    iam waiting

  4. can someone provide me an intro to Siebel workflow policy?I have a requirement like this-an Opportunity has an end date.a job is scheduled in such a way that it runs and picks the records whose end date is within a months time from the current date and creates an activity record.is this doable through siebel workflow policy.

  5. You will need to achieve this with RCR. Policy is triggered on some event and in your case there is no event that can trigger the policy.

    You need to create RCR that will query for opportunities according to your condition and then create an activity record

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