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    Module 35: Building Siebel Workflow Processes

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    Module 35: Building Siebel Workflow Processes

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    mathes@sho
    138 views25 pages

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    35ESS_SiebelWorkflows

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    138 views25 pages

    Module 35: Building Siebel Workflow Processes

    Uploaded by

    mathes@sho

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    of 25

    Siebel 8.

    0 Essentials

    Module 35: Building Siebel


    Workflow Processes

    35
    Copyright © 2007, Oracle. All rights reserved.
    Module Objectives
     After completing this module you should be able to:
     List the types of workflow processes and workflow steps
     Create a new workflow process and configure business service,
    Siebel operation, and decision steps

     Why you need to know:


     Siebel workflow processes are one of several declarative
    techniques to automate business logic

    Copyright © 2007, Oracle. All rights reserved. 2 of 25


    Workflow Process
     Is an ordered set of steps executed in response to a defined set
    of conditions
     Is used to automate parts of a business processes in a Siebel
    application

    Copyright © 2007, Oracle. All rights reserved. 3 of 25


    Workflow Designer
     Siebel Tools includes a Workflow Designer used to create,
    examine, and modify Siebel workflow processes
     Contains a palette, workspace, and associated property windows

    Workspace for
    editing workflows

    Properties window Palette of


    (displays properties workflow steps
    of selected item)
    Multi Value Property Window
    (displays properties of child
    records of selected item)

    Copyright © 2007, Oracle. All rights reserved. 4 of 25


    Workflow Process Steps
     Siebel workflow processes consist of different types of steps

    Start step eSales – Complete Checkout Process

    Decision User interact


    Sub process point step step
    step

    Business End step


    service step

    Copyright © 2007, Oracle. All rights reserved. 5 of 25


    Workflow Process Steps Continued
     All workflow processes have a:
     Start step
     End step
     Workflow processes often include the following common steps:
     Business service step
     Siebel operation step
     Decision point step

    Start step

    End step

    Copyright © 2007, Oracle. All rights reserved. 6 of 25


    Siebel Operation Step
     Performs the following operations on a business component
     Insert
     Update
     Delete
     Query
     Next record and previous record operations supported for iteration
    over multiple records returned by a query

    Queries the Contact


    business component

    Copyright © 2007, Oracle. All rights reserved. 7 of 25


    Business Service Step
     Invokes a method of a business service

    Invokes the Truncate method of the


    StringManipulation business service

    Copyright © 2007, Oracle. All rights reserved. 8 of 25


    Decision Point Step
     Allows a workflow to branch to one of multiple steps based on
    the value of inputs

    If input = no

    If input = yes

    Copyright © 2007, Oracle. All rights reserved. 9 of 25


    Process Properties
     Process properties are variables that store inputs used by and
    outputs produced by workflow steps
     Each workflow process has a set of process properties that
    persist while the workflow process is executing
     Some are populated when the workflow process is invoked
     Some return data to invoking workflow process or business
    service upon completion

    Specific to
    this workflow

    Some of default properties that


    appear in all workflows

    Copyright © 2007, Oracle. All rights reserved. 10 of 25


    Process Properties Continued
     Provide inputs to workflow steps
     Receive outputs from workflow steps
    Process
     Can be used as inputs for following steps Properties

    FirstName
    LastName
    ContactCode

    StringManipulation

    Length

    Truncate

    String1 String2 OutputString


    String String String
    Concatenate
    Business
    service step

    Copyright © 2007, Oracle. All rights reserved. 11 of 25


    0/5

    Configuring a Siebel Workflow

    1. Create a New Workflow Process

    2. Specify the Process Properties

    3. Add Workflow Steps

    4. Configure the Steps

    5. Validate the Workflow Process

    Copyright © 2007, Oracle. All rights reserved. 12 of 25


    1/5

    1. Create a New Workflow Process


     In Siebel Tools, select the Workflow Process object type
     Create a new workflow process definition
     Enter the process name
     Assign the process to a locked project
     Assign a business object
     Provides context for references to business components and fields
     Right-click and select Edit Workflow Process to invoke the
    Workflow Designer

    Copyright © 2007, Oracle. All rights reserved. 13 of 25


    2/5

    2. Specify the Process Properties


     Select the Process Properties tab in the Multi Value Property
    Window (MVPW) to display the default process properties
     Edit the default set of process properties
     Add new process properties to store additional values created and
    used by the workflow steps
     Leave the default process properties as it is

    Default process properties


    for all workflows

    Copyright © 2007, Oracle. All rights reserved. 14 of 25


    3/5

    3. Add Workflow Steps


     Add a start and end step to the designer
     Drag steps from the palette to the workspace
     Add other steps as required
     Add connectors to sequence the steps
     Make sure that connector ends are anchored (red box appears)

    Connector anchored

    Dynamic connectors (are drawn automatically


    with right angles as necessary)

    Copyright © 2007, Oracle. All rights reserved. 15 of 25


    4/5

    4. Configure the Steps (Siebel Operation)


     For each Siebel operation step
     Specify the business component and operation
     Use the properties window
     Specify additional child arguments as required in the MVPW
     Field names
     Search spec input arguments
     Output arguments
    Business
    component

    Operation

    Fields retrieved

    Copyright © 2007, Oracle. All rights reserved. 16 of 25


    4/5

    4. Configure the Steps (Business Service)


     For each business service step
     Specify the business service name and business service method
     Use the Properties window

    Business service
    and method

    Copyright © 2007, Oracle. All rights reserved. 17 of 25


    4/5

    4. Configure the Steps (Business Service) Continued

     For each business service step


     Specify inputs to use in the workflow
     Select the Input Arguments tab in the MVPW
     Assign a literal value or a process property to each input
     Specify outputs of the business service step
     Select the Output arguments tab in the MVPW
     Assign each output to a process property

    Input arguments Constant value Value of process


    defined for method assigned as input property assigned as
    input
    Value of output argument
    assigned to process property

    Copyright © 2007, Oracle. All rights reserved. 18 of 25


    4/5
    4. Configure the Steps (Decision Point Step)
    Continued

     For each decision point step, set conditions on each branch


    (connector) originating at the step
     Select connector
     Right-click and select Edit Conditions

    Copyright © 2007, Oracle. All rights reserved. 19 of 25


    4/5

    4. Configure the Steps (Decision Point Step)


     Enter the condition criteria for each branch in the Compose
    Condition Criteria dialog box
     Do not create a condition criteria for the default branch
     Execution path taken if no other branches are satisfied

    Does contact have


    a middle name

    Copyright © 2007, Oracle. All rights reserved. 20 of 25


    5/5

    5. Validate the Workflow Process


     Save all the configuration performed in the Workflow Designer
     Return to the Workflow Process List
     Right-click the workflow and select Validate
     Click Start to perform the validation checks
     Syntactic errors are displayed in the Errors window

    Copyright © 2007, Oracle. All rights reserved. 21 of 25


    Additional Workflow Steps
     Siebel workflows may contain additional types of steps
     Sub process
     Invokes another workflow process as a sub process
     User interact
     Navigates the user a view and waits for user activity
     Wait
     Pauses the workflow for a specified period of time before proceeding
     Stop
     Stops the workflow process instance if a predefined exception occurs
     Task
     Invokes a Siebel task (subject of a subsequent module)

    Copyright © 2007, Oracle. All rights reserved. 22 of 25


    Workflow Modes
     Workflows are characterized by modes that describe their
    runtime behavior
     Service Flow
     Executes a discrete set of steps and completes
     Is the default mode for a new workflow
     Cannot include wait or user interact steps
     Interactive flow
     Designed to navigate users through a set of views
     Is being replaced by Siebel tasks
     Long running flow
     Is a workflow that is intended to persist for some indeterminate period
    of time
     Can be paused and resumed as an inbox item
     Cannot include a wait step
     7.0 flows
     Provided for backward compatibility of workflows defined prior to
    Siebel 7.5 release
     Should not be used for any new workflows

    Copyright © 2007, Oracle. All rights reserved. 23 of 25


    Module Highlights
     A workflow process is an ordered set of steps executed in
    response to a defined set of conditions
     Is used to automate parts of a business processes in a Siebel
    application
     Siebel workflow processes consist of different types of steps
    (Business service, Siebel operation, decision point, etc.)
     Process properties are variables that store inputs used by and
    outputs produced by workflow steps
     Build a workflow process by:
     Creating a new workflow process
     Specifying the process properties
     Adding workflow steps
     Configuring each step
     Validating the workflow process

    Copyright © 2007, Oracle. All rights reserved. 24 of 25


    Lab
     In the lab you will:
     Configure a workflow process that includes business service steps
     Configure a workflow process that includes a decision point step

    Copyright © 2007, Oracle. All rights reserved. 25 of 25

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