APPLIES TO:
Siebel CRM - Version 19.3 and later
Information in this document applies to any platform.
GOAL
How to activate the Workflow in the client application after having it changed in Tools?
SOLUTION
Before 19.3 the following were the steps to publish and activate a modified Workflow (Please refer to IP17 Workflow Process Publish Errors With "Cannot activate task "WF NAME' version [4]. Make sure it has 'Completed' status. (SBL-BPR-00501)" (Doc ID 2394134.1)):
Create a workflow process record in a developer workspace under the parent or integration workspace.
2. Make changes to the workflow process and when you complete making changes, click Publish. ***************** PUBLISH In DEV
The status of the workflow process is set to Completed. The workflow is ready for delivery and activation.
3. Submit the workflow for delivery. The status of the workspace changes and makes it ready for delivering the changes to the parent workspace. *********** SUBMIT from DEV To INT
4. Deliver the workflow to merge the workflow changes with the parent workspace (Main/ Integration workspace). ******* DELIVER from INT to MAIN
5. Activate the workflow using the Publish/Activate button on the WF/Task Editor tool bar. Activation of the workflow deploys the workflow, making the workflow available for use in the application. **** ACTIVATE IN MAIN
By default it is no longer needed to "Publish" the Workflow Process from 19.3. Related buttons will be disabled.
1. Create an INT Workspace under Parent MAIN
2. Create a DEV Workspace under INT
3. Locate any workflow and make a small change
4. Workflow Status remains as "Completed"
Version is still 0
5. Checkpoint / Submit for Delivery / Deliver from DEV to INT
6. Open INT WS and Submit for Delivery / Deliver from INT to MAIN
In Client:
6. Activate the Workflow (Version 0)
If you still want to manually Publish/Activate the Workflow in which will have the workflow "Activated" in the Client, then please refer to Business Process Guide: https://docs.oracle.com/cd/F14158_03/books/BPFWorkflow/whats-new-in-this-release.html#whats-new-in-this-release where it says:
WF/Task Editor Tool Bar Buttons Functionality
When a workflow is managed through a workspace, the buttons on the WF/Task Editor Tool Bar function as following:
Publish/Activate:
Publishes and activates a workflow process in a single step.
The workflows from only one workspace (MAIN by default, or any other INT WS identified in system preference) will be published/activated when they are delivered into that workspace.
Add the following System Preferences in Siebel Tools and relaunch tools:
System Preference Name: WS Name For WF Activation
System Preference value: Name of the INT WS where WF publish/activation should be enabled.
On clicking the button, a new run-time instance of the workflow gets created. The workflow process becomes available for use.
Source:
https://support.oracle.com/ > Doc ID 2537061.1
Siebel CRM - Version 19.3 and later
Information in this document applies to any platform.
GOAL
How to activate the Workflow in the client application after having it changed in Tools?
SOLUTION
Before 19.3 the following were the steps to publish and activate a modified Workflow (Please refer to IP17 Workflow Process Publish Errors With "Cannot activate task "WF NAME' version [4]. Make sure it has 'Completed' status. (SBL-BPR-00501)" (Doc ID 2394134.1)):
Create a workflow process record in a developer workspace under the parent or integration workspace.
2. Make changes to the workflow process and when you complete making changes, click Publish. ***************** PUBLISH In DEV
The status of the workflow process is set to Completed. The workflow is ready for delivery and activation.
3. Submit the workflow for delivery. The status of the workspace changes and makes it ready for delivering the changes to the parent workspace. *********** SUBMIT from DEV To INT
4. Deliver the workflow to merge the workflow changes with the parent workspace (Main/ Integration workspace). ******* DELIVER from INT to MAIN
5. Activate the workflow using the Publish/Activate button on the WF/Task Editor tool bar. Activation of the workflow deploys the workflow, making the workflow available for use in the application. **** ACTIVATE IN MAIN
By default it is no longer needed to "Publish" the Workflow Process from 19.3. Related buttons will be disabled.
1. Create an INT Workspace under Parent MAIN
2. Create a DEV Workspace under INT
3. Locate any workflow and make a small change
4. Workflow Status remains as "Completed"
Version is still 0
5. Checkpoint / Submit for Delivery / Deliver from DEV to INT
6. Open INT WS and Submit for Delivery / Deliver from INT to MAIN
In Client:
6. Activate the Workflow (Version 0)
If you still want to manually Publish/Activate the Workflow in which will have the workflow "Activated" in the Client, then please refer to Business Process Guide: https://docs.oracle.com/cd/F14158_03/books/BPFWorkflow/whats-new-in-this-release.html#whats-new-in-this-release where it says:
WF/Task Editor Tool Bar Buttons Functionality
When a workflow is managed through a workspace, the buttons on the WF/Task Editor Tool Bar function as following:
Publish/Activate:
Publishes and activates a workflow process in a single step.
The workflows from only one workspace (MAIN by default, or any other INT WS identified in system preference) will be published/activated when they are delivered into that workspace.
Add the following System Preferences in Siebel Tools and relaunch tools:
System Preference Name: WS Name For WF Activation
System Preference value: Name of the INT WS where WF publish/activation should be enabled.
On clicking the button, a new run-time instance of the workflow gets created. The workflow process becomes available for use.
Source:
https://support.oracle.com/ > Doc ID 2537061.1
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