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Workflow on Workspaces  Workflows are one such object on workspaces that must be managed only from a workspace. You can perform all activities on workflows, such as, create a new workflow process, modify an existing workflow process, import or export a workflow process and so on. A workflow process is tracked through workspace. To work on a workflow process: 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. 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. 4.   Deliver the workflow to merge the workflow changes with the parent workspace (Main/ Integration workspace). 5.   A...

APPLIES TO: Siebel Workflow - Version 17.6 [IP2017] and later Information in this document applies to any platform. SYMPTOMS PRODUCT VERSIONS: ------------------------------ SIEBEL VERSION: Siebel 17.6 [IP2017] SIEBEL APP O/S: Oracle Solaris on SPARC (64-bit) ISSUE STATEMENT: ---------------------------- When there are multiple versions of a workflow process in IP17 Siebel Tools (3 versions in this particular issue), and modify its latest version, delivering the workflow process then generates generates and error. Furthermore, when trying to publish and activate the workflow process from Siebel Tools, it generates another error. ERROR MESSAGE: -------------------------- a. The error that occurs when trying to deliver the workflow process is the following: The deliver failed with error: The same values for '<?>' already exist. If you would like to enter a new record, please ensure that the field values are unique (SBL-DAT-00382) b. The error tha...

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. *******...

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