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RCR to Update Multiple Service Requests

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January 30, 2013

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Requirement:
The requirement is to search for all Service Requests of Status as “Open” and automtically set the Type to “Auto”. Moreover this update should happen automatically every morning.

Solution:
Follow the below steps to implement this requirement in 2 steps:
1. In Siebel Tools, create a new workflow process based on Business Object called Service Request. Edit this workflow process and create the steps as below:

RCR to Update Multiple Service Requests 1

Configure Update SR step as below:
a. Set the propeties window as below:

RCR to Update Multiple Service Requests2

b. Configure the Field Input Arguments tab as below:

RCR to Update Multiple Service Requests

c. Configure the Search Specification tab as below:

RCR to Update Multiple Service Requests

For reference the value is: “[Id] ='” + [&Object Id] + “‘”
2. Apply Activate this workflow from Siebel Tools. The Status will be set to Completed.
3. Launch Siebel Client and navigate to Sitemap->Administration-Server Management->Jobs.
a.Create a new record based on Workflow Process Batch Manager in the top list applet.

RCR to Update Multiple Service Requests

b. Set the Interval to run as per your requirement by setting Repeating as TRUE and define intervals such as Repeat Unit, Repeat Interval.
c. In the Job parameters applet at the bottom create 2 records as below

RCR to Update Multiple Service Requests

d. Finally submit the job. You will see Service Request updated as per the search specification set in the Job parameters level.



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About Author

Gurdeep

Hi, I am sharing my experience to alleviate beginners with open UI and HI version of Siebel CRM. I work in Sun Life Financials and can be reached via IT Tool box as well. Thanks.

  • michael_m

    Hello, could you please take a look at my problem?

    I’m using Siebel 8.1.1.5 and I’m facing the following problem:

    I have a workflow, and I want to run it every week for a definite pack of objects.
    So, I’m using a Job, Workflow Process Batch Manager, setting the name of my WF and SearchSpec. After creation, the job goes to “Active”, it’s ok, but the created Job Instance freezed in Queued state.

    What went wrong?