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Workflows – Build Custom message based on multiple Child BC records

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November 2, 2012

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Requirement:

The requirement is to build a custom message which comprise all the affected Account Notes. Moreover, the custom message shouuld contain ‘and’ connotation prior to the last record value. i.e. the custom message should be like as below:
Affected account notes are: <Note1RowId>,<Note2RowId>,<Note3RowId> and <Note4RowId>
This must be done using a workflow.

Solution:(Workflow XML attached at bottom)

Follow the below steps to implement this requirement using Workflows as below.
1. In Siebel Tools, create a new Workflow based on BO called “Account”, Workflow Mode as “Service Flow” and the steps as shown in screenshot below

Custom_msg_workflow1

You can also try to import the workflow directly in your local Tools. It is attached at the bottom of this document.

2. Add the Custom Process properties as below:
Name: ChildRecords
Data Type: Number
This Process Property holds the number of Notes attached to a Account.

Name: LastRowIdLen
Data Type: Number
This Process Property holds the length of the rowid of the Note record attached to a Account.

Name: MoreRecords
Data Type: String
This Process Property is used to implement NextRecord operation.

Name: NoteRowId
Data Type: String
This Process Property holds the rowid of each Note record attached to a Account.

Name: TotalNotes
Data Type: String
This Process Property holds the custom message.

3. Query Operation Step
Set the following properties for this step
Business Component = Account
Operation = Query

Custom_msg_workflow2

4. Query Notes Step
Set the following properties for this step
Business Component = Account Private Note
Operation = Query

Custom_msg_workflow3

Custom_msg_workflow4

5. Yes Condition step
Set the following properties for this step
Configure 2 conditions as below:

Custom_msg_workflow5

Custom_msg_workflow6

6. Get Note Step
Set the following properties for this step
Business Service: Workflow Utilities
Business Service Method: Echo

Custom_msg_workflow7

7. NextRecord Step
Set the following properties for this step
Business Component = Account Private Note
Operation = NextRecord

Custom_msg_workflow8

8. Form Message Step
Set the following properties for this step
Business Service: Workflow Utilities
Business Service Method: Echo

Custom_msg_workflow9

9. Break Message Step
Set the following properties for this step
Business Service: Workflow Utilities
Business Service Method: Echo

Custom_msg_workflow10

10. Final Mesasge Step
Set the following properties for this step
Business Service: Workflow Utilities
Business Service Method: Echo

Custom_msg_workflow11

11. Finally configure the End Step.

12. Simulate this worklfow using an Account Id which will be set to Row Id and you will be see the custom message formed in Custom process property “TotalNotes” Set to “Affected account notes are: <Note1RowId>,<Note2RowId>,<Note3RowId> and <Note4RowId>”

DOWNLOAD WORKFLOW XML



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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.

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