Launching a Workflow Process from a Business Component

One way to replace business component scripting with more declarative configuration is by using Siebel Workflow. A workflow process can perform many of the same operations that you can configure with eScript. If you want to execute a workflow when a BusComp field is updated, you can invoke it from scripting in the SetFieldValue event of the business component. There is, however, the option of using business component user properties for a completely declarative solution.

An example of using the applet version of the Named Method n user property to invoke a workflow process can be found in Siebel Bookshelf. The same user property is available for business components. An example of a named method declaration follows:

User Property Name: Named Method 1
User Property Value: "MyInvokeWFMehod", "INVOKESVC", "Employee", "Workflow Process Manager", "RunProcess", "'ProcessName'", "'The Do Something Cool Workflow Process'", "'WorkPhone'", "[Work Phone Number]", "'Login'", "[Login Name]", "'RowId'", "[Id]"

In this example, "MyInvokeWFMehod" is the name I give to the named method. "Employee" is the name of the business component. "The Do Something Cool Workflow Process" is the name of the workflow process. After the workflow process name, a series of name-value pairs are additional parameters passed to the workflow. "WorkPhone" and "Login" are process properties of the workflow process. Each process property name can be followed by a bracketed field name or business component expression. "RowId" is a method argument of the Workflow Process Manager business service that passes its value to the "Object Id" process property of the workflow.

Please note that parameter names and literals must be in quotes, despite the fact that the user property arguments are already in quotes, which results in the strange syntax of "'Literal Value'".

Another user property is also usually required to invoke the named method, unless the named method is already invoked by the business component itself. To invoke the named method upon a field being updated, use the On Field Update Invoke n user property. For example:

User Property Name: On Field Update Invoke 1
User Property Value: "Work Phone Number", "Employee", "MyInvokeWFMehod"

When the "Work Phone Number" field of the "Employee" business component is updated, the "MyInvokeWFMehod" named method is invoked, which calls the "RunProcess" method of the "Workflow Process Manager" business service, which acts as a proxy for the "Workflow Process Manager" server component, which executes the "The Do Something Cool Workflow Process" process, using values passed from the business component directly into workflow process properties.

In summary, use the On Field Update Invoke n business component user property together with the Named Method n business component user property and your own workflow process for a completely non-scripted way to add complex logic to the event of updating a business component field.

Interview Question #2 - What is a Siebel Operation Step?

This interview question uses a technical term to test a Siebel Developer's understanding of a topic. "Siebel Operation" can be almost anything to someone who does not have a basic familiarity with Siebel Workflow, but it is an everyday term for any Workflow Developer.

Q: Please explain what a Siebel Operation is, and how it is used.

A: At minimum, the candidate should know that a Siebel Operation is a type of Workflow Process Step. If the candidate does not volunteer this information without additional prompting, he or she is not a Workflow Developer.

Candidates should know that a Siebel Operation can be used to Insert or Update records as part of a Workflow Process. A candidate should know the difference between a Workflow Process and a Workflow Policy or Workflow Policy Program. Siebel Operation is a term that is only used in connection with Workflow Processes.

In addition to Insert and Update, recent versions of Siebel have other types of operations. Most Siebel Workflow Developers know that a Query operation is now available. Since Siebel 8.0, there are Upsert and looping operations: PrevRecord, NextRecord, and QueryBiDirectional. In my experience, knowledge of these operations is less common; it can be difficult to find a developer who can explain how to build a loop in a Workflow Process.

Workflow Process Steps operate on the business layer of Siebel, as opposed to the database layer. A Business Component that is associated with the Workflow Process's Business Object is required for any Siebel Operation. Workflow Developers should know these things, although a little prompting may be required.

A good Workflow Developer should also know about the Siebel Operation Object Id process property, which is updated after an Insert, Update, or Upsert operation. If one record is inserted or updated, this process property will contain the row id of the affected record. If more than one record, the property will contain an asterisk: '*'. If no records are affected, the property will not contain a value.

Simple Input Validation through HTML Attributes

The best place to validate user input is at the source. If you can keep field validations in the browser, you can avoid unnecessary server requests and provide immediate user feedback while reducing the amount of bad data being submitted. This can be especially useful in the standard interactivity client because it can perform validations immediately, without waiting for the user to attempt to commit the record.

A Siebel form applet is an HTML form, and the controls are input elements on those forms. The HTML Attributes property of a Control object provides an opportunity to insert a JavaScript event to the input element.

For example, I recently implemented a query applet with a field validation on the Social Security Number control. To do so, I updated the HTML Attributes property of the control to

onkeyUp="if(/[^0-9\-]/.test(this.value) ){ alert('The Social Security Number field accepts only numeric data.'); this.value='';}"

The above validation intercepts the onkeyUp event of the input element, and uses a regular expression test to detect if the key pressed was any other besides a number or a hyphen. If an errant character is found, the applet displays a message and clears the control. This validation occurs entirely on the browser, but without adding any browser scripts to the applet.

Here's another example of a date validation on another control on the same applet:

onBlur="if(/^( *)((0[1-9]|[1-9]|1[012])[/](0[1-9]|[1-9]|[12][0-9]|3[01])[/](18|19|20)\d\d)( *)$/.test(this.value)||this.value==''){}else{alert('The Date of Birth field accepts date input in the M/D/YYYY or MM/DD/YYYY format');this.value='';}"

A somewhat more complex regular expression tests the format of a date. In this case, the expression doesn't test the input until the focus moves out of the field.

The HTML Attributes property of the Control object provides a clean, declarative approach for input validation.

A Regular Expression Validation

Data Validation Manager is great, but what would validation be without Regular Expressions? Here's how I used both to meet a business requirement.

The requirement arose from some errors logged when Siebel would attempt to send email to invalid addresses. We wanted to notify a user who entered invalid characters in the email address field. Of course, this edit wouldn't guarantee that addresses entered would actually exist, but it would at least ensure that people wouldn't separate two addresses with a colon (':') instead of a semicolon (';'), which is what was happening.

Step 1: Create a Business Service

Create a new Business Service with a method containing the following code snippet:

var sPattern = Inputs.GetProperty("Pattern");
var sSample = Inputs.GetProperty("Sample");
var rExp = new RegExp(sPattern);

if(rExp.test(sSample))
{
    Outputs.SetProperty("Result", 1);
}
else
{
    Outputs.SetProperty("Result", 0);
}

Step 2: Create a Data Validation Rule

Our Data Validation Rule Set is called "Employee Email Validation". In the data validation rule, use the new business service to test a business component field against a regular expression pattern. Use the following syntax for the pattern:

InvokeServiceMethod("ABC Validation Service", "Validate", "Pattern='^(([a-zA-Z0-9_\-\.]+)@([a-zA-Z0-9_\-\.]+)\.([a-zA-Z]{2,5}))+([;,](([a-zA-Z0-9_\-\.]+)@([a-zA-Z0-9_\-\.]+)\.([a-zA-Z]{2,5}))+)*$', Sample=eval([EMail Addr])", "Result")<>0

The regular expression pattern above was adapted from one available on the website http://www.regular-expressions.info/, where you can quickly learn how to get started with regular expressions. Also note the use of the eval() function, which will result in the contents of the Business Component Field being passed to the business service instead of the literal field name. See Metalink Doc ID 782338.1 (login required) for Oracle's How-To article for using eval() with InvokeServiceMethod() for a very similar application.

Step 3: Create a Runtime Event

Your next step is to create a Runtime Event manually through the Administration - Runtime Events screen. For our data validation, we created an Action Set for the Employee WriteRecord event.

• Action Type: BusService


• Business Service Name: Data Validation Manager


• Business Service Method: Validate


• Business Service Context: "Rule Set Name", "Employee Email Validation", "Enable Log", "Y"

Please note that although we did our validation on the Employee BusComp, it doesn't work on the Administration - User -> Employees. We have a custom view created on the Employee BusComp that exposes the email field. I'm not actually sure why it doesn't work in the vanilla view, but I'll post an update if I find out.

Step 4: Update Enterprise Parameter

A security feature introduced with Siebel 7.7 restricts the InvokeServiceMethod function to only business services that are registered on the Query Access List. The parameter can be set at the enterprise level or the component (e.g., Object Manager) level. However, since component-level settings always override enterprise settings, setting the parameter at the component level would preclude the use of any other business services that are registered at the enterprise.

• Enterprise Parameter Name: Business Service Query Access List


• Enterprise Parameter Value: ABC Validation Service

A common Siebel software limitation applies here. Only a maximum of 100 characters can be used to specify business service names in this parameter. You should carefully plan which business services you want to use with InvokeServiceMethod. Do not leave spaces between multiple business service names, but separate names with commas, and do not use quote marks.

Conclusion

After setting up a very simple business service to evaluate regular expressions, we can create any number of complex validations to display a message when a pattern is matched, with no additional scripting at all. For example, another requirement to validate the format of an identification number in a free text field was accomplished with a second data validation using the same business service.

If you are new to regular expressions, take a look. They are incredibly useful.