In order to gain a thorough understanding of Siebel Workflow, we can use the Siebel Sample Database as a safe environment for exploration. In the following procedure, we will invoke a preconfigured workflow process with a click on a menu item and use Siebel Tools to investigate the object definitions behind the user interface.

The workflow process that serves as an example creates a new quote for an existing account and navigates to the Quote Line Items view to allow the end user to continue the business process by entering line items for the new quote. We must emphasize at this point that this simple workflow process is just one of hundreds of preconfigured workflow processes in Siebel CRM. The majority of Siebel CRM functionality relies on the Siebel Workflow framework in very different ways.

Following the given procedure, we can explore how a Siebel workflow process supports the business process of creating a quote for an existing customer account.