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Example of Using a Predefined Workflow Policy Program: Send Quote Page

If a created quote has a value less than some percentage of the opportunity's revenue (very highly discounted), send a page to a designated employee.

This workflow policy program sends out a pager message. The SQL statement is configured for the different RDBMS syntax.

There are four SQL statements, one default and three specific to an RDBMS (Informix, Oracle, and SQL Anywhere).

The default SQL Statement query retrieves five values from four tables using an outer join specified by *=:

select
q.QUOTE_NUM, q.REV_NUM, o.NAME, a.NAME, a.LOC
from
&Table_Owner.S_DOC_QUOTE q, &Table_Owner.S_ORG_EXT a, &Table_Owner.S_OPTY o
where
q.ROW_ID = ? and q.OPTY_ID *= o.ROW_ID and q.TARGET_OU_ID *= a.ROW_ID

The SQL statement (Oracle) query retrieves five values from four tables using an outer join specified by the (+):

select
q.QUOTE_NUM, q.REV_NUM, o.NAME, a.NAME, a.LOC
from
&Table_Owner.S_DOC_QUOTE q, &Table_Owner.S_ORG_EXT a, &Table_Owner.S_OPTY o
where
q.ROW_ID = ? and q.OPTY_ID = o.ROW_ID (+) and q.TARGET_OU_ID = a.ROW_ID (+)

The SQL Statement is required. However, if an SQL Statement (<SQL style>) is present, this takes precedent over SQL Statement.

The SQL statement outputs define five variables (Quote Number, Revision, Opportunity, Account, Site) to hold the result of the query statement.

In an outer join, there may not be an associated table, in which case the variable will be set to null.