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Changing the Order of Workflow Rules

When you create a workflow rule, Oracle CRM On Demand automatically assigns the rule to the next unused order number for the rules that are based on the same record type and the same trigger event. If the trigger event for the workflow rule is After Association With Parent or After Dissociation From Parent, then Oracle CRM On Demand automatically assigns the rule to the next unused order number for rules that are based on the same record type, the same trigger event, and the same parent record type. The order number determines the order in which Oracle CRM On Demand invokes a sequence of workflow rules that are based on the same record type and the same trigger event, and if applicable, on the same parent record type. You can change the order of your rules.

For example, if you create a workflow rule based on the Account record type, with the trigger event, Before Record Is Deleted, and two workflow rules already have the same record type and trigger event, then your new rule is assigned order number 3. You can later change the order number, so that your new rule is the first rule invoked for the specified record type and trigger event.

The following procedure describes how to change the order of a workflow rule.

To change the order of workflow rules

  1. In the upper-right corner of any page, click the Admin global link.
  2. In the Business Process Management section, click Workflow Configuration.
  3. On the Workflow Rules List page, find the rule whose order you want to change, and click the name link on the rule.

    For information about searching for workflow rules in the list page, see Filtering Lists.

  4. On the Workflow Rule Detail page, click Edit Order.
  5. In the Edit Workflow Order page, click the arrows to change the order of the rule.
  6. Click Save to save your changes.

NOTE: If you delete a workflow rule, the other rules based on the same record type and the same trigger event are automatically reordered. However, if you make a workflow rule inactive, its order within the list of rules based on the same record type and the same trigger event does not change (but the rule is not invoked).

Related Topics

See the following topics for related workflow information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.