Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Configuring Oracle CRM On Demand for Partner Relationship Management > Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management >
Configuring Workflow Rule Actions to Synchronize Partner Accounts
This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management. Complete the following procedure to configure workflow rule actions to synchronize partner account information. To configure a workflow rule action to synchronize partner account information
- In Oracle CRM On Demand, click Admin, and then click Workflow Configuration.
- In the Workflow Rules List page, click New.
- In the Workflow Rule New page, create and save the workflow rule as follows:
- Enter the name of the workflow rule.
- Select the Active check box.
- In the Record Type field, select Opportunity.
- In the Trigger Event field, select When New Record Saved.
- Save the workflow rule.
For more information about working with workflow rules, see Oracle CRM On Demand Online Help.
About Workflow Rule Actions Specific to Managing Partner Accounts
The following workflow rule actions are specific to managing partner accounts:
Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported
The record types that support workflow rule actions for partner accounts are as follows:
- Account
- Lead
- Opportunity
- Fund
- Fund Credits
- Fund Debits
- Partner Program
NOTE: The record type and the trigger event for a workflow rule determine which workflow rule actions are available for the workflow rule.
Table 23 describes the configuration of workflow rule actions for partner relationship management.
Table 23. Workflow Actions for Partner Accounts
|
Configured for a Specific Record |
Trigger Event and Outcome |
|
Sync Partner Books |
Child Record (For example, Account Partner) |
When new record is saved. All books associated with the partner account are associated with the child record. |
None |
|
|
Before record is deleted. All books associated with the partner account are removed from the child record. |
None |
|
|
Before modified record is saved. If the partner account on the child record was changed, then all books associated with the previous partner account are removed from the child record. |
None |
|
|
When modified record is saved. If the partner account on the child record was changed, then all books associated with the new partner account are associated with the child record. |
None |
Sync Book Partner |
Child record for the book (For example, Account Book) |
When new record saved. The book's partner account is associated with the child record for the book. All other books associated with the partner account are also associated with the child record for the book. Before record is deleted. The book's partner account is removed from the child record for the book. |
Removing a book makes the partner account child record inactive, but it does not delete it. However, removing a partner account child or making it inactive, deletes the book. |
Sync Owner Partner |
Parent Record (Example: Lead) |
When new record saved. The record owner's partner account is associated with the parent record. All books associated with the partner account are also associated with the parent record. Before modified record saved. If the owner of the parent record was changed from a partner user, then the previous owner's partner account is removed from the parent record. All other books associated with the previous record owner's partner account are also removed from the parent record. (Using this workflow action in this instance is optional depending on your business rules.) When modified record saved. If the owner of the parent record was changed to a partner user, then the new owner's partner account and associated books are associated with the parent record. |
To ensure that the book information is synchronized, you must specify the workflow rules with the When new record saved trigger, and a rule with the When modified record is saved trigger. However, depending on your company's business rules, you may or may not choose to set up a rule using the Before modified record saved trigger, if your business rules dictate that changing an owner does not necessarily remove the previous owner's partner account and books from the record type. |
Oracle CRM On Demand for Partner Relationship Management Workflow Actions
There are a number of workflow actions that are specific to Oracle CRM On Demand for Partner Relationship Management. Each type of these workflow actions is listed in the following tables. The workflows are listed in the sort order in the Workflow Rules List view. When a partner book association with a record is changed, the workflow changes the partner account association with the record, as shown in Table 24.
Table 24. Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Partner Account Records
|
|
|
Record Type |
Trigger Event |
Action |
BPS_AcctBook_NewRecSav |
Account Book |
When new record is saved |
Sync Book Partner |
BPS_AcctBook_RecDel |
Account Book |
Before record is deleted |
Sync Book Partner |
BPS_FundBook_NewRecSav |
Fund Book |
When new record is saved |
Sync Book Partner |
BPS_FundBook_RecDel |
Fund Book |
Before record is deleted |
Sync Book Partner |
BPS_LeadBook_NewRecSav |
Lead Book |
When new record is saved |
Sync Book Partner |
BPS_LeadBook_RecDel |
Lead Book |
Before record is deleted |
Sync Book Partner |
BPS_OptyBook_NewRecSav |
Opportunity Book |
When new record is saved |
Sync Book Partner |
BPS_OptyBook_RecDel |
Opportunity Book |
Before record is deleted |
Sync Book Partner |
BPS_ProgBook_NewRecSav |
Program Book |
When new record is saved |
Sync Book Partner |
BPS_ProgBook_RecDel |
Program Book |
Before record is deleted |
Sync Book Partner |
When you change the association of a partner user who is the record owner, the workflow associates or disassociates the partner book and partner account with the record as shown in Table 25.
Table 25. Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Owner Partner Account Records
|
|
|
Record Type |
Trigger Event |
Action |
OPS_Acct_BeforeModRecSav |
Account |
Before modified record is saved |
Sync Owner Partner |
OPS_Acct_ModRecSav |
Account |
When modified record is saved |
Sync Owner Partner |
OPS_Acct_NewRecSav |
Account |
When new record is saved |
Sync Owner Partner |
OPS_Fund_BeforeModRecSav |
Fund |
Before modified record is saved |
Sync Owner Partner |
OPS_Fund_ModRecSav |
Fund |
When modified record is saved |
Sync Owner Partner |
OPS_Fund_NewRecSav |
Fund |
When new record is saved |
Sync Owner Partner |
OPS_Lead_BeforeModRecSav |
Lead |
Before modified record is saved |
Sync Owner Partner |
OPS_Lead_ModRecSav |
Lead |
When modified record is saved |
Sync Owner Partner |
OPS_Lead_NewRecSav |
Lead |
When new record is saved |
Sync Owner Partner |
OPS_Opty_BeforeModRecSav |
Opportunity |
Before modified record is saved |
Sync Owner Partner |
OPS_Opty_ModRecSav |
Opportunity |
When modified record is saved |
Sync Owner Partner |
OPS_Opty_NewRecSav |
Opportunity |
When new record is saved |
Sync Owner Partner |
OPS_Prog_BeforeModRecSav |
Partner Program |
Before modified record is saved |
Sync Owner Partner |
OPS_Prog_ModRecSav |
Partner Program |
When modified record is saved |
Sync Owner Partner |
OPS_Prog_NewRecSav |
Partner Program |
When new record is saved |
Sync Owner Partner |
When you change the association of a partner account association with a record, the workflow changes the partner book association as shown in Table 26.
Table 26. Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Partner Account Records
|
|
|
Record Type |
Trigger Event |
Action |
PBS_AcctPart_BeforeModRecSav |
Account Partner |
Before modified record is saved |
Sync Partner Books |
PBS_AcctPart_ModRecSav |
Account Partner |
When modified record is saved |
Sync Partner Books |
PBS_AcctPart_NewRecSav |
Account Partner |
When new record is saved |
Sync Partner Books |
PBS_AcctPart_RecDel |
Account Partner |
Before record is deleted |
Sync Partner Books |
PBS_FundMemb_BeforeModRecSav |
Fund Membership |
Before modified record is saved |
Sync Partner Books |
PBS_FundMemb_ModRecSav |
Fund Membership |
When modified record is saved |
Sync Partner Books |
PBS_FundMemb_NewRecSav |
Fund Membership |
When new record is saved |
Sync Partner Books |
PBS_FundMemb_RecDel |
Fund Membership |
Before record is deleted |
Sync Partner Books |
PBS_LeadPart_BeforeModRecSav |
Lead Partner |
Before modified record is saved |
Sync Partner Books |
PBS_LeadPart_ModRecSav |
Lead Partner |
When modified record is saved |
Sync Partner Books |
PBS_LeadPart_NewRecSav |
Lead Partner |
When new record is saved |
Sync Partner Books |
PBS_LeadPart_RecDel |
Lead Partner |
Before record is deleted |
Sync Partner Books |
PBS_OptyPart_BeforeModRecSav |
Opportunity Partner |
Before modified record is saved |
Sync Partner Books |
PBS_OptyPart_ModRecSav |
Opportunity Partner |
When modified record is saved |
Sync Partner Books |
PBS_OptyPart_NewRecSav |
Opportunity Partner |
When new record is saved |
Sync Partner Books |
PBS_OptyPart_RecDel |
Opportunity Partner |
Before record is deleted |
Sync Partner Books |
PBS_ProgMemb_BeforeModRecSav |
Program Membership |
Before modified record is saved |
Sync Partner Books |
PBS_ProgMemb_ModRecSav |
Program Membership |
When modified record is saved |
Sync Partner Books |
PBS_ProgMemb_NewRecSav |
Program Membership |
When new record is saved |
Sync Partner Books |
PBS_ProgMemb_RecDel |
Program Membership |
Before record is deleted |
Sync Partner Books |
|