Configuration Guide for Oracle CRM On Demand Financial Services Edition > Configuring Workflows for the Producer Success Model >

Configuring Workflow Rules and Actions for the Producer Success Model

The following procedures describe the workflow rules and actions that you must create to support the Producer Success Model:

• Workflow Rule for Creating a Referral Call When a New Lead is Created
• Workflow Rules for Creating Followup Calls Based on Call Results
• Workflow Rules for Scheduling Calls with Clients

To create a workflow rule, complete the following procedure.

To create a workflow rule

1. In Oracle CRM On Demand, click Admin.
2. In the Business Process Management section, click Workflow Configuration.
3. In the Workflow Rules List page, click New on the title bar.
4. In the Workflow Rule Name field, enter a unique name.
5. To make the workflow rule active, select the Active option.
6. In the Record Type menu, select the appropriate record type.
7. In the Trigger Event menu, select the appropriate trigger event.
8. (Optional) In the Workflow Rule Condition section of the Workflow Rule Detail page, click the fx icon and add an expression.
9. Save the rule.

Creating a Workflow Action

To create a workflow action, complete the following procedure.

To create a workflow action

1. In the Workflow Rule Detail page, in the Actions title bar, click Menu and select Create Task.
2. In the Workflow Action Edit page, enter a name for the action.
3. If you want to enable the action, select the Active check box.
4. In the Owner menu, select Relative User on Record, and then select the appropriate task owner.
5. In the Type menu, select the appropriate task type.
6. In the Due Date menu, enter the expression that evaluates to the appropriate due date for the task.

   You can use Expression Builder to create the expression. Click the fx icon beside the field to open the Expression Builder window.

7. In the Subject field, enter the subject.
8. Save the action.

Repeat these procedures until you have configured all of the necessary workflow rules and actions.

For more information about configuring workflow rules and actions, see Oracle CRM On Demand Online Help.