Table 55. Elements and Sections in the Workflow Rules XML File
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<data:TriggerEvent>WriteRecordNew </data:TriggerEvent>
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<TriggerEvent> specifies the trigger event code that triggers the workflow. |
<data:ParentRecordType></data:ParentRecordType>
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(Optional.) <ParentRecordType> specifies the system name of the parent record type. It is specified if the trigger event is Associate or Dissociate. See Oracle CRM On Demand Online Help or the Workflow UI for the valid combination of RecordType, TriggerEvent, and ParentRecordType. |
<data:WorkflowRule></data:WorkflowRule>
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The <WorkflowRule> section contains the elements for one workflow rule. |
<data:WorkflowRule>
. . .
<data:WorkflowName>Opportunity Rule </data:WorkflowName>
. . .
/data:WorkflowRule>
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<WorkflowName> specifies the name of the workflow. This field has a maximum of 50 characters. |
<data:WorkflowRule>
. . .
<data:Active>true</data:Active>
. . .
</data:WorkflowRule>
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<Active> is set to true or false. |
<data:WorkflowRule>
. . .
<data:Exit>false</data:Exit>
. . .
</data:WorkflowRule>
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<Exit> is the exit field in the user interface. You can set it to True or False. |
<data:WorkflowRule>
. . .
<data:WorkflowRuleCondition>[{Primary Revenue Win Probability}]>=LookupValue("PROB", "90") </data:WorkflowRuleCondition>
. . .
</data:WorkflowRule>
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<WorkflowRuleCondition> is a valid expression, as defined in the Oracle CRM On Demand Online Help, that defines a rule for performing workflow actions. This field has a maximum of 2048 characters. In this example, the condition specifies that the actions are performed if the Probability % field on the new opportunity is set to 90 or higher. |
<data:WorkflowRule>
. . .
<data:CancelSave>false</data:CancelSave>
. . .
</data:WorkflowRule>
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<CancelSave> is set to True or False. The Workflow Cancel Save privilege is required to change this field during an Upsert operation. |
<data:WorkflowRule>
. . .
<data:Order>1</data:Order>
. . .
</data:WorkflowRule>
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<Order> is the order number for the workflow rule. It 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. |
<data:WorkflowRule>
. . .
<data:DisplayMessage></data:DisplayMessage>
. . .
</data:WorkflowRule>
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<DisplayMessage> contains the text messages displayed if <CancelSave> is set to True. The Workflow Cancel Save privilege is required to upsert a workflow rule set that contains the <CancelSave> tag. This field has a maximum of 1999 characters. |
<data:WorkflowRule>
. . .
<data:Description>Workflow Rule for new opportunities with probability at 90% or higher </data:Description> </data:WorkflowRule>
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<Description> contains additional information about the workflow rule. |
<data:ListOfWorkflowTranslations> <data:WorkflowTranslation> <data:LanguageCode>ENU</data:LanguageCode> <data:DisplayMessageTranslation>This Record can not be updated, since workflow Cancel Save (Acc_WF_2 ) is in Active status. </data:DisplayMessageTranslation> </data:WorkflowTranslation> <data:WorkflowTranslation> <data:LanguageCode>ENG</data:LanguageCode> <data:DisplayMessageTranslation>This Record can not be updated. </data:DisplayMessageTranslation> </data:WorkflowTranslation> </data:ListOfWorkflowTranslations>
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This section specifies the various translation values for the workflow Cancel Save message.
- <ListOfWorkflowTranslations> specifies the workflows messages in the languages activated for your company.
- <WorkflowTranslation> specifies the workflow for one language.
- <LanguageCode> specifies the three-letter language code for the language.
- <DisplayMessageTranslation> contains the translated display message.
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