Oracle Migration Tool On Demand Guide > Migrating Workflow Rules and Action Sets > Elements and Sections in the Workflow Action Sets Output File >

Create Task Workflow Action Set


Table 58 describes the elements and sections in the Create Task workflow action set XML output file.

Table 58. Elements and Sections in the Create Task Workflow Action Set XML File
Element or Section
Description

<data:WorkflowName>Opportunity Approval
</data:WorkflowName>

This element contains the name of the workflow rule with which this action is associated. When performing an Upsert or InsertOrUpdate operation for workflow actions, this name is used to find a matching workflow rule.

<data:WorkflowAction>
  <data:Name>CreateTaskTest</data:Name>
  <data:Active>false</data:Active>
  <data:Order>3</data:Order>
  <data:WorkflowCreateTaskAction>
    <data:Owner>O_Primary Owner Id</data:Owner>
    <data:OwnerType>R</data:OwnerType>
    <data:Type>Approval</data:Type>
    <data:DueDate>Today()+2</data:DueDate>
    <data:Priority>2-Medium</data:Priority>
    <data:Status>Not Started</data:Status>
    <data:TaskCurrency>CAD</data:TaskCurrency>
    <data:Private>false</data:Private>
    <data:Subject>Follow Up New Opportunity
    </data:Subject>
    <data:Description></data:Description>
  </data:WorkflowCreateTaskAction>
</data:WorkflowAction>

This section contains the Create Task workflow action elements:

  • <Order> is the order number for the workflow action within the set of actions on the workflow rule. It determines the order in which Oracle CRM On Demand invokes the sequence of workflow actions.
  • <OwnerType> corresponds to the Owner field in the user interface. The valid values are:
    • R. Corresponds to the Relative User On Record option in the user interface.
    • U. Corresponds to the Specific User option in the user interface.
  • The <Owner> element's value depends on the <OwnerType> element:
    • If the <OwnerType> element is set to U (Specific User), then this element contains the name of the user.
    • If the <OwnerType> element is set to R (Relative User On Record), then the value of this element is defined, see Table 59.

Table 59 maps the system name for the owner that appears in the XML file to the display name in the user interface if the OwnerType element is set to R.

Table 59. System Names for the Owner Element if the Owner Type is R
System Name in the XML File
Display Name

C_

Service Request Created By

MA_Account Id

Account Owner's Manager

M_Owned By Id

Object Owner's Manager

M_Owner Id

Lead Owner's Manager

M_Primary HH Owner Id

Household Owner's Manager

M_Primary Owner Id

Object Owner's Manager

M_Sales Rep Id

Salesperson's Manager

OA_Account Id

Account Owner

O_Owned By Id

Service Request Owner

O_Owner Id

Lead Owner

O_Primary HH Owner Id

Household Owner

O_Primary Owner Id

Object Owner

O_Sales Rep Id

Salesperson

T_Team Role_Consultant

Object Team - Consultant

T_Team Role_Executive Sponsor

Object Team - Executive Sponsor

T_Team Role_Other

Object Team - Other

T_Team Role_Owner

Object Team - Owner

T_Team Role_Partner

Object Team - Partner

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