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Administering Oracle CRM On Demand > Life Sciences Management > Setting Up the Automatic Submission of Sample Transactions > About the Automatic Submission of Sample Transactions

About the Automatic Submission of Sample Transactions

You can set up workflow rules to automatically submit sample transactions so that you do not have to open each record individually to submit sample transactions. Using workflow rules to submit a set of sample transaction records is helpful if you want to simultaneously submit a set of records that you create or update through Web services or through the Import Assistant. For example, when you send new inventory from the warehouse to your sales representatives, you might want to create a large number of sample transactions of type Transfer Out through the Import Assistant, and then submit them.

You can set up a workflow rule that is triggered every time a sample transaction record is updated, and a workflow action on that rule that submits the record automatically if a field on the record is set to a value that you specify in the condition on the workflow rule. For example, you can do the following:

1. Import a set of sample transaction records.
2. Import the transaction item records for the sample transactions imported in step 1.
3. Reimport the set of sample transaction records from step 1 with the trigger field set to the submit trigger value, for example, Mark for Submit set to Y.

NOTE: You must import all corresponding sample transaction items before you submit the sample transactions using the workflow rule.

If you want to prevent the workflow rules from submitting records that are created or updated through the user interface, then set up the necessary restriction in the conditions on your workflow rules. For more information, see Restricting Workflow Rules to Specific Channels or Roles.

When you use a workflow to submit imported records, the following happens:

• Any errors for the workflow submit action do not prevent the sample transaction records from being imported, created, or updated.
• Changes made to the inventory counts are reflected in the Oracle CRM On Demand Disconnected Mobile Sales application.