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Administering Oracle CRM On Demand > Business Process Management > Workflow Configuration > About Workflow Actions

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About Workflow Actions

You can create multiple actions for a workflow rule, up to a maximum of 25 actions for each rule.

You can create the following types of workflow actions:

  • Assign a Book. The Assign a Book action assigns a book to a record when the conditions on the workflow rule are met.
  • Create Integration Event. The Create Integration Event action sends an integration event to one or more integration queues when the conditions on the workflow rule are met and a change is detected in at least one of the fields that are tracked by the Create Integration Event action.
  • Create Task. The Create Task action creates a task when the conditions on the workflow rule are met.
  • Send Email. The Send Email action generates email when the conditions on the workflow rule are met. The email is automatically sent out, irrespective of whether the operation that triggered the workflow rule succeeds or fails.
  • Update Values. The Update Values action updates fields when a record is changed, without losing the information about the original change (that is, information about when the record was changed, by whom, and what data was changed). The action is performed after the end of the wait period defined in one or more Wait actions that precede the Update Values action on the workflow rule.
  • Wait. A Wait action causes Oracle CRM On Demand to delay the execution of other (following) actions on a workflow rule until after a wait period has passed.

    NOTE: The wait period specifies the minimum amount of time that must pass before Oracle CRM On Demand starts to execute the other actions on the workflow rule. The actual amount of time that passes before the other actions are executed might be longer, depending on the load on the Oracle CRM On Demand database and the Oracle CRM On Demand server, and also on the number of Wait actions that are pending when the wait period ends.

NOTE: If you specify more than one action for a workflow rule, the actions are performed in the order specified on the workflow rule, starting with the action numbered 1. Each action is completed before the next action starts. After you have created the actions for the workflow rule, you can change the order of the actions. For more information, see Changing the Order of Workflow Rule Actions.

When creating actions for workflow rules, you use Expression Builder to select fields from records and to define expressions to calculate variables. You can merge the record fields and variables in the subject and message body text of an email, the subject and description text of a task, or the new value for a field that you want to update. You can also use Expression Builder to calculate the duration or the end date and time of a wait period in Wait actions on workflow rules. Field names and variables in the expressions you define are replaced by values when the workflow rules are implemented. For more information about Expression Builder, see Expression Builder.

NOTE: A concatenated field is a field that can display the values from multiple fields and can also display additional text. Concatenated fields cannot be updated through Update Values workflow actions, and cannot be included in integration events. Instead, you must use the individual fields that make up the concatenated fields.

For step-by-step procedures for creating workflow actions, see the following topics:

Additional Workflow Actions for Oracle CRM On Demand for Partner Relationship Management

Three additional workflow actions are available only in Oracle CRM On Demand for Partner Relationship Management:

  • Sync Partner Books
  • Sync Book Partner
  • Sync Owner Partner

For more information on these actions and how you can use them, see Oracle CRM On Demand for Partner Relationship Management Configuration Guide, available from the Oracle CRM On Demand documentation library on Oracle Technology Network.

Additional Workflow Actions for Oracle CRM On Demand Life Sciences Edition

Two additional workflow actions are available for use in Oracle CRM On Demand Life Sciences Edition: Submit Call and Submit.

Submit Call Action

The Submit Call action must be set up by only by customers who use the Oracle CRM On Demand Disconnected Mobile Sales application to work with Oracle CRM On Demand Life Sciences Edition. For information on the procedure to configure this workflow action, see the information on configuring the disbursement transaction workflow rule for inventory tracking in Oracle CRM On Demand Disconnected Mobile Sales Administration Guide, which is available from the Oracle CRM On Demand documentation library on Oracle Technology Network. Customers who do not use Oracle CRM On Demand Life Sciences Edition must not configure this workflow action. If they do configure this workflow action, then Activity records might be created, and the records might be set to the Submitted status and listed under Completed Activities without being in the Open state.

The Submit Call action is available for the following trigger events:

  • When New Record Saved
  • When Modified Record Saved

The Submit Call action must be followed by the Wait action.

Submit Action

The Submit action is available only in workflow rules for the Sample Transaction record type. The Submit action automatically submits a sample transaction record for processing by Oracle CRM On Demand and is equivalent to clicking the Submit button on a Sample Transaction Detail page in the user interface. For information about how you might use the Submit workflow action, see Setting Up the Automatic Submission of Sample Transactions.

The Submit action is available for the When Modified Record Saved trigger event. The Submit action must be preceded by the Wait action.

Related Topics

See the following topics for related workflow information:
Published 1/9/2017 Copyright © 2005, 2017, Oracle. All rights reserved. Legal Notices.