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Administering Oracle CRM On Demand > Business Process Management > Workflow Configuration > Example of Configuring Workflow Rules to Create Follow-Up Tasks for Activities

Example of Configuring Workflow Rules to Create Follow-Up Tasks for Activities

This topic provides an example of configuring workflow rules to create follow-up tasks when activity records are created. You might use this functionality differently, depending on your business model.

You want a follow-up task to be created automatically each time a user creates a new activity. The follow-up task is to be set up as follows:

• The task is a call.
• The due date for the follow-up task is two days after the original task is created.
• The priority of the follow-up task is set to 1-High.
• The owner of the follow-up task is the same as the owner of the original activity.

To configure a workflow rule to create a follow-up task for a new activity

1. In the upper-right corner of any page, click the Admin global link.
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 Detail page, in the Key Workflow Rule Details section, fill in the rule information, as follows:
   1. In the Workflow Name field, enter a name for the workflow rule.
   2. Select the Active check box.
   3. In the Record Type field, select Activity.
   4. In the Trigger Event field, select When New Record Saved.
5. Save the workflow rule.
6. In the Workflow Rule Details page, in the Actions title bar, click Menu, and then select Create Task.
7. In the Workflow Action Edit page, fill in the action information, as follows:
   1. In the Action Name field, enter a name for the action.
   2. Select the Active check box.
   3. In the Owner field, select Relative User on Record, then select Activity Owner.
   4. In the Type field, select Call.
   5. In the Due Date field, click the fx icon, enter the following expression in the Expression field in the Expression Builder window, and then save the expression:

      Today()+2

   6. In the Priority field, select 1-High.
   7. In the Subject field, enter the subject line for the task, for example, Follow-Up Call for New Activity.
8. Save the workflow action.