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Oracle CRM On Demand for Partner Relationship Management Configuration Guide > Configuring Oracle CRM On Demand for Partner Relationship Management > Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management >

Viewing Workflow Results

You can use Oracle CRM On Demand to view the results of your workflows.

Requirements for Viewing the Results of Your Workflow

Before you can view the results of your workflow, you must have completed the tasks in the Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

  • You must define a partner organization (Partner A) on the user record.
  • You must create a book as a Partner Book, and define the partner as Partner A.
  • For each record type, you must define a workflow rule and a workflow action for each Trigger Event and Action combination, and set both rule and action to Active.

Perform the following steps to view the results of your workflow.

To view workflow results

  1. Select a record that the workflow will execute, and set up a partner relationship.

    The following table shows the relationship attributes that you must define when adding Oracle CRM On Demand for Partner Relationship Management related record types to the shown record types.

  2. Save the relationship record that you selected in Step 1.
Record Type
Comments

Accounts when adding Account Partners

You must define the relationship by using the Relationship Type of PRM Covering Partner or PRM Covered Item.

Opportunity when adding Opportunity Partners

You must define the relationship by using the Relationship Type of PRM Covering Partner or PRM Covered Item.

Partner Programs when adding Program Memberships

When you add the Partner in the related item, you must select the Active flag. (The Active flag may need to be added to your related item page layouts).

Funds when adding Fund Memberships

When you add the Partner in the related item, you must select the Active flag. (The Active flag may need to be added to your related item page layouts).

Leads when adding Lead Partners

When you add the Partner in the related item, you must select the Active flag. (The Active flag may need to be added to your related item page layouts).
  1. Save the record type.
  2. View the Books related item on the record type.
  3. Add the appropriate book defined for Partner A, as follows:
    1. If Books are not a related item that is visible to you, then update the access profile so that Books are visible as a related item.

      For more information on working with access profiles, see Setting Up Access Profiles for Partner Roles.

    2. Sign out of Oracle CRM On Demand.
    3. Sign in to Oracle CRM On Demand.
    4. Verify that the workflow produced the results you wanted.
    
Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 34 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.