Table 60. Elements and Sections in the Create Task Workflow Action Set XML File
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<data:WorkflowName>Opportunity Approval </data:WorkflowName>
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<WorkflowName> 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:WorkflowAction>
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The <WorkflowAction> section contains the details of the workflow action. |
<data:WorkflowAction> <data:Name>CreateTaskTest</data:Name> . . . </data:WorkflowAction>
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<Name> is the name of the workflow action. |
<data:WorkflowAction> . . . <data:Active>false</data:Active> . . . </data:WorkflowAction>
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<Active> specifies whether the workflow action is active (true) or is inactive (false). |
<data:WorkflowAction> . . . <data:Order>3</data:Order> . . . </data:WorkflowAction>
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<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 on the workflow rule. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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The <WorkflowCreateTaskAction> section contains the details of the Create Task workflow action. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> <data:Owner>O_Primary Owner Id</data:Owner> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Owner> specifies the owner for the task. The <Owner> element's value depends on the <OwnerType> element, as follows:
- If <OwnerType> is set to
U (Specific User), then the <Owner> element contains the name of the user.
- If the <OwnerType> element is set to R (Relative User On Record)
, then the value of the <Owner> element is defined, see Table 61.
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<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:OwnerType>R</data:OwnerType> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<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.
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<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:Type>Approval</data:Type> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Type> is the activity type. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:SubType>Callback</data:SubType> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<SubType> is the activity subtype. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:DueDate>Today()+2</data:DueDate> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<DueDate> contains an expression that evaluates to the due date for the task. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:Priority>2-Medium</data:Priority> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Priority> specifies the priority of the task. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:Status>Not Started</data:Status> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Status> specifies the status of the task. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:TaskCurrency>CAD</data:TaskCurrency> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<TaskCurrency> contains the three-character currency code for the task. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:Private>false</data:Private> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Private> specifies whether the task is visible only to the task user (true), or is visible to users other than the task user (false). |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . </data:Subject> . . . </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Subject> contains the subject line for the task. |
<data:WorkflowAction> . . . <data:WorkflowCreateTaskAction> . . . <data:Description></data:Description> </data:WorkflowCreateTaskAction> </data:WorkflowAction>
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<Description> contains the description of the task. |