Oracle CRM On Demand Documentation Library: Configuring Workflow Rule Actions to Synchronize Partner Accounts

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 >

Configuring Workflow Rule Actions to Synchronize Partner Accounts

This task is a step in Process of Configuring Books and Workflow Rules for Oracle CRM On Demand for Partner Relationship Management.

Complete the following procedure to configure workflow rule actions to synchronize partner account information.

To configure a workflow rule action to synchronize partner account information

In Oracle CRM On Demand, click Admin, and then click Workflow Configuration.
In the Workflow Rules List page, click New.
In the Workflow Rule New page, create and save the workflow rule as follows:
1. Enter the name of the workflow rule.
2. Select the Active check box.
3. In the Record Type field, select Opportunity.
4. In the Trigger Event field, select When New Record Saved.
5. Save the workflow rule.
  For more information about working with workflow rules, see Oracle CRM On Demand Online Help.

About Workflow Rule Actions Specific to Managing Partner Accounts

The following workflow rule actions are specific to managing partner accounts:

Sync Partner Books. Synchronizes the book associations when a partner account is a separate record not associated with the book. When the relationship of the account to that record is removed, the associated partner books are removed. Associated partner books are books where the partner is defined for the specific partner account. For example, when Partner Account A is linked to an opportunity record, all books defined as Partner A are also associated with the opportunity. If the association between the partner account and the opportunity is broken, then this workflow action removes the books for that partner account.
Sync Book Partner. Links a partner account to a record when a book associated with the partner account (and Partner field is specified on the book) is associated with the record. This workflow action also removes the partner account relationship from a record when a book associated with the partner account is removed from the record.
If multiple books are associated with that partner account, then other books associated with the partner account are also synchronized with the record.
Sync Owner Partner. When the record owner is a partner user and the partner organization is populated in the user record, the workflow synchronizes the record owner's partner account, and its associated books with the record. (Associated books are all books associated with that partner using the Partner field.) If the owner is changed, then all the books for the original partner are removed and that partner account is removed. An owner is automatically added to the team when the owner is added to the record. The user will also remain on the team if the user is removed from the Owner field.

Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported

The record types that support workflow rule actions for partner accounts are as follows:

Account
Lead
Opportunity
Fund
Fund Credits
Fund Debits
Partner Program

NOTE: The record type and the trigger event for a workflow rule determine which workflow rule actions are available for the workflow rule.

Table 22 describes the configuration of workflow rule actions for partner relationship management.

Table 22. Workflow Actions for Partner Accounts
Workflow Rule Action	Configured for a Specific Record	Trigger Event and Outcome	Comments
Sync Partner Books	Child Record (For example, Account Partner)	When new record is saved. All books associated with the partner account are associated with the child record.	None
		Before record is deleted. All books associated with the partner account are removed from the child record.	None
		Before modified record is saved. If the partner account on the child record was changed, then all books associated with the previous partner account are removed from the child record.	None
		When modified record is saved. If the partner account on the child record was changed, then all books associated with the new partner account are associated with the child record.	None
Sync Book Partner	Child record for the book (For example, Account Book)	When new record saved. The book's partner account is associated with the child record for the book. All other books associated with the partner account are also associated with the child record for the book. Before record is deleted. The book's partner account is removed from the child record for the book.	Removing a book makes the partner account child record inactive, but it does not delete it. However, removing a partner account child or making it inactive, deletes the book.
Sync Owner Partner	Parent Record (Example: Lead)	When new record saved. The record owner's partner account is associated with the parent record. All books associated with the partner account are also associated with the parent record. Before modified record saved. If the owner of the parent record was changed from a partner user, then the previous owner's partner account is removed from the parent record. All other books associated with the previous record owner's partner account are also removed from the parent record. (Using this workflow action in this instance is optional depending on your business rules.) When modified record saved. If the owner of the parent record was changed to a partner user, then the new owner's partner account and associated books are associated with the parent record.	To ensure that the book information is synchronized, you must specify the workflow rules with the When new record saved trigger, and a rule with the When modified record is saved trigger. However, depending on your company's business rules, you may or may not choose to set up a rule using the Before modified record saved trigger, if your business rules dictate that changing an owner does not necessarily remove the previous owner's partner account and books from the record type.

Oracle CRM On Demand for Partner Relationship Management Workflow Actions

There are a number of workflow actions that are specific to Oracle CRM On Demand for Partner Relationship Management. Each type of these workflow actions is listed in the following tables. The workflows are listed in the sort order in the Workflow Rules List view.

When a partner book association with a record is changed, the workflow changes the partner account association with the record, as shown in Table 23.

Table 23. Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Partner Account Records
Workflow Name	Workflow Menu Selection
	Record Type	Trigger Event	Action
BPS_AcctBook_NewRecSav	Account Book	When new record is saved	Sync Book Partner
BPS_AcctBook_RecDel	Account Book	Before record is deleted	Sync Book Partner
BPS_FundBook_NewRecSav	Fund Book	When new record is saved	Sync Book Partner
BPS_FundBook_RecDel	Fund Book	Before record is deleted	Sync Book Partner
BPS_LeadBook_NewRecSav	Lead Book	When new record is saved	Sync Book Partner
BPS_LeadBook_RecDel	Lead Book	Before record is deleted	Sync Book Partner
BPS_OptyBook_NewRecSav	Opportunity Book	When new record is saved	Sync Book Partner
BPS_OptyBook_RecDel	Opportunity Book	Before record is deleted	Sync Book Partner
BPS_ProgBook_NewRecSav	Program Book	When new record is saved	Sync Book Partner
BPS_ProgBook_RecDel	Program Book	Before record is deleted	Sync Book Partner

When you change the association of a partner user who is the record owner, the workflow associates or disassociates the partner book and partner account with the record as shown in Table 24.

Table 24. Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Owner Partner Account Records
Workflow Name	Workflow Menu Selection
	Record Type	Trigger Event	Action
OPS_Acct_BeforeModRecSav	Account	Before modified record is saved	Sync Owner Partner
OPS_Acct_ModRecSav	Account	When modified record is saved	Sync Owner Partner
OPS_Acct_NewRecSav	Account	When new record is saved	Sync Owner Partner
OPS_Fund_BeforeModRecSav	Fund	Before modified record is saved	Sync Owner Partner
OPS_Fund_ModRecSav	Fund	When modified record is saved	Sync Owner Partner
OPS_Fund_NewRecSav	Fund	When new record is saved	Sync Owner Partner
OPS_Lead_BeforeModRecSav	Lead	Before modified record is saved	Sync Owner Partner
OPS_Lead_ModRecSav	Lead	When modified record is saved	Sync Owner Partner
OPS_Lead_NewRecSav	Lead	When new record is saved	Sync Owner Partner
OPS_Opty_BeforeModRecSav	Opportunity	Before modified record is saved	Sync Owner Partner
OPS_Opty_ModRecSav	Opportunity	When modified record is saved	Sync Owner Partner
OPS_Opty_NewRecSav	Opportunity	When new record is saved	Sync Owner Partner
OPS_Prog_BeforeModRecSav	Partner Program	Before modified record is saved	Sync Owner Partner
OPS_Prog_ModRecSav	Partner Program	When modified record is saved	Sync Owner Partner
OPS_Prog_NewRecSav	Partner Program	When new record is saved	Sync Owner Partner

When you change the association of a partner account association with a record, the workflow changes the partner book association as shown in Table 25.

Table 25. Workflow Record Types, Trigger Events, and Actions to Synchronize Books with Partner Account Records
Workflow Name	Workflow Menu Selection
	Record Type	Trigger Event	Action
PBS_AcctPart_BeforeModRecSav	Account Partner	Before modified record is saved	Sync Partner Books
PBS_AcctPart_ModRecSav	Account Partner	When modified record is saved	Sync Partner Books
PBS_AcctPart_NewRecSav	Account Partner	When new record is saved	Sync Partner Books
PBS_AcctPart_RecDel	Account Partner	Before record is deleted	Sync Partner Books
PBS_FundMemb_BeforeModRecSav	Fund Membership	Before modified record is saved	Sync Partner Books
PBS_FundMemb_ModRecSav	Fund Membership	When modified record is saved	Sync Partner Books
PBS_FundMemb_NewRecSav	Fund Membership	When new record is saved	Sync Partner Books
PBS_FundMemb_RecDel	Fund Membership	Before record is deleted	Sync Partner Books
PBS_LeadPart_BeforeModRecSav	Lead Partner	Before modified record is saved	Sync Partner Books
PBS_LeadPart_ModRecSav	Lead Partner	When modified record is saved	Sync Partner Books
PBS_LeadPart_NewRecSav	Lead Partner	When new record is saved	Sync Partner Books
PBS_LeadPart_RecDel	Lead Partner	Before record is deleted	Sync Partner Books
PBS_OptyPart_BeforeModRecSav	Opportunity Partner	Before modified record is saved	Sync Partner Books
PBS_OptyPart_ModRecSav	Opportunity Partner	When modified record is saved	Sync Partner Books
PBS_OptyPart_NewRecSav	Opportunity Partner	When new record is saved	Sync Partner Books
PBS_OptyPart_RecDel	Opportunity Partner	Before record is deleted	Sync Partner Books
PBS_ProgMemb_BeforeModRecSav	Program Membership	Before modified record is saved	Sync Partner Books
PBS_ProgMemb_ModRecSav	Program Membership	When modified record is saved	Sync Partner Books
PBS_ProgMemb_NewRecSav	Program Membership	When new record is saved	Sync Partner Books
PBS_ProgMemb_RecDel	Program Membership	Before record is deleted	Sync Partner Books

Oracle CRM On Demand for Partner Relationship Management Configuration Guide, Release 37		Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.