Record ownership modes affect the ownership of the tasks that are generated automatically by Oracle CRM On Demand, such as the tasks that are generated by the Create Task actions in workflow rules and the tasks that are generated by the sales stages in sales processes.
Oracle CRM On Demand can assign either an owner or a primary custom book to an automatically generated task, but not both. Oracle CRM On Demand can assign one of the following as the owner for an automatically generated task:
Oracle CRM On Demand can assign one of the following as the primary custom book for an automatically generated task:
If an appropriate owner or primary custom book that can contain data cannot be identified, then Oracle CRM On Demand does not generate the task. The following table shows how Oracle CRM On Demand determines which owner or primary custom book to assign to a generated task.
Owner Option in Workflow Action or Sales Stage Task
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Source Record: Owner or Primary Custom Book
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Activity Record Type: User Mode
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Activity Record Type: Book Mode
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Activity Record Type: Mixed Mode
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Source record owner
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Owner
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The owner of the source record is the owner of the task.
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If the owner of the source record has a default book, then Oracle CRM On Demand assigns that book as the primary book for the task.
If the owner of the source record does not have a default book, then the task is not created. No error message is returned.
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The owner of the source record is the owner of the task.
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Source record owner
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Primary custom book
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The task is not created. No error message is returned.
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The primary custom book from the source record is assigned as the primary book for the task.
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The primary custom book from the source record is assigned as the primary book for the task.
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Source record owner
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No owner and no primary custom book
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The task is not created. No error message is returned.
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The task is not created. No error message is returned.
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The task is not created. No error message is returned.
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Manager of source record owner
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Owner
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If the owner of the source record has a manager, then the manager is the owner of the task.
If the owner of the source record has no manager, then the behavior is as follows:
- For sales processes, the owner of the source record is the owner of the task.
- For workflow actions, the task is not created and no error message is returned.
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For information about the behavior in this case, see the second table in this topic.
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If the owner of the source record has a manager, then the manager is the owner of the task.
If the owner of the source record has no manager, then the behavior is as follows:
- For sales processes, the owner of the source record is the owner of the task.
- For workflow actions, the task is not created and no error message is returned.
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Manager of source record owner
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Primary custom book
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The task is not created. No error message is returned.
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The task is not created. No error message is returned.
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The task is not created. No error message is returned.
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Manager of source record owner
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No owner and no primary custom book
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The task is not created. No error message is returned.
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The task is not created. No error message is returned.
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The task is not created. No error message is returned.
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Team role or team user role
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One or more team members have the role
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The team member is the owner of the task. A task is generated for each team member who has the specified role.
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If the team member has a default book, then Oracle CRM On Demand assigns that book as the primary book for the task.
If the team member does not have a default book, then the task is not created. No error message is returned.
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The team member is the owner of the task. A task is generated for each team member who has the specified role.
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Team role or team user role
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No team member has the role
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For workflow actions, the task is not created and no error message is returned.
For sales processes, if the source opportunity has an owner, then the opportunity owner is the owner of the task. If the source opportunity does not have an owner, then the task is not created and no error message is returned.
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For workflow actions, the task is not created and no error message is returned.
For sales processes, if the owner of the source opportunity has a default book, then the default book is assigned to the task. If the owner of the source opportunity does not have a default book, then the task is not created and no error message is returned.
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For workflow actions, the task is not created and no error message is returned.
For sales processes, if the source opportunity has an owner, then the opportunity owner is the owner of the task. If the source opportunity does not have an owner, then the task is not created and no error message is returned.
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Specific user
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Not applicable
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The specified user is the owner of the task.
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If the specified user has a default book, then Oracle CRM On Demand assigns that book as the primary book for the task.
If the specified user does not have a default book, then the task is not created. No error message is returned.
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The specified user is the owner of the task.
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The following table shows how Oracle CRM On Demand determines which owner or primary custom book to assign to a generated task in the following circumstances: