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
- In the upper-right corner of any page, click the Admin global link.
- In the Business Process Management section, click Workflow Configuration.
- In the Workflow Rules List page, click New on the title bar.
- In the Workflow Rule Detail page, in the Key Workflow Rule Details section, fill in the rule information, as follows:
- In the Workflow Name field, enter a name for the workflow rule.
- Select the Active check box.
- In the Record Type field, select Activity.
- In the Trigger Event field, select When New Record Saved.
- Save the workflow rule.
- In the Workflow Rule Details page, in the Actions title bar, click Menu, and then select Create Task.
- In the Workflow Action Edit page, fill in the action information, as follows:
- In the Action Name field, enter a name for the action.
- Select the Active check box.
- In the Owner field, select Relative User on Record, then select Activity Owner.
- In the Type field, select Call.
- 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
- In the Priority field, select 1-High.
- In the Subject field, enter the subject line for the task, for example, Follow-Up Call for New Activity.
- Save the workflow action.
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