|
Administering Oracle CRM On Demand > Business Process Management > Workflow Configuration > About Setting Up Workflow Rules Functionality
About Setting Up Workflow Rules Functionality
If you are a new customer, then the workflow rules functionality is automatically enabled. However, if you are an existing customer, then Oracle CRM On Demand Customer Care and your company administrator must configure the Oracle CRM On Demand workflow rules functionality, as follows:
- Oracle CRM On Demand Customer Care Setup. When Oracle CRM On Demand Customer Care sets up the workflow rules functionality, the Workflow Configuration link is visible in the Business Process Management section of the Admin Homepage. Also, the Administrator user role has the Manage Data Rules - Manage Workflow Rules privilege enabled. For more information about user roles, see Adding Roles.
NOTE: To create workflow rules for the User record type, you must also have the Manage Data Rules - Manage Workflow Rules for Users privilege in your user role. Your administrator can enable this privilege for the Administrator role and for any other role as necessary. For more information about considerations when creating workflow rules for the User record type, see Considerations When Creating Workflow Rules for the User Record Type.
- Enable Workflow option. Workflow rules cannot be executed until the company administrator selects the Enable Workflow check box on the Company Profile page. For information about configuring your company profile, see Setting Up Your Company Profile and Global Defaults.
- Integration events. An integration event is a mechanism for triggering external processes that are based on changes to the records in Oracle CRM On Demand, including create, update, delete, associate, dissociate, restore, and merge operations. You can specify which fields on a record that you want to track. If your company wants to use workflow rules to create integration events, then contact Oracle CRM On Demand Customer Care to request support for Integration Event Administration and to specify the total size of the integration event queues that you require. When the value changes in a tracked field, the change is recorded in the integration event. You can also specify to which integration event queues the integration events are added. For more information about managing integration events, see About Integration Events.
- Books. If your company wants to use workflow rules to update the associations between records and books, contact Oracle CRM On Demand Customer Care to request support for Book Management. For more information about book management, see Book Management.
|
