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Administering Oracle CRM On Demand > Business Process Management > Workflow Configuration > Considerations When Creating Workflow Rules for the User Record Type
Considerations When Creating Workflow Rules for the User Record Type
The following considerations apply when you create workflow rules for the User record type:
- To create workflow rules for the User record type, you must have both of the following privileges enabled in your user role:
- Manage Data Rules - Manage Workflow Rule
- Manage Data Rules - Manage Workflow Rules for Users
- Workflow rules for the User record type are not triggered in the following cases:
- When changes are made to a user record by Oracle CRM On Demand Customer Care at the request of your company.
NOTE: Users can grant sign-in access to Oracle CRM On Demand technical support representatives for troubleshooting purposes. If a technical support representative makes a change to a user record while signed in as a user, then that change is treated as if it was made by the user that the technical support representative is impersonating, and the change triggers any relevant workflow rules.
- When a user’s password is reset by the administrator clicking Reset Password on the user's record.
NOTE: If the administrator selects the Email Temporary Password When I Click Save check box on the user record, then this action is considered to be an update to the user record, and the change triggers any relevant workflow rules.
- When a user’s password is reset through Web services.
- When a user sets up her password after signing in to Oracle CRM On Demand for the first time.
- When a user changes his password.
- When a user sets up her security questions after signing in to Oracle CRM On Demand for the first time.
- When a user changes his security questions.
- When a change is made to a sales quota on a user record.
- The Assign a Book workflow action is not supported for workflow rules for the User record type. This is because custom books are not assigned to user records in the same way that they are assigned to other record types such as accounts, contacts, and so on. Although users can be associated with books to give users access to the records in the books, only the user’s default user book is assigned to the user record.
- You cannot use an Update Values workflow action to update the Status field on a user record.
- If a workflow rule for the User record type has an Update Values action, and if the workflow rule is triggered by a change that is made to the user record through the My Setup link, then the Update Values action does not update any fields that are read-only for the user.
- When you create a Send Email workflow action for the User record type, the Specific Email Address option is not available in the To field. Only the Specific User and Relative User on Record options are available. For the Relative User on Record option, you can select one of the following options:
- Current User. This is the user whose action triggered the workflow rule.
- Supervisor. This is the user who is named in the Supervisor field on the user record that was created or updated by the action that triggered the workflow rule.
- Reports To. This is the user who is named in the Reports To field on the user record that was created or updated by the action that triggered the workflow rule.
Similarly, when you create a Create Task workflow action for the User record type, the options that are available for the Relative User on Record option in the Owner field are Current User, Supervisor, and Reports To.
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