Assign a Book Workflow Action Set
The following table describes the elements and sections in the Assign a Book workflow action set XML output file.
Description | Element or Section |
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<WorkflowName> contains the name of the workflow rule with which this action is associated. When performing an Upsert or InsertOrUpdate operation for workflow actions, this name is used to find a matching workflow rule. |
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The <WorkflowAction> section contains the details of the workflow action. |
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<Name> is the name of the workflow action. |
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<Active> specifies whether the workflow action is active (true) or inactive (false). |
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<Order> is the order number for the workflow action within the set of actions on the workflow rule. It determines the order in which Oracle CRM On Demand invokes the sequence of workflow actions on the workflow rule. |
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The <WorkflowAssignBookAction> section contains the details of the Assign a Book workflow action. |
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If the <AssignmentOption> element value is anything other than Remove all, then either the <BookName> element or the <BookExpr> element is required, to specify the target book. The target book is the book that is to be assigned to records, or removed from records, by the workflow action. The target book is specified as follows:
Note: If the <BookName> and <BookExpr> elements both contain
a value in an input file for an Upsert or InsertOrUpdate command, then only the value of the <BookName>
element is saved in Oracle CRM On Demand. |
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<AssignmentOption> specifies the type of book assignment. The valid values are as follows:
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If the <AssignmentOption> element value is Replace Only, then either the <ReplaceBookName> element or the <ReplaceBookExpr> element is required, to specify the book that is to be replaced. The elements are as follows:
Note: If the <ReplaceBookName> and <ReplaceBookExpr> elements
both contain a value in an input file for an Upsert or InsertOrUpdate command, then only the value
of the <ReplaceBookName> element is saved in Oracle CRM On Demand. |
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<ApplyTo> specifies the cases in which the new book assignment will be made. The <ApplyTo> element is required if the <AssignmentOption> element value is anything other than Add. The valid values are as follows:
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