Example of Using a Workflow to Automatically Add a Partner Book to an Opportunity

The following is an Oracle CRM On Demand for Partner Relationship Management example of how to use a workflow to automatically add a Partner Book to an Opportunity when the Partner Organization is related to the Opportunity. This action gives users within the related Partner Book the same level of access to the Opportunity record as they have to their book.

1. In the Actions title bar on the Workflow Rule Detail page, click Menu, and then select the type of action that you want to be performed.

   The trigger event on the workflow rule determines what types of actions can be created on the rule. Workflow rule actions for partner accounts are described in Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported.

2. In the Key Action Details section of the Workflow Action Edit page, enter a name for the action. If you want to enable the action, then select the Active check box.

3. Save the action.

4. From the Actions Menu, select Sync Owner Partner.

5. Provide an appropriate name.

6. Select Active.

7. Click Save.