How Books Are Associated with Records
When a partner account is linked to another record, the linked record can also be associated with the partner organization’s book. A book can be associated with a record in two ways:
By adding the book to the Book related information list on a record. You can use numerous books to represent a grouping of partner users. The books do not all need to be defined as type: Partner Organization, and they do not all need to have a partner defined. Books with the partner defined will be synchronized to records if the workflows described in this topic are used within the brand owner’s implementation. If you want only one partner book synchronized based on the workflow rules, then you have only one book for each partner with the partner defined. Define the other books used for partner users without the specified partner.
Automatically, through a workflow rule. You can create workflow rules with Oracle CRM On Demand for Partner Relationship Management specific actions to support the automatic association and dissociation of partner accounts and partner organization books with records. For example, you can use workflow rules to ensure that when a partner account is linked to an opportunity, the partner organization's book (or books) is also automatically added to the opportunity. This provides visibility to the opportunity record for all users of the partner organization (that is, the users who are associated with the partner organization’s book) at one time. Or, you can create a workflow rule that automatically links a partner account to a record when a book associated with the partner account is associated with the record. The workflow rule also removes the partner organization’s book from a record when the partner account is unlinked from the record. When a partner organization’s book is removed from the record, the users of the partner organization no longer have visibility to the record by means of the book.
Note: When you trigger the workflow actions for Oracle CRM On Demand for Partner Relationship Management, the partner book that was created automatically does not function properly. Only the manually created books function properly in workflows with Oracle CRM On Demand for Partner Relationship Management.