Oracle CRM On Demand for Partner Relationship Management Workflow Actions
There are a number of workflow actions that are specific to Oracle CRM On Demand for Partner Relationship Management. Each type of these workflow actions is listed in the following tables. The workflows are listed in the sort order in the Workflow Rules List view.
When a partner book association with a record is changed, the workflow changes the partner account association with the record, as shown in the following table.
| Workflow Name | Workflow Menu Selection | ||
|---|---|---|---|
Record Type |
Trigger Event |
Action |
|
BPS_AcctBook_NewRecSav |
Account Book |
When new record is saved |
Sync Book Partner |
BPS_AcctBook_RecDel |
Account Book |
Before record is deleted |
Sync Book Partner |
BPS_FundBook_NewRecSav |
Fund Book |
When new record is saved |
Sync Book Partner |
BPS_FundBook_RecDel |
Fund Book |
Before record is deleted |
Sync Book Partner |
BPS_LeadBook_NewRecSav |
Lead Book |
When new record is saved |
Sync Book Partner |
BPS_LeadBook_RecDel |
Lead Book |
Before record is deleted |
Sync Book Partner |
BPS_OptyBook_NewRecSav |
Opportunity Book |
When new record is saved |
Sync Book Partner |
BPS_OptyBook_RecDel |
Opportunity Book |
Before record is deleted |
Sync Book Partner |
BPS_ProgBook_NewRecSav |
Program Book |
When new record is saved |
Sync Book Partner |
BPS_ProgBook_RecDel |
Program Book |
Before record is deleted |
Sync Book Partner |
When you change the association of a partner user who is the record owner, the workflow associates or disassociates the partner book and partner account with the record as shown in the following table.
| Workflow Name | Workflow Menu Selection | ||
|---|---|---|---|
Record Type |
Trigger Event |
Action |
|
OPS_Acct_BeforeModRecSav |
Account |
Before modified record is saved |
Sync Owner Partner |
OPS_Acct_ModRecSav |
Account |
When modified record is saved |
Sync Owner Partner |
OPS_Acct_NewRecSav |
Account |
When new record is saved |
Sync Owner Partner |
OPS_Fund_BeforeModRecSav |
Fund |
Before modified record is saved |
Sync Owner Partner |
OPS_Fund_ModRecSav |
Fund |
When modified record is saved |
Sync Owner Partner |
OPS_Fund_NewRecSav |
Fund |
When new record is saved |
Sync Owner Partner |
OPS_Lead_BeforeModRecSav |
Lead |
Before modified record is saved |
Sync Owner Partner |
OPS_Lead_ModRecSav |
Lead |
When modified record is saved |
Sync Owner Partner |
OPS_Lead_NewRecSav |
Lead |
When new record is saved |
Sync Owner Partner |
OPS_Opty_BeforeModRecSav |
Opportunity |
Before modified record is saved |
Sync Owner Partner |
OPS_Opty_ModRecSav |
Opportunity |
When modified record is saved |
Sync Owner Partner |
OPS_Opty_NewRecSav |
Opportunity |
When new record is saved |
Sync Owner Partner |
OPS_Prog_BeforeModRecSav |
Partner Program |
Before modified record is saved |
Sync Owner Partner |
OPS_Prog_ModRecSav |
Partner Program |
When modified record is saved |
Sync Owner Partner |
OPS_Prog_NewRecSav |
Partner Program |
When new record is saved |
Sync Owner Partner |
When you change the association of a partner account association with a record, the workflow changes the partner book association as shown in the following table.
| Workflow Name | Workflow Menu Selection | ||
|---|---|---|---|
Record Type |
Trigger Event |
Action |
|
PBS_AcctPart_BeforeModRecSav |
Account Partner |
Before modified record is saved |
Sync Partner Books |
PBS_AcctPart_ModRecSav |
Account Partner |
When modified record is saved |
Sync Partner Books |
PBS_AcctPart_NewRecSav |
Account Partner |
When new record is saved |
Sync Partner Books |
PBS_AcctPart_RecDel |
Account Partner |
Before record is deleted |
Sync Partner Books |
PBS_FundMemb_BeforeModRecSav |
Fund Membership |
Before modified record is saved |
Sync Partner Books |
PBS_FundMemb_ModRecSav |
Fund Membership |
When modified record is saved |
Sync Partner Books |
PBS_FundMemb_NewRecSav |
Fund Membership |
When new record is saved |
Sync Partner Books |
PBS_FundMemb_RecDel |
Fund Membership |
Before record is deleted |
Sync Partner Books |
PBS_LeadPart_BeforeModRecSav |
Lead Partner |
Before modified record is saved |
Sync Partner Books |
PBS_LeadPart_ModRecSav |
Lead Partner |
When modified record is saved |
Sync Partner Books |
PBS_LeadPart_NewRecSav |
Lead Partner |
When new record is saved |
Sync Partner Books |
PBS_LeadPart_RecDel |
Lead Partner |
Before record is deleted |
Sync Partner Books |
PBS_OptyPart_BeforeModRecSav |
Opportunity Partner |
Before modified record is saved |
Sync Partner Books |
PBS_OptyPart_ModRecSav |
Opportunity Partner |
When modified record is saved |
Sync Partner Books |
PBS_OptyPart_NewRecSav |
Opportunity Partner |
When new record is saved |
Sync Partner Books |
PBS_OptyPart_RecDel |
Opportunity Partner |
Before record is deleted |
Sync Partner Books |
PBS_ProgMemb_BeforeModRecSav |
Program Membership |
Before modified record is saved |
Sync Partner Books |
PBS_ProgMemb_ModRecSav |
Program Membership |
When modified record is saved |
Sync Partner Books |
PBS_ProgMemb_NewRecSav |
Program Membership |
When new record is saved |
Sync Partner Books |
PBS_ProgMemb_RecDel |
Program Membership |
Before record is deleted |
Sync Partner Books |