Workflow e-mail across record types

Hi Everyone,
I've created a workflow to send an e-mail every time a new account is created. The e-mail contains the account details like name, address, etc. In the same e-mail I'd also like to include any contact data that is associated with the new account. Is this possible?
Thanks!
Sharon

Hi
What you can do is Put joinfield Post Default on some of the custom fields on contact to pull data from Account. Now your caontact had both conatct and account data.
Step2:
craete a WF on Contact Object Both on new record is craeted nad modified. then passs latt the fields in email from conatc.
hope that solve your business requirement
please share your feedback on this
Cheers

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Can a field validation point to fields of another record type?

Field Validation based on another Record Type Field
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Hi !
I'm afraid this is not possible for the moment. You'll have to wait for the Release 16 I think to have such possibilities.
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Hi All,
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Users on one specific sub-site reported that they are unable to add site columns to content type. When user clicks "add existing site column" user get error message - upon looking up on ULS, it indicate there were duplicate column "System.ArgumentException:
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Hi Sin,
According to your description, my understanding is that the users got an error when clicking “add existing site column”.
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Wendy Li
TechNet Community Support

Workflow Notification Mailer error

Hi all,
I am logged in Application Manager and it shows that Mailer "Stopped with error".
Service Instances for Generic Service Component Container shown as running.
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Definition
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Where do I need to look for a resolution?
Thanks,
Eugene

Hi,
Have a look at the following documents.
Note: 463354.1 - How to troubleshoot 'Validation failed' errors when starting mailer
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=463354.1
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https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=753845.1
Note: 257723.1 - Error SvcComponentContainer
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=257723.1
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Hi,
I have installed Oracle Workflow Server Release 10.1.0.3 for Linux x86 standalone on a on a 10.1.0.4 database run the configuration assistant. The DAD is configured in the 10G Standalone HTTPD which i installed from the 10.1.0.3 companion CD and after sorting out a number of installation issues the installation was successful.
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Oracle® Workflow Installation Notes for Oracle Database Release 2.6.3 February 2004 Part No. B12169-01
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regards,
Brenden

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List of steps: (if you go for silent installation you don 't need to do the post config in workflow manager anymore, and mailer shall be ready to run)
for wf shipped with DB
1. follow offical installation note
2. it will ask for a apache home to be used as middle tier
3. run through all steps
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Regards,
Kun

Workflow Notification Mailer continues to fail with a STOPPED_ERROR component status

We are running the E-Business Suite version 12.1.3 (Standard) on Solaris Operating System (SPARC 64-bit). Multi-Org enabled. We just applied over the weekend RUP 7 patch 18004477. We have several seeded and customized workflows running (HR, BENEFITS, GRC, AP, AR etc).
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Message was edited by: GregTruta

Hi Greg,
Please see:
Users Suddently Stop Receiving Email Notifications (Doc ID 467516.1)
Error in log ~ The agent could not be found: ECX_INBOUND (Doc ID 1188056.1)
Thanks,
Hussein

Problem with the Workflow Notification Mailer

Hi Community,
Recently we have just installed the E-Business Suite release 12.0.4 from e-delivery.oracle.com for Linux x86-64 using the VISION Demo database, in order to see and test the release for a future upgrade of our Production environment.
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Hi,
I had the same issue and I found that Oracle Workflow does not attach files. The solution is to create a table with blob, clob, ordsys, etc data types and reference to the file from a notification and a message.
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Santiago Meneses
[email protected]
Quito-Ecuador

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just trying through this
There r 2 path A and B
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Hi,
I got the following error and I have restart the services but still facing the same problem, Please advice
Definition
ID 10006 Name Workflow Notification Mailer
Startup Mode Automatic Container Type Oracle Applications GSM
Inbound Agent Workflow Notification In Queue Outbound Agent Workflow Notification Out Queue
Correlation ID
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Please post the details of the application release, database version and OS.
Validation failed for the following parameters -> {OUTBOUND_SERVER=Unable to make a network connection.}. Please see these docs.
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Workflow Cannot Connect to IMAP Sever: "Unable to Make a Network Connection" [ID 577592.1]
Error Validation Error Has Occurred: Unable To Make A Network Connection During Mailer Setup [ID 834054.1]
How to Perform a Meaningful SMTP Telnet Test to Troubleshoot Java Mailer For Sending Email Notifications [ID 753845.1]
How to Troubleshoot 'Validation failed' Errors when Starting the Mailer [ID 463354.1]
Unable To Connect To The Mail Account. Check The Host, User Name And Password [ID 1123684.1]
Workflow Mailer Will Not Start Stays In Starting Status [ID 837893.1]
Mailer cannot Connect to IMAP Server on Oracle Applications R12.1.1 [ID 1300542.1]
Java Mailer not Starting Error in Handling Component Event [ID 297725.1]
Inbound Processing Is Not Happening While Approving/Rejecting From Emails [ID 418931.1]
Unable To Start Notification Mailer After Upgrade To 10.2.0.3 [ID 725852.1]
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Passing Record type parameter from one session to other session

Hi,
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Al-Salamu Alikum We Rahmatu Allah We Barakatu...
want this place from to be passed as a parameter to the shipping bill form..... using web.show_documentwhy don't u think of just passing data parameter or global parameters from one form to another
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I want to assign these 5 record type to particular Book when to create & modify.
Eg. When I create new account it should be automatically assigned to Book 1 & later I modify this account for reassignment to new user then it should be automatically added to the new user’s book.
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Mangesh,
I am sorry to tell you that there is no quick answer to this but i will say that maybe you need to rethink your book structure and their requirements here.
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Auto-populating fields based on another field (must access dif record type)

This is a long one. I basically want to know if it's possible to have several fields auto-populated based on the data in another. It gets a little tricky here, because the information I want to auto-populate will have to be searched for in another record type. An example will hopefully make my request clear:
I have 10's of thousands of records of the "Product" record type that each have a product number. Well, let's say I have several fields to enter into an "Opportunity" record type, based on the information for this product number in the "Products" record type. I want to know if I can enter the product number on the "Opportunity" record, and have OnDemand go look up this product number in the "Product" record type, pull information from that record, and auto-populate that additional information in certain fields back on the "Opportunity" record that I am entering information for.
I know a workflow can do this on simple things where you have a few different part numbers and can create a workflow for each, but I literally have 40k part numbers, and I can't very well create that many workflows. If there was a way to dynamically script the workflow to use the part number in the field on the "Opportunity" record and go fetch the data to auto-populate, that would be nice.
I also can't use a cascading picklist because, again, there are around 40k products records and picklists have a limit to how many choices you can have.
My think tank has run empty, and I am out of ideas. I was wondering if there is any other way to get this done, or if it's even possible?
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B
Edited by: user10885599 on Feb 5, 2009 11:54 AM

As I read this, I am wondering if you would be able to use the new JoinFieldValue() function to update the fields. The problem is that the Opportunity record does not have a direct link to products. The Revenue table does however, so you should be able to do this from Revenue, if that is how you are using the application.
The process would be to create a workflow that watches for new Revenue records, and updates the new fields in the Revenue object using the JoinFieldValue function to pull the data.

JoinFieldValue Revenue Record Type

I have been trying to either create a workflow, or enter a Default Value, on a custom field under Opportunity.
I am trying the following JoinFieldValue('<Revenue>',[<OpportunityId>], '<Custom_Qty>') <--There are brackets around <OpportunityId>, just not displaying in thread.
I got the syntax and record type from the online help, but I am getting an error "Field name ‘Revenue’ is invalid(SBL-SBL-00000)".
We are using Revenue Record Type.
Can someone please assist?
Thanks!

CRMOD has contacted me back and says that Revenue is not available for JoinFieldValue, but the online help file shows otherwise. Anyone else see that they do have Revenue listed under the Record Type?
https://secure-ausomxdsa.crmondemand.com/docs/1.10.0.1080.0.00/enu/help/index.htm?toc.htm?ebjoinfieldvaluehelp.html
not sure if you will be able to get to the link above, but that is the documentation that I am looking at.

Apply workflow to approval task content type

Here's the backstory. I created an OOB Approval Workflow which created a content type called "Approval Workflow Task (en-US)". I created a new site column called Contract. I applied this site column to the Approval Workflow Task (en-US) content
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Am I missing something?

Hi Mike,
When we create a List Workflow in SharePoint Designer, then the workflow will be associated with the list and it will not be associated with the content types.
Per my test, we cannot start the workflow manually on the Tasks items which have been created based on the Approval workflow content type.
However, we can set the workflow to start automatically when an new item is created.
To start the workflow automatically when an item is created, please open the workflow in SharePoint Designer > go to the workflow settings page > select Start workflow automatically when an item is created.
Best regards.
Victoria
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
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Workflow e-mail across record types

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