Workflow for Book Assignment

I tried assigining book of business for an Account based on following condition ;
Scenario > Created a new account
Account Details Page (filled with all required details)
Territory - North America (picklist)
& saved the account record
workflow details >
Record Type - 'Account'
Trigger Event - 'When new record saved'
Workflow rule - [<Territory>] = 'North America'
Action- Assign a Book
Book Name - North America (sames as territory name)
Assignment option- Replace type
Apply To - Both
I have checked all pre-requisites for workflow and all seems ok, but still this workflow is not working. Then i tried to use the REGION field on Account details page and it worked. I am not clear why the values in TERRITORY filed are not accepted whereas for REGION its works fine. Thanks to guide me on the same..

Try with Territory Id. (Territory is a joined field)

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Trigger Event = When new record saved
Workflow Rule Condition:
[<Owner>] = 'Rzeldin' OR 'JSchmuke'
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Order is not eligible for booking. check workflow status for this order oracle in r12

hiii
order is not eligible for booking. check workflow status for this order this type error occurs when i m going to book order
thanks

Hi,
Certain points need to check :-
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Could you please show the workflow log or screenshots.
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Syed Hasan

Book assignment using workflow

We are using around 400 workflows to automatically assign Books for record types > Account, lead, Opportunity & activity. User are reporting performance degradation..I would like to know ;
If number of workflow could be the reason for performance degradation?
If its not a good practice to have so many workflows? Book staructure is flat and data only in leaves..
Today its simple expression with trigger event "New record saved" & "Modified record saved", can change in expression help improve performance?
Is 'Manager visibilty' has some roles to play ?
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Edited by: user9283045 on Mar 21, 2010 11:48 PM
Edited by: user9283045 on Mar 21, 2010 11:50 PM

Just wanted to update this with how I solved the issue.
I used [<OwnerId>] = "AEOA-L1QUR"
I included double quotes and realised i was mistakenly using the owner integration id rather than the owner id.
When using the Alias field it appeared to work when i used double quotes, but the alias field is set AFTER the workflow fires so it is not much use!!

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Assignment of Travel Workflow for ESS

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If i'm using a customized workflow for travel in ess and not the standard workflow WS20000050, where do I make the assignment for it?

Hi Sandeep
After deactivating Standard workflow WS20000050,and activating your customized workflow, you have to assign agents for your custom workflow. Select agent assignement icon in the application tool bar(Red colour icon). Select the template and goto Attribute button, choose General task. After this Agent assignment only your workflow will get triggered.
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Unable to book order in oracle quoting. : APP-236113: Order is not eligible for booking. Check workflow status of this order

Dear All,
I am trying to book an order from oracle quoting. I am getting the following error and unable to proceed.
Please help me.
APP-236113: Order is not eligible for booking. Check workflow status of this order.
Thanks in advance.
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Gautam.

Gautam,
Check the profile option i.e. is to set the default order status while it is created from Quote.
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Hi,
The another option is to delete the contract version.. you can do this calling the BBP_PD_CTR_DB_DELETE & BAPI_TRACTION_COMMIT by sequential. get the change version guid from BBP_PD and pass the GUID to BBP_PD_CTR_DB_DELETE. make sure you have put 'X' for iv_save_on_db flag... this is not good way to do.. but the worst case this might help..
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Select a record to update and press the Edit button at the bottom of the main window. If the 'birthday Birthday' field label and field do not appear, open your Preferences… dialog and choose the Template pane, then add the birthday field by selecting it from the drop down menu labeled Add Field.
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Assign workflow for an appraisal

Hi all,
I have a problem, i don't know how to assigned a workflow for an appraisal. I had created an appraisal but after completed, it couldn't be approved. How can i do?
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Hi Tai,
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Hi All,
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Do revert.
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TIM

Hi,
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Oracle Performance linked to book assignment

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Hi,
The event FIPP.CREATED is raise via the customizing (SPRO)
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Have a look at ws10000051.
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Ronit.

Regd Workflow for a new custom page

HI ,
We have created 2 pages for some functionality where in user can login n serach for a person and update certain attributes like his source/company, assignment category etc.
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or is there a way we can send notification from backend without using workflow n it shud still come in the worklist of a person.
Regards,
Preeti

Hi Preeti
DECLARE
l_itemtype VARCHAR2(30) := 'XX_TEST';
l_itemkey VARCHAR2(300) := 'TEST';
BEGIN
Begin
wf_engine.createprocess(l_itemtype, l_itemkey, 'XX_MAIN_TEST');
Exception
when others then
dbms_output.put_line('Error in create process:' sqlerrm);
End;
BEGIN
wf_engine.setitemuserkey(itemtype => l_itemtype
,itemkey => l_itemkey
,userkey => 'USERKEY: ' l_itemkey);
EXCEPTION
when others then
dbms_output.put_line('Error in set userkey process:' sqlerrm);
END;
BEGIN
wf_engine.setitemowner(itemtype => l_itemtype
,itemkey => l_itemkey
,owner => 'SYSADMIN');
EXCEPTION
when others then
dbms_output.put_line('Error in set owner process:' sqlerrm);
END;
BEGIN
wf_engine.startprocess(l_itemtype, l_itemkey);
dbms_output.put_line('Process started');
commit;
EXCEPTION
when others then
dbms_output.put_line('Error in set owner process:' sqlerrm);
END;
END;These are the details of the functions used
1> wf_engine.createprocess
This API creates a new runtime instance of the workflow process, Pass the item type and item key for the workflow.
2> wf_engine.setitemuserkey
Use this API to mark the new runtime instance of the workflow process with an
end–user key
3> wf_engine.SetItemAttrText
Use this API to set values for the item type attributes defined for workflow process .E.g.: Email ID, Description defined in the workflow.
4> wf_engine.setitemowner
Use this API to set the value of owner (Of Workflow)
5> wf_core.context
In case of exception, it will help in locating source of an error.
6> wf_engine.startprocess
Use this API to invoke the workflow for the item type and item key specified.
Ajay

Approval workflow for creation of organization

Hi,
I need to configure an approval workflow for the creation of organization. When the admin tries to create a new org, the approval should go to a admin group. The org should get created only once approval is done. I have configured an approval workflow for the Xellerate Organization resource object. I have created an unconditional task where the assignment tab has the admin group. When I test it, the org gets created without going through the approval process. Could someone please tell me what am I missing?
Thanks,
Supreetha
Edited by: Supreetha on Jan 22, 2011 8:38 AM

You'll have to raise request for Dummy Organization. It's Order for Organization so will not appear for user.
I am not sure the full flow/complete requirement of your.
APMU, you want approval while creating Organization into OIM.
This is not possible OOTb when you create ORg in OIM.
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1 Dummy RO "OFO".
Attach one Object Form with this RO.
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Done !!!

Workflow for Book Assignment

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