Workflow Rule

Hi Every Body! Its a Urgent,
Can Any one tell me, How to use ztable user's in the task in Work Flow CRM?
The following steps I follwed for to get the user's...
1. I created a ztable for maintaining user's in CRM .
2. I created a zfunction module to get user's list of ztable to follow rule conventions.
3. I created a rule to use the above FM .
4. I am assigning this rule to a task but i am not able to get that users in the task .
Can any one tell me, How to find these user's in the task.
Thank you and Regards,
Vikram.C

hi vikram
can u tell me corrosponding to what values u maintained the users in Ztable,
imean u r trying to retrieve the users but by giving what values ,a customer id or a business partner number,
if u have done that then maintain the binding between rule container and workflow container with propoerties of the ru8le container should be import only not export.
do let me know what you have done...
regards
ashish

Similar Messages

Unable to evaluate workflow rule - Value too long for field

Need help with a workflow error for a record update before the record is saved. There are 3 calculations that would be done in a particular order - all on number fields. Each time, I am overwriting existing values. The individual numbers could have up to 6 decimal spaces. When I try to update one or more fields that contain the calculation, I get an error message saying that the system is unable to evaluate the workflow rule - value too long for field (zNum6).
This same calculation is fine when a new record is entered and the calculation is done as a default field value.
Any ideas?

I actually had to use a ToChar function at the beginning of the calculation and #### to indicate the number of digits to make this work. Oracle Help Desk provided the answer - quickly.

Create opportunity using workflow rule

Hi,
Is there a way to create an opportunity record using a workflow rule.
We want to be able to create a service opportunity to be triggered automatically by the sales person by either updating a flag or check box which inturn triggers
a workflow rule that can create an opportunity.
I am aware of using a web link to copy an existing opportunity.
Any ideas ?
Thanks
Swami

At this time this is possible by using Integration Events and using web services. CRMOD does not support Workflows that will automatically create an opportunity using a workflow

Workflow rules doesn't work for existing record!!?!?!?

Hi all,
I've created one workflow rule to update value from one filed to another. Here is my expression:
[<QuickSearch1>] <> [<plStatus_ITAG>]
and my action is
field name = "*Status" (QuickSearch1)
Value = <plStatus_ITAG>
and I tick on the Overwrite the existing value
This is work for new record, but for the existing one the field value doesn't chnage. Any suggestion??
Thanks
Note

The syntax should be: PRE('< QuickSearch1>') <> [<QuickSearch1>] for the condition.

Help writing a workflow rule

Hello Experts!!!
I need help writing a workflow rule condition to trigger the workflow. What I am aiming for is an email to be sent out when an opportunity is marked Closed/Won. But it can only be of a certain opportunity type (we use three options) and opportunity sub-type (we use two options) (these are custom fields we use)
Below are the fields that need to be used:
[<SalesStage>] = Closed/Won
[<OpportunityType>] = Acute
[<plOpportunity_SubType_ITAG>] = Tech
Thanks Again!!

Hi
Try:
[<SalesStage>] = Closed/Won AND [<OpportunityType>] = Acute AND [<plOpportunity_SubType_ITAG>] ='Tech'
Note that in case of picklists it is recomended to use the lookup value and not static text like 'Tech', but both will work.
Good luck
Guy

How to write workflow rules/expressions/SQL

Hi all.
We are recent users of CRM onDemand, we would like to write some workflow rules but cannot seem to find any information on how to do this. The help section is limited in answers, and some of the questions here are also not specific to what we would like to do.
Does anyone have any advice on books, web sites, etc. on where to find the knowledge we need on how to write the workflow rules and use SQL and expressions in CRM on Demand?
Thanks in advance!!

For your first case:
1. You cannot create a workflow in r15 for activity but in R16 you can
Create new to create a workflow
Name: Auto email send
record type: activity
trigger: when new record saved
rules: put your rules by clicking on the fx icon i.e this is where you are entering the rule saying the owner is different from the person who is creating the activity or the delegated field is filled (another way of looking at it)
then save the workflow
In the actions section
choose the action "Create Email Notification"
In the To: Section choose "Relative User on Record" and Choose "Activity Owner"
Save it. Make sure both the workflow and activity are marked active.
2. In your second scenario:
How do you expect to create an account and automatically populate the Sales rep's name - not sure
But you can create an opportunity and auto fill with the Account Owner's name by using this in the field validation (you do not need the workflow), you can use the FieldValueJoin function.
Hope this helps - btb there is no book you can go thro the help and you will find some directions

Workflow Rule Condition : impact of the "LookupValue"

Hello,
I would like to know something about he "LookupValue" (eg.1) impact in the "workflow rule condition". What is exactly the role of the "LookupValue"? Does it have an impact if I decide to delete it and just write the value needed (eg. 2) ?
eg.1 : ... =LookupValue("OCC_CUST_LOV_OPTY_4", "Value Needed")
eg.2 : ... =("Value Needed")
Could someone help me?
Thanks and regards.
Edited by: user5840933 on 5 mars 2009 03:44

Hi !
The lookupValue function is very useful. Imagine you created 10 workflows with a condition such as : PICKLIST="Value".
Then imagine you have to modify the "Value" of this picklist in "Value2" for example. This means you will have to update your 10 workflows to put "Value2" instead of "Value".
Using the LookupValue function, it will automatically get the picklist value based on the code corresponding to the value.
LookupValue(PICKLIST, "A") will return the value corresponding to the code "A", no matter what the value is.
In the expression builder, after chosing the field in the picklist, click on the link "Get acceptable values". Then click on a value and the LookupValue function will appear in your expression.
Hope this will help, feel free to ask more !
Max
[See Mike L announcement|http://forums.oracle.com/forums/ann.jspa?annID=883]

Help with applescript/workflow/rule that would unflag mail when read (...)

Here's my scenario:
I have quite many mail.app rules that automatically filter and file incoming mails from newsletters, SNS, work, friends etc. and they all go in specific mailboxes (200+)
I also have some rules that I trigger using MailActOn.
Since with Lion theres now 6 different flags (and that you can rename them) I've included them in the rules actions and set them up to the following categories:
- To Do
- To Do Later
- To File
- News
- Personal
This actually allows me to have these smart mailboxes to appear only when they are flags active.
Now for the first three I want to keep the flags permanently until I'm actully done with them.
But for the "news" and "personal" ones I want to have them "unflag" once I read them.
So to recap, is there a way to systematicall/periodically unflag messages when they are read from specific mailboxes or if they are flagged with a particular flag?
I'd really appreciate if someone would help me out figure out an adequate solution to what I'd like to achieve.
I'm not sure if a kind of a combination of either applescript/workflow/rule would actually make it work...

Here's my scenario:
I have quite many mail.app rules that automatically filter and file incoming mails from newsletters, SNS, work, friends etc. and they all go in specific mailboxes (200+)
I also have some rules that I trigger using MailActOn.
Since with Lion theres now 6 different flags (and that you can rename them) I've included them in the rules actions and set them up to the following categories:
- To Do
- To Do Later
- To File
- News
- Personal
This actually allows me to have these smart mailboxes to appear only when they are flags active.
Now for the first three I want to keep the flags permanently until I'm actully done with them.
But for the "news" and "personal" ones I want to have them "unflag" once I read them.
So to recap, is there a way to systematicall/periodically unflag messages when they are read from specific mailboxes or if they are flagged with a particular flag?
I'd really appreciate if someone would help me out figure out an adequate solution to what I'd like to achieve.
I'm not sure if a kind of a combination of either applescript/workflow/rule would actually make it work...

Purchase order release workflow rule

Hi ,
I have made a zcopy of standard workflow(WS20000075) for PO release. My requirement is that there are three level of approvers who have to release the PO. MM consultant says he will assign the approvers for all three levels from SPRO. As per the std workflow there is only one level of approval as far as i have understood .every time if approver rejects the po the mail should go to outlook also , to initiator and the next approver .
standard rule 20000027 is taken care for all three levels of approvals ..what is the binding for rule to workflow?
from workflow side what are the customize things should i follow..i am new to this MM workflow can u please guide me ..
thanks,
sandeep chennoju .

Hi Sandeep
The requirement changed!!!! :-)
Okay...for the email on DEADLINE BREACH
1) You Do not need the fork in the deadline branch
2) Instead, call an Activity Step which calls a method -> Input: WF Initiator (full US + Username), PO Number and the Current Release code
3) In the method coding, call rule 20000027 using FM RH_GET_ACTORS, get the agents (with OTYPE) for the PO and Current Release code
4) Now Fill an internal table (of type TSWHACTOR) with OTYPE and OBJID returned from the above Function Call
5) Append WF Initiator to this table -> OTYPE = US and OBJID = username
6) So you have a table with CURRENT Approvers and the Initiator
7) Pass back this table to task and workflow
8) Now use a mail step, Set Recipient Type as 'G' (org Object) and EXPRESSION = that TABLE passed from above call (type TSWHACTOR)
9) Ensure that the settings are done for SO16 -> Tab Mail Sys Grp -> Send to users home address is selected (in each client – this is not transported, hence maintain in every system once)
10) Ensure that the users have their email ID maintained in User Master (SU01) and the communication Method Set as INT (OR Email is maintained in HR Master Infotype 0105 - if your setup is using that)
11) Ensure Job SWWDHEX is running periodically in the background
12) Ensure Basis Settings and send job are in place to send outbound emails
What will happen when the deadline gets over:
1) SWWDHEX job will pick up the item and the control will come to deadline branch
2) The new step/method will get the agents of Current release code using the FM Call; it will also add WF Initiator to the list
3) The mail step will send to the ORGNIZATIONAL Objects (the Usernames, Positions passed to it in table of type TSWHACTOR)
4) SO16 settings will ensure that the mail is sent to the email address
5) Email address is picked up by the system automatically from User Master or HR Info type 0105 (order is really not known)
6) Basis settings and send job will send the email out of the system
I hope I was able to get your requirements right this time and these will not change :-)
Regards,
Modak

Error handling in Workflow rules to determine agents.

Hi there,
I have a rule, if it fails. I need to send a SAP mail. Or skip that particular user decision step... Please.let me know what ahould be done for this.
Thanks,
Sukumar.

Basically you need to execute the rule already before the actual decision step. What kind of rule do you have? If it is based on a function module, you can copy the code from the function inside your own method, and then use this method in a separate background step before your decision step. And if the agent cannot be determined you can skip the step, or whatever you want. And if you are familiar with ABAP OO and how to use it in workflow, you can include the above-mentioned logic inside a functional method of a class, and then use a condition step (with the functional method) instead of the separate background step.
Also, if you are not using a rule that is based on a function module, you can always find a way how to programatically call the rule in your code. There are lots of examples in SDN (or WUG).
Regards,
Karri

Query in Workflow - Rule

Hello Expert,
I want to know how to figure out the entire process done by the rule. as in what are the tables , fields are included/attached with a particular rule.
e.g. Rule : 00900010.
Now, in this rule, how to determine the entire process? How does this end up returning a org unit/position?? What are the tables it goes through? How does it function??
Please Explain..
Thanks!!
Regards,
Sam

Hi Sam,
Well, what happens is you pass the parameter purchasing group and the role gets an instance of the business object T024 (Purchasing Group). One of the attributes of this object is agents - that is people linked to the purchasing group using something like transaction PPOMA. The code called by this attribute is:
* Put the object under consideration into the container for attribute
* evaluation.
swc_set_element ac_container 'ORG_OBJECT_ID' self.
swc_container_to_persistent ac_container.
* Get the agents corresponding to this
* object.
call function 'RH_SAP_ORG_OBJEC_ACTORS_GET'
       tables
          ac_container     = ac_container
            actor_tab        = rh_agents
      exceptions
          no_active_plvar = 1
          objtyp_not_valid = 2
         no_actor_found   = 3
              others           = 4.
* Put the result into the container.
object-agents[] = rh_agents[].
swc_set_table container 'Agents' object-agents.
What this means is that the org object is the purchasing group, and the function uses the organisation hierachy and relationships to return those poeple with an assigned relationship to the purchasing organisation.
This is passed back to the rule and thus to the workflow as an internal table of the structure swh_actor.
So in this case there is no function module or responsibility, the rule is just getting ALL agents with a relationship to the purchasing group.
Regards
Gareth
Message was edited by:
        Gareth Ellem

Workflow Rules

Hi All,
I have created a workflow,in which i am determining agents by Rule.If we go to transaction 'pfac' and excute the rule it gives me the required result but after using the rule in workflow it is not at all giving me any result ( i.e the workitem is send to all users )I even tried sending it hardcode values.
Thankx and Regards,
Prajakta

When you say
> 1) I have tried all that before , i.e the
> binding's,type of the conatiners etc .
Does that include authorization checks? Because:
> 2) For this worflow we have Test users so they dont
> have access to any other transactions other than
> Inbox and Marketing Planner, so the other thing
> cannot be tried.
That seems to back up my suggestion that you look into authorizations. Other ways to check:
Immediately after the user of the previous step has executed their bit, do a /NSU53 in the same session. This is because the agents of a task are evaluated by the previous task's user if it is a sequence of dialog tasks.
Alternatively, insert a dummy background step before the failing one - this will switch processing to the system user WF-BATCH.
Another way to test this is to change your agent assignments to make sure the step which is failing and the one before it are executed by yourself - since you have the necessary auth's.
Cheers,
Mike

ESS W2 Reprint workflow Rule HR Administrator

Hi,
I am using std . workflow WS01000090 for W2 reprint.I have a requirement -
the notification of request for w2 should go to two diffrerent transaction centers via email and not the HR Administrator. How do I modify the the standard rule 60100010 (HR Administrator) ? Please help me with valuable suggestions.
R/3 system is 4.7 and ESS BP version is 50.1
Thanks
-Apparao

Hi
The best suggestion is to use a custom Function module in the Rule (60100010) to call the email IDs of the users / administrators.
Pl do reward if this helps.
Narasimha

Decode the Workflow Rule

Hi,
I am working on AIA, to integrate the Siebel On Demand with On Premise ... I have come across a PDF which mentions this Wokrflow Rule Condition, However I am not really sure what this condition is ...
([<plSync_Status_ITAG>] = LookupValue
("OCC_CUST_LOV_ACCOUNT_1", "Sync⇒
ON"))
OR ([<plSync_Status_ITAG>] = Lookup⇒
Value
("OCC_CUST_LOV_ACCOUNT_1", "Sync⇒
FAILED"
Could anybody please atleast guide as to what this condition checks ?

<plSync_Status_ITAG> = the field name, I would guess Sync Status. If you aren't sure and it's a custom field you can find this value by going into Field Setup - rename Fields - Advanced. pl means picklist so it's going to be a picklist field.
LookupValue("OCC_CUST_LOV_ACCOUNT_1", "Sync⇒ON") when you add a value from a picklist to a workflow it is best to add the field then the = the click Show values, when you select the value SYNC ON this is what it will add into the formula.
So your formula says Sync Status equal to Sync on OR Sync Status equal to Sync Failed.
cheers
Alex

Workflow rule transporting problem

Hi,
When i am trying to transport rule to from dev system to client system it is not getting copied can any body tell how to copy the rule data from dev to c system

Hi!!!
Thanks for ur prompt helps. Actually instead of OBJECTID I was passing the Obj-key and not the OBJECTID. This was creating problem. But still dont know why it was creating the prob.
Anyways THANKS A LOT.
Regards,
Sudipto.

Workflow Rule

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