Object Work Flows – Event Actions

Object Work Flows – Event Actions :

             

Creating Object work flow with the  Field update , Email Notification and TaskCreation Event Actions when the Status of the service request is Closed.

Select the Object Work Flow from  CRM application Composer --> Common Setup -->Object work flow

            1. you can create search for existing Object workflow configurations or  you can create new one.

Create New Object WorkFlow :

              1. Click on new icon on the Object work flow area.

              2. Select the object(ServiceRequest-Tickets) , on which object you want to configure the object workflow

              3.Give name as "Status Change"

               

          Define Event Point :

                

                     4. Select  Event Point  as " when a record updated" .

           Define Event Condition :

                     

                       5. write the condition by using expression builder like below 

                             

             Define Event Actions :

             

                        Field updates :  Configure automatic field updates by specifying which fields that you want to update and values to apply when the above Event condition trigger.

              How Configure Field Event Action :
                       
                    1. Click on New button on the 'Field updates' in 'Actions' area.

             2. Give name , and select the field has to update and give the value to apply when Event condition accrues .  

          3. Then save and close, now your event action on field is ready.

         How Configure Email Event Action :

         Configure an object workflow to send e-mail communications to the intended recipients when defined condition is met . To send e-mail template for your notification . you can either use an existing template or create one for your business need.

          Create Email Template and Event Action :

          1. Go to Object workflow ---> create Objectworkflow --> Actions--> Email --> new

        2  Give name of the Event action and click on new icon  to create E-mail Template.

        

       3. Configure Template as per your business needs. here is one example

   

     4. save and close and give the email id to whom you want to send mail in the Event action page.

     5.  Save , now your Email Event Action is ready.

Note: you can attach up 10 MB Size documents 

How Configure Task Creation  Event Action :

Send task notifications to specify Resources when a trigger condition is met.

1. Click on the new icon button on the "Task Creation " in the Actions area., then configure like below.

2. Save , now your Task Creation Action is ready.

How Configure Outbound Message  Event Action :
                 
          To send outbound messages to a web service at a specified endpoint URL.An endpoint URL is an external web service that shares the data with Oracle fusion CRM.

1.  Click on the new icon button on the "Outbound Messages " in the Actions area., then configure like below.

2. Save  , now your outbound message Event action is ready.