Page Comparison

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1. Data Object Class

The entity's DO class must implement ICRMDOWorkflowRuleEntity interface and its 28 methods:

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Also if you want 'Applicable on Entity Types' setting to be available <typeentityid> must be defined as well as the corresponding entity.

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title	Audit Trail Workflow Rule Entities

Code Block

language	xml
title	entities.xml
collapse	true

<entities>
		<entity>
			<id>CUSTOMRENTALS</id>
			<name>key_rental</name>
			<tablename>TRN_RENTALS</tablename>
			<classname>com.crm.dataobject.rentals.CUSTOMCRMDORental</classname>
			<moduleid>CUSTOM_RENTALS</moduleid>
			<metadatafile>rentals</metadatafile>
			<workflowruleincluded>true</workflowruleincluded>
			<typeentityid>CUSTOMRENTALTYPES</typeentityid>
		</entity>
		
		<entity>
			<id>CUSTOMRENTALTYPES</id>
			<name>key_rental_type</name>
			<tablename>TRN_RENTALTYPES</tablename>
			<classname>com.crm.dataobject.rentals.CUSTOMCRMDORentalType</classname>
			<moduleid>CUSTOMRENTALS</moduleid>
			<metadatafile>rentaltypes</metadatafile>
		</entity>
	...
</entities>

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3. Fields Metadata file

In fields metadata file, <audittrailexcluded> :

1. <workflowruleactionincluded> tag's value must be set to

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1. true for the fields that you want to be available

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1. in 'Update Information' sub-section of 'Actions' section. Keep in mind that <audittrailexcluded> default value is false

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1. . (see Image 1)
2. <workflowruleconditionincluded> tag can include any of the following values (separated by comma (,) if more than one is to be defined):
  1. FIELD_CHANGE: When you want the specific field to be available in 'Conditions' section when the condition type is 'When Specific Field Changes' (see Image 2)
  2. FIELD_CONTAINS_VALUE: When you want the specific field to be available in 'Conditions' section when the condition type is 'When Specific Field Contains Specific Value' (see Image 3)
  3. FIELD_FROM_TO_VALUE_CHANGE: When you want the specific field to be available in 'Conditions' section when the condition type is 'When Specific Field Changes From A Specific Value To Another Specific Value' (see Image 4)

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title	Monitored Condition and Action Fields

Code Block

language	xml
title	entitiesrentals.xml
collapse	true

<entityfieldconfig>	
	<mainfield>
		<id>custom_number</id>
		<name>key_number</name>
		<xpath>number</xpath>
		<csrexcluded>true<<qlfieldname>rental.number</csrexcluded>qlfieldname>
	<plarexcluded>true</plarexcluded>
	<acrexcluded>true<<segmentpreviewname>ENTITYNUMBER</acrexcluded>segmentpreviewname>
	<audittrailexcluded>true</audittrailexcluded>
</mainfield>
	<fields>
		<field>
			<id>custom_type</id>
			<name>key_type</name>
			<relatedentityxpath>type</relatedentityxpath>
			<xpath>name</xpath>
		</field>
		<field>
			<id>custom_type_alt_account<code</id>
			<name>key_type_alt_account<code</name>
			<relatedentityxpath>accountReceivable<<relatedentityxpath>type</relatedentityxpath>
			<xpath>name<<xpath>altCode</xpath>
		</field>
		<field>
			<id>custom_state<account</id>
			<name>key_state<account</name>
			<xpath>state<<relatedentityxpath>accountReceivable</xpath>relatedentityxpath>
		</field>
		<field>
			<id>custom_effective_date</id>	<workflowruleconditionincluded>FIELD_CHANGE</workflowruleconditionincluded>
			<name>key_effective_date</name>
			<xpath>effectiveDate<<xpath>name</xpath>
		</field>
	...
</fields>
<collections>
		<collection>	<field>
			<id>custom_items<state</id>
			<name>key_items<state</name>
			<relatedentityxpath/>
			<xpath>items<<xpath>state</xpath>
			<csrexcluded>false</csrexcluded>
			<plarexcluded>true</plarexcluded>
			<acrexcluded>true</acrexcluded>
			<method>
				<ejbname>CUSTOMCRMUIRental</ejbname>
				<methodname>loadItemsTab</methodname>
				<parameters>
					<parameter>
						<xpath>[DTO]</xpath>
					</parameter>
				</parameters>
			</method>
			<mainfield>
				<id>custom_serialNumber</id>
				<name>key_serialNumber</name>
				<relatedentityxpath>installedItem</relatedentityxpath>
				<xpath>serialNumber</xpath>
				<audittrailexcluded>true</audittrailexcluded>
			</mainfield>
			<fields>
				<workflowruleconditionincluded>FIELD_CHANGE,FIELD_CONTAINS_VALUE,FIELD_FROM_TO_VALUE_CHANGE</workflowruleconditionincluded>
			<workflowruleactionincluded>true</workflowruleactionincluded>
		</field>
		<field>
					<id>custom_code<effective_date</id>
					<name>key_producteffective_code<date</name>
					<relatedentityxpath>installedItem</relatedentityxpath>
					<xpath>product/code</<xpath>effectiveDate</xpath>
					<audittrailexcluded>true</audittrailexcluded><workflowruleconditionincluded>FIELD_FROM_TO_VALUE_CHANGE</workflowruleconditionincluded>
				</field>
				<field>
					<id>custom_expiration_type<date</id>
					<name>key_productexpiration_type<date</name>
					<relatedentityxpath>installedItem</relatedentityxpath>
					<xpath>product/type/name<<xpath>expirationDate</xpath>
					<audittrailexcluded>true<<workflowruleactionincluded>true</audittrailexcluded>workflowruleactionincluded>
				</field>
		</fields>
	</collection>
</collections>

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 </entityfieldconfig>

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Image 2

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Image 3

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Image 4

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4. Data Entry Page

If you want any fields to be available in

'Update Information' sub-section of 'Actions' section and/or
'Conditions' section when the condition type is 'When Specific Field Contains Specific Value' and/or
'Conditions' section when the condition type is 'When Specific Field Changes From A Specific Value To Another Specific Value'

workflow rule data entry page must be customised in order for the elements responsible for specifying the field value in the above cases to be created.

For more information on customising data entry pages go to Customize Data Entry Pages.

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Old Version 5

New Version Current

Key

1. Data Object Class

3. Fields Metadata file

4. Data Entry Page