Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

1. Data Object Class

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

...

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

Ui expand
titleAudit Trail Workflow Rule Entities
Code Block
languagexml
titleentities.xml
collapsetrue
<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>

 

...

    1. <workflowruleactionincluded> tag's value must be set to true for the fields that you want to be available in 'Update Information' sub-section of 'Actions' section. Keep in mind that <audittrailexcluded> default value is false. (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)
Ui expand
titleMonitored Condition and Action Fields
Code Block
languagexml
titleentitiesrentals.xml
collapsetrue
<entityfieldconfig>	
	<mainfield>
		<id>custom_number</id>
		<name>key_number</name>
		<xpath>number</xpath>
		<qlfieldname>rental.number</qlfieldname>
		<segmentpreviewname>ENTITYNUMBER</segmentpreviewname>
	</mainfield>
	<fields>
		<field>
			<id>custom_type</id>
			<name>key_type</name>
			<relatedentityxpath>type</relatedentityxpath>
			<xpath>name</xpath>
		</field>
		<field>
			<id>custom_type_alt_code</id>
			<name>key_type_alt_code</name>
			<relatedentityxpath>type</relatedentityxpath>
			<xpath>altCode</xpath>
		</field>
		<field>
			<id>custom_account</id>
			<name>key_account</name>
			<relatedentityxpath>accountReceivable</relatedentityxpath>
			<workflowruleconditionincluded>FIELD_CHANGE</workflowruleconditionincluded>
			<xpath>name</xpath>
		</field>
		<field>
			<id>custom_state</id>
			<name>key_state</name>
			<xpath>state</xpath>
			<workflowruleconditionincluded>FIELD_CHANGE,FIELD_CONTAINS_VALUE,FIELD_FROM_TO_VALUE_CHANGE</workflowruleconditionincluded>
			<workflowruleactionincluded>true</workflowruleactionincluded>
		</field>
		<field>
			<id>custom_effective_date</id>
			<name>key_effective_date</name>
			<xpath>effectiveDate</xpath>
			<workflowruleconditionincluded>FIELD_FROM_TO_VALUE_CHANGE</workflowruleconditionincluded>
		</field>
		<field>
			<id>custom_expiration_date</id>
			<name>key_expiration_date</name>
			<xpath>expirationDate</xpath>
			<workflowruleactionincluded>true</workflowruleactionincluded>
		</field>
		...
 </entityfieldconfig>

 

Image 1

Image Added

 

 

Image 2

 

Image 3

 

Image 4

4. Data Entry Page

If you want any fields to be available in

  1. 'Update Information' sub-section of 'Actions' section and/or
  2.  'Conditions' section when the condition type is 'When Specific Field Contains Specific Value' and/or
  3. '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.