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Creating Workflow Rule ActionsYou can create multiple actions for a workflow rule, up to a maximum of 25 actions for each rule. NOTE: If you specify more than one action for a workflow rule, the actions are performed in the order specified on the workflow rule, starting with the action numbered 1. Each action is completed before the next action starts. After you have created the workflow rule actions, you can change the order of the actions. For more information, see Changing the Order of Workflow Rule Actions. When creating workflow rule actions, you use the Siebel Query Language Expression Builder to select fields from records and to define expressions to calculate variables. You can merge the record fields and variables into the Subject and Message body text of an email, the Subject and Description text of a task, or the new value for a field that is to be updated. For more information about Expression Builder, see Creating Expressions with Expression Builder. Field names in expressions in the Subject and Description fields on tasks, and in the Subject and Message Body fields on emails, are designated by %%%[<FieldName>]%%%. For example, the specification for the text of an email could include the following: Hello Mr %%%[<ContactLastName>]%%%, This is similar to the syntax used in Web Links. For more information about Web Links, see Setting Up Web Links. If the same expression is used in places other than tasks and email, the expression is specified as "Hi Mr."+[<fieldName>]. Field names are replaced by field values when the workflow rules are implemented. Before you begin. To perform the procedures described in this topic, you must have the Manage Workflow Rules privilege in your user role. For information on adding privileges to roles, see Adding Roles. To create a workflow rule action
Related InformationSee the following topics for related workflow information: | ||||||||||||||||||||||||||||||||||||||
Published May 2008 |