Record Types for Which Oracle CRM On Demand for Partner Relationship Management Workflow Rule Actions Are Supported

The record types that support workflow rule actions for partner accounts are as follows:

Account
Lead
Opportunity
Fund
Fund Credits
Fund Debits
Partner Program

Note: The record type and the trigger event for a workflow rule determine which workflow rule actions are available for the workflow rule.

The following table describes the configuration of workflow rule actions for partner relationship management.

Table Workflow Actions for Partner Accounts

Workflow Rule Action	Configured for a Specific Record	Trigger Event and Outcome	Comments
Sync Partner Books	Child Record (For example, Account Partner)	When new record is saved. All books associated with the partner account are associated with the child record.	None
		Before record is deleted. All books associated with the partner account are removed from the child record.	None
		Before modified record is saved. If the partner account on the child record was changed, then all books associated with the previous partner account are removed from the child record.	None
		When modified record is saved. If the partner account on the child record was changed, then all books associated with the new partner account are associated with the child record.	None
Sync Book Partner	Child record for the book (For example, Account Book)	When new record saved. The book's partner account is associated with the child record for the book. All other books associated with the partner account are also associated with the child record for the book. Before record is deleted. The book's partner account is removed from the child record for the book.	Removing a book makes the partner account child record inactive, but it does not delete it. However, removing a partner account child or making it inactive, deletes the book.
Sync Owner Partner	Parent Record (Example: Lead)	When new record saved. The record owner's partner account is associated with the parent record. All books associated with the partner account are also associated with the parent record. Before modified record saved. If the owner of the parent record was changed from a partner user, then the previous owner's partner account is removed from the parent record. All other books associated with the previous record owner's partner account are also removed from the parent record. (Using this workflow action in this instance is optional depending on your business rules.) When modified record saved. If the owner of the parent record was changed to a partner user, then the new owner's partner account and associated books are associated with the parent record.	To ensure that the book information is synchronized, you must specify the workflow rules with the When new record saved trigger, and a rule with the When modified record is saved trigger. However, depending on your company's business rules, you may or may not choose to set up a rule using the Before modified record saved trigger, if your business rules dictate that changing an owner does not necessarily remove the previous owner's partner account and books from the record type.