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What do I Need to Know about Customizing my Business Processes in CRM On Demand using Field Validation, Default Values, and Workflow, and Expression Builder? (Doc ID 1800063.1)

Last updated on JANUARY 22, 2020

Applies to:

Oracle CRM On Demand - Version 031CS and later
Information in this document applies to any platform.

Purpose

 What do I Need to Know about Customizing my Business Processes in CRM On Demand using Field Validation, Default Values, and Workflow, and Expression Builder?

Questions and Answers

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In this Document
Purpose
Questions and Answers
 1. Where can I configure Business Rules in Oracle CRM On Demand?
 2. When do we use Field Validation and when do we use Workflow Rules?
 3. Do Default Values apply to record updates or just to new records?
 4. What are the performance implications of Workflow Rules?
 5. How many Workflow Rules can I configure?
 6. Can I configure Workflow Rules that are specific to a particular role or channel (UI, web services, etc)?
 7. Can we create calculated fields?
 8. Can a single Workflow Rule be used across record types?
 9. Can you use a Workflow Rule to send notifications about records that are past due or that haven't been looked at for a while?
 10. Workflow only shows two actions, Create Task and Send Email. I thought there were more. Where are the others?
 11. What is the Expression Builder?
 12. Where do I get more information on the Expression Syntax?
 13. When I put a simple Field Validation expression on an “Amount” field, it does not seem to work: [<Amount>]>1000.
 14. Do expressions and fields have datatypes? Do those matter?
 15. Why do we sometimes use square brackets around a field and sometimes not?
 16. Can I use an If-Then-Else expression? What is the syntax?
 17. Can I check if a field was updated before firing off a workflow action? How do I access the previous value for a field during an update?
 18. We have a PRE expression that determines if a particular field value has changed. The expression PRE('<FieldName>') <> [<FieldName>] does not seem to work if the previous value was never set. What should we do?
 19. I want to determine if a picklist field has a certain value, such as [<AccountType>] = "Customer". It does not work as expected. What should I do?
 20. In what case is a Field Validation expression not evaluated? In what case does it not give an error message?
 21. I am configuring a workflow expression. The expression is syntactically correct, but it does not seem to work. Is there a way to troubleshoot?
 22. I am fairly sure I have configured this right. This seems like a product issue.
 23. Where can I look besides this FAQ to get more information about Business Processes?

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