<?xml version="1.0" encoding="UTF-8"?>
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<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
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<alerts>
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<fullName>AccAA_Submit_Mail</fullName>
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<description>资质审批通过</description>
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<protected>false</protected>
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<recipients>
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<type>accountOwner</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Olympus_OCM/AccessAvailableApproveModel</template>
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</alerts>
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<alerts>
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<fullName>Acc_ReleaseAlert</fullName>
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<ccEmails>OCM_AssetGZ@olympus.com.cn,OCM_Asset@olympus.com.cn,OCM_AssetSH@olympus.com.cn,youchang@prec-tech.com</ccEmails>
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<description>医院合规状态释放提醒</description>
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<protected>false</protected>
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<recipients>
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<recipient>TradeComplianceGroup</recipient>
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<type>group</type>
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</recipients>
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<recipients>
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<recipient>chunyan_jia@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>honglei_li@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>ji_lu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>jing_shao@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>liu_yang@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>shujuan_liu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>sijia_chen@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>weibo1_wang@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<field>FSE_GI_Main_Leader__c</field>
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<type>userLookup</type>
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</recipients>
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<recipients>
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<field>FSE_SP_Main_Leader__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Customer_Email_Template/AccountBlacklistReminder</template>
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</alerts>
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<alerts>
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<fullName>ActionEmail</fullName>
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<ccEmails>olympus@prec-tech.com</ccEmails>
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<description>发送先款标识取消邮件</description>
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<protected>false</protected>
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<recipients>
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<field>firstCreate__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Folder/EmailTemplate9</template>
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</alerts>
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<alerts>
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<fullName>ActionEmail1</fullName>
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<ccEmails>olympus@prec-tech.com</ccEmails>
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<description>发送经销商先款提醒邮件</description>
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<protected>false</protected>
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<recipients>
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<field>firstCreate__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Folder/EmailTemplate10</template>
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</alerts>
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<alerts>
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<fullName>Approach_Confirm</fullName>
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<ccEmails>wei_yin@olympus.com.cn</ccEmails>
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<ccEmails>dongfeng_li@olympus.com.cn</ccEmails>
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<ccEmails>xiaochang_yu@olympus.com.cn</ccEmails>
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<description>审批通过</description>
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<protected>false</protected>
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<recipients>
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<type>owner</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Olympus_OCM/NewAccountEmailTemplate</template>
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</alerts>
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<alerts>
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<fullName>Quolifed_Pass</fullName>
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<description>资质审批通过邮件</description>
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<protected>false</protected>
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<recipients>
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<recipient>jingjing_zhou@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>ling_zhu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>qi_qiao@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<field>Quolified_Submitter__c</field>
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<type>userLookup</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Customer_Email_Template/CustomerQuolified_Approve</template>
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</alerts>
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<alerts>
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<fullName>Quolified_Reject</fullName>
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<description>资质审批驳回邮件</description>
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<protected>false</protected>
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<recipients>
|
<field>Quolified_Submitter__c</field>
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<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
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<template>Customer_Email_Template/CustomerQuolified_Reject</template>
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</alerts>
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<alerts>
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<fullName>Quolified_Submit</fullName>
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<description>客户资质提交邮件</description>
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<protected>false</protected>
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<recipients>
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<recipient>olympussystem_cn@olympus.co.jp</recipient>
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<type>user</type>
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</recipients>
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<senderType>CurrentUser</senderType>
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<template>Customer_Email_Template/CustomerQuolified_Submit</template>
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</alerts>
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<alerts>
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<fullName>Refuse_Mail_alert</fullName>
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<ccEmails>wei_yin@olympus.com.cn</ccEmails>
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<ccEmails>nehalem@126.com</ccEmails>
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<description>新建医院驳回邮件提醒</description>
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<protected>false</protected>
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<recipients>
|
<type>owner</type>
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</recipients>
|
<senderType>CurrentUser</senderType>
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<template>Olympus_OCM/Refuse_Account_Mail_Model</template>
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</alerts>
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<alerts>
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<fullName>UpdateBlacklistReminder</fullName>
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<ccEmails>OCM_AssetGZ@olympus.com.cn,OCM_Asset@olympus.com.cn,OCM_AssetSH@olympus.com.cn,MEBG_BusinessSupport@olympus.partner.onmschina.cn</ccEmails>
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<description>更新医院为黑名单(批准日小于今天)提醒</description>
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<protected>false</protected>
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<recipients>
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<recipient>TradeComplianceGroup</recipient>
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<type>group</type>
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</recipients>
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<recipients>
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<recipient>chunyan_jia@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>honglei_li@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>it_prectech@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>ji_lu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>jing_shao@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>liu_yang@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>shujuan_liu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
|
<recipients>
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<recipient>sijia_chen@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
|
<recipients>
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<recipient>weibo1_wang@olympus.com.cn</recipient>
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<type>user</type>
|
</recipients>
|
<recipients>
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<field>FSE_GI_Main_Leader__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>FSE_SP_Main_Leader__c</field>
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<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Customer_Email_Template/AccountBlacklistReminder</template>
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</alerts>
|
<alerts>
|
<fullName>UpdateBlacklistReminderApplying</fullName>
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<description>更新医院为黑名单(批准日等于今天)提醒</description>
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<protected>false</protected>
|
<recipients>
|
<type>accountOwner</type>
|
</recipients>
|
<recipients>
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<recipient>it_prectech@olympus.com.cn</recipient>
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<type>user</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Customer_Email_Template/AccountBlacklistReminder</template>
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</alerts>
|
<alerts>
|
<fullName>UpdateBlacklistReminderDraft</fullName>
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<ccEmails>MEBG_BusinessSupport@olympus.partner.onmschina.cn</ccEmails>
|
<description>更新经销商黑名单提醒(状态为有效)</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>TradeComplianceGroup</recipient>
|
<type>group</type>
|
</recipients>
|
<recipients>
|
<recipient>chunyan_jia@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
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<recipient>it_prectech@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
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<recipient>liu_yang@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>lu_liu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<recipients>
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<recipient>shujuan_liu@olympus.com.cn</recipient>
|
<type>user</type>
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</recipients>
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<recipients>
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<recipient>sijia_chen@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<recipients>
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<field>FSE_GI_Main_Leader__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>FSE_SP_Main_Leader__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Customer_Email_Template/AccountBlacklistReminder</template>
|
</alerts>
|
<fieldUpdates>
|
<fullName>AccountSiteSet</fullName>
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<description>なければ、Nameと同じ値にする</description>
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<field>Site</field>
|
<formula>IF(ISNULL(Site), Name, Site)</formula>
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<name>取引先部門のセット</name>
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<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>AgencyContractName_AgencyName</fullName>
|
<field>Name</field>
|
<formula>Term_Contract_No__c + ':' + Parent.Name</formula>
|
<name>販売店契約.Name = 販売店.Name + 今期契約書番号</name>
|
<notifyAssignee>false</notifyAssignee>
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<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"1"</formula>
|
<name>审批步骤更新1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate1_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"1r"</formula>
|
<name>审批步骤更新1_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate2</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"2"</formula>
|
<name>审批步骤更新2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate2_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"2r"</formula>
|
<name>审批步骤更新2_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate3</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"3"</formula>
|
<name>审批步骤更新3</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate3_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"3r"</formula>
|
<name>审批步骤更新3_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate4</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"4"</formula>
|
<name>审批步骤更新4</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate4_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"4r"</formula>
|
<name>审批步骤更新4_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate5</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"5"</formula>
|
<name>审批步骤更新5</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate5_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"5r"</formula>
|
<name>审批步骤更新5_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate6</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"6"</formula>
|
<name>审批步骤更新6</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate6_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"6r"</formula>
|
<name>审批步骤更新6_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate7</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"7"</formula>
|
<name>审批步骤更新7</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovalStepUpdate7_1</fullName>
|
<field>ApprovalSteps__c</field>
|
<formula>"7r"</formula>
|
<name>审批步骤更新7_1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ApprovingUpdate</fullName>
|
<field>Is_Active__c</field>
|
<literalValue>申请中</literalValue>
|
<name>医院申请中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ClearQuolifiedDate</fullName>
|
<field>Quolified_App_Date__c</field>
|
<name>资质批准日期清空</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Contract_Decide_End_Date_Set</fullName>
|
<field>Contract_Decide_End_Date__c</field>
|
<formula>Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867 + 1, 3, 31)</formula>
|
<name>販売店_見積決定終了日セット</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Contract_Decide_Start_Date_Set</fullName>
|
<field>Contract_Decide_Start_Date__c</field>
|
<formula>Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867, 4, 1)</formula>
|
<name>販売店_見積決定開始日セット</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Contract_End_Date_Set</fullName>
|
<field>Contract_End_Date__c</field>
|
<formula>Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867 + 1, 3, 31)</formula>
|
<name>販売店_契約終了日セット</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Contract_Start_Date_Set</fullName>
|
<field>Contract_Start_Date__c</field>
|
<formula>Date(Value(Left(Text(Contract_Fiscal_Period__c), 3)) + 1867, 4, 1)</formula>
|
<name>販売店_契約開始日セット</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Daily_Report_Name_Text</fullName>
|
<field>Name_for_Daily_Report_text__c</field>
|
<formula>Parent.Name &" "& Department_Name__c</formula>
|
<name>设定-Daily Report Name Text</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>DepartmentNameUpdate</fullName>
|
<field>Name</field>
|
<formula>Parent.Name &" "& Department_Name__c</formula>
|
<name>診療科名更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Department_Class_Update</fullName>
|
<description>Case(Department_Class_Label__c,
|
"消化科","消化科",
|
"呼吸科","呼吸科",
|
"普外科","普外科",
|
"泌尿科","泌尿科",
|
"婦人科","婦人科",
|
"耳鼻喉科","耳鼻喉科",
|
"その他","その他",
|
"ET","ET",
|
"")</description>
|
<field>Name</field>
|
<formula>Parent.Name &" " & TEXT ( Department_Class_Label__c )</formula>
|
<name>科室分類名更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Energy_LeaderStrtoDep</fullName>
|
<field>Energy_LeaderStr__c</field>
|
<formula>Energy_LeaderStr_Dep__c</formula>
|
<name>能量担当文本化</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>FSE_Manager_check_last_update_Staff</fullName>
|
<field>FSE_activity_target_Plan_check_Staff__c</field>
|
<formula>$User.LastName &" "& $User.FirstName</formula>
|
<name>更新-FSE经理确认信息最后更新者</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>FSE_Manager_check_last_update_day</fullName>
|
<field>FSE_activity_target_Plan_check_day__c</field>
|
<formula>today()</formula>
|
<name>更新-FSE经理确认信息最后更新日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Hospital_Salesdepartment_Text</fullName>
|
<field>Hospita_Salesdepartment_Text__c</field>
|
<formula>Salesdepartment_HP__c</formula>
|
<name>医院销售本部(文本)</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Hs_forvalid_text</fullName>
|
<field>Hs_forvalid_text__c</field>
|
<formula>Hospital_Salesdepartment_forvalid__c</formula>
|
<name>医院销售本部(文本)设定forvalid</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Manager_check_last_update_Staff</fullName>
|
<field>Sales_activity_target_Plan_check_staff__c</field>
|
<formula>$User.LastName &" "& $User.FirstName</formula>
|
<name>更新-销售经理确认信息最后更新者</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Manager_check_last_update_day</fullName>
|
<field>Sales_activity_target_Plan_check_day__c</field>
|
<formula>today()</formula>
|
<name>更新-销售经理确认信息最后更新日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Manager_check_last_update_name</fullName>
|
<field>Manager_feedback_check_staff__c</field>
|
<formula>$User.LastName &" "& $User.FirstName</formula>
|
<name>更新-经理反馈信息最后更新者</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Manager_feedback_last_date</fullName>
|
<field>Manager_feedback_check_day__c</field>
|
<formula>today()</formula>
|
<name>更新-经理反馈信息最后更新日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>OCM_man_province_txt_set</fullName>
|
<description>OCM管理省(文本)设定</description>
|
<field>OCM_man_province_txt__c</field>
|
<formula>OCM_man_province_HP__c</formula>
|
<name>OCM管理省(文本)设定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>QuolifiedDateUpdate</fullName>
|
<field>Quolified_App_Date__c</field>
|
<formula>TODAY()</formula>
|
<name>资质审批日期更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>QuolifiedToDraft</fullName>
|
<field>Quolified_Approve_Status__c</field>
|
<literalValue>Draft</literalValue>
|
<name>资质审批变更为草案中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Quolified_Approve</fullName>
|
<field>Quolified_Approve_Status__c</field>
|
<literalValue>Pass</literalValue>
|
<name>资质审批-通过</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Quolified_Draft</fullName>
|
<field>Quolified_Approve_Status__c</field>
|
<literalValue>Draft</literalValue>
|
<name>资质审批-草案中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Quolified_Reject</fullName>
|
<field>Quolified_Approve_Status__c</field>
|
<literalValue>Reject</literalValue>
|
<name>资质审批-驳回</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Quolified_Submit</fullName>
|
<field>Quolified_Approve_Status__c</field>
|
<literalValue>Submit</literalValue>
|
<name>资质审批-已提交</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Sales_Activity_process_Last_review_day</fullName>
|
<field>Sales_Activity_process_Last_review_day__c</field>
|
<formula>today()</formula>
|
<name>更新-进展情况(销售)最后更新日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SetAgencyContractCode</fullName>
|
<field>AgencyContract_Management_Code__c</field>
|
<formula>Management_Code__c</formula>
|
<name>合同编码设定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SetToNewType</fullName>
|
<field>Is_Active__c</field>
|
<literalValue>草案中</literalValue>
|
<name>设置为草案中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>State_Text_DC_Set</fullName>
|
<field>State_Text__c</field>
|
<formula>State_Strategic_Dept_Class__c</formula>
|
<name>医院省（文本）设定_战略科室</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>State_Text_Set</fullName>
|
<field>State_Text__c</field>
|
<formula>State_Department__c</formula>
|
<name>医院省（文本）设定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SubmitFieldUpdate</fullName>
|
<field>Approved_Confirm_Date__c</field>
|
<formula>today()</formula>
|
<name>更新批准日期</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>UpdateDealerDiiscount</fullName>
|
<field>Dealer_discount__c</field>
|
<formula>Dealerdiscount_GS__c</formula>
|
<name>更新经销商折扣</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>UpdateHp_Info_Mod_Date</fullName>
|
<field>Hp_Info_Mod_Date__c</field>
|
<formula>Today()</formula>
|
<name>医院信息修改日更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>UpdateSubmitApprovalDate</fullName>
|
<description>更新提交审批日</description>
|
<field>SubmitApprovalDate__c</field>
|
<formula>Today()</formula>
|
<name>更新提交审批日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_review_staff</fullName>
|
<field>Sales_activity_review_staff__c</field>
|
<formula>$User.LastName &" "& $User.FirstName</formula>
|
<name>更新-进展情况(销售)最后更新者</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_sales_activity_target_Update</fullName>
|
<field>Update_sales_activity_target_number__c</field>
|
<formula>1</formula>
|
<name>更新 2Q更新进展情况</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>X1Q_Status_update</fullName>
|
<field>Update_sales_activity_target_number1Q__c</field>
|
<formula>1</formula>
|
<name>更新 1Q更新进展情况</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>X3Q_update_Sales_status</fullName>
|
<field>Update_sales_activity_target_number3Q__c</field>
|
<formula>1</formula>
|
<name>更新 3Q更新进展情况</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>X4Q_update_status</fullName>
|
<field>Update_sales_activity_target_number4Q__c</field>
|
<formula>1</formula>
|
<name>更新 4Q更新进展情况</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>hosActive</fullName>
|
<field>Is_Active__c</field>
|
<literalValue>有効</literalValue>
|
<name>医院有效化</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>refuseUpdate</fullName>
|
<field>Is_Active__c</field>
|
<literalValue>無効</literalValue>
|
<name>新建医院驳回</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>rollBackUpdate</fullName>
|
<field>Is_Active__c</field>
|
<literalValue>草案中</literalValue>
|
<name>调回操作</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>setAccessAvailableSubmitDate</fullName>
|
<field>AccessAvailableSubmitDate__c</field>
|
<formula>today()</formula>
|
<name>资质审批通过日期</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<rules>
|
<fullName>FSE经理其中更新信息反馈日</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>AND(
|
Submit_Customer_target__c = TRUE,
|
Plan_approved__c = TRUE,
|
NOT(ISBLANK(Review_FSE__c)),
|
ISCHANGED(FSEManager_feedback_check_FSE__c))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>FSE经理其中更新信息反馈日1Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>X1Q_Status_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target_FSE__c = true,
|
Plan_approved_FSE__c = true,
|
NOT(ISBLANK(Review_FSE__c)),
|
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
|
ISCHANGED(FSEManager_feedback_check_FSE__c),
|
OR(month(today())=4,month(today())=5,month(today())=6))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>FSE经理其中更新信息反馈日2Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_sales_activity_target_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target_FSE__c = true,
|
Plan_approved_FSE__c = true,
|
NOT(ISBLANK(Review_FSE__c)),
|
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
|
ISCHANGED(FSEManager_feedback_check_FSE__c),
|
OR(month(today())=7,month(today())=8,month(today())=9))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>FSE经理其中更新信息反馈日3Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>X3Q_update_Sales_status</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target_FSE__c = true,
|
Plan_approved_FSE__c = true,
|
NOT(ISBLANK(Review_FSE__c)),
|
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
|
ISCHANGED(FSEManager_feedback_check_FSE__c),
|
OR(month(today())=10,month(today())=11,month(today())=12))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>FSE经理其中更新信息反馈日4Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>X4Q_update_status</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target_FSE__c = true,
|
Plan_approved_FSE__c = true,
|
NOT(ISBLANK(Review_FSE__c)),
|
NOT(ISBLANK(FSEManager_feedback_check_FSE__c)),
|
ISCHANGED(FSEManager_feedback_check_FSE__c),
|
OR(month(today())=1,month(today())=2,month(today())=3))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>FSE经理期初计划确认日</fullName>
|
<actions>
|
<name>FSE_Manager_check_last_update_Staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>FSE_Manager_check_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.Submit_Customer_target_FSE__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.Plan_approved_FSE__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.FSE_activity_target_Plan_check_day__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.FSE_activity_target_Plan_check_Staff__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>OCM管理省文本更新</fullName>
|
<actions>
|
<name>OCM_man_province_txt_set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>医院记录变更时更新OCM管理省文本项</description>
|
<formula>OR(ISNEW(), ISCHANGED( OCM_man_province_HP__c ), NOT(ISCHANGED( OCM_man_province_HP__c )))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X1Q进展跟进%28FSE%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_FSE__c),
|
OR(text(month(today()))="4",text(month(today()))="5",text(month(today()))="6"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X1Q进展跟进%28销售%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_Sales__c),
|
OR(text(month(today()))="4",text(month(today()))="5",text(month(today()))="6"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X2Q进展跟进%28FSE%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_FSE__c),
|
OR(text(month(today()))="7",text(month(today()))="8",text(month(today()))="9"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X2Q进展跟进%28销售%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_Sales__c),
|
OR(text(month(today()))="7",text(month(today()))="8",text(month(today()))="9"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X3Q进展跟进%28FSE%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_FSE__c),
|
OR(text(month(today()))="10",text(month(today()))="11",text(month(today()))="12"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X3Q进展跟进%28销售%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_Sales__c),
|
OR(text(month(today()))="10",text(month(today()))="11",text(month(today()))="12"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X4Q进展跟进%28FSE%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_FSE__c),
|
OR(text(month(today()))="1",text(month(today()))="2",text(month(today()))="3"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>X4Q进展跟进%28销售%29更新</fullName>
|
<actions>
|
<name>Sales_Activity_process_Last_review_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_review_staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ISCHANGED(Review_Sales__c),
|
OR(text(month(today()))="1",text(month(today()))="2",text(month(today()))="3"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>保存医院信息修改日</fullName>
|
<actions>
|
<name>UpdateHp_Info_Mod_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>OR( ISCHANGED(Name) ,
|
ISCHANGED(Site),
|
ISCHANGED(Alias_Name2__c),
|
ISCHANGED(City_Master__c),
|
ISCHANGED(Town__c),
|
ISCHANGED(Street__c))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>修改客户名自动变更资质审批状态</fullName>
|
<actions>
|
<name>ClearQuolifiedDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>QuolifiedToDraft</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>20190101bak
|
(ISCHANGED(Name) || ISCHANGED(RegistrationNumber__c) || ISCHANGED(Valid_From__c) || ISCHANGED(Valid_To__c)) && (TEXT(Quolified_Approve_Status__c) <> 'Draft') && (TEXT(Quolified_Approve_Status__c) <> 'Submit')</description>
|
<formula>(ISCHANGED(Name) || ISCHANGED(Is_Medical_F__c)) && (TEXT(Quolified_Approve_Status__c) <> 'Draft') && (TEXT(Quolified_Approve_Status__c) <> 'Submit')</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院合规状态释放</fullName>
|
<actions>
|
<name>Acc_ReleaseAlert</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>医院
|
合规状态为白名单或空时
|
//20230808 lt update
|
判断去空
|
add
|
,TEXT(TradeComplianceStatus__c ) !='',PRIORVALUE(TradeComplianceStatus__c ) !=''</description>
|
<formula>and(RecordType_DeveloperName__c = 'HP',$Label.TradeComplianceStatusFlag=='true',TEXT(Is_Active__c ) ='有効',ISCHANGED(TradeComplianceStatus__c ),TEXT(TradeComplianceStatus__c ) !='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) !='警示名单',TEXT(TradeComplianceStatus__c ) !='黑名单',TEXT(TradeComplianceStatus__c ) !='',PRIORVALUE(TradeComplianceStatus__c ) !='')</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院省%EF%BC%88文本%EF%BC%89设定</fullName>
|
<actions>
|
<name>State_Text_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>診療科,診療科 その他,診療科 呼吸科,診療科 婦人科,診療科 普外科,診療科 泌尿科,診療科 消化科,診療科 耳鼻喉科</value>
|
</criteriaItems>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院省%EF%BC%88文本%EF%BC%89设定_战略科室</fullName>
|
<actions>
|
<name>State_Text_DC_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>戦略科室分類 その他,戦略科室分類 不明,戦略科室分類 呼吸科,戦略科室分類 婦人科,戦略科室分類 普外科,戦略科室分類 泌尿科,戦略科室分類 消化科,戦略科室分類 耳鼻喉科,戦略科室分類ET</value>
|
</criteriaItems>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院销售本部%28文本%29设定forvaild</fullName>
|
<actions>
|
<name>Hs_forvalid_text</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>TRUE</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>医院销售本部文本化</fullName>
|
<actions>
|
<name>Hospital_Salesdepartment_Text</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>TRUE</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>取引先-病院名更新</fullName>
|
<actions>
|
<name>AccountSiteSet</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>病院</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>取引先-科室分類名更新</fullName>
|
<actions>
|
<name>Department_Class_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>戦略科室分類 その他,戦略科室分類 不明,戦略科室分類 呼吸科,戦略科室分類 婦人科,戦略科室分類 普外科,戦略科室分類 泌尿科,戦略科室分類 消化科,戦略科室分類 耳鼻喉科,戦略科室分類ET</value>
|
</criteriaItems>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>取引先-診療科名更新</fullName>
|
<actions>
|
<name>AccountSiteSet</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Daily_Report_Name_Text</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>DepartmentNameUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>診療科,診療科 その他,診療科 呼吸科,診療科 婦人科,診療科 普外科,診療科 泌尿科,診療科 消化科,診療科 耳鼻喉科</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>合同编码设定</fullName>
|
<actions>
|
<name>SetAgencyContractCode</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISBLANK( AgencyContract_Management_Code__c )</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>战略科室普通科室能量担当赋值</fullName>
|
<actions>
|
<name>Energy_LeaderStrtoDep</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Parent.RecordType_DeveloperName__c = 'HP' || Parent.Parent.RecordType_DeveloperName__c = 'HP'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新医院为黑名单%28批准日小于今天%29</fullName>
|
<actions>
|
<name>UpdateBlacklistReminder</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>状态等于有效，审批通过日小于今天且合规状态变成黑、冻结。警示，给营业，服务，备品中心发</description>
|
<formula>and(RecordType_DeveloperName__c = 'HP',$Label.TradeComplianceStatusFlag=='true',TEXT(Is_Active__c ) ='有効',ISCHANGED(TradeComplianceStatus__c ),OR(TEXT(TradeComplianceStatus__c ) =='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) =='警示名单',TEXT(TradeComplianceStatus__c ) =='黑名单'),approvalDate__c <Today())</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新医院为黑名单%28批准日等于今天%29</fullName>
|
<actions>
|
<name>UpdateBlacklistReminderApplying</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>状态等于有效，审批通过日等于今天且合规状态变成黑、冻结。警示，给所有人发，</description>
|
<formula>and(RecordType_DeveloperName__c = 'HP',$Label.TradeComplianceStatusFlag=='true',TEXT(Is_Active__c ) ='有効',ISCHANGED(TradeComplianceStatus__c ),OR(TEXT(TradeComplianceStatus__c ) =='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) =='警示名单',TEXT(TradeComplianceStatus__c ) =='黑名单'),approvalDate__c =Today())</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新经销商为黑名单%28状态为有效%29</fullName>
|
<actions>
|
<name>UpdateBlacklistReminderDraft</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>经销商
|
状态等于有效，合规状态变成黑、冻结。警示，给营业，服务发</description>
|
<formula>and( RecordType_DeveloperName__c = 'Agency',$Label.TradeComplianceStatusFlag=='true',Is_Active_Formula__c ='有效',ISCHANGED(TradeComplianceStatus__c),OR(TEXT(TradeComplianceStatus__c ) =='冻结,人工审批中',TEXT(TradeComplianceStatus__c ) =='警示名单',TEXT(TradeComplianceStatus__c ) =='黑名单'))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新能量主机折扣</fullName>
|
<actions>
|
<name>UpdateDealerDiiscount</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<description>能量主机的协议，将GS折扣更新到经销商折扣中</description>
|
<formula>ENG_Dealer__c = true && isNull(Dealerdiscount_GS__c)= false</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>经销商先款提醒</fullName>
|
<actions>
|
<name>ActionEmail1</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>经销商先款提醒</description>
|
<formula>and( RecordType_DeveloperName__c = 'Agency',OR(MonthlyPayment__c==true,if(DealerTypeSum__c = '特约经销商',false,if(MONTH(Advance_Payment_Identification_Approval__c) >= 4,if( TODAY() > DATE( YEAR(Advance_Payment_Identification_Approval__c )+1 ,4,1),true,false),if(TODAY() < DATE( YEAR(Advance_Payment_Identification_Approval__c ) ,4,1),false,true)))))</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>经销商先款状态取消</fullName>
|
<actions>
|
<name>ActionEmail</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>经销商先款状态取消</description>
|
<formula>AND(RecordType_DeveloperName__c = 'Agency',MonthlyPayment__c==false,if(DealerTypeSum__c = '特约经销商',true,if(MONTH(Advance_Payment_Identification_Approval__c) >= 4,if( TODAY() > DATE( YEAR(Advance_Payment_Identification_Approval__c )+1 ,4,1),false,true),if(TODAY() < DATE( YEAR(Advance_Payment_Identification_Approval__c ) ,4,1),true,false))))</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>设定-Daily Report Name Text</fullName>
|
<actions>
|
<name>Daily_Report_Name_Text</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>设定_OCM分类复制</fullName>
|
<active>false</active>
|
<formula>ISCHANGED(OCM_Category__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>販売店_契約期間変更</fullName>
|
<actions>
|
<name>Contract_Decide_End_Date_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Contract_Decide_Start_Date_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Contract_End_Date_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Contract_Start_Date_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<description>レコードタイプ契約の時だけ動きます。</description>
|
<formula>Or(
|
And(
|
Isnew(),
|
Not(ISPICKVAL(Contract_Fiscal_Period__c, ''))
|
),
|
Ischanged(Contract_Fiscal_Period__c),
|
RecordType.DeveloperName = 'AgencyContract'
|
)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>販売店契約%3C%3D%3D販売店</fullName>
|
<actions>
|
<name>AgencyContractName_AgencyName</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>销售经理其中更新信息反馈日</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>AND(
|
Submit_Customer_target__c = TRUE,
|
Plan_approved__c = TRUE,
|
NOT(ISBLANK(Review_Sales__c)),
|
ISCHANGED(Manager_feedback_check__c))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>销售经理其中更新信息反馈日1Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>X1Q_Status_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target__c = true,
|
Plan_approved__c = true,
|
NOT(ISBLANK(Review_Sales__c)),
|
NOT(ISBLANK(Manager_feedback_check__c)),
|
ISCHANGED(Manager_feedback_check__c),
|
OR(month(today())=4,month(today())=5,month(today())=6) )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>销售经理其中更新信息反馈日2Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_sales_activity_target_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target__c = true,
|
Plan_approved__c = true,
|
NOT(ISBLANK(Review_Sales__c)),
|
NOT(ISBLANK(Manager_feedback_check__c)),
|
ISCHANGED(Manager_feedback_check__c),
|
OR(month(today())=7,month(today())=8,month(today())=9) )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>销售经理其中更新信息反馈日3Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>X3Q_update_Sales_status</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target__c = true,
|
Plan_approved__c = true,
|
NOT(ISBLANK(Review_Sales__c)),
|
NOT(ISBLANK(Manager_feedback_check__c)),
|
ISCHANGED(Manager_feedback_check__c),
|
OR(month(today())=10,month(today())=11,month(today())=12) )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>销售经理其中更新信息反馈日4Q</fullName>
|
<actions>
|
<name>Manager_check_last_update_name</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_feedback_last_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>X4Q_update_status</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(
|
Submit_Customer_target__c = true,
|
Plan_approved__c = true,
|
NOT(ISBLANK(Review_Sales__c)),
|
NOT(ISBLANK(Manager_feedback_check__c)),
|
ISCHANGED(Manager_feedback_check__c),
|
OR(month(today())=1,month(today())=2,month(today())=3) )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>销售经理期初计划确认日</fullName>
|
<actions>
|
<name>Manager_check_last_update_Staff</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Manager_check_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.Submit_Customer_target__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.Plan_approved__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.Sales_activity_target_Plan_check_day__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.Sales_activity_target_Plan_check_staff__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
</Workflow>
|
