<?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>AgencyIntelligenceExpire_Email</fullName>
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<description>经销商资质即将过期邮件提醒</description>
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<protected>false</protected>
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<recipients>
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<field>Manager_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Olympus_OCM/AgencyIntelligenceExpire_HTMLModel</template>
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</alerts>
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<alerts>
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<fullName>AgencyQuolified_Expire_Email</fullName>
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<description>经销商资质过期发给WIN助理</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
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</recipients>
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<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Prospect/AgencyQuolified_Expire</template>
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</alerts>
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<alerts>
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<fullName>BidOppCreateEmailAlert</fullName>
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<description>提醒招投标项目新建询价</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>Prospect/BidInquiryCreate</template>
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</alerts>
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<alerts>
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<fullName>EP_T1_00Solution</fullName>
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<description>询价包含EP-T1产品</description>
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<protected>false</protected>
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<recipients>
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<recipient>X00_Solution</recipient>
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<type>group</type>
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</recipients>
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<recipients>
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<type>owner</type>
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</recipients>
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<recipients>
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<field>Sales_assistantWIN_ID__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>Prospect/InquiryWonTheBid</template>
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</alerts>
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<alerts>
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<fullName>InsertOppBlacklistReminder</fullName>
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<ccEmails>youchang@prec-tech.com</ccEmails>
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<description>新建询价医院涉及黑名单提醒</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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<recipients>
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<field>Sales_assistant_name_text__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>Prospect/OppBlacklistReminder</template>
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</alerts>
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<alerts>
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<fullName>InsertOppBlacklistWarningList</fullName>
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<ccEmails>youchang@prec-tech.com</ccEmails>
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<description>新建询价医院涉及警示名单提醒</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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<recipients>
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<field>Sales_assistant_name_text__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>unfiled$public/OppBlacklistReminderWarningList</template>
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</alerts>
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<alerts>
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<fullName>SAP_Cancel_Consumable</fullName>
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<description>追溯系统SAP上传(WIN) 取消打钩时，邮件提醒</description>
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<protected>false</protected>
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<recipients>
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<recipient>haijuan_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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<recipient>ling_zhu@olympus.com.cn</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>Prospect/ConsumableReport_Cancel</template>
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</alerts>
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<alerts>
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<fullName>SAP_Cancel_Status</fullName>
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<description>SAP上传(WIN) 取消打钩时，给询价带的营业助理发邮件</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__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>Prospect/Report_Cancel</template>
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</alerts>
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<alerts>
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<fullName>SI_Oppor_Creat_mail</fullName>
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<ccEmails>shuo_wang@olympus.com.cn</ccEmails>
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<ccEmails>shashiming@prec-tech.com</ccEmails>
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<description>IS询价需求创建提示</description>
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<protected>false</protected>
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<recipients>
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<type>creator</type>
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</recipients>
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<recipients>
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<recipient>tongyun_pan@olympus.com.cn</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>Prospect/SI_Oppor_Creat_mail_html</template>
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</alerts>
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<alerts>
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<fullName>StockAllowedMail</fullName>
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<ccEmails>si_yingye@olympus.com.cn</ccEmails>
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<description>备货审批通过邮件通知</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>
|
<recipients>
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<field>Sales_assistant_name_text__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>Olympus_OCM/GoodsSubmitAllowed</template>
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</alerts>
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<alerts>
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<fullName>Stock_apply_approval_cc</fullName>
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<description>备货申请审批CC给王海娟、祝玲</description>
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<protected>false</protected>
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<recipients>
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<recipient>haijuan_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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<recipient>ling_zhu@olympus.com.cn</recipient>
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<type>user</type>
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</recipients>
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<senderType>DefaultWorkflowUser</senderType>
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<template>Prospect/Stock_apply_approval_template</template>
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</alerts>
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<alerts>
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<fullName>T1_T1</fullName>
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<description>询价已上传T1清单</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistantWIN_ID__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>Prospect/EP_T1_2</template>
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</alerts>
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<alerts>
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<fullName>Win_1000</fullName>
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<ccEmails>Junlong_Dong@olympus.com.cn,</ccEmails>
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<ccEmails>Boyun_Gao@olympus.com.cn,</ccEmails>
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<ccEmails>Bo_Tao@olympus.com.cn,</ccEmails>
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<ccEmails>Jiaxuan_Hu@olympus.com.cn,</ccEmails>
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<ccEmails>kun1_zheng@olympus.com.cn</ccEmails>
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<description>Win时金额超过1000万</description>
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<protected>false</protected>
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<recipients>
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<recipient>chao_han@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>haijuan_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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<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>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>yunan_guo@olympus.com.cn</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>Olympus_OCM/SAP_WIN_1000</template>
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</alerts>
|
<alerts>
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<fullName>opp_alert_01</fullName>
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<description>重新进行授权提醒</description>
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<protected>false</protected>
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<recipients>
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<field>Sales_assistant_name_text__c</field>
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<type>userLookup</type>
|
</recipients>
|
<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Prospect/opp_alert_01_template</template>
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</alerts>
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<alerts>
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<fullName>opp_alert_02</fullName>
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<description>招标结果提醒</description>
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<protected>false</protected>
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<recipients>
|
<field>Manager_name_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Sales_assistant_name_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
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<field>Sales_window_text__c</field>
|
<type>userLookup</type>
|
</recipients>
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<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Prospect/opp_alert_02_template</template>
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</alerts>
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<alerts>
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<fullName>opp_alert_03</fullName>
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<description>签约提醒</description>
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<protected>false</protected>
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<recipients>
|
<field>Manager_name_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Sales_assistant_name_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
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<field>Sales_window_text__c</field>
|
<type>userLookup</type>
|
</recipients>
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<senderAddress>lu_liu@olympus.com.cn</senderAddress>
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<senderType>OrgWideEmailAddress</senderType>
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<template>Prospect/opp_alert_03_template</template>
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</alerts>
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<alerts>
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<fullName>opp_alert_04</fullName>
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<description>签约提醒2</description>
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<protected>false</protected>
|
<recipients>
|
<field>Manager_name_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
|
<field>Sales_assistant_name_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<recipients>
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<field>Sales_window_text__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderAddress>lu_liu@olympus.com.cn</senderAddress>
|
<senderType>OrgWideEmailAddress</senderType>
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<template>Prospect/opp_alert_04_template</template>
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</alerts>
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<alerts>
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<fullName>stock_cancel_approval_cc</fullName>
|
<description>备货撤销申请审批CC给王海娟</description>
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<protected>false</protected>
|
<recipients>
|
<recipient>haijuan_wang@olympus.com.cn</recipient>
|
<type>user</type>
|
</recipients>
|
<senderType>DefaultWorkflowUser</senderType>
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<template>Prospect/Stock_cancel_approval_template</template>
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</alerts>
|
<fieldUpdates>
|
<fullName>Bid_Collect_date_last_update_day</fullName>
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<field>Bid_date_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-招标日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Bid_date_last_update_day</fullName>
|
<field>Closing_Bid_date_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-中标日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Check_sign</fullName>
|
<field>Collect_Customer_sign__c</field>
|
<literalValue>1</literalValue>
|
<name>更新 配置已签字</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ClearOriginalInquiryCode</fullName>
|
<field>old_Oppo_No__c</field>
|
<name>清空原询价编码</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Clear_Opp_Cancel_Date</fullName>
|
<field>Final_Contract_Proceeded_Date__c</field>
|
<name>清空取消/失单日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Clear_Opp_Lost_Date</fullName>
|
<field>Lost_Opportunity_Date__c</field>
|
<name>清空取消/失单日(禁用)</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Clear_SPOApprovedQuote</fullName>
|
<field>SPOApprovedQuote__c</field>
|
<name>清空-合同审批完成的报价</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Contract_Invalid_Date_Set</fullName>
|
<field>Contract_Invalid_Date__c</field>
|
<formula>Today()</formula>
|
<name>设定最后合同无效日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ENG_type_up</fullName>
|
<field>Opp_order_Type__c</field>
|
<literalValue>ENG</literalValue>
|
<name>ENG订单分类更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>EPT1</fullName>
|
<field>If_Have_EP_T1__c</field>
|
<literalValue>1</literalValue>
|
<name>EPT1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>EPT12</fullName>
|
<field>If_UploadT1Detailed__c</field>
|
<literalValue>0</literalValue>
|
<name>EPT12</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>EPT2</fullName>
|
<field>If_Have_EP_T1__c</field>
|
<literalValue>0</literalValue>
|
<name>EPT2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ET_Dealer_Up_false</fullName>
|
<description>手动修改用</description>
|
<field>ET_SP_Consumption__c</field>
|
<literalValue>0</literalValue>
|
<name>耗材订单更新_false</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ET_Dealer_Up_true</fullName>
|
<field>ET_SP_Consumption__c</field>
|
<literalValue>1</literalValue>
|
<name>耗材订单更新_true</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ET_type_up</fullName>
|
<field>Opp_order_Type__c</field>
|
<literalValue>ET</literalValue>
|
<name>ET订单分类更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Est_sigh_pseron</fullName>
|
<field>OPD_SIS_last_update__c</field>
|
<formula>$User.Alias</formula>
|
<name>更新 配置已签子更新者</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Estimation_Decision_Off</fullName>
|
<field>Estimation_Decision__c</field>
|
<literalValue>0</literalValue>
|
<name>询价‐询价复制时 DECIDE-OFF</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Follow_up_plan_last_update</fullName>
|
<field>Follow_up_plan_last_update__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-推进计划</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Forecast_amount_last_update_day</fullName>
|
<field>Forecast_amount_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-预测成交金额(含税)</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Forecast_decied_day_last_update_day</fullName>
|
<field>Opp_forecast_day_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新-OCM预测签约日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Forecast_shipping_day_last_update</fullName>
|
<field>Forecast_shipping_day_last_update__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-预测发货日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>InyiteSendEmailFlagUpdate</fullName>
|
<field>InyiteSendEmail_flag__c</field>
|
<literalValue>1</literalValue>
|
<name>更新招标发送邮件标识</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Key_tipics_last_update_day</fullName>
|
<field>Key_tipics_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-重要字段</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Last_Follow_Up_Date_Update</fullName>
|
<description>最終フォロー日の項目を最終フォロー日(集計用)の項目値で設定する。</description>
|
<field>Last_Follow_Up_Date__c</field>
|
<formula>Xin_Last_Follow_Up_Date_For_Report__c</formula>
|
<name>商談-最終フォロー日設定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Last_opd_date</fullName>
|
<field>Last_opd_date__c</field>
|
<formula>today()</formula>
|
<name>最后OPD实施日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Last_update_Sales_Shop_Hospital_Contract</fullName>
|
<field>Agent_Hospital_Contract_day_last_update__c</field>
|
<formula>today()</formula>
|
<name>0.最后更新日-经销商-医院签约日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Lost_Opportunity_Date_Update</fullName>
|
<field>Lost_Opportunity_Date__c</field>
|
<formula>Today()</formula>
|
<name>设定 失单取消日更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>OCM_man_province_cus_txt</fullName>
|
<field>OCM_man_province_cus_txt__c</field>
|
<formula>OCM_man_province_cus__c</formula>
|
<name>OCSM管理省(客户文本)</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>OER_AW</fullName>
|
<field>If_Have_OERAW__c</field>
|
<literalValue>1</literalValue>
|
<name>OER-AW询价</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>OppConfirmationDaySet</fullName>
|
<description>確認済みチェック日</description>
|
<field>Opp_Confirmation_Day__c</field>
|
<formula>TODAY()</formula>
|
<name>引合確認日設定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opp_Fixed_Off_Set</fullName>
|
<field>Fixed_Check__c</field>
|
<literalValue>0</literalValue>
|
<name>商談-注残チェックOFF設定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opp_Fixed_On_Set</fullName>
|
<field>Fixed_Check__c</field>
|
<literalValue>1</literalValue>
|
<name>商談-注残チェックON設定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opp_Number_Make</fullName>
|
<field>Opportunity_No__c</field>
|
<formula>IF(TEXT(Trade__c) = '外貿', 'HK', '') +
|
TEXT(Owner.Branch_CD__c) + "-" + Opp_Code__c + "-"+IF(RecordTypeId=='012100000006KMe','SI',null ) + SAP_Province_CD__c + Opp_Number__c</formula>
|
<name>引合番号作成</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opp_Number_Mod</fullName>
|
<field>Opportunity_No__c</field>
|
<formula>IF(TEXT(Trade__c) = '外貿', IF(LEFT(Opportunity_No_read__c,2) = 'HK',Opportunity_No_read__c,'HK' + Opportunity_No_read__c)
|
, IF(LEFT(Opportunity_No_read__c,2) = 'HK',MID(Opportunity_No_read__c,3, LEN(Opportunity_No_read__c)-2),Opportunity_No_read__c))</formula>
|
<name>引合番号更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opp_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__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>Opp_rank_Last_updated_day</fullName>
|
<field>OPP_rank_Last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-询价等级</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opp_stage_Last_updated_day</fullName>
|
<field>Opp_Update_Day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-询价阶段</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>OpportunitySourcePublicBid</fullName>
|
<field>OpportunitySource__c</field>
|
<literalValue>公开招标</literalValue>
|
<name>询价来源-公开招标</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opportunity_Name_Update</fullName>
|
<description>引合名の先頭に「::」を追加する</description>
|
<field>Name</field>
|
<formula>IF(BEGINS(Name, "::"), Name, "::" & Name)</formula>
|
<name>商談-商談名変更</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opportunity_stage_Closing_Bid</fullName>
|
<field>Opportunity_stage__c</field>
|
<literalValue>中标签约</literalValue>
|
<name>询价阶段-中标签约</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Opportunity_stage_OLY</fullName>
|
<field>Opportunity_stage__c</field>
|
<literalValue>确定了OLY参数</literalValue>
|
<name>询价阶段-确认OLY参数</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ProbabilitySetValue</fullName>
|
<description>引合の確度データを下記条件により更新する。
|
|
状態１－ランク - 確度
|
引合‐E - 0%
|
引合‐D - 0%
|
引合‐C - 30%
|
引合‐B - 50%
|
引合‐A - 80%
|
引合‐A1 - 100%
|
注残 - 90%
|
出荷 - 100%
|
完了 - 100%</description>
|
<field>Probability</field>
|
<formula>CASE(StageName , "引合",
|
IF(Special_Opp_lanhai__c = false,
|
IF(TEXT(ConfirmationofAward__c) =='竞争对手中标',
|
0,
|
CASE(Competitor__c, 'A1', 1,
|
'A', 0.80,
|
'B', 0.50,
|
'C',0.30,
|
0)
|
),
|
CASE(Special_Stage__c, "医院上级单位审批完毕", 1,
|
"融资公司审核完毕", 0.80,
|
"医院协议签署完毕", 0.50,
|
"已确认配置", 0.30,
|
0)
|
),
|
"注残", 0.90,
|
"出荷",1,
|
"完了",1,
|
0)</formula>
|
<name>商談‐確度セット</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Replace_to_text</fullName>
|
<field>State_Text__c</field>
|
<formula>State__c</formula>
|
<name>省公式更新到文本</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ResetStockDate</fullName>
|
<field>Stock_Submit_Date__c</field>
|
<name>重置备货申请日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Reset_AgencyQuolified_Flag</fullName>
|
<field>AgencyQuolified_Flag__c</field>
|
<formula>0</formula>
|
<name>重置经销商资质到期邮件标识</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SAP_OK_OFF</fullName>
|
<field>SAP_Send_OK__c</field>
|
<literalValue>0</literalValue>
|
<name>询价‐询价复制时 WIN-OFF</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SA_Competitor</fullName>
|
<description>询价等级设置为A</description>
|
<field>Competitor__c</field>
|
<literalValue>A</literalValue>
|
<name>询价等级设置为A</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SET_Authorized</fullName>
|
<field>IsAuthorized__c</field>
|
<literalValue>1</literalValue>
|
<name>设置特约经销商授权</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SF_ContractAuthorizeLock</fullName>
|
<description>SPO合同申请设置为FALSE</description>
|
<field>Contract_Authorize_Lock__c</field>
|
<literalValue>0</literalValue>
|
<name>取消SPO合同申请</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SN_AssistantAppliedDate</fullName>
|
<description>8.合同申请日设置为空</description>
|
<field>Assistant_Applied_Date__c</field>
|
<name>取消合同申请日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SN_ContractDBSalesDeptcompliteday</fullName>
|
<description>8.营业部合同审批结束日设置为空</description>
|
<field>Contract_DB_SalesDept_complite_day__c</field>
|
<name>取消营业部合同审批结束日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SN_ContractDBcompliteday</fullName>
|
<description>9.合同审批结束日设置为空</description>
|
<field>Contract_DB_complite_day__c</field>
|
<name>取消合同审批结束日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SN_NotesApprovedNo</fullName>
|
<description>合同申请编码清空</description>
|
<field>NotesApprovedNo__c</field>
|
<name>取消合同申请编码</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SN_SAPSendOKDate</fullName>
|
<description>12.SAP上传时间设置为空</description>
|
<field>SAP_Send_OK_Date__c</field>
|
<name>取消SAP上传时间</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SP_Dealer_Up</fullName>
|
<field>ET_SP_Consumption__c</field>
|
<literalValue>1</literalValue>
|
<name>SP订单更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SP_type_up</fullName>
|
<field>Opp_order_Type__c</field>
|
<literalValue>SP</literalValue>
|
<name>SP订单分类更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ST_Opportunity_stage</fullName>
|
<field>Opportunity_stage__c</field>
|
<literalValue>确定了OLY参数</literalValue>
|
<name>询价阶段设置确定OLY参数</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Salesdepartment_Owner_Upd</fullName>
|
<field>Salesdepartment_Owner_txt__c</field>
|
<formula>Salesdepartment_Owner__c</formula>
|
<name>更新销售本部（所有人）</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SetClickCloseDate</fullName>
|
<field>Click_Close_Date__c</field>
|
<formula>Today()</formula>
|
<name>询价-设定询价结束日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SetSAPFirstOKDate</fullName>
|
<field>SAP_Send_OK_First_Date__c</field>
|
<formula>SAP_Send_OK_Date__c</formula>
|
<name>SAP初次上传时间设定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SetStockConfirmDate</fullName>
|
<field>Stock_Confrim_Date__c</field>
|
<formula>today()</formula>
|
<name>批准备货申请日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SetStockSubmitDate</fullName>
|
<field>Stock_Submit_Date__c</field>
|
<formula>today()</formula>
|
<name>设置申请备货提交日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Contract_Once_Recognize_Day</fullName>
|
<field>Contract_Once_Recognize_Day__c</field>
|
<formula>TODAY()</formula>
|
<name>初审日期（订货日）設定</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Monthly3_order_target_txt</fullName>
|
<field>Monthly3_order_target_txt__c</field>
|
<formula>IF(Monthly3_order_target__c, '1', '0')</formula>
|
<name>设定预测对象 : 3个月订货预测</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Monthly3_ship_target_stock_txt</fullName>
|
<field>Monthly3_ship_target_stock_txt__c</field>
|
<formula>IF(Monthly3_ship_target_stock__c, '1', '0')</formula>
|
<name>设定预测对象 : 3个月发货预测 可备货</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Monthly3_ship_target_txt</fullName>
|
<field>Monthly3_ship_target_txt__c</field>
|
<formula>IF(Monthly3_ship_target__c, '1', '0')</formula>
|
<name>设定预测对象 : 3个月发货预测</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Monthly_order_target_stock_txt</fullName>
|
<field>Monthly_order_target_stock_txt__c</field>
|
<formula>IF(Monthly_order_target_stock__c, '1', '0')</formula>
|
<name>设定预测对象 : 单月订货预测 可备货</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Monthly_order_target_txt</fullName>
|
<field>Monthly_order_target_txt__c</field>
|
<formula>IF(Monthly_order_target__c, '1', '0')</formula>
|
<name>设定预测对象 : 单月订货预测</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Monthly_ship_target_txt</fullName>
|
<field>Monthly_ship_target_txt__c</field>
|
<formula>IF(Monthly_ship_target__c, '1', '0')</formula>
|
<name>设定预测对象 : 单月发货预测</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Set_Shipping_Finished_Day</fullName>
|
<field>Shipping_Finished_Day__c</field>
|
<formula>TODAY()</formula>
|
<name>设定-订单发货完毕日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Shipping_Forecasted_Date_FirstSet</fullName>
|
<field>CloseDate</field>
|
<formula>Close_Forecasted_Date__c + 30</formula>
|
<name>出荷予測日設定（初回）</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Shipping_Forecasted_Date_Update</fullName>
|
<field>CloseDate</field>
|
<formula>IF(ISBLANK(Last_Shipping_Scheduled_Date__c), CloseDate, Last_Shipping_Scheduled_Date__c)</formula>
|
<name>出荷予測日設定（注残）</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Sight2SendEmailFlagUpdate</fullName>
|
<field>Sight2SendEmail_flag__c</field>
|
<literalValue>1</literalValue>
|
<name>更新签约2发送邮件标识</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>SightSendEmailFlagUpdate</fullName>
|
<field>SightSendEmail_flag__c</field>
|
<literalValue>1</literalValue>
|
<name>更新签约发送邮件标识</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Situation_last_update_day</fullName>
|
<field>Situation_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-询价跟进情况</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stage2_last_update_day</fullName>
|
<field>Stage2_last_update_day__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-状态2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>StageNameCopy0</fullName>
|
<field>StageName</field>
|
<literalValue>引合</literalValue>
|
<name>阶段更新到询价 4/0</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>StageNameCopy2</fullName>
|
<field>StageName</field>
|
<literalValue>注残</literalValue>
|
<name>阶段更新到注残 2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>StageNameCopy3</fullName>
|
<field>StageName</field>
|
<literalValue>出荷</literalValue>
|
<name>阶段更新到发货 2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>StageNameCopy4</fullName>
|
<field>StageName</field>
|
<literalValue>完了</literalValue>
|
<name>阶段更新到完毕 1</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status0_Elapsed_Date_Update</fullName>
|
<field>Status0_Elapsed_Date__c</field>
|
<formula>Status0_Elapsed_Date_Function__c</formula>
|
<name>未フォロー滞留日数更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status1_Elapsed_Date_Update</fullName>
|
<field>Status1_Elapsed_Date__c</field>
|
<formula>Status4_Elapsed_Date_Function__c</formula>
|
<name>未訪問滞留日数更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status2_Elapsed_Date_Update</fullName>
|
<field>Status2_Elapsed_Date__c</field>
|
<formula>Status2_Elapsed_Date_Function__c</formula>
|
<name>フォロー中滞留日数更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status4_Elapsed_Date_Update</fullName>
|
<field>Status4_Elapsed_Date__c</field>
|
<formula>Status4_Elapsed_Date_Function__c</formula>
|
<name>中标日超过更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status5_Elapsed_Date_Update</fullName>
|
<field>Status5_Elapsed_Date__c</field>
|
<formula>Status5_Elapsed_Date_Function__c</formula>
|
<name>価格申請中滞留日数更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status6_Elapsed_Date_Update</fullName>
|
<field>Status6_Elapsed_Date__c</field>
|
<formula>Status6_Elapsed_Date_Function__c</formula>
|
<name>代理店契約済み滞留日数更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status7_Elapsed_Date_Update</fullName>
|
<field>Status7_Elapsed_Date__c</field>
|
<formula>Status7_Elapsed_Date_Function__c</formula>
|
<name>病院署名済み滞留日数更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Status_Formula_Text_Update</fullName>
|
<field>Status_Formula_Text__c</field>
|
<formula>Status_Formula__c</formula>
|
<name>状态2更新到文本化</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_passtime_clear</fullName>
|
<field>Stock_apply_passtime__c</field>
|
<name>备货审批通过时间-清空</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_passtime_update</fullName>
|
<field>Stock_apply_passtime__c</field>
|
<formula>now()</formula>
|
<name>备货审批通过时间-更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_status_cancelsubmit</fullName>
|
<field>Stock_apply_status__c</field>
|
<literalValue>撤销申请中</literalValue>
|
<name>备货审批状态-撤销申请中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_status_draft</fullName>
|
<field>Stock_apply_status__c</field>
|
<literalValue>草案中</literalValue>
|
<name>备货审批状态-草案中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_status_pass</fullName>
|
<field>Stock_apply_status__c</field>
|
<literalValue>批准</literalValue>
|
<name>备货审批状态-批准</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_status_reject</fullName>
|
<field>Stock_apply_status__c</field>
|
<literalValue>不批准</literalValue>
|
<name>备货审批状态-不批准</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_status_submit</fullName>
|
<field>Stock_apply_status__c</field>
|
<literalValue>申请中</literalValue>
|
<name>备货审批状态-申请中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Stock_apply_time_update</fullName>
|
<field>Stock_apply_time__c</field>
|
<formula>now()</formula>
|
<name>备货申请时间-更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Tax_F_Copy</fullName>
|
<field>Tax_Intra_F_Copy__c</field>
|
<formula>Tax_Intra_F__c</formula>
|
<name>消费税内贸Copy</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Upd_Agency_Flag</fullName>
|
<field>Agency_Intelligence_Expire_Remind_Flag__c</field>
|
<formula>0</formula>
|
<name>经销商1资质到期标识更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>UpdateMethod2</fullName>
|
<field>Sales_Method__c</field>
|
<literalValue>政府招标</literalValue>
|
<name>UpdateMethod2</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>UpdateOppoCode</fullName>
|
<field>Oppor_Number_Report__c</field>
|
<formula>Opportunity_No__c</formula>
|
<name>更新报表用询价编码</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>UpdateSalesdepartmentForecastTxt</fullName>
|
<field>SalesdepartmentForecastTxt__c</field>
|
<formula>SalesdepartmentForecast__c</formula>
|
<name>更新销售本部（预测）文本</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_Close_Forecasted_Date_ThisMonth_l</fullName>
|
<field>Close_Forecasted_Date_ThisMonth_long__c</field>
|
<formula>if ( Close_Forecasted_Date__c >= $User.Fiscal_Start_Date__c , 1, 0)</formula>
|
<name>成約予測日は当会計年度以降か？</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_Final_Contract_Proceeded_Date</fullName>
|
<field>Final_Contract_Proceeded_Date__c</field>
|
<formula>Today()</formula>
|
<name>SFDC最终处理日更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>Update_Follow_StartDate</fullName>
|
<field>Follow_Start_Date__c</field>
|
<formula>today()</formula>
|
<name>フォロー開始日更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>X2_lastupdate_OCM_agent</fullName>
|
<field>Agency_Contract_Date_last_update__c</field>
|
<formula>today()</formula>
|
<name>最后更新日-OCM-经销商签约日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ax_Foreign_F</fullName>
|
<field>Tax_Foreign_F_Copy__c</field>
|
<formula>Tax_Foreign_F__c</formula>
|
<name>消费税外贸Copy</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>copyInquiryOwner_Department_TEXT_c</fullName>
|
<field>InquiryOwner_Department_TEXT__c</field>
|
<formula>InquiryOwner_Department__c</formula>
|
<name>copyInquiryOwner_Department_TEXT__c</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>del_Closing_bid_date</fullName>
|
<field>Closing_Bid_Date__c</field>
|
<name>取消win-清除中标日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>del_ConfirmationofAward</fullName>
|
<field>ConfirmationofAward__c</field>
|
<name>取消win-清除中标确认</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ifOpenBid</fullName>
|
<field>ifOpenBid__c</field>
|
<literalValue>公开招标</literalValue>
|
<name>是否公开招标</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>set_authorized_start</fullName>
|
<description>设定后重新评估 授权过期提醒</description>
|
<field>Authorized_start__c</field>
|
<literalValue>1</literalValue>
|
<name>设定-授权开始</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>set_authorized_start2</fullName>
|
<field>Authorized_start__c</field>
|
<literalValue>0</literalValue>
|
<name>设定-授权过期</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>set_last_alert_to_user_update</fullName>
|
<field>Last_alert_to_user_update__c</field>
|
<formula>NOW()</formula>
|
<name>设定-最新提醒人员更新时间</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>updateBackOfficeUseForecastAmount</fullName>
|
<field>BackOfficeUseForecastAmount_PBI__c</field>
|
<formula>IF( AND(TEXT(StageName) == '引合', TEXT(ConfirmationofAward__c) =='竞争对手中标') ,
|
0,
|
IF( TEXT(AdvanceTarget__c) == '必达', OCSMRMB_Without_Tax__c/1000,
|
CASE(Competitor__c ,
|
'A1', OCSMRMB_Without_Tax__c/1000,
|
'A', OCSMRMB_Without_Tax__c* 0.8/1000,
|
'B', OCSMRMB_Without_Tax__c* 0.5/1000,
|
'C', OCSMRMB_Without_Tax__c* 0.3/1000,
|
0)))</formula>
|
<name>更新预测金额（换算值）</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>updateQuoteDay</fullName>
|
<field>DecideQuoteDate__c</field>
|
<formula>if(Estimation_Decision__c,today(),null)</formula>
|
<name>设置决定报价日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>updateQuoteDayNull</fullName>
|
<field>DecideQuoteDate__c</field>
|
<name>清空决定报价日</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Null</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_Opportunity_No</fullName>
|
<field>Opportunity_No__c</field>
|
<formula>IF(TEXT(Trade__c) = '外貿', 'HK', '') +
|
TEXT(Owner.Branch_CD__c) + "-" + Opp_Code__c + "-" + SAP_Province_CD__c + Opp_Number__c</formula>
|
<name>引合番号の引合科室分類部分更新</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>false</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>update_to_bid</fullName>
|
<field>Opportunity_stage__c</field>
|
<literalValue>中标签约</literalValue>
|
<name>更新至中标签约</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<rules>
|
<fullName>0%2E最后更新-重要字段</fullName>
|
<actions>
|
<name>Key_tipics_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>OR(
|
ISCHANGED(Last_Follow_Up_Date__c) ,
|
ISCHANGED(Num_Of_OPD__c),
|
ISCHANGED(Status_Formula__c),
|
ISCHANGED( Competitor__c ),
|
ISCHANGED(Bid_Date__c),
|
ISCHANGED(Bid_Planned_Date__c),
|
ISCHANGED(Closing_Bid_Date__c),
|
ISCHANGED( Close_Forecasted_Date__c ),
|
ISCHANGED(CloseDate),
|
|
ISCHANGED(Wholesale_Price__c),
|
ISCHANGED(Follow_up_comment__c),
|
ISCHANGED(Sales_Shop_Hospital_Contract__c),
|
ISCHANGED(Agency_Contract_Date1__c),
|
|
|
ISCHANGED(Next_action__c))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日--预测成交金额%28含税%29</fullName>
|
<actions>
|
<name>Forecast_amount_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Wholesale_Price__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-OCM-经销商签约日</fullName>
|
<actions>
|
<name>X2_lastupdate_OCM_agent</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Agency_Contract_Date1__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-中标日</fullName>
|
<actions>
|
<name>Bid_date_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Closing_Bid_Date__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-招标日</fullName>
|
<actions>
|
<name>Bid_Collect_date_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Bid_Date__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-推进计划</fullName>
|
<actions>
|
<name>Follow_up_plan_last_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Next_action__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-状态2</fullName>
|
<actions>
|
<name>Stage2_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Status_Formula__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-询价等级</fullName>
|
<actions>
|
<name>Opp_rank_Last_updated_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED( Competitor__c )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-询价跟进情况</fullName>
|
<actions>
|
<name>Situation_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Follow_up_comment__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-询价阶段</fullName>
|
<actions>
|
<name>Opp_stage_Last_updated_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>OR (ISCHANGED(Opportunity_stage__c), ISCHANGED(Special_Stage__c))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-预测OCM签约日</fullName>
|
<actions>
|
<name>Forecast_decied_day_last_update_day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED( Close_Forecasted_Date__c )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>0%2E最后更新日-预测发货日</fullName>
|
<actions>
|
<name>Forecast_shipping_day_last_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(CloseDate)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>COPY148P金额</fullName>
|
<active>false</active>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>ConsumableSAP_cancel</fullName>
|
<actions>
|
<name>SAP_Cancel_Consumable</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>追溯系统对询价操作，SAP上传(WIN) 取消打钩时，邮件提醒</description>
|
<formula>ISCHANGED( SAP_Send_OK__c ) && SAP_Send_OK__c = false && BEGINS( Estimation_Id__c , 'a2K')</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>Copy本部%EF%BC%88所有人%EF%BC%89_文本</fullName>
|
<actions>
|
<name>copyInquiryOwner_Department_TEXT_c</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>ENG订单自动更新</fullName>
|
<actions>
|
<name>ENG_type_up</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Account.RecordType_DeveloperName__c = 'AgencyContract' && Account.ENG_Dealer__c</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>EPT1询价共享</fullName>
|
<actions>
|
<name>EPT1</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.If_Have_EPT1__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>EPT1询价共享2</fullName>
|
<actions>
|
<name>EPT2</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.If_Have_EPT1__c</field>
|
<operation>equals</operation>
|
<value>假</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>ET订单自动更新</fullName>
|
<actions>
|
<name>ET_Dealer_Up_true</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>ET_type_up</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>Account.RecordType_DeveloperName__c = 'AgencyContract' && Account.ET_SP_Dealer__c && (ISCHANGED(AccountId) || ISNEW())</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>IS询价需求创建</fullName>
|
<actions>
|
<name>SI_Oppor_Creat_mail</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>SI询价</value>
|
</criteriaItems>
|
<description>在创建新的IS询价需求时 发邮件</description>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>OCM管理省文本更新</fullName>
|
<actions>
|
<name>Opp_OCM_man_province_txt_set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>OR(ISNEW(), ISCHANGED( OCM_man_province__c ), NOT(ISCHANGED( OCM_man_province__c )))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>OCSM管理省%28客户%29Copy文本</fullName>
|
<actions>
|
<name>OCM_man_province_cus_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISNEW()||(OCM_man_province_cus__c <> OCM_man_province_cus_txt__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>OER-AW询价共享</fullName>
|
<actions>
|
<name>OER_AW</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.If_Have_OERAW_F__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>OppUpdateTmp</fullName>
|
<actions>
|
<name>ifOpenBid</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<criteriaItems>
|
<field>Opportunity.Sales_Method__c</field>
|
<operation>equals</operation>
|
<value>政府招标,院内招标</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>SAP_cancel</fullName>
|
<actions>
|
<name>SAP_Cancel_Status</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>对询价操作，SAP上传(WIN) 取消打钩时，给询价带的营业助理发邮件</description>
|
<formula>ISCHANGED( SAP_Send_OK__c ) && SAP_Send_OK__c = false</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>SAP初次上传时间设定</fullName>
|
<actions>
|
<name>SetSAPFirstOKDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND( SAP_Send_OK__c = True, ISBLANK( SAP_Send_OK_First_Date__c ))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>SP订单自动更新</fullName>
|
<actions>
|
<name>SP_Dealer_Up</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SP_type_up</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND( (ISCHANGED(AccountId) || ISNEW()),Account.RecordType_DeveloperName__c = 'AgencyContract' && Account.SP_DealerContact__c )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>Salesdepartment_Owner_Copy</fullName>
|
<actions>
|
<name>Salesdepartment_Owner_Upd</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>updateBackOfficeUseForecastAmount_PBI</fullName>
|
<actions>
|
<name>updateBackOfficeUseForecastAmount</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>win1000WOver</fullName>
|
<actions>
|
<name>Win_1000</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>win时金额超过1000万，邮件通知系统管理员手工处理</description>
|
<formula>SAP_Send_OK__c = true && Wholesale_Price_F__c >= 10000000</formula>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>フォロー開始日更新</fullName>
|
<actions>
|
<name>Update_Follow_StartDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Status_Formula__c</field>
|
<operation>equals</operation>
|
<value>00 未跟进</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<description>原先是01 还没拜访</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>リードから引合を作るとき</fullName>
|
<actions>
|
<name>update_Opportunity_No</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>リードから引合を作るとき、引合科室分類を正しく更新する</description>
|
<formula>AND( ISCHANGED( Opportunity_Category__c ), REGEX( Opportunity_No__c , ".*--.*"))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>原询价编码清空</fullName>
|
<actions>
|
<name>ClearOriginalInquiryCode</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.GeneralInquirySeparateBill__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>发送经销商资质到期邮件给助理</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.AgencyQuolified_Flag__c</field>
|
<operation>equals</operation>
|
<value>10</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>AgencyQuolified_Expire_Email</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>Reset_AgencyQuolified_Flag</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<timeLength>1</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>合同失效取消WIN</fullName>
|
<actions>
|
<name>SF_ContractAuthorizeLock</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SN_AssistantAppliedDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SN_ContractDBSalesDeptcompliteday</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SN_ContractDBcompliteday</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SN_NotesApprovedNo</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SN_SAPSendOKDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>ST_Opportunity_stage</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>del_Closing_bid_date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>del_ConfirmationofAward</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(SAP_Send_OK__c) && SAP_Send_OK__c == FALSE && TEXT(Reason_Cancel_WIN__c) == '1.终止合同'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談%E2%80%90出荷予測日設定%EF%BC%88初回%EF%BC%89</fullName>
|
<actions>
|
<name>Shipping_Forecasted_Date_FirstSet</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>出荷予測日が成約予測日の30日後以内であれば、30日後に設定する。
|
20141122:
|
|| And(Not(IsNew()), Text(StageName)="引合", ... の条件を削除 ==> 20140715の条件に戻す</description>
|
<formula>And(CloseDate < Close_Forecasted_Date__c + 30, $User.Batch_User__c = False)</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談%E2%80%90出荷予測日設定%EF%BC%88注残から%EF%BC%89</fullName>
|
<actions>
|
<name>Shipping_Forecasted_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Last_Shipping_Scheduled_Date__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談%E2%80%90引合番号作成</fullName>
|
<actions>
|
<name>Opp_Number_Make</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>引合が新規作成された際に、引合番号を作成する。
|
isnew()||(NOT(CONTAINS(Opportunity_No__c , 'SI'))&&RecordTypeId='012100000006KMe')</description>
|
<formula>isnew()||(NOT(CONTAINS(Opportunity_No__c , 'SI'))&&RecordTypeId='012100000006KMe')</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談%E2%80%90引合番号更新</fullName>
|
<actions>
|
<name>Opp_Number_Mod</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<description>登録済み引合の内貿外/貿変更時に
|
引合番号の頭に"HK"のプリフィックスの操作を行う。
|
外貿-付ける
|
内貿-はずす
|
↑ 2013/01/31 にて無効にしました、作ったあと内貿外貿変更しても、引合い番号を更新しない by 望月</description>
|
<formula>AND(
|
NOT( ISBLANK(Opportunity_No_read__c) ),
|
ISCHANGED( Trade__c )
|
)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談%E2%80%90状態１%E3%83%BB引合ランク変更</fullName>
|
<actions>
|
<name>ProbabilitySetValue</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>OR(ISNEW(), ISCHANGED(StageName), ISCHANGED(Competitor__c))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談-コピー時状態1チェック</fullName>
|
<actions>
|
<name>StageNameCopy0</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Note_Shipped_Residual_Total__c</field>
|
<operation>equals</operation>
|
<value>0</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<description>コピー作成時に状態1の値をチェックする</description>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談-商談名変更</fullName>
|
<actions>
|
<name>Opportunity_Name_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Name</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談-引合確認日設定</fullName>
|
<actions>
|
<name>OppConfirmationDaySet</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.New_Opportunity__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<description>確認済み日設定</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談-最終フォロー日チェック</fullName>
|
<actions>
|
<name>Last_Follow_Up_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>活動が登録もしくは更新された場合に最終フォロー日に日付を設定するかチェックする。</description>
|
<formula>OR(ISNULL(Last_Follow_Up_Date__c),DATEVALUE(Xin_Last_Follow_Up_Date_For_Report__c) != Last_Follow_Up_Date__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談-注残チェックOFF設定</fullName>
|
<actions>
|
<name>Opp_Fixed_Off_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>4</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Fixed_Check__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<description>重要：如果以前的询价（没有注残的询价）也更新的话，需要无效，并尽心更新</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談-注残チェックON設定</fullName>
|
<actions>
|
<name>Opp_Fixed_On_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>1,2,3</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Fixed_Check__c</field>
|
<operation>equals</operation>
|
<value>假</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<description>注残になった日付を設定する。</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談_状態1出荷判定</fullName>
|
<actions>
|
<name>StageNameCopy3</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>2</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>完了,引合,注残,出荷</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談_状態1完了判定</fullName>
|
<actions>
|
<name>StageNameCopy4</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<booleanFilter>(1 AND 2 AND 3) OR (4 AND (5 OR 6))</booleanFilter>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>1</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>完了,引合,注残,出荷</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.If_Account_Change__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Contract_DB_complite_day__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Contract_DB_Finalcomplite_day__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談_状態1引合判定</fullName>
|
<actions>
|
<name>Clear_Opp_Cancel_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Clear_Opp_Lost_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>StageNameCopy0</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<booleanFilter>(1 AND 2 AND 3)OR( 4 AND 5 AND 6)</booleanFilter>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>4</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>引合,注残,出荷,完了</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Note_Shipped_Residual_Total__c</field>
|
<operation>equals</operation>
|
<value>0</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.SAP_Send_OK__c</field>
|
<operation>equals</operation>
|
<value>假</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>注残</value>
|
</criteriaItems>
|
<description>(业务机会: 注残信息判断结果等于4) 和 (业务机会: 是否从SFA转移的已结束询价不等于真) 和 (业务机会: 阶段等于引合,注残,出荷,完了)</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>商談_状態1注残判定</fullName>
|
<actions>
|
<name>Clear_Opp_Cancel_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Clear_Opp_Lost_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>StageNameCopy2</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>3</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>完了,引合,注残,出荷</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>招投标项目询价创建提醒</fullName>
|
<actions>
|
<name>BidOppCreateEmailAlert</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<formula>!ISBLANK(Bidding_Project_Name_Bid__c) && ISBLANK(Bidding_Project_Name_Bid__r.QuoteIrai__c)</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>招标发送邮件Flag更新</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Bid_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Closing_Bid_Date__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>21</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>77</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>42</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>28</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>56</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>63</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>35</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>70</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>14</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>InyiteSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>49</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>招标结果提醒</fullName>
|
<active>false</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Bid_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Closing_Bid_Date__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>21</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>77</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>42</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>28</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>56</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>63</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>35</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>70</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>14</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_02</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Bid_Date__c</offsetFromField>
|
<timeLength>49</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>授权开始</fullName>
|
<actions>
|
<name>set_authorized_start</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>授权过期提醒 用标识设定</description>
|
<formula>NOT(ISNULL(Autholization_Activated_Date__c)) && NOT(Authorized_start__c) && ISCHANGED(Autholization_Activated_Date__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>授权过期提醒</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Status_Formula__c</field>
|
<operation>equals</operation>
|
<value>08 已授权</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Autholization_Activated_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Authorized_start__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<description>原来是03 已授权</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_01</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_authorized_start2</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Autholization_Activated_Date__c</offsetFromField>
|
<timeLength>1</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>新建询价时检查医院是否在警示名单</fullName>
|
<actions>
|
<name>InsertOppBlacklistWarningList</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>新建询价时如医院在警示名单，有提醒，发给询价担当/助理（明确谁在警示名单）</description>
|
<formula>AND($Label.TradeComplianceStatusFlag=='true',OR(Hospital__r.IFTradeComplianceIntercept__c == 'WarningList',Agency1__r.IFTradeComplianceIntercept__c == 'WarningList',Agency2__r.IFTradeComplianceIntercept__c == 'WarningList'))</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>新建询价时检查医院是否在黑名单</fullName>
|
<actions>
|
<name>InsertOppBlacklistReminder</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>新建询价时如医院在黑名单，有提醒，发给询价担当/助理（明确谁在黑名单）</description>
|
<formula>AND($Label.TradeComplianceStatusFlag=='true',OR(Hospital__r.IFTradeComplianceIntercept__c == 'intercept',Agency1__r.IFTradeComplianceIntercept__c == 'intercept',Agency2__r.IFTradeComplianceIntercept__c == 'intercept'))</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新 配置已签字</fullName>
|
<actions>
|
<name>Check_sign</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Est_sigh_pseron</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(NOT(ISBLANK(OPD_SIS_collect_evaluation_sight__c)),Collect_Customer_sign__c = false)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新Decide日期</fullName>
|
<actions>
|
<name>updateQuoteDay</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(Estimation_Decision__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新Decide日期Null</fullName>
|
<actions>
|
<name>updateQuoteDayNull</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>ISCHANGED(Estimation_Decision__c) && !Estimation_Decision__c</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新至中标签约</fullName>
|
<actions>
|
<name>update_to_bid</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<booleanFilter>1 or 2</booleanFilter>
|
<criteriaItems>
|
<field>Opportunity.SAP_Send_OK_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Agency_Contract_Date1__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<description>备货审批完 || 9 日期 || 10 日期 || 11 日期 不为空， 更新至中标签约</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>更新销售本部%EF%BC%88预测%EF%BC%89文本</fullName>
|
<actions>
|
<name>UpdateSalesdepartmentForecastTxt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>isNew() || (SalesdepartmentForecast__c <> SalesdepartmentForecastTxt__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>汇率相关字段copy_文本</fullName>
|
<actions>
|
<name>Salesdepartment_Owner_Upd</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Tax_F_Copy</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>ax_Foreign_F</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>copyInquiryOwner_Department_TEXT_c</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>汇率字段超5000对应</description>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>滞留日数更新</fullName>
|
<actions>
|
<name>Status0_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status1_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status2_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status4_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status5_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status6_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status7_Elapsed_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Status_Formula_Text_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_Close_Forecasted_Date_ThisMonth_l</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Name</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>签约2Flag更新</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Closing_Bid_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Agency_Contract_Date1__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Sales_Shop_Hospital_Contract__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Sight2SendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>90</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>签约Flag更新</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Closing_Bid_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Agency_Contract_Date1__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Sales_Shop_Hospital_Contract__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>42</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>21</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>28</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>77</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>63</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>49</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>70</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>56</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>14</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>SightSendEmailFlagUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>35</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>签约提醒</fullName>
|
<active>false</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Closing_Bid_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Agency_Contract_Date1__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Sales_Shop_Hospital_Contract__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>35</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>42</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>21</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>28</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>77</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>63</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>49</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>70</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>56</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_03</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>14</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>签约提醒2</fullName>
|
<active>false</active>
|
<criteriaItems>
|
<field>Opportunity.StageName__c</field>
|
<operation>equals</operation>
|
<value>询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Closing_Bid_Date__c</field>
|
<operation>notEqual</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Agency_Contract_Date1__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Sales_Shop_Hospital_Contract__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>opp_alert_04</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>set_last_alert_to_user_update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField>
|
<timeLength>90</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>经销商资质即将过期</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Agency_Intelligence_Expire_Remind_Flag__c</field>
|
<operation>equals</operation>
|
<value>10</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>AgencyIntelligenceExpire_Email</name>
|
<type>Alert</type>
|
</actions>
|
<actions>
|
<name>Upd_Agency_Flag</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<timeLength>1</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>经销商资质过期发给杨静%E3%80%81杜文君</fullName>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.AgencyQuolified_Flag__c</field>
|
<operation>equals</operation>
|
<value>20</value>
|
</criteriaItems>
|
<description>做WIN的助理异动，发给指定的联系人（杨静 Jing2 Yang/usr/oly 杜文君 Wenjun Du/usr/oly）</description>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
<workflowTimeTriggers>
|
<actions>
|
<name>Reset_AgencyQuolified_Flag</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<timeLength>1</timeLength>
|
<workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit>
|
</workflowTimeTriggers>
|
</rules>
|
<rules>
|
<fullName>订单分类ENG更新</fullName>
|
<actions>
|
<name>ET_Dealer_Up_false</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>手动修改时用</description>
|
<formula>AND( ISCHANGED(Opp_order_Type__c) ,OR(text(Opp_order_Type__c) = 'ENG',text(Opp_order_Type__c) = ''),ET_SP_Consumption__c = True)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>订单分类ET%2FSP更新</fullName>
|
<actions>
|
<name>ET_Dealer_Up_true</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>手动修改时用</description>
|
<formula>AND(OR(text(Opp_order_Type__c) = 'ET',text(Opp_order_Type__c) = 'SP'),ET_SP_Consumption__c = false)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>设置特约经销商授权</fullName>
|
<actions>
|
<name>SET_Authorized</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>契約</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Account.Is_Active_Formula__c</field>
|
<operation>notEqual</operation>
|
<value>无效</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsAuthorized__c</field>
|
<operation>equals</operation>
|
<value>假</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.OpportunitySource__c</field>
|
<operation>notEqual</operation>
|
<value>消耗品系统</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价%E2%80%90询价复制时 WIN和DECIDE更新到假</fullName>
|
<actions>
|
<name>Estimation_Decision_Off</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>SAP_OK_OFF</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<booleanFilter>1 OR 2</booleanFilter>
|
<criteriaItems>
|
<field>Opportunity.SAP_Send_OK__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Estimation_Decision__c</field>
|
<operation>equals</operation>
|
<value>真</value>
|
</criteriaItems>
|
<description>引合作成時は見積決定とSAP送信OKフラグをOFFにする。
|
（コピー機能対応）</description>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价-设定取消%2F失单日</fullName>
|
<actions>
|
<name>Lost_Opportunity_Date_Update</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Update_Final_Contract_Proceeded_Date</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>敗戦,削除</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价-设定合同无效日</fullName>
|
<actions>
|
<name>Contract_Invalid_Date_Set</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Contract_Invalid_Total__c</field>
|
<operation>greaterThan</operation>
|
<value>0</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价-设定订单发货完毕日</fullName>
|
<actions>
|
<name>Set_Shipping_Finished_Day</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Note_Residual_Result__c</field>
|
<operation>equals</operation>
|
<value>1,2</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>完了,出荷</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.Shipping_Finished_Day__c</field>
|
<operation>equals</operation>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价-设定询价结束日</fullName>
|
<actions>
|
<name>SetClickCloseDate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.StageName</field>
|
<operation>equals</operation>
|
<value>完了,敗戦,削除</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.IsImport__c</field>
|
<operation>notEqual</operation>
|
<value>真</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价包含EP-T1产品</fullName>
|
<actions>
|
<name>EP_T1_00Solution</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<description>询价包含EP-T1产品</description>
|
<formula>If_Have_EP_T1__c = true && ISCHANGED(Closing_Bid_Date__c)</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价已上传T1清单</fullName>
|
<actions>
|
<name>T1_T1</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<formula>ISCHANGED(If_Have_EP_T1__c) && If_Have_EP_T1__c = true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价担当人的省格式公式变成到文本</fullName>
|
<actions>
|
<name>Replace_to_text</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>引合</value>
|
</criteriaItems>
|
<description>为了在共享用户小组功能下，分配权限（按询价状态别分配查阅权限）</description>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价的预测对象公式变到复选框</fullName>
|
<actions>
|
<name>Set_Monthly3_order_target_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Set_Monthly3_ship_target_stock_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Set_Monthly3_ship_target_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Set_Monthly_order_target_stock_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Set_Monthly_order_target_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>Set_Monthly_ship_target_txt</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<booleanFilter>1 or 2</booleanFilter>
|
<criteriaItems>
|
<field>Opportunity.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>引合,询价</value>
|
</criteriaItems>
|
<criteriaItems>
|
<field>Opportunity.RecordTypeId</field>
|
<operation>equals</operation>
|
<value>SI询价</value>
|
</criteriaItems>
|
<description>公式有错，修改之后超长，先拷贝到复选框</description>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>询价编码%EF%BC%88报表用%EF%BC%89生成</fullName>
|
<actions>
|
<name>UpdateOppoCode</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Opportunity.Opportunity_No_read__c</field>
|
<operation>contains</operation>
|
<value>***</value>
|
</criteriaItems>
|
<triggerType>onCreateOrTriggeringUpdate</triggerType>
|
</rules>
|
</Workflow>
|
