<?xml version="1.0" encoding="UTF-8"?>
|
<Workflow xmlns="http://soap.sforce.com/2006/04/metadata">
|
<alerts>
|
<fullName>CustomerPassEmail</fullName>
|
<description>客户通过邮件</description>
|
<protected>false</protected>
|
<recipients>
|
<field>SubmitUser__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Account/SSBGCustomerPass_New</template>
|
</alerts>
|
<alerts>
|
<fullName>CustomerPassEmailQC</fullName>
|
<description>客户通过邮件QC</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>changyi_li@ssbg.com</recipient>
|
<type>user</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>unfiled$public/SSBGCustomerPass_QC</template>
|
</alerts>
|
<alerts>
|
<fullName>CustomerPassEmail_Change</fullName>
|
<description>客户通过邮件(修改)</description>
|
<protected>false</protected>
|
<recipients>
|
<field>SubmitUser__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Account/SSBGCustomerPass_New</template>
|
</alerts>
|
<alerts>
|
<fullName>CustomerRejectEmail</fullName>
|
<description>客户驳回邮件</description>
|
<protected>false</protected>
|
<recipients>
|
<field>SubmitUser__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Account/SSBGCustomerReject_New</template>
|
</alerts>
|
<alerts>
|
<fullName>CustomerRejectEmailQC</fullName>
|
<description>客户驳回邮件QC</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>changyi_li@ssbg.com</recipient>
|
<type>user</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>unfiled$public/SSBGCustomerReject_QC</template>
|
</alerts>
|
<alerts>
|
<fullName>CustomerRejectEmail_Change</fullName>
|
<description>客户驳回邮件(修改)</description>
|
<protected>false</protected>
|
<recipients>
|
<field>SubmitUser__c</field>
|
<type>userLookup</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>Account/SSBGCustomerReject_New</template>
|
</alerts>
|
<alerts>
|
<fullName>ProhibitionAccount</fullName>
|
<ccEmails>xinhonglu@prec-tech.com</ccEmails>
|
<description>代理商禁用</description>
|
<protected>false</protected>
|
<recipients>
|
<recipient>bin1_zhao@ssbg.com</recipient>
|
<type>user</type>
|
</recipients>
|
<senderType>CurrentUser</senderType>
|
<template>unfiled$public/ProhibitionAccount</template>
|
</alerts>
|
<fieldUpdates>
|
<fullName>ANI_RECORDTYPE_Change</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_ANI_Approval</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>ANI_RECORDTYPE_Change</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ANI_RECORDTYPE_Return</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_ANI</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>ANI_RECORDTYPE_Return</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>AreaForIEApprove</fullName>
|
<field>AreaForIEApproveText__c</field>
|
<formula>AreaForIEApprove__c</formula>
|
<name>地区(IE审批)</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>BS_RECORDTYPE_Change</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_BS_Approval</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>BS_RECORDTYPE_Change</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>BS_RECORDTYPE_Return</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_BS</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>BS_RECORDTYPE_Return</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>CustomerApprove</fullName>
|
<field>stautesD__c</field>
|
<literalValue>Pass</literalValue>
|
<name>更新客户状态-批准</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>CustomerChange</fullName>
|
<field>stautesD__c</field>
|
<literalValue>Submit</literalValue>
|
<name>更新客户状态-已提交</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>CustomerInitial</fullName>
|
<field>stautesD__c</field>
|
<literalValue>Draft</literalValue>
|
<name>更新客户状态-草案中</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>CustomerReject</fullName>
|
<field>stautesD__c</field>
|
<literalValue>Reject</literalValue>
|
<name>更新客户状态-驳回</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>FiledsUpdate</fullName>
|
<field>stautesD__c</field>
|
<literalValue>Pass</literalValue>
|
<name>审批状态</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>IE_RECORDTYPE_Change</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_IE_Approval</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>IE_RECORDTYPE_Change</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>IE_RECORDTYPE_Return</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_IE</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>IE_RECORDTYPE_Return</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>NDT_RECORDTYPE_Change</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_NDT_Approval</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>NDT_RECORDTYPE_Change</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>NDT_RECORDTYPE_Return</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_NDT</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>NDT_RECORDTYPE_Return</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>ProvinceStr</fullName>
|
<field>ProvinceStr__c</field>
|
<formula>TEXT( Province__c )</formula>
|
<name>省份文本赋值</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RVI_RECORDTYPE_Change</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_RVI_Approval</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>RVI_RECORDTYPE_Change</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>RVI_RECORDTYPE_Return</fullName>
|
<field>RecordTypeId</field>
|
<lookupValue>Customer_RVI</lookupValue>
|
<lookupValueType>RecordType</lookupValueType>
|
<name>RVI_RECORDTYPE_Return</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>LookupValue</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>TechnicalServiceCreated</fullName>
|
<field>TechnicalServiceCreated__c</field>
|
<literalValue>1</literalValue>
|
<name>技术服务部创建</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>accountpass</fullName>
|
<field>stautesD__c</field>
|
<literalValue>Pass</literalValue>
|
<name>客户批准</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>create_true</fullName>
|
<field>MarketingStrategyCreated__c</field>
|
<literalValue>1</literalValue>
|
<name>市场战略部创建-真</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
<reevaluateOnChange>true</reevaluateOnChange>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>isServiceCreate</fullName>
|
<field>serviceCreate__c</field>
|
<literalValue>1</literalValue>
|
<name>是否服务部创建</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>setIs_New</fullName>
|
<field>IsNew__c</field>
|
<literalValue>0</literalValue>
|
<name>setIs_New</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Literal</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<fieldUpdates>
|
<fullName>updateAccountName</fullName>
|
<field>Name</field>
|
<formula>IF(FacilityName__c <> '',FacilityName__c & IF(DivisionName__c='无','',DivisionName__c)
|
& IF(OR(DepartmentName__c='无', IsBlank(DepartmentName__c)),'',
|
' ' & DepartmentName__c
|
),FacilityNameD__c & IF(DivisionName_D__c='无','',DivisionName_D__c)
|
& IF(OR(DepartmentNameD__c='无', IsBlank(DepartmentNameD__c)),'',
|
' ' & DepartmentNameD__c))</formula>
|
<name>updateAccountName</name>
|
<notifyAssignee>false</notifyAssignee>
|
<operation>Formula</operation>
|
<protected>false</protected>
|
</fieldUpdates>
|
<rules>
|
<fullName>SetAccountName</fullName>
|
<actions>
|
<name>updateAccountName</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>RecordTypeId <> '0120K000000Opa6' && RecordTypeId <> '012280000005gnE' && RecordTypeId <> '01228000000TF3Q' && RecordTypeId <> '01228000000TGun' &&(ISNEW() || ISCHANGED(FacilityName__c) || ISCHANGED(DivisionName__c) || ISCHANGED(DepartmentName__c) || ISCHANGED(Name) )</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>代理商禁用邮件通知01</fullName>
|
<actions>
|
<name>ProhibitionAccount</name>
|
<type>Alert</type>
|
</actions>
|
<active>true</active>
|
<formula>AND(ProhibitionAccount__c, ISCHANGED(ProhibitionAccount__c), ISBLANK(ParentId))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>地区%28IE审批%29</fullName>
|
<actions>
|
<name>AreaForIEApprove</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>true</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>市场战略部创建</fullName>
|
<actions>
|
<name>create_true</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>$Profile.Id = '00e28000000YQMs' || $Profile.Id = '00e0K000002NxHr'</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>市场战略部创建_NEW</fullName>
|
<actions>
|
<name>create_true</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>CONTAINS($Label.MarketingDepartment,LEFT($User.Id,15))</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>市场部创建客户</fullName>
|
<actions>
|
<name>accountpass</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>setIs_New</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>$Profile.Id = '00e28000000YQMs' || $Profile.Id = '00e0K000002NxHr'</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>市场部创建客户_NEW</fullName>
|
<actions>
|
<name>accountpass</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<actions>
|
<name>setIs_New</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>CONTAINS($Label.MarketingDepartment,LEFT($User.Id,15))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>技术服务部创建客户标记</fullName>
|
<actions>
|
<name>TechnicalServiceCreated</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>OR($Profile.Id = '00e28000001sZE6',$Profile.Id = '00e28000000YQMx', CreatedBy.Id = '00528000000YWE7', CreatedBy.Id ='00528000000YVGg', CreatedBy.Id = '0050K000009U4II', CreatedBy.Id = '0050K000009U4ID', CreatedBy.Id = '00528000000YWC6')</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>技术服务部创建客户标记_NEW</fullName>
|
<actions>
|
<name>TechnicalServiceCreated</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>OR(CONTAINS($Label.TechnicalService,LEFT($User.Id,15)) , CreatedBy.Id = '00528000000YWE7', CreatedBy.Id ='00528000000YVGg', CreatedBy.Id = '0050K000009U4II', CreatedBy.Id = '0050K000009U4ID', CreatedBy.Id = '00528000000YWC6')</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>是否服务部创建</fullName>
|
<actions>
|
<name>isServiceCreate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>false</active>
|
<formula>OR(CreatedById = '00528000000YWC6',CreatedById = '00528000000YWE7', $Profile.Id = '00e28000000YQMx', $Profile.Id = '00e28000001sZE6')</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>是否服务部创建_NEW</fullName>
|
<actions>
|
<name>isServiceCreate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<formula>OR(CreatedById = '00528000000YWC6',CreatedById = '00528000000YWE7', CONTAINS($Label.TechnicalService,LEFT($User.Id,15)))</formula>
|
<triggerType>onCreateOnly</triggerType>
|
</rules>
|
<rules>
|
<fullName>服务部创建客户BS%2FNDT%2FANI不需要审批</fullName>
|
<actions>
|
<name>FiledsUpdate</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<description>服务部创建客户BS/NDT/ANI不需要审批</description>
|
<formula>AND(serviceCreate__c = true,OR(text(ProductSegment__c) = 'BS',text(ProductSegment__c) = 'NDT',text(ProductSegment__c) = 'ANI'))</formula>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
<rules>
|
<fullName>省份文本赋值</fullName>
|
<actions>
|
<name>ProvinceStr</name>
|
<type>FieldUpdate</type>
|
</actions>
|
<active>true</active>
|
<criteriaItems>
|
<field>Account.Province__c</field>
|
<operation>equals</operation>
|
<value>内蒙古,河北,山西,山东,北京,天津,上海,江苏,浙江,安徽,江西,新疆,西藏,青海,甘肃,宁夏,陕西,云南,贵州,重庆,四川,河南,湖北,湖南,广东,广西,福建,海南,辽宁,吉林,黑龙江</value>
|
</criteriaItems>
|
<triggerType>onAllChanges</triggerType>
|
</rules>
|
</Workflow>
|