| | |
| | | <field>Sales_assistant_name_text__c</field> |
| | | <type>userLookup</type> |
| | | </recipients> |
| | | <senderAddress>18523460502@163.com</senderAddress> |
| | | <senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress> |
| | | <senderType>OrgWideEmailAddress</senderType> |
| | | <template>Olympus_OCM/AgencyIntelligenceExpire_HTMLModel</template> |
| | | </alerts> |
| | |
| | | <field>Sales_assistant_name_text__c</field> |
| | | <type>userLookup</type> |
| | | </recipients> |
| | | <senderAddress>18523460502@163.com</senderAddress> |
| | | <senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress> |
| | | <senderType>OrgWideEmailAddress</senderType> |
| | | <template>Prospect/AgencyQuolified_Expire</template> |
| | | </alerts> |
| | |
| | | <field>Sales_assistant_name_text__c</field> |
| | | <type>userLookup</type> |
| | | </recipients> |
| | | <senderAddress>18523460502@163.com</senderAddress> |
| | | <senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress> |
| | | <senderType>OrgWideEmailAddress</senderType> |
| | | <template>Prospect/opp_alert_01_template</template> |
| | | </alerts> |
| | |
| | | <field>Sales_window_text__c</field> |
| | | <type>userLookup</type> |
| | | </recipients> |
| | | <senderAddress>18523460502@163.com</senderAddress> |
| | | <senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress> |
| | | <senderType>OrgWideEmailAddress</senderType> |
| | | <template>Prospect/opp_alert_02_template</template> |
| | | </alerts> |
| | |
| | | <field>Sales_window_text__c</field> |
| | | <type>userLookup</type> |
| | | </recipients> |
| | | <senderAddress>18523460502@163.com</senderAddress> |
| | | <senderType>OrgWideEmailAddress</senderType> |
| | | <senderType>CurrentUser</senderType> |
| | | <template>Prospect/opp_alert_03_template</template> |
| | | </alerts> |
| | | <alerts> |
| | |
| | | <field>Sales_window_text__c</field> |
| | | <type>userLookup</type> |
| | | </recipients> |
| | | <senderAddress>18523460502@163.com</senderAddress> |
| | | <senderAddress>ocm_te2ampj@olympus.com.cn</senderAddress> |
| | | <senderType>OrgWideEmailAddress</senderType> |
| | | <template>Prospect/opp_alert_04_template</template> |
| | | </alerts> |
| | |
| | | <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> |
| | | <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> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.If_Have_EPT1__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onAllChanges</triggerType> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.If_Have_EPT1__c</field> |
| | | <operation>equals</operation> |
| | | <value>False</value> |
| | | <value>假</value> |
| | | </criteriaItems> |
| | | <triggerType>onAllChanges</triggerType> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.If_Have_OERAW_F__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onAllChanges</triggerType> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <description>原先是01 还没拜访</description> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.GeneralInquirySeparateBill__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onCreateOnly</triggerType> |
| | | </rules> |
| | |
| | | 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> |
| | | <formula>AND( |
| | | NOT( ISBLANK(Opportunity_No_read__c) ), |
| | | ISCHANGED( Trade__c ) |
| | | )</formula> |
| | | <triggerType>onAllChanges</triggerType> |
| | | </rules> |
| | | <rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.New_Opportunity__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <description>確認済み日設定</description> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.Fixed_Check__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <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> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.Fixed_Check__c</field> |
| | | <operation>equals</operation> |
| | | <value>False</value> |
| | | <value>假</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <description>注残になった日付を設定する。</description> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.If_Account_Change__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.Contract_DB_complite_day__c</field> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.StageName</field> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.SAP_Send_OK__c</field> |
| | | <operation>equals</operation> |
| | | <value>False</value> |
| | | <value>假</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.StageName</field> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | | </rules> |
| | |
| | | <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>21</timeLength> |
| | | <workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit> |
| | | </workflowTimeTriggers> |
| | |
| | | </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> |
| | |
| | | <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>21</timeLength> |
| | | <workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit> |
| | | </workflowTimeTriggers> |
| | |
| | | </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> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.Authorized_start__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <description>原来是03 已授权</description> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | |
| | | <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> |
| | |
| | | </actions> |
| | | <offsetFromField>Opportunity.Closing_Bid_Date__c</offsetFromField> |
| | | <timeLength>35</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>42</timeLength> |
| | | <workflowTimeTriggerUnit>Days</workflowTimeTriggerUnit> |
| | | </workflowTimeTriggers> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsAuthorized__c</field> |
| | | <operation>equals</operation> |
| | | <value>False</value> |
| | | <value>假</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.OpportunitySource__c</field> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.SAP_Send_OK__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.Estimation_Decision__c</field> |
| | | <operation>equals</operation> |
| | | <value>True</value> |
| | | <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> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | | </rules> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <criteriaItems> |
| | | <field>Opportunity.Shipping_Finished_Day__c</field> |
| | |
| | | <criteriaItems> |
| | | <field>Opportunity.IsImport__c</field> |
| | | <operation>notEqual</operation> |
| | | <value>True</value> |
| | | <value>真</value> |
| | | </criteriaItems> |
| | | <triggerType>onCreateOrTriggeringUpdate</triggerType> |
| | | </rules> |