ActionEmailCCAgency Zhao_Prectech@olympus.com.cn SFDC_Wangqingli@olympus.com.cn 担当：处理意见后批准，发邮件 发助理 false Sales_assistant_name_text__c userLookup CurrentUser ActionEmailCCDenyAgency 担当：拒绝 增加驳回原因，发邮件 发助理 false Sales_assistant_name_text__c userLookup CurrentUser ActionEmailHPccZL Zhao_Prectech@olympus.com.cn SFDC_Wangqingli@olympus.com.cn 医院部拒签分签收 邮件通知营业管理部担当+助理 false RC_Manager__c userLookup Sales_assistant_name_text__c userLookup CurrentUser AgencyCCSalesAssistantName 经销商确认cc营业管理和担当 false RC_Manager__c userLookup Sales_assistant_name_text__c userLookup ocm_te2ampj@olympus.com.cn OrgWideEmailAddress DenyHPToAssistant 驳回医院邮件发助理 false Sales_assistant_name_text__c userLookup CurrentUser HPToAssistant2 Zhao_Prectech@olympus.com.cn SFDC_Wangqingli@olympus.com.cn 直销：批准医院邮件发助理 false Sales_assistant_name_text__c userLookup CurrentUser denyMailToAgency 驳回时，mail经销商 false AgencyWorkflowEmail__c email CurrentUser denyMailToHP 驳回后，mail医院 false HPWorkflowEmail__c email CurrentUser sendEmailToAgency Zhao_Prectech@olympus.com.cn SFDC_Wangqingli@olympus.com.cn 填写处理意见后mail经销商 false AgencyWorkflowEmail__c email CurrentUser sendEmailToHP Zhao_Prectech@olympus.com.cn SFDC_Wangqingli@olympus.com.cn 直销：填写处理意见后mail医院 false HPWorkflowEmail__c email CurrentUser sevenDayToAgency SFDC_Wangqingli@olympus.com.cn 7天提醒经销商 false AgencyWorkflowEmail__c email CurrentUser sevenDayToHP Zhao_Prectech@olympus.com.cn,SFDC_Wangqingli@olympus.com.cn 7天提醒医院(直销) false HPWorkflowEmail__c email CurrentUser sevenDayToZhuLi SFDC_Wangqingli@olympus.com.cn 7天提醒助理 false Sales_assistant_name_text__c userLookup CurrentUser Set_Operator_Agency_Pass Operator_Agency_Pass__c $User.Alias 设置经销商批准操作人 false Formula false false Set_Operator_Agency_Reject Operator_Agency_Reject__c $User.Alias 设置经销商驳回操作人 false Formula false false Set_Operator_Hospital_Pass Operator_Hospital_Pass__c $User.Alias 设置医院批准操作人 false Formula false false Set_Operator_Hospital_Reject Operator_Hospital_Reject__c $User.Alias 设置医院驳回操作人 false Formula false false UpdateAgencyConfirmDate0916 agencyConfirmDate__c if(agencyAcceptResult__c ='全部验收',today(),null) 更新经销商确认日 false Formula false false UpdateAgencyConfirmDateTen agencyConfirmDate__c today() 更新经销商确认日 false Formula false false UpdateAgencyReject 只有驳回时候赋值为true，不清除 agencyReject__c 1 更新经销商驳回 false Literal false false UpdateAgencyRejectDate 更新签收单驳回日期 agencyRejectDate__c NOW() 更新经销商驳回日期 false Formula false false UpdateHPAutoConfirm HPAutoConfirm__c 1 更新医院自动确认 false Literal false false UpdateHPConfirmDate HPConfirmDate__c today() 更新医院确认日 false Formula false false UpdateHPDate1 salesHPManageFBDate__c today() 更新营业管理课反馈日-医院 false Formula false false UpdateHPDate2 salesHPManageConfirmDate__c today() 更新营业管理课确认日-医院 false Formula false false UpdateHPReject 医院驳回的时候置成true，其他时候不赋值 HPReject__c 1 更新医院驳回 false Literal false false UpdateHPRejectDate 医院驳回的时候记录驳回日期 HPRejectDate__c NOW() 更新医院驳回日期 false Formula false false UpdatesalesHPManageConfirmDate3 salesHPManageConfirmDate__c today() 更新营业管理课确认日-医院 false Formula false false UpdatesalesHPManageFBDate3 salesHPManageFBDate__c if(HPAcceptResult__c=='全部验收',null,today()) 更新营业管理部反馈日-医院 false Formula false false UpdatesalesManageConfirmDate0916 当全部签收的时候，更新营业管理课确认日 salesManageConfirmDate__c today() 更新营业管理课确认日-经销商 false Formula false false UpdatesalesManageFBDate0916 salesManageFBDate__c if(agencyAcceptResult__c =='全部验收',null,today() ) 更新营业管理课反馈日-经销商 false Formula false false ccAgency isSendEmail_del__c 1 更新发送cc经销商邮件标识 false Literal false false ccAgencyIsFalse isSendEmail_del__c 0 是否发送邮件cc经销商置为假 false Literal false false ccHPFalse isSendHPEmail_del__c 0 是否发送邮件cc医院置为假 false Literal false false ccHPMAil isSendHPEmail_del__c 1 更新cc医院邮件标识 false Literal false false dealerFormulaFieldAssignmentText SalesRootFormula__c Sales_Root_Formula__c 销售渠道公式字段给文本字段赋值 false Formula false false deleteAgencyAttachNum 驳回时，将附件更新数置为0 agencyAttachNum__c 0 经销商附件更新数置0 false Formula false false deleteHPAttachNum 驳回时，将医院附件更新数置为0 HPAttachNum__c 0 医院附件更新数置0 false Formula false false endDateaddThree endConfirmDate__c ADDMONTHS(today(),12) 最终确认日期+1年 false Formula false false hospitalFormulaFieldAssignmentText end_User__c endUser__c 最终用户公式字段给文本字段赋值 false Formula false false updateagencyAutoConfirmTen agencyAutoConfirm__c 1 更新经销商自动确认 false Literal false false 公式拷文本%EF%BC%88经销商%E3%80%81医院%EF%BC%89跳过签收用 dealerFormulaFieldAssignmentText FieldUpdate hospitalFormulaFieldAssignmentText FieldUpdate true 因为公式太长 Isnew()|| ISCHANGED(endUser__c)|| ISCHANGED(Sales_Root_Formula__c) onAllChanges 分销%2F协议%EF%BC%9A批准%28经销商%29 Set_Operator_Agency_Pass FieldUpdate UpdateAgencyConfirmDate0916 FieldUpdate UpdatesalesManageConfirmDate0916 FieldUpdate UpdatesalesManageFBDate0916 FieldUpdate endDateaddThree FieldUpdate true !isblank(agencySignUpDate__c) && ISCHANGED(agencyAutoSignUpStatus__c) && Text(agencyAutoSignUpStatus__c) = '已批准' onAllChanges 分销%2F协议%EF%BC%9A拒绝%28经销商%29 ActionEmailCCDenyAgency Alert denyMailToAgency Alert Set_Operator_Agency_Reject FieldUpdate UpdateAgencyReject FieldUpdate UpdateAgencyRejectDate FieldUpdate ccAgencyIsFalse FieldUpdate deleteAgencyAttachNum FieldUpdate true !isblank(agencySignUpDate__c) && ISCHANGED(agencyAutoSignUpStatus__c) &&text(agencyAutoSignUpStatus__c)='不批准' onAllChanges 分销%EF%BC%9A批准%28医院%29 Set_Operator_Hospital_Pass FieldUpdate UpdateHPConfirmDate FieldUpdate UpdateHPDate1 FieldUpdate UpdateHPDate2 FieldUpdate endDateaddThree FieldUpdate true 2023-03-13 增加医院确认日设置 !isblank(HPSignUpDate__c)&&ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='已批准' onAllChanges 分销批准后有处理意见才发 ActionEmailCCAgency Alert sendEmailToAgency Alert true eSignForm__c.agencyAutoSignUpStatus__c equals 已批准 eSignForm__c.salesManageFBDate__c notEqual eSignForm__c.salesManageConfirmDate__c notEqual eSignForm__c.agencyAcceptResult__c equals 部分验收,拒收 eSignForm__c.Name notEqual 65234372-20201221 onCreateOrTriggeringUpdate 医院部分签收cc营业助理和担当 ActionEmailHPccZL Alert ccHPMAil FieldUpdate true eSignForm__c.HPSignUpStatus__c equals 申请中 eSignForm__c.HPSignUpDate__c notEqual eSignForm__c.HPAcceptResult__c equals 部分验收,拒收 eSignForm__c.isSendHPEmail_del__c equals 假 onAllChanges 医院驳回邮件补发-营业助理 DenyHPToAssistant Alert false AND($Profile.Id == '00510000005sEEM', RejectHospitalToAssistant__c == true,text(HPSignUpStatus__c)='不批准') onAllChanges 更新最终确认日期 endDateaddThree FieldUpdate false 可靠性太低，已禁用，字段更新挪到各审批通过时点设置 (skip_Distribution_Sign__c && HPDNSignUpStatus__c == '签收已完成') ||(skip_Hospital_Sign__c&& agencyDNSignUpStatus__c == '签收已完成') ||(Sales_Root_Formula__c=='販売店' && HPDNSignUpStatus__c == '签收已完成' && agencyDNSignUpStatus__c == '签收已完成') onCreateOrTriggeringUpdate 直销%2F分销%3A拒绝%28医院%29 DenyHPToAssistant Alert denyMailToHP Alert Set_Operator_Hospital_Reject FieldUpdate UpdateHPReject FieldUpdate UpdateHPRejectDate FieldUpdate ccHPFalse FieldUpdate deleteHPAttachNum FieldUpdate true !isblank(HPSignUpDate__c)&& ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='不批准' onAllChanges 直销%EF%BC%9A批准%28医院%29 Set_Operator_Hospital_Pass FieldUpdate UpdateHPConfirmDate FieldUpdate UpdatesalesHPManageConfirmDate3 FieldUpdate UpdatesalesHPManageFBDate3 FieldUpdate endDateaddThree FieldUpdate true !isblank(HPSignUpDate__c)&&ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='已批准'&&Sales_Root_Formula__c='OCM直接販売' Sales_Root_Formula__c='OCM直接販売' 修改为 跳过经销商签收 = true !isblank(HPSignUpDate__c)&&ISCHANGED(HPSignUpStatus__c) &&text(HPSignUpStatus__c)='已批准'&&skip_Distribution_Sign__c=true onAllChanges 直销批准后有处理意见发邮件 HPToAssistant2 Alert sendEmailToHP Alert true !isblank(HPSignUpDate__c) && ISCHANGED(HPSignUpStatus__c) && Text(HPSignUpStatus__c) = '已批准'&&(HPAcceptResult__c ='部分验收' || HPAcceptResult__c ='拒收')&&Sales_Root_Formula__c = 'OCM直接販売' onAllChanges 经销商部分签收cc营业助理和担当 AgencyCCSalesAssistantName Alert ccAgency FieldUpdate true eSignForm__c.agencyAutoSignUpStatus__c equals 申请中 eSignForm__c.agencyAcceptResult__c equals 部分验收,拒收 eSignForm__c.agencySignUpDate__c notEqual eSignForm__c.isSendEmail_del__c equals 假 onAllChanges 经销商驳回邮件补发-营业助理 ActionEmailCCDenyAgency Alert false AND($Profile.Id == '00e10000000Y3o5', RejectAgencyToAssistant__c == true, TEXT(agencyAutoSignUpStatus__c) == '不批准' ) onAllChanges 自动确认%28医院%29 UpdateHPConfirmDate FieldUpdate true eSignForm__c.HPAutoConfirm__c equals 真 onAllChanges 自动确认%28经销商%29 UpdateAgencyConfirmDateTen FieldUpdate true eSignForm__c.agencyAutoConfirm__c equals 真 onAllChanges 部分拒收%28直销医院%297天email提醒-助理1 true eSignForm__c.HPConfirmDate__c equals eSignForm__c.salesHPManageFBDate__c notEqual eSignForm__c.HPAcceptResult__c equals 部分验收,整单非完好 eSignForm__c.Sales_Root_Formula__c equals OCM直接販売 onCreateOrTriggeringUpdate sevenDayToZhuLi Alert eSignForm__c.salesHPManageConfirmDate__c 7 Days 部分拒收10天自动确认-医院2 true eSignForm__c.HPConfirmDate__c equals eSignForm__c.salesHPManageFBDate__c notEqual eSignForm__c.HPAcceptResult__c equals 部分验收,拒收 eSignForm__c.Sales_Root_Formula__c equals OCM直接販売 onCreateOrTriggeringUpdate UpdateHPAutoConfirm FieldUpdate UpdateHPConfirmDate FieldUpdate eSignForm__c.salesHPManageConfirmDate__c 10 Days 部分拒收10天自动确认-经销商2 true eSignForm__c.agencyConfirmDate__c equals eSignForm__c.salesManageFBDate__c notEqual eSignForm__c.agencyAcceptResult__c equals 部分验收,整单非完好 onCreateOrTriggeringUpdate UpdateAgencyConfirmDateTen FieldUpdate updateagencyAutoConfirmTen FieldUpdate eSignForm__c.salesManageFBDate__c 10 Days 部分拒收7天email提醒-助理1 true eSignForm__c.agencyConfirmDate__c equals eSignForm__c.salesManageFBDate__c notEqual eSignForm__c.agencyAcceptResult__c equals 部分验收,整单非完好 onCreateOrTriggeringUpdate sevenDayToZhuLi Alert eSignForm__c.salesManageFBDate__c 7 Days 部分拒收7天email提醒-医院2 true eSignForm__c.HPConfirmDate__c equals eSignForm__c.salesHPManageFBDate__c notEqual eSignForm__c.HPAcceptResult__c equals 部分验收,整单非完好 eSignForm__c.Sales_Root_Formula__c equals OCM直接販売 onCreateOrTriggeringUpdate sevenDayToHP Alert eSignForm__c.salesHPManageConfirmDate__c 7 Days 部分拒收7天email提醒-经销商2 true eSignForm__c.agencyConfirmDate__c equals eSignForm__c.salesManageFBDate__c notEqual eSignForm__c.agencyAcceptResult__c equals 部分验收,整单非完好 onCreateOrTriggeringUpdate sevenDayToAgency Alert eSignForm__c.salesManageFBDate__c 7 Days