AfterServiceFollowApply_submit_requst
售后服务跟台申请
false
owner
CurrentUser
Report/AfterServiceFollowApplyMod
AfterServiceFollowApproval_submit_request
售后服务跟台批准
false
owner
CurrentUser
Report/AfterServiceFollowApprovalMod
AfterServiceFollowReject_submit_request
售后服务跟台驳回
false
owner
CurrentUser
Report/AfterServiceFollowRejectMod
Competitor_report_share
竞争对手活动情况共享设定 GI
false
haijuan_wang@olympus.com.cn
user
manli_wu@olympus.com.cn
user
CurrentUser
Report/Competitor_report
Competitor_report_share_SP
竞争对手活动情况共享设定 SP
false
haijuan_wang@olympus.com.cn
user
weiliang_li@olympus.com.cn
user
CurrentUser
Report/Competitor_report
FaultPreventionReject_submit_request
olympus@prec-tech.com
故障预防培训驳回
false
owner
CurrentUser
Report/FaultPreventionRejectMod
FaultPreventionRequest_submit_request
olympus@prec-tech.com
故障预防培训申请
false
owner
CurrentUser
Report/FaultPreventionApplyMod
Final_PAE_Unknown
haijie_yin@olympus.com.cn
shinichi_aihara@olympus.com.cn
mengxin_zhou@olympus.com.cn
mingmeng_jian@olympus.com.cn
ningdan_song@olympus.com.cn
PAE--Final时PAE/Unknown
false
hui_zhao@olympus.com.cn
user
it_prectech@olympus.com.cn
user
renren_zhao@olympus.com.cn
user
wenzhe_li@olympus.com.cn
user
xiaomeng1_liu@olympus.com.cn
user
xin_tan@olympus.com.cn
user
xinjian_lei@olympus.com.cn
user
xizhi_ma@olympus.com.cn
user
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/Update_ETQ
Final_PAE_Unknown_withETQ
haijie_yin@olympus.com.cn
shinichi_aihara@olympus.com.cn
mengxin_zhou@olympus.com.cn
mingmeng_jian@olympus.com.cn
ningdan_song@olympus.com.cn
PAE--Final时PAE/Unknown withETQ
false
hui_zhao@olympus.com.cn
user
it_prectech@olympus.com.cn
user
renren_zhao@olympus.com.cn
user
wenzhe_li@olympus.com.cn
user
xiaomeng1_liu@olympus.com.cn
user
xin_tan@olympus.com.cn
user
xinjian_lei@olympus.com.cn
user
xizhi_ma@olympus.com.cn
user
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/Update_ETQ
Intake_Judgement
xinhua_zhang@olympus.com.cn
lili_zhang@olympus.com.cn
peiqiang_lin@olympus.com.cn
yoichi_murata@olympus.com.cn
shuting_wang@olympus.com.cn
请Intake判定
false
_hongyan_tong@olympus.com.cn
user
bolun_zhao@olympus.com.cn
user
hengtao_huang@olympus.com.cn
user
lecheng_luo@olympus.com.cn
user
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/VOC_Intake_Judgement
Intake_PAE_Unknown
shinichi_aihara@olympus.com.cn
haijie_yin@olympus.com.cn
mengxin_zhou@olympus.com.cn
mingmeng_jian@olympus.com.cn
ningdan_song@olympus.com.cn
PAE--Intake时PAE/Unknown
false
hui_zhao@olympus.com.cn
user
it_prectech@olympus.com.cn
user
renren_zhao@olympus.com.cn
user
wenzhe_li@olympus.com.cn
user
xiaomeng1_liu@olympus.com.cn
user
xin_tan@olympus.com.cn
user
xinjian_lei@olympus.com.cn
user
xizhi_ma@olympus.com.cn
user
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/Initiatioan_ETQ
IsVOC_finish
VOC完毕通知
false
owner
VOC_CreatedBy_buzhang__c
userLookup
VOC_CreatedBy_jingli__c
userLookup
ZongjianApprovalManager__c
userLookup
CurrentUser
Report/VOC_finish_html
NTCReportcancel
NTC报告书驳回通知
false
owner
CurrentUser
Report/NTC_submit_decline
NTC_report_approced_anoucement
NTC报告书批准通知
false
owner
CurrentUser
Report/NTC_submit_approved
NTC_report_approved
NTC报告书批准通知
false
owner
CurrentUser
Olympus_OCM/NTC_report_approved
NTC_submit_request
NTC报告书提交申请
false
owner
CurrentUser
Report/NTC_submit_report
NewProductReject_report_submit_request
新品装机培训报告书驳回申请
false
owner
CurrentUser
Report/NewProductTarinRejectMod
NewProductTrainApprove_submit_approval
新品装机培训报告书批准申请
false
owner
CurrentUser
Report/NewProductTarinApproveMod
NewProductTrain_submit_approval
新品装机培训报告书提交申请
false
owner
CurrentUser
Report/NewProductTarinMod
NonVOC_finish
非VOC完毕通知
false
owner
VOC_CreatedBy_jingli__c
userLookup
CurrentUser
Report/NoVOC_finish_html
OPDReportcancel
OPD报告书驳回通知
false
owner
CurrentUser
Report/OPD_report_dicline
OPD_not_submit
【第1次提醒】OPD报告还在草案中
false
owner
CurrentUser
Report/OPD_Not_submit_alart
OPD_report_approved
OPD报告书批准通知
false
owner
CurrentUser
Report/OPD_report_approved
PreTrainApply_submit_request
olympus@prec-tech.com
故障预防培训批准
false
owner
CurrentUser
Report/FaultPreventionApproveMod
Report_AE_AE
PAE-AE判定结果AE时发送邮件--Mail To OCSM-QA
false
PAE_email__c
email
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/Report_AE
SISReportcancel
SIS报告书驳回通知
false
owner
CurrentUser
Report/SIS_report_dicline
SIS_report_approved
SIS报告书批准通知
false
owner
CurrentUser
Report/SIS_report_approved
VOC_Answered
VOC回答通知
false
creator
sheng_lu@olympus.com.cn
user
Responsible_Person__c
userLookup
VOC_CreatedBy_buzhang__c
userLookup
VOC_CreatedBy_jingli__c
userLookup
VOC_buzhang__c
userLookup
VOC_jingli__c
userLookup
VOC_zongjian__c
userLookup
ZongjianApprovalManager__c
userLookup
CurrentUser
Report/VOC_answer_html
VOC_annoucement
VOC提交通知
false
owner
sheng_lu@olympus.com.cn
user
CurrentUser
Report/VOC_submit_html
VOC_confirm_ng
VOC确认不满意
false
owner
sheng_lu@olympus.com.cn
user
Responsible_Person__c
userLookup
VOC_CreatedBy_buzhang__c
userLookup
VOC_CreatedBy_jingli__c
userLookup
VOC_buzhang__c
userLookup
VOC_jingli__c
userLookup
VOC_zongjian__c
userLookup
ZongjianApprovalManager__c
userLookup
CurrentUser
Report/VOC_confirm_ng_html
VOC_confirm_ok
VOC确认满意
false
owner
sheng_lu@olympus.com.cn
user
Responsible_Person__c
userLookup
VOC_CreatedBy_buzhang__c
userLookup
VOC_CreatedBy_jingli__c
userLookup
VOC_buzhang__c
userLookup
VOC_jingli__c
userLookup
VOC_zongjian__c
userLookup
ZongjianApprovalManager__c
userLookup
CurrentUser
Report/VOC_confirm_ok_html
VOC_delivery
VOC分配通知
false
owner
sheng_lu@olympus.com.cn
user
Responsible_Person__c
userLookup
VOC_CreatedBy_buzhang__c
userLookup
VOC_CreatedBy_jingli__c
userLookup
VOC_buzhang__c
userLookup
VOC_jingli__c
userLookup
VOC_zongjian__c
userLookup
ZongjianApprovalManager__c
userLookup
CurrentUser
Report/VOC_delivery_html
X1_NTC_not_submit
【第1次提醒】NTC报告还在草案中
false
owner
CurrentUser
Report/NTC_Not_submit_alart
X2_NTC_not_submit
【第2次提醒】NTC报告还在草案中
false
owner
JingliApprovalManager__c
userLookup
CurrentUser
Report/NTC_Not_submit_alart2
nonPAE_sync_alert
olympus@prec-tech.com
nonPAE案件同步通知
false
haijie_yin@olympus.com.cn
user
mingmeng_jian@olympus.com.cn
user
ningdan_song@olympus.com.cn
user
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/Report_Update_ETQ
ActionFieldUpdate
Customer_sigh_c__c
1
更新:用户签字的勾选
false
Literal
false
false
CDS_update
CDS_training_material_check__c
1
更新:服务本部CDS培训资料确认完毕
false
Literal
false
false
ClearConfirmResult
Result_confirm__c
结果确认清空
false
Literal
false
false
HospitalDepartmentRecordTypeNameTxtValue
“科室的记录类型(文本) ”从公式字段“科室的记录类型”取值,便于该字段做共享条件
2021.06.02 李旺 创建
HospitalDepartment_RecordTypeName_Txt__c
HospitalDepartment_RecordTypeName__c
科室的记录类型(文本) 从公式字段取值
false
Formula
false
false
OCSMAdministrative
OCSMAdministrativeReportStatus__c
已报告
OCSM行政报告_已报告
false
Literal
false
false
OCSM_Manager_Mail
OCSM_Manager_Mail__c
OCSM_Manager_Mail_F__c
OCSM Manager Mail
false
Formula
false
false
OPD_SIS_KPI_monthly
OPD_SIS_number_monthly_KPI_text__c
This_month_report_number__c
文本化 OPD/SIS每月报告次数(KPI)
false
Formula
false
false
PAE_email_copy
PAE_email__c
PAE_email_F__c
PAE判定收件人
false
Formula
false
false
Report_Reporter_Job_Category_Set
Reporter_Job_Category__c
IF(ISBLANK(Daily_Report__c), TEXT(Owner:User.Job_Category__c), Daily_Report__r.Reporter_Job_Category__c)
「報告者-職種」設定
false
Formula
false
false
Report_Reporter_Salesdepartment_Set
Reporter_Salesdepartment__c
IF(ISBLANK(Daily_Report__c), Owner:User.Salesdepartment__c, Daily_Report__r.Reporter_Salesdepartment__c)
「報告書-本部」設定
false
Formula
false
false
Report_Reporter_State_Set
Reporter_State__c
IF(ISBLANK(Daily_Report__c), Province__c, Daily_Report__r.Reporter_State__c)
「報告者-省」設定
false
Formula
false
false
Report_approved
Status__c
批准
报告书状态-批准
false
Literal
false
true
Report_status_draft
Status__c
草案中
报告书状态-草案
false
Literal
false
true
Reporter_Product_specialist_incharge_pro
Reporter_Product_specialist_incharge_pro__c
IF(ISBLANK(Daily_Report__c), TEXT(Owner:User.Product_specialist_incharge_product__c), Daily_Report__r.Reporter_incharge_product__c)
「報告者-推进员工负责产品」設定
false
Formula
false
false
Salesdepartment_Text
Salesdepartment_Text__c
Salesdepartment__c
本部(文本)设定
false
Formula
false
false
Set_approved_date
Approved_day__c
today()
更新批准日
false
Formula
false
false
Submit_day_change_to_blank
Submit_report_day__c
申请日更新到空
false
Null
false
false
Submit_opd_Report
Status__c
申請中
报告书状态 申请
false
Literal
false
true
Submit_report_day
Submit_report_day__c
today()
报告书提交日
false
Formula
false
false
UpdateImportantProduct
Inportant_Product_total_text__c
Inportant_Product_total__c
UpdateImportantProduct
false
Formula
false
false
UpdateImportantProductR
Inportant_Product_text__c
Inportant_Product__c
UpdateImportantProductR
false
Formula
false
false
UpdateVOCStatus_answer
Status__c
已回答
报告书状态-已回答
false
Literal
false
false
UpdateVOCStatus_delivery
Status__c
已分配
报告书状态-已分配
false
Literal
false
false
UpdateVOCStatus_follow
Status__c
跟进中
报告书状态-跟进中
false
Literal
false
false
Update_photo_input_staff_name
Professor_sigh_text__c
$User.LastName &" "& $User.FirstName
更新:签字照片登录者
false
Formula
false
false
Update_sight_date
Customer_sigh_day_c__c
today()
更新:签字照片登录日
false
Formula
false
false
VOC_Complete_day
VOC完毕时填VOC完毕日
VOC_Complete_day__c
today()
VOC完毕日
false
Formula
false
false
text_OPD_SIS_KPI
OPD_SIS_number_KPI_text__c
OPD_SIS_number_KPI__c
文本化 OPD/SIS报告次数(KPI)
false
Formula
false
false
Dispatch OCSM QARA
Intake_Judgement
Alert
true
Dispatch_OCSM_QARA__c = true && ISCHANGED(Dispatch_OCSM_QARA__c)
onAllChanges
NTC报告 第1次提醒 草案中 3天
true
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
NTC/TTC
onCreateOrTriggeringUpdate
X1_NTC_not_submit
Alert
Report__c.Create_date__c
3
Days
NTC报告 第1次提醒 草案中 3天 for 任务
true
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
NTC/TTC
onCreateOrTriggeringUpdate
X1_OPD_not_submit
Task
Report__c.Create_date__c
3
Days
NTC报告 第2次提醒 草案中 6天
true
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
NTC/TTC
onCreateOrTriggeringUpdate
X2_NTC_not_submit
Alert
Report__c.Create_date__c
6
Days
NTC报告 第2次提醒 草案中 6天 for 任务
true
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
NTC/TTC
onCreateOrTriggeringUpdate
X2_NTC_not_submit
Task
Report__c.Create_date__c
6
Days
OCSM行政报告_已报告
OCSMAdministrative
FieldUpdate
true
Report__c.OCSMAdministrativeReportNumber__c
notEqual
Report__c.OCSMAdministrativeReportDate__c
notEqual
Report__c.OCSMAdministrativeReportStatus__c
equals
待报告
onCreateOrTriggeringUpdate
OPD报告 第1次提醒 草案中 3天
false
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
OPD・跟台,SIS
update lxy 2020/11/18 开会时,海娟部长说不需要了,直接停用的
onCreateOrTriggeringUpdate
OPD_not_submit
Alert
Report__c.Create_date__c
3
Days
OPD报告 第1次提醒 草案中 3天 for 任务
false
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
OPD・跟台,SIS
onCreateOrTriggeringUpdate
X1_OPD_first_alart
Task
Report__c.Create_date__c
3
Days
OPD报告 第2次提醒 草案中 6天
false
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
OPD・跟台,SIS
update lxy 2020/11/18 开会时,海娟部长说不需要了,直接停用的
onCreateOrTriggeringUpdate
Report__c.Create_date__c
6
Days
OPD报告 第2次提醒 草案中 6天 for 任务
false
Report__c.Status__c
equals
草案中
Report__c.RecordTypeId
equals
OPD・跟台,SIS
onCreateOrTriggeringUpdate
X1_OPD_second_alart
Task
Report__c.Create_date__c
6
Days
PAE--AE判断结果是AE时
Report_AE_AE
Alert
true
Report__c.Damage_For_Doc_Or_Pat__c
equals
有
Report__c.Status__c
equals
跟进中
onCreateOrTriggeringUpdate
PAE--Final时PAE%2FUnknown
Final_PAE_Unknown
Alert
true
AND( OR(TEXT( PAE_DetermineAC__c )='PAE',TEXT( PAE_DetermineAC__c )='Unknown') ,ISBLANK(Complaint_Number__c),ISCHANGED(PAE_DetermineAC__c))
onAllChanges
PAE--Final时PAE%2FUnknown with ETQ
Final_PAE_Unknown_withETQ
Alert
true
AND( OR(TEXT( PAE_DetermineAC__c )='PAE',TEXT( PAE_DetermineAC__c )='Unknown') ,ISBLANK(Complaint_Number__c) = false,ISCHANGED(Complaint_Number__c))
onAllChanges
PAE--Intake时AE%2FPAE%2FUnknown
Intake_PAE_Unknown
Alert
true
AND( OR(TEXT(PAE_Determine__c)='PAE',TEXT(PAE_Determine__c)='Unknown'),ISCHANGED(PAE_Determine__c))
onAllChanges
UpdateTxt
UpdateImportantProduct
FieldUpdate
UpdateImportantProductR
FieldUpdate
true
Report__c.Status__c
equals
申請中
onCreateOrTriggeringUpdate
VOC判定
VOC_delivery
Alert
UpdateVOCStatus_delivery
FieldUpdate
true
TEXT(Status__c) = "判定完毕" && RecordTypeId = "01210000000Qeky"
onAllChanges
VOC回答
VOC_Answered
Alert
UpdateVOCStatus_answer
FieldUpdate
true
TEXT(Status__c) = "回答完毕" && RecordTypeId = "01210000000Qeky"
onAllChanges
VOC完毕
VOC_Complete_day
FieldUpdate
true
Report__c.RecordTypeId
equals
VOC
Report__c.Status__c
equals
完毕
Report__c.IsVOC__c
equals
VOC
onCreateOrTriggeringUpdate
VOC提出
VOC_annoucement
Alert
UpdateVOCStatus_follow
FieldUpdate
true
TEXT(Status__c) = "填写完毕" && RecordTypeId = "01210000000Qeky"
onAllChanges
VOC确认不满意%EF%BC%88第一次%EF%BC%89
VOC_confirm_ng
Alert
true
ISCHANGED(VOC_Satisfy1__c) && VOC_Satisfy1__c = "否" && TEXT(Status__c) = "草案中" && RecordTypeId = "01210000000Qeky"
onAllChanges
VOC确认满意
VOC_confirm_ok
Alert
true
TEXT(Status__c) = "结果确认完毕" && RecordTypeId = "01210000000Qeky"
onAllChanges
nonPAEcase_alert
nonPAE_sync_alert
Alert
true
Report__c.AE_DetermineResult__c
equals
nonAE
Report__c.PAE_Determine__c
equals
nonPAE
Report__c.PAE_DetermineAC__c
equals
nonPAE
Report__c.Complaint_Number__c
equals
onCreateOrTriggeringUpdate
報告書毎回実行公式变成到文本
OPD_SIS_KPI_monthly
FieldUpdate
Report_Reporter_Job_Category_Set
FieldUpdate
Report_Reporter_Salesdepartment_Set
FieldUpdate
Report_Reporter_State_Set
FieldUpdate
Reporter_Product_specialist_incharge_pro
FieldUpdate
text_OPD_SIS_KPI
FieldUpdate
true
True
onAllChanges
报告书公式拷文本
OCSM_Manager_Mail
FieldUpdate
PAE_email_copy
FieldUpdate
Salesdepartment_Text
FieldUpdate
true
true
onAllChanges
报告书提交日
Submit_report_day
FieldUpdate
true
Report__c.Status__c
equals
申請中
ReportCPileUp.triggerにて新規かつ申請中も設定しています。
onCreateOrTriggeringUpdate
更新 用户已签字的勾选
ActionFieldUpdate
FieldUpdate
true
ISPICKVAL(Status__c, "批准") && Evaluation_PDF_number__c <> "" && Customer_sigh_photo_txt__c != null && Customer_sigh_c__c = false
onAllChanges
更新服务本部CDS确认
CDS_update
FieldUpdate
false
Report__c.CDS_training_report_check__c
greaterOrEqual
1
onAllChanges
用户签字照片登录者
Update_photo_input_staff_name
FieldUpdate
Update_sight_date
FieldUpdate
true
ISCHANGED(Customer_sigh_photo_txt__c) || isblank(Professor_sigh_text__c) && Customer_sigh_photo_txt__c != null
onAllChanges
竞争对手报告共享-GI
Competitor_report_share
Alert
false
Report__c.Division__c
equals
GI,BF,ET
Report__c.Status__c
equals
申請中
Report__c.RecordTypeId
equals
竞争对手活动报告
Report__c.Submit_time__c
notEqual
onCreateOrTriggeringUpdate
竞争对手报告共享-SP
Competitor_report_share_SP
Alert
false
Report__c.Division__c
equals
GS,URO,GYN,ENT,OTH,ENG
Report__c.Status__c
equals
申請中
Report__c.RecordTypeId
equals
竞争对手活动报告
Report__c.Submit_time__c
notEqual
onCreateOrTriggeringUpdate
给科室的记录类型%28文本%29 赋值
HospitalDepartmentRecordTypeNameTxtValue
FieldUpdate
true
Report__c.CreatedDate
notEqual
给科室的记录类型(文本) 赋值
2021.06.02 李旺 创建
onAllChanges
非VOC判定完毕
NonVOC_finish
Alert
true
Report__c.RecordTypeId
equals
VOC
Report__c.Status__c
equals
完毕
Report__c.IsVOC__c
notEqual
VOC
onAllChanges
X1_OPD_first_alart
owner
7
false
Report__c.Create_date__c
中
false
未着手
第1次提醒:OPD报告书还没提交
X1_OPD_not_submit
owner
7
false
Report__c.Create_date__c
中
false
未着手
第1次提醒:NTC报告书还没提交
X1_OPD_second_alart
owner
7
false
Report__c.Create_date__c
高
false
未着手
第2次提醒:OPD报告书还没提交
X2_NTC_not_submit
owner
7
false
Report__c.Create_date__c
中
false
未着手
第2次提醒:NTC报告书还没提交