ActionEmailToGIandSPAss
提醒助理发生招投标项目申请
false
GI_assistant__c
userLookup
SP_assistant__c
userLookup
CurrentUser
Prospect/Tender_notRespApply
AlertAsstoRelateOppEmail
提醒助理关联或新建询价
false
GI_assistant__c
userLookup
SP_assistant__c
userLookup
CurrentUser
Prospect/RelateOppAlertEmailTemplate
BIdCloseAlertEmail
进入结果阶段提醒担当和助理
false
owner
GI_assistant__c
userLookup
SP_assistant__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
Prospect/TenderCloseTemplate
TenderApprovalActionEmail
不应标审批通过提醒
false
owner
GI_assistant__c
userLookup
SP_assistant__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
Prospect/Tender_notRespApproval
TenderApprovalActionEmail2
不应标审批通过提醒(部长)
false
owner
Buchang_sales__c
userLookup
GI_assistant__c
userLookup
SP_assistant__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
Prospect/Tender_notRespApproval
TenderApprovalActionEmail3
不应标审批通过提醒(总监)
false
owner
GI_assistant__c
userLookup
SP_assistant__c
userLookup
Zongjian_Sales__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
Prospect/Tender_notRespApproval
TenderTerminateApprovalActionEmail
olympus@prec-tech.com
终止审批通过提醒
false
owner
GI_assistant__c
userLookup
SP_assistant__c
userLookup
CurrentUser
unfiled$public/Tender_TerminateApproval
TerminateTtenderRejectalertEmail
olympus@prec-tech.com
终止审批驳回提醒
false
owner
GI_assistant__c
userLookup
SP_assistant__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
unfiled$public/Tender_TerminateReject
tenderRejectalertEmail
不应标审批驳回提醒
false
owner
GI_assistant__c
userLookup
SP_assistant__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
Prospect/Tender_notRespReject
Bid_Winning_Date_Clear
Bid_Winning_Date__c
中标日(OBSAP)清空
false
Null
false
false
ClearAssistantWarn
Strategic_department_MainId__c
清空担当提醒
false
Null
false
false
ClearAssistantWarn1
Strategic_department_MainId1__c
清空担当提醒1
false
Null
false
false
ClearAssistantWarn2
Strategic_department_MainId2__c
清空担当提醒2
false
Null
false
false
ClearAssistantWarn3
Strategic_department_MainId3__c
清空担当提醒3
false
Null
false
false
ClearAssistantWarn4
Strategic_department_MainId4__c
清空担当提醒4
false
Null
false
false
Clear_ProjectRestartFLG
ProjectRestartFLG__c
0
清空项目重启标识
false
Literal
false
false
CorrelationConfirmationAssistant
ConfirmationAssistant__c
$User.Alias
更新相关性确认助理
false
Formula
false
false
DeleteTender
Logical_delete__c
1
逻辑删除
false
Literal
false
false
IsTerminate
IsTerminate__c
是否终止
false
Literal
false
false
ProjectRestartFLG
ProjectRestartFLG__c
1
项目重启标识
false
Literal
false
false
PushNewInformation
PushNewInformation__c
NOW()
千里马推送新信息时间
false
Formula
false
false
SET_OBSAP_PR
OBSAP_PR__c
$User.Alias
设定-OBSAP负责人
false
Formula
false
false
SetRelateTime
RelateOppTime__c
now()
设定关联询价时间
false
Formula
false
false
SetTenderManageCode
TenderManageCode__c
Text(Year(Datevalue(CreatedDate))) +
if(Month(Datevalue(CreatedDate)) > 9 , '','0') +
Text(Month(Datevalue(CreatedDate))) +
if(Day(Datevalue(CreatedDate)) > 9 , '','0') +
Text(Day(Datevalue(CreatedDate))) + right(AutoNumber__c,4)
设置招投标项目编码
false
Formula
false
false
StatusToApply
NotBidApprovalStatus__c
申请中
状态 = 申请中
false
Literal
false
false
StatusToApplyTerminate
TerminateApprovalStatus__c
申请中
状态 = 申请中
false
Literal
false
false
TenderDate_Clear
TenderDate__c
招标日(OBSAP)清空
false
Null
false
false
Tender_ResultDate_Clear
ResultDate__c
结果记录日清空
false
Null
false
false
TerminateApprovalStatus
TerminateApprovalStatus__c
终止审批状态
false
Literal
false
false
TerminateApprovalTime
TerminateApprovalTime__c
终止批准时间
false
Null
false
false
TerminateUpdateStatusDraft
TerminateApprovalStatus__c
草案中
终止状态 = 草案中
false
Literal
false
false
TerminateUpdatebackToNull
IsTerminate__c
是否终止设为空
false
Literal
false
false
UpdateIrresponseApprovalTerminate
TerminateApprovalTime__c
NOW()
设定-终止批准时间
false
Formula
false
true
UpdateIrresponseTerminateApply
TerminateApplyTime__c
NOW()
设定-终止申请时间
false
Formula
false
false
UpdateStatusApproval
NotBidApprovalStatus__c
批准
不应标状态 = 批准
false
Literal
false
false
UpdateStatusApprovalTerminate
TerminateApprovalStatus__c
批准
终止状态 = 批准
false
Literal
false
true
UpdateStatusDraft
NotBidApprovalStatus__c
草案中
不应标状态 = 草案中
false
Literal
false
false
UpdateStatusRefuse
NotBidApprovalStatus__c
驳回
不应标状态 = 驳回
false
Literal
false
false
UpdateStatusRefuseTerminate
TerminateApprovalStatus__c
驳回
终止状态 = 驳回
false
Literal
false
false
Update_Salesdepartment_SAP_Text
课题:SWAG-C4N62F
Salesdepartment_SAP_Text__c
Salesdepartment_SAP__c
本部文本更新
false
Formula
false
false
UpdateirresponseApply
irresponseApplyTime__c
NOW()
设定-不应标申请时间
false
Formula
false
false
UpdateirresponseApproval
irresponseApprovalTime__c
now()
设定-不应标批准时间
false
Formula
false
false
UpdaterelativeTime
relativeTime__c
IF(isblank(Text(IsRelateProject__c)),null , Now())
设定-相关性记录时间
false
Formula
false
false
UpdateresponseTime
responseTime__c
if(isblank(Text(IsBid__c)),null, now())
设定-应标记录时间
false
Formula
false
false
fieldUpdatebackToNull
IsBid__c
是否应标设为空
false
Literal
false
false
fieldupd_tender_infotitle
InfoTitle__c
Name
更新招标项目名
false
Formula
false
false
publicDate_Clear
publicDate__c
IF( TEXT( InfoType__c ) = '1:预告' , null, publicDate__c )
公告记录日清空
false
Formula
false
false
setOppNoDefault
OpportunityNum__c
if(!ISblank(Text( IsBid__c)),if( isblank(OpportunityNum__c),0,OpportunityNum__c) ,null)
询价数量默认值
false
Formula
false
false
set_OBSAP_relativeTime
OBSAP_relativeTime__c
IF(isblank(Text(IsRelateProject__c)),null , Now())
设定-OBSAP相关性记录时间
false
Formula
false
false
statusUpdate
status_text__c
status__c
OLY确认状态文本更新
false
Formula
false
false
updateOCSMProvinceText
这个必须要勾选修改后重新评估,以便把本部公式拷文本
OCSMProvinceText__c
OCSMProvince__c
OCSM管理省文本更新
false
Formula
false
true
updateTenderDate_c
根据 投标开始时间 、投标截止时间 、公告记录日 顺序 赋值
//20231218 lt update add 项目阶段
IF( ISNULL(TenderBeginTime__c) , IF(ISNULL(TenderEndTime__c), IF(ISNULL(publicDate__c), null, publicDate__c) , DATEVALUE(TenderEndTime__c)) ,DATEVALUE(TenderBeginTime__c))
TenderDate__c
IF( OR( TEXT( InfoType__c ) = '1:预告' , TEXT( TerminateApprovalStatus__c ) = '批准') , null,
IF( ISNULL(TenderBeginTime__c) , IF(ISNULL(TenderEndTime__c), IF(ISNULL(publicDate__c), null, publicDate__c) , DATEVALUE(TenderEndTime__c)) ,DATEVALUE(TenderBeginTime__c)))
更新招标日
false
Formula
false
false
update_OBSAP_Bid_Winning_Date_c
Bid_Winning_Date__c
ResultDate__c
更新中标日(OBSAP)
false
Formula
false
false
update_OBSAP_Winner_amount
OBSAP_WinnerAmount__c
WinnerAmountNumber__c
更新中标金额(OBSAP)
false
Formula
false
false
OCSM管理省公式拷文本
updateOCSMProvinceText
FieldUpdate
true
OCSMProvince__c <> OCSMProvinceText__c
onAllChanges
OLY确认状态公式拷文本
statusUpdate
FieldUpdate
true
status__c <> status_text__c
onAllChanges
Tender_Delete
DeleteTender
FieldUpdate
true
逻辑删除更新后的招投标
Retain_Tender__c != null
onCreateOrTriggeringUpdate
招标项目终止申请状态回退
IsTerminate
FieldUpdate
ProjectRestartFLG
FieldUpdate
TerminateApprovalStatus
FieldUpdate
TerminateApprovalTime
FieldUpdate
true
项目重新更新传输新信息(项目阶段废标流标除外、项目终止理由:经销商原因除外)
AND(ISCHANGED( subInfoType__c ),OR(TEXT( subInfoType__c ) = '2-2:重新招标',TEXT( subInfoType__c ) = '3-5:中标通知',TEXT( subInfoType__c ) = '3-6:合同公告' ), TEXT(TerminateApprovalStatus__c)= '批准', TEXT(TerminateReason__c )!= '经销商原因',$User.Id ='00510000000fSYI')
onAllChanges
招标项目记录千里马推送新信息批准即重启
IsTerminate
FieldUpdate
ProjectRestartFLG
FieldUpdate
TerminateApprovalStatus
FieldUpdate
TerminateApprovalTime
FieldUpdate
true
千里马推送新信息批准项目终止申请即项目重启
AND(TerminateApplyTime__c < PushNewInformation__c ,PushNewInformation__c < TerminateApprovalTime__c ,TEXT(TerminateReason__c ) != '经销商原因', TEXT(TerminateApprovalStatus__c )= '批准')
onAllChanges
招标项目记录千里马推送新信息时间
PushNewInformation
FieldUpdate
true
千里马推送新信息时间
AND(ISCHANGED( subInfoType__c ),OR(TEXT( subInfoType__c ) = '2-2:重新招标',TEXT( subInfoType__c ) = '3-5:中标通知',TEXT( subInfoType__c ) = '3-6:合同公告' ), $User.Id ='00510000000fSYI')
onAllChanges
招标项目首页提醒清空
ClearAssistantWarn
FieldUpdate
true
关联医院1-4清空,担当提醒有值时,清空担当提醒
AND(ISBLANK(Hospital__c) , ! ISBLANK(Strategic_department_MainId__c ) )
onAllChanges
招标项目首页提醒清空1
ClearAssistantWarn1
FieldUpdate
true
关联医院1-4清空,担当提醒有值时,清空担当提醒
AND(ISBLANK(Hospital1__c) , ! ISBLANK(Strategic_department_MainId1__c ) )
onAllChanges
招标项目首页提醒清空2
ClearAssistantWarn2
FieldUpdate
true
关联医院1-4清空,担当提醒有值时,清空担当提醒
AND(ISBLANK(Hospital2__c) , !ISBLANK(Strategic_department_MainId2__c ) )
onAllChanges
招标项目首页提醒清空3
ClearAssistantWarn3
FieldUpdate
true
关联医院1-4清空,担当提醒有值时,清空担当提醒
AND(ISBLANK(Hospital3__c) , !ISBLANK(Strategic_department_MainId3__c ) )
onAllChanges
招标项目首页提醒清空4
ClearAssistantWarn4
FieldUpdate
true
关联医院1-4清空,担当提醒有值时,清空担当提醒
AND(ISBLANK(Hospital4__c) , !ISBLANK(Strategic_department_MainId4__c ) )
onAllChanges
更新中标日%EF%BC%88OBSAP%EF%BC%89
update_OBSAP_Bid_Winning_Date_c
FieldUpdate
true
IF( ISNULL(ResultDate__c) , false, true)
onCreateOrTriggeringUpdate
更新中标金额%EF%BC%88OBSAP%EF%BC%89
update_OBSAP_Winner_amount
FieldUpdate
true
true
onCreateOnly
更新招投标项目名称
fieldupd_tender_infotitle
FieldUpdate
true
IF(RecordType.DeveloperName = 'Mannual', true, false)
onCreateOrTriggeringUpdate
更新招标日%EF%BC%88OBSAP%EF%BC%89
updateTenderDate_c
FieldUpdate
true
true
onAllChanges
更新相关性确认助理
CorrelationConfirmationAssistant
FieldUpdate
true
( ISCHANGED( IsRelateProject__c ) || ISCHANGED( irrelevantReasons__c ) || ISCHANGED( irrelevantReasonOther__c ) || ISCHANGED( Hospital__c ) || ISCHANGED( Hospital1__c ) || ISCHANGED( Hospital2__c ) || ISCHANGED( department_selection__c )) && ( $Profile.Id != '00e10000000s2fZ' && $Profile.Id != '00e10000000s3Jp' )
onAllChanges
更新预算金额%EF%BC%88OBSAP%EF%BC%89
false
true
onCreateOnly
本部公式拷文本
Update_Salesdepartment_SAP_Text
FieldUpdate
true
SWAG-C4N62F
Salesdepartment_SAP__c <> Salesdepartment_SAP_Text__c
onAllChanges
结果时提醒助理和担当
BIdCloseAlertEmail
Alert
false
ISCHANGED(InfoType__c) && Text(InfoType__c) = '3:结果' && ( Text(IsBid__c) = '是' || ( Text(IsBid__c) = '否' && OpportunityNum__c != null && OpportunityNum__c > 0) )
onAllChanges
设定-OBSAP相关性记录时间
SET_OBSAP_PR
FieldUpdate
set_OBSAP_relativeTime
FieldUpdate
true
ISCHANGED(IsRelateProject__c) &&( ISBLANK(Text(PRIORVALUE(IsRelateProject__c))) || isblank(Text(IsRelateProject__c)) ) && ( $Profile.Id = '00e10000000s2fZ' || $Profile.Id = '00e10000000s3Jp' )
onAllChanges
设定-关联询价时间
SetRelateTime
FieldUpdate
true
ischanged(OpportunityNum__c) && OpportunityNum__c>0 && isblank(RelateOppTime__c)
onAllChanges
设定-应标记录时间
UpdateresponseTime
FieldUpdate
true
ischanged(IsBid__c)&&( (Text(IsBid__c) = '是' && Text( PRIORVALUE(IsBid__c))!= '是') || (ISblank(Text( IsBid__c)) && !ISblank(Text( PRIORVALUE(IsBid__c))) ))
onAllChanges
设定-相关性记录时间
UpdaterelativeTime
FieldUpdate
true
ISCHANGED(IsRelateProject__c) &&( ISBLANK(Text(PRIORVALUE(IsRelateProject__c))) || isblank(Text(IsRelateProject__c)) ) && ( $Profile.Id != '00e10000000s2fZ' )
onAllChanges
设置招投标项目编码
SetTenderManageCode
FieldUpdate
true
isnew() || true //20231010 lt update
TenderManageCode__c == null
onAllChanges
阶段变更清空结果记录日
Bid_Winning_Date_Clear
FieldUpdate
Tender_ResultDate_Clear
FieldUpdate
publicDate_Clear
FieldUpdate
true
(1 AND 2) OR (3 AND 4)
Tender_information__c.InfoType__c
notEqual
3:结果
Tender_information__c.ResultDate__c
notEqual
Tender_information__c.InfoType__c
equals
3:结果
Tender_information__c.subInfoType__c
equals
3-1:废标公告,3-2:流标公告
2022-11-29 DB202211552746 增加逻辑 废标流标时也清空
onAllChanges