ActionEmailServiceAproval
服务技师报告审批通过邮件
false
owner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meetting_PlanApproved
ActionEmailServiceNotAproval
服务技师会议计划审批不通过
false
owner
ServiceDesignDep__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meetting_PlanNotApproved
CampaignCostApprovalActionEmail
会议费用审批已通过邮件提醒
false
accountOwner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meetting_CostApprovalEmailTemplate
CampaignCostNotApprovalActionEmail
会议费用审批已驳回邮件提醒
false
owner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meetting_CostNotApprovalEmailTemplate
CancelApprovelEmailService
服务技师项目取消审批通过邮件
false
owner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/CancelServiceEmailTemplate
FifteenDaysBeforeOpenDay
学会培训召开日前15天邮件提醒及时借用备品
false
owner
OCM_MP_Admin_assistant__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meeting_Remind_Rental_Apply
ServiceDatemodifiedApproval
服务技师时间修改审批通过
false
owner
ServiceDesignDep__c
userLookup
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/DateModifiedEmailgetApproval
sendMail_owner1
会议计划审批邮件
false
owner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meetting_Plan
sendMail_owner2
会议报告审批邮件
false
owner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/Meetting_Report
sendMail_owner3
公开状态下的会议取消审批邮件
false
owner
lu_liu@olympus.com.cn
OrgWideEmailAddress
CampainFolder/CancleShenpiEmail
ActionServiceCancelUpdate
Mailflg_Cancel_Service__c
1
更新服务技师取消提醒邮件标识
false
Literal
false
false
Campaign_Name_Make
Name
IF(ISNULL(Name2__c), "*", Name2__c & " (" & Substitute(TEXT(StartDate), "-", "/") & " - " & Substitute(TEXT(EndDate), "-", "/") & ")")
キャンペーン名称作成
false
Formula
false
false
MeetingAutoNumber
2018.12.13 更改
'MT-' + DepartmentAB__c + '-' + AutoN__c
Num__c
IF(TEXT(Sponsor_Ones_Post__c ) = '医疗产品培训本部'||TEXT(Sponsor_Ones_Post__c) = 'CTEC教育本部', 'TR-' + DepartmentAB__c + '-' + AutoN__c, 'MT-' + DepartmentAB__c + '-' + AutoN__c)
学会会议编码
false
Formula
false
false
NameUpdateCampaignService
"当“培训类型”选择“BME”时,按照下述规则编名称:
“开班日期所在P”+“省字段”+“内镜临床工程师培养班”(开班日期所在月份)”
--zzm 230823修改规则
"
Name2__c
OCMNumber__c+ SUBSTITUTE(Province__c, '自治区', '') + '内镜临床工程师培养班(' + TEXT(MONTH(StartDate__c)) + '月)'
服务培训/技师培养名称生成
false
Formula
false
true
SendMail_after3
Mailflg_after3__c
1
送信标识after3
false
Literal
false
false
SendMail_after45
Mailflg_after45__c
1
送信标识after45
false
Literal
false
false
SendMail_before15
Mailflg_before15__c
1
送信标识before15
false
Literal
false
false
SendMail_before7
Mailflg_before7__c
1
送信标识before7
false
Literal
false
false
SendMail_cancel
Mailflg_cancel__c
1
送信标识cancel
false
Literal
false
false
ServiceApproved
服务技师审批通过,通过batch发邮件给服务企划部窗口&所在省销售服务(副)经理&所在本部销售服务(副)部长
Mailflg_Approval_service__c
1
服务技师审批通过
false
Literal
false
false
SetCampaignIsActive
IsActive
1
记录启用设定
false
Literal
false
false
SetCancleReasonNull
CancleReason__c
设定取消理由为空
false
Null
false
false
SetStatusEnd
Status
已结束
设定-修改状态到已结束
false
Literal
false
false
Set_application_day_blank
Report_approved_day__c
设定=报告提交日(空)
false
Null
false
false
Set_approved_day
Approved_day__c
today()
设定-报告批准日
false
Formula
false
true
Set_cost_Apply_Date
cost_Apply_Date__c
Today()
设定-费用申请日
false
Formula
false
false
Set_cost_Apply_Date_blank
cost_Apply_Date__c
设定-费用申请日(空)
false
Null
false
false
Set_open_event_info
Open_day__c
today()
设定-输入信息通知日
false
Formula
false
true
Set_open_request
Status
申请中
设定-状态修改到申请中
false
Literal
false
false
Set_open_request_blank
Open_request_day__c
设定-公开申请日(空)
false
Null
false
false
Set_open_request_day
Open_request_day__c
today()
设定-公开申请日
false
Formula
false
false
Set_status_as_Approval_cost
CostStatus__c
费用已审批
设定-费用状态修改到已审批
false
Literal
false
false
Set_status_as_Input_cost
CostStatus__c
费用已填写
设定-费用状态修改到已填写
false
Literal
false
false
Set_status_as_approved
Status
已提交报告
设定=状态批准
false
Literal
false
false
Set_status_as_cancle
Status
取消
设定-状态更新到取消
false
Literal
false
true
Set_status_as_prepare
Status
公开中
设定-状态更新到公开中
false
Literal
false
true
Set_status_draft
Status
草案中
设定-状态更改到草案中
false
Literal
false
true
Set_submit_day
Report_approved_day__c
today()
设定=报告提交日
false
Formula
false
false
UpdateCancelDate2NullInCampaign
CancelDate__c
置空取消时间
false
Null
false
false
UpdateCancelDateInCampaign
记录取消时间
CancelDate__c
Today()
记录取消时间
false
Formula
false
false
UpdateIsPassOrFail
更新是否批准为0
is_pass_or_fail__c
0
更新是否批准
false
Formula
false
false
UpdateName2ToNameInCampaign
Name
Name2__c
学会・培训-名称赋值
false
Formula
false
false
UpdateProvinceToTextInServiceCampaign
Province_Text__c
Province__c
主担当省文本化
false
Formula
false
true
UpdateReportCodeInServiceCampaign
TrainingType__c + '-' + OCMNumber__c + '-' + SalesdepartmentAD__c + ProvinceAD__c+ '-'+ AutoN__c
TrainingCode__c
Text(TrainingType__c) + '-' + OCMNumber__c + '-' + SalesdepartmentAD__c + ProvinceAD__c+ '-'+ AutoN__c
学会会议编码(服务技师培训)
false
Formula
false
false
UpdateSalesdepartmentTextInServiceCam
Salesdepartment_Text__c
Salesdepartment__c
主担当大区文本化
false
Formula
false
true
UpdateStatusSubmited
Status
已提交报告
更新状态到已提交报告
false
Literal
false
true
before7Service
Mailflg_before7_service__c
1
送信标识before7Service
false
Literal
false
false
cancelApprovalDateUpdate
cancelApprovalDate__c
Today()
设定-取消申请批准日
false
Formula
false
false
canelApplyDateUpdate
canelApplyDate__c
Today()
设定-取消申请提交日
false
Formula
false
false
canelApplyDateUpdateToBlank
canelApplyDate__c
设定-取消申请提交日为空
false
Null
false
false
set_cost_Approved_Day
cost_Approved_Day__c
today()
设定-会议费用批准日
false
Formula
false
false
setupStartDate
StartDate__c
NULLVALUE(CeremonyDate__c, Lesson1Date__c)
服务技师生成开班日期
false
Formula
false
true
update_fail
is_pass_or_fail__c
2
更改是否批准为2
false
Formula
false
true
update_pass
is_pass_or_fail__c
1
更改是否批准为1
false
Formula
false
true
公开时启用
SetCampaignIsActive
FieldUpdate
true
Campaign.Status
equals
公开中
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
onAllChanges
学会%E3%83%BB培训-名称作成
Campaign_Name_Make
FieldUpdate
true
Name = NAME2+開始日・終了日
(Isnew() || Ischanged(Name2__c) || Ischanged(StartDate) || Ischanged(EndDate) )&& RecordType.DeveloperName != 'ServiceEngineerTraining'
onAllChanges
学会%E3%83%BB培训-名称作成%EF%BC%88服务技师培训%EF%BC%89
NameUpdateCampaignService
FieldUpdate
true
RecordType.DeveloperName = 'ServiceEngineerTraining' && isNew()
onAllChanges
学会%E3%83%BB培训-名称赋值%EF%BC%88服务技师培训%EF%BC%89
UpdateName2ToNameInCampaign
FieldUpdate
true
!ISBLANK(Name2__c) && RecordType.DeveloperName = 'ServiceEngineerTraining'
onAllChanges
学会培训召开日前15天邮件提醒及时借用备品
true
1 AND 2 AND (3 OR 4 ) AND 5 AND 6
Campaign.Open_day__c
notEqual
Campaign.Status
equals
公开中
Campaign.Number_Rental_Apply__c
equals
0
Campaign.Number_Rental_Apply__c
equals
Campaign.BetweenTodayStartDate__c
greaterOrEqual
8
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
update lxy 20201105 备品申请单数逻辑改成或的关系
onCreateOrTriggeringUpdate
FifteenDaysBeforeOpenDay
Alert
Campaign.StartDate
-15
Days
更新会议开始前15天提醒邮件标识
true
Campaign.Open_day__c
notEqual
Campaign.Status
notEqual
已提交报告,已结束,取消,已结束(没公开)
Campaign.BetweenTodayStartDate__c
greaterOrEqual
15
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
onCreateOrTriggeringUpdate
Campaign.StartDate
-7
Days
SendMail_before15
FieldUpdate
Campaign.StartDate
-15
Days
更新会议开始前7天提醒邮件标识
false
Campaign.Open_day__c
notEqual
Campaign.Status
notEqual
已提交报告,已结束,取消,已结束(没公开)
Campaign.BetweenTodayStartDate__c
greaterOrEqual
7
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
onCreateOrTriggeringUpdate
SendMail_before7
FieldUpdate
Campaign.StartDate
-7
Days
更新会议结束后3天提醒邮件标识
true
Campaign.Status
equals
公开中,取消申请中,报告提交
Campaign.BetweenTodayEndDate__c
greaterOrEqual
-3
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
onCreateOrTriggeringUpdate
SendMail_after3
FieldUpdate
Campaign.EndDate
3
Days
更新会议计划取消提醒邮件标识
SendMail_cancel
FieldUpdate
true
Campaign.Status
equals
取消
Campaign.Open_day__c
notEqual
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
onCreateOrTriggeringUpdate
更新会议计划登录45天提醒邮件标识
true
Campaign.Open_day__c
equals
Campaign.Status
notEqual
已结束,取消,已结束(没公开)
Campaign.RecordTypeId
notEqual
5.服务培训/技师培养
onCreateOrTriggeringUpdate
SendMail_after45
FieldUpdate
Campaign.CreatedDate
45
Days
更新服务技师培训项目开始前7天提醒邮件标识
true
Campaign.Open_day__c
notEqual
Campaign.Status
notEqual
已结束,已提交报告,取消,已结束(没公开)
Campaign.BetweenTodayStartDate__c
greaterOrEqual
7
Campaign.RecordTypeId
equals
5.服务培训/技师培养
更新服务技师培训项目开始前7天提醒邮件标识
onCreateOrTriggeringUpdate
before7Service
FieldUpdate
Campaign.StartDate__c
-7
Days
服务技师公开时设置是否批准为0
UpdateIsPassOrFail
FieldUpdate
true
Campaign.Status
equals
公开中
Campaign.RecordTypeId
equals
5.服务培训/技师培养
服务技师公开时设置是否批准为0
onAllChanges
服务技师培训字段文本化
UpdateProvinceToTextInServiceCampaign
FieldUpdate
UpdateSalesdepartmentTextInServiceCam
FieldUpdate
true
Campaign.RecordTypeId
equals
5.服务培训/技师培养
onAllChanges
服务技师计算开班日期
setupStartDate
FieldUpdate
true
true
onCreateOrTriggeringUpdate
自动编码
MeetingAutoNumber
FieldUpdate
true
RecordType.DeveloperName != 'ServiceEngineerTraining'
onCreateOnly
自动编码%EF%BC%88服务技师培训%EF%BC%89
UpdateReportCodeInServiceCampaign
FieldUpdate
true
Campaign.RecordTypeId
equals
5.服务培训/技师培养
onAllChanges