About Eevee
No comment. 2020
String
Client Distributor Partner
directed Client Distributor
populated String
workflow
individual
About Eevee
No comment. 2020
String
Client Distributor Partner
directed Client Distributor
populated String
workflow
individual
Minimum Required for Distributor Schedule, Channel Partner Agreement, Distributor Discounts Workflows: Type Key Description yes String Account_Name The Account Name to which the opportunity belongs yes String Opportunity_Name The Opportunity Name from where the button was clicked Yes if populated String Opportunity_ID The Opportunity ID from where the button was clicked yes String Sales_Rep_Name The email of whomever clicked the launch button Yes String Sales_Rep_Email The email of whomever clicked the launch button Yes String Recipient_Company The company for which the individual to whom the workflow will be directed (Client, Distributor, Partner, etc) works for (same as acct name) String Recipient_Name The name of the individual to whom the workflow will be directed (Client, Distributor, Partner, etc) Yes String Recipient_Title The title of the individual to whom the workflow will be directed (Client, Distributor, Partner, etc) Yes if populated String Recipient_Email The email of the individual to whom the workflow will be directed (Client, Distributor, Partner, etc) yes String Recipient_Address_String The address of the individual to whom the workflow will be directed (Client, Distributor, Partner, etc) Optional rm this String Recipient_Address_Line_1 Street Address of Recipient Yes if populated String Recipient_Address_Line_2 Apt, PO Box, Office # of Recipient Yes if populated String Recipient_Address_City Recipient's City Yes if populated String Recipient_Address_State Recipient's State Yes if populated String Recipient_Address_Zip Recipient's Zip. This is a string to allow multiple types of formatting. Yes if populated String Discount_Schedule_Effective_Date The Effective Date of the Distributor Discount Schedule no String Personal_Message A Personal Message for the Client no Bool accusoft_workflowTest Is this a test? Literally should we avoid reporting back to Infor at the end? In production this should always be false. no Workflow will copy how this is currently done in sales contract where instanceId is sent to infor and everything else Needed to send back to infor: instanceId , opportunityId, document