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