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Brian Maynes

SuiteFlow: Sublist Line Approval Without Scripting


April 24, 2018

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Safe Harbor Statement

The following is intended to outline our general product direction. It is


intended for information purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making purchasing decisions.
The development, release, and timing of any features or functionality
described for Oracle’s products remains at the sole discretion of Oracle.

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AGENDA

1 Accessing Sublist Lines - Feature Overview

2 Sublist Action Groups

3 How It Works

4 DEMO: Sublist Line Approval Workflow

5 David Jarrell (IT Ops & Support, Cork Circle)

3
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ACCESSING SUBLIST LINES - FEATURE OVERVIEW
• SuiteScript is no longer required to access transaction sublist lines via workflow.
• All Transaction records with an Items sublist are supported.
• All transaction body fields are supported, but only a subset of sublist fields are accessible.
• Sublist fields represented as ‘<field> (Line)’ in SuiteFlow dropdown lists, i.e. Quantity (Line).
• Sublist line fields can be referenced in formulaic conditions:
{line.quantity} or {line.rate}={line.rate}*.25

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SUBLIST ACTION GROUPS
• Similar to standard Workflow Action Groups.
• Conditions can be defined at the group and individual action level.
• Sublist Action Groups can be scheduled for execution, but not the individual actions in the group.

Only transaction body fields available for evaluation

Transaction body and line fields available for evaluation

• Sublist Action Groups and their individual actions can be bundled with SuiteBundler.

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SUBLIST ACTION GROUPS

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SUBLIST ACTION GROUPS – SUPPORTED ACTIONS
• Create Record and Set Field Value
• Must be configured on server triggers (except BRL).
• Sublist Action Group conditions and individual action conditions must evaluate ‘true’ for the
group/action to be executed on sublist lines.
• Coming in 2018.2 – Support for Send Email and Return User Error actions.

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HOW IT WORKS

Sublist Action Groups process the Items sublist line by line. As long as the group and action’s
conditions have been met, the actions will be executed on each sublist line.

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WORKFLOW LOGGING

Workflow History showing sublist action groups and individual actions executed against sublist lines.

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SUBLIST LINE APPROVAL WORKFLOW

DEMO

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CUSTOMER TESTIMONIAL

DAVID DEMO

JARRELL
• Auto-close open sales orders with inactive line
items or line item amounts of $0.
− Auto-close RMAs older than 45 days
(IT Ops & Support, • Enable a custom body field (Location Verified)
Corkcircle.com) on sales order records when all sublist lines
contain a location.
• Discuss other potential use cases that automate
manual transaction record clean-up tasks.

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SESSION BUNDLE AVAILABLE!

Interested in #xxxxxxx (TBD)

the workflows
• Install the public bundle above and see how
easy it is to access and update sublist line
fields using Sublist Action Groups!

demonstrated
during this
session?
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Q&A

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THANK YOU

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