2517486 - Account Field Update Worflow Rule with Sales Data Conditions Does Not Work

You defined a workflow rule to update a field in an Account. The conditions maintained are changes in any field from Account Sales Data view.

SAP Cloud for Customer

1. Go to the Administrator work center.
2. Select the Workflow Rules View.
3. Click in the New button.
4. Select Account from the dropdown menu in the Business Object field.
5. Click Next button.
6. Click in Add Group button.
7. In the Edit Condition pop-up, select any Sales Data field in the Field dropdown menu.
8. Set other fields as desired and click OK button.
9. Click Next button.
10. Select Field Update from the dropdown menu in the Action field.
11. Click Next button.
12. Click Activate button.
13. Go to the Account work center.
14. Open an Account ABC (where ABC represents the ID of the Account).
15. Edit a field on Sales Data view.

You expect that your change on a Sales Data field would trigger the field update on the respective Account.

Workflow rules work only for the business object defined on the step 1 of its definition (in this case Account). The information from Sales Data is in a different entity (technically other business object) than Account.

This is the system standard behavior. A possible workaround is to create an extension field on Account and change its value every time a change the for the Sales Data field happens. This should trigger the workflow rule.

If you need this functionality urgently you may contact your implementation manager to help with such request or approach directly the SAP Cloud Service Center.

You can find more details about the services offered by Cloud Service Center . You can contact Cloud Service Center as follows:

1. If you are a partner: please use cloudsolutionpartner@sap.com or the Partnerfinder
2. If you are a customer: please use the little blue box “Contact Us” shown on the very right hand side of SAP Application Development site , choose “Contact Us”, choose “Services”, choose “SAP Custom Development” and complete the page.

Note: The services of the SAP Cloud Service Center will be charged as packaged services based on fixed prices.

An alternative option may be to check the SAP Customer Influencer Site to submit an idea.

KBA , LOD-CRM-WKF , Workflow , How To