Automation Metadata

Overview

Define metadata related to process automation

Object Validation Rules
Workflow Rules
Field Updates
Workflow Notifications
Record Modifications (Create, Update, Delete)
Approval Processes
Process
Flow

Object Validation Rules `object_validation_rules`

object_validation_rules.validationRule.yml
Used for storing validation rules configured on the object. The validation rules are mainly used to verify whether the object data meets specific rules. When a user's modification to a field of the object does not meet the validation rules created by the user, the user's input cannot be saved.

name: test
active: true
description: Description for object validation rules
error_condition_formula: 1==1
error_message: Error message prompt

Field Name	Field Type	Field Meaning
name	text	Rule Name
object_name	master_detail	Belonging Object
active	boolean	Enabled
description	textarea	Description
error_condition_formula	textarea	Error Condition Formula
error_message	textarea	Error Message

Workflow Rules `workflow_rule`

object_name.workflow.yml
Used for storing workflow rules configured by administrators in the process automation settings.

rules:
  - name: test
    active: true
    description: Description information
    formula: 1=1
    label: Test Workflow Rule
    object_name: testobject__c
    trigger_type: onCreateOrTriggeringUpdate
    updates_field_actions: []
    workflow_notifications_actions: []
fieldUpdates: []
notifications: []

Field Name	Field Type	Field Meaning
object_name	lookup	Object
name	text	API Name
label	text	Display Name
active	boolean	Enabled
trigger_type	select	Evaluation Condition
formula	textarea	Formula
updates_field_actions	lookup	Field Updates
workflow_notifications_actions	lookup	Workflow Notifications
description	textarea	Description

Field Updates `action_field_updates`

object_name.workflow.yml
Used to store field update information configured by administrators in the process automation settings.

fieldUpdates:
  - name: fieldupdate
    description: Description
    field_name: name
    formula: '{ ''Full Name'' }'
    label: Field Update Test
    object_name: testobject__c
    operation: formula
    reevaluate_on_change: true
    target_object: testobject__c
    undirect: true

Field Name	Field Type	Field Meaning
name	text	API Name
label	text	Display Name
object_name	lookup	Object
target_object	lookup	Object to be Updated
field_name	lookup	Field to be Updated
operation	lookup	Type of New Field Value
formula	textarea	Formula
literal_value	text	Specified New Field Value
notify_assignee	boolean	Notify Assignee (only when modifying owner)
description	textarea	Description
reevaluate_on_change	boolean	Re-evaluate Workflow Rules after Field Change
undirect	boolean	Trigger Object Triggers, Workflow Rules, Field Validation Rules

Workflow Notifications `workflow_notifications`

object_name.workflow.yml
Used to store workflow notification information configured by administrators in the process automation settings.

notifications:
  - name: worktalk
    assigned_user_field: []
    body: '{ ''Hahaha'' }'
    label: Workflow Notification Test
    object_name: testobject__c
    title: '{ ''Title Formula'' }'

Field Name	Field Type	Field Meaning
name	text	API Name
label	text	Display Name
object_name	lookup	Object
title	textarea	Title Formula
body	textarea	Body Formula
assigned_users	lookup	Specify Specific Users
assigned_user_field	lookup	Specify User Field on the Object

Note: The Workflow Rules, Field Updates, and Workflow Notifications are in the same file!

Approval Processes `process_definition`

Used for storing the approval process information configured by administrators in the application settings.

name: process_definition
label: Approval Processes
hidden: true
icon: approval
enable_inline_edit: false

Field Name	Field Type	Field Meaning
name	text	API Name
label	text	Display Name
object_name	lookup	Object
description	textarea	Description
order	number	Serial Number
active	boolean	Enabled
entry_criteria	textarea	Specified Entry Conditions
record_editability	select	Record Editability Property
allow_recall	boolean	Allow Submitter to Cancel Application
initial_submission_record_lock	select	Lock Record
initial_submission_updates_field_actions	lookup	Field Updates
initial_submission_workflow_notifications_actions	lookup	Workflow Notifications
final_approval_record_lock	select	Lock Record
final_approval_updates_field_actions	lookup	Field Updates
final_approval_workflow_notifications_actions	lookup	Workflow Notifications
final_rejection_record_lock	select	Lock Record
final_rejection_updates_field_actions	lookup	Field Updates
final_rejection_workflow_notifications_actions	lookup	Workflow Notifications
recall_record_lock	select	Lock Record
recall_updates_field_actions	lookup	Field Updates
recall_workflow_notifications_actions	lookup	Workflow Notifications

Permission Attributes	user	admin
allowCreate	false	true
allowDelete	false	true
allowEdit	false	true
allowRead	true	true
modifyAllRecords	false	true
viewAllRecords	true	true

Overview​

Object Validation Rules object_validation_rules​

Workflow Rules workflow_rule​

Field Updates action_field_updates​

Workflow Notifications workflow_notifications​

Approval Processes process_definition​