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With workflows, you are able to automate standard processes of your company. Workflows consist of an object to which the workflow rule applies, criteria that trigger the workflow and the workflow action itself, e.g. creating a task or sending an email notification.

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Please note: For email alerts, you need an email template. Please create an appropriate email template before configuring the workflow actions.

Default Workflow Rules in the ADvendio Package

With the ADvendio Package we deliver a set of Workflow Rules, which either help with ADvendio related processes or are used as examples for how you can utilize these, to automate and support your data management. Some rules are also created, but not set to Active, if you want to use these, you will need to activate them in Setup. Here is a list of all predefined Rules and their purpose:

Workflow Rule Name	Object	Related Feature	Purpose	Active as default
Activate Media Campaign for Billing	Media Campaign	Billing & Accounting - PreInvoice Generation	Enable a Media Campaign for PreInvoice Generation, once it's probability reached 100%
Deactivate Media Campaign for Billing	Media Campaign	Billing & Accounting - PreInvoice Generation	Disables a Media Campaign for PreInvoice Generation, once it's probability is lowered from 100%
Deactivate Campaign Item for Billing	Campaign Item	Billing & Accounting - Cancellation	Once a Campaign Item is cancelled, no more new PreInvoices will be generated for it
Distribution-Unit = Amount for Fixed prices	Campaign Item	Billing & Accounting - Calculation	Configures how the Amounts of linear distributed Items will be divided amongst the runtime/invoices
ExcludeCheckAvailabilityWithAdTypes	Campaign Item	Check Availability for AdServer and Exclusive Products	Configures your Campaign Item to either use Check Availability from AdServer or Check Availability for Exclusive Products
Invoice /w temporary Key created	Invoice Item	Billing & Accounting
Invoice /w temporary Key created	Invoice	Billing & Accounting
MMAutoPopulatePublicationDate	Advertising Material	Sales & Order - Advertising Material	Not in use anymore
MMSendNotificationAfterAdApprovalByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been approved
MMSendNotificationAfterAdRejectionByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been rejected
MMSendNotificationAfterScriptApprovalByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been approved
MMSendNotificationAfterScriptRejectionByClient	Advertising Material	Sales & Order - Advertising Material	Set a certain status for your Advertising Material after it has been rejected
Reset Availability	Campaign Item	AdServer Gateway - Check Availability	Resets the availability numbers from the AdServer Gateway,
Reset_LinearDistribution	Campaign Item	Billing & Accounting - Calculation	Sets Campaign Items to non-linear if you've manually entered Delivery Data
Set CPM Price	Campaign Item	Sales & Order / Billing & Accounting - Item Calculation	Marks a Campaign Item as CPM price (Sales Price per 1.000 units)
Set Delivery AutoImport	Invoice Item	Billing & Accounting - Invoice based on Delivery Data	Configures Invoice Items based on AdServer connected items to automatically update the Delivery Numbers during a Billing Run.
Set Document Type to Cancellation	Media Campaign	Sales & Order - Quote PDF	Sets the document type for the Quote PDF, based on a certain Media Campaign Stage
Set Document Type to Order Confirmation	Media Campaign	Sales & Order - Quote PDF	Sets the document type for the Quote PDF, based on a certain Media Campaign Stage
Set Document Type to Proposal	Media Campaign	Sales & Order - Quote PDF	Sets the document type for the Quote PDF, based on a certain Media Campaign Stage
Set Invoice Number	Invoice	Billing & Accounting - Billing Run	Automatically generates an Invoice Number.
Set PreInvoice Number	Invoice	Billing & Accounting - PreInvoice Generation	Automatically generates a number for your Pre Invoice
Set_LinearDistribution	Campaign Item	Billing & Accounting - Calculation	Marks certain Campaign Items (for example Fixed Price / CPD, CPW, CPMo) as linear and not delivery data based.
Synchronize AdServer ID Status (active)	AdServer ID	AdServer Gateway - Transfer Inventory	Synchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio
Synchronize AdServer ID Status (inactive)	AdServer ID	AdServer Gateway - Transfer Inventory	Synchs the Active Checkbox with the AdServer Status Field - can support you to mark inactive IDs in your ADvendio
VatIdConcatenateCountryPrefixAndVatNumber	Account	Billing & Accounting - Vat Calculation
VatIdUpdateFlagOnVatOrCountryPrefixChange	Account	Billing & Accounting - Vat Calculation