Business process setup guide (BPMS)
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How to modify specific record

To modify a specific record, you need to obtain its Id from a process or process element parameter. If the Id of the needed record is available in the process, you can set up a filter by the [Id] column in the [Modify data] element. For example, you can use the [Modify data] element to complete an activity created earlier in the process flow.

To modify records, populate the fields of the [Modify data] element the following way (Fig. 1):

Fig. 1 Modifying a specific record

scr_chapter_bpms_data_modify_by_Id.png 

1.In the [Which object data to modify?] field, select the object whose records must be modified. For example, to change the status of activities, select the “Activity” object.

2.In the [Modify all records that match condition] block, set up a filter by the [Id] column. If the corresponding Id is available in a process, you can obtain it from the corresponding process or element parameter:

a.In the [Modify all records that match condition] block, click [+Add condition] and select the [Id] column.

b.Click <?> and select [Compare with Parameter]. Select a process or element parameter that contains the needed Id (Fig. 1). For example, if you need to modify an activity created earlier in the process flow, select the corresponding [Perform task] element and its [Task Id] parameter.

Fig. 2 Setting up a filter to modify a specific record

scr_chapter_bpms_data_modify_filter_id.png 

3.In the [Which column values to set for modified records?] block, set up a list of columns whose values must be modified:

a.Click [+ Add field] and choose an object column from the list. A new field will be added in the [Which column values to set for modified records?] block. For example, to change the status of an activity, you need to modify the value in the [Status] field.

b.Click the btn_process_element_settings_lookup00010.png icon in the field and populate it using standard functions of the Process Designer. For example, to set the value in a lookup field to another specific value, select [Lookup value] in the menu an choose the needed value from the list ().

As a result, the [Modify data] element will set the specified values to the corresponding fields for all records that match the filter. For example, it will change the value of the [Status] field to “Canceled” for all activities that were due yesterday or earlier.

See also

[Modify data] process element

Process parameters

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