Business process setup guide (BPMS)
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[Modify data] process element

The [Modify data] process element (Fig. 1) is used to change field values of specific existing records.

Fig. 1 The [Modify data] process element

scr_process_designer_modify_data00019.png 

The element can modify any number of records in one batch, but the changes in all of these records will be the same. For example, you can use the [Modify data] element to change the status of all activities to “Canceled”. To set different values for different records, use several [Modify data] elements.

The records to modify are selected using the standard filter. For example, you can modify all activities whose due date was yesterday. You can modify one or several fields of the selected records.

The changes are made on the background without opening the record edit pages. Use the [Modify data] element for any changes that do not require user interference or editing records in objects that do not have proper UI (e.g. a record page) for the user to edit them manually.

The element can modify any record, regardless of the permissions of the user who runs the process.

Use cases

Information on how to use each of the modes is available below:

Next

[Delete data] process element

[Formula] process element

[Change access rights] process element

[Script task] process element

[Connect process to object] process element

[User task] process element

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