How to modify multiple records that match a condition
You can modify several existing records using the [Modify data] element. For example, you can change the status of all overdue activities to “Canceled”.
To modify records, populate the fields of the [Modify data] element in the following way (Fig. 1).
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. All records that match the filter will be modified. For example, to modify all overdue activities, set up a filter by the [Due] column as shown on (Fig. 1).
3.In the [Which column values to set for modified records?] block, set up a list of columns whose values must be modified:
4.Click [+ Add field] and select a field from the list. A new field will appear.
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 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 and choose the needed value from the list (Fig. 2).
As a result, the [Modify data] element will set the specified values to the corresponding fields for all records that match the filter in the specified object. For example, it will change the value of the [Status] field to “Canceled” for all activities that were due yesterday or earlier.
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