How to edit records

You can open edit pages for existing records with the [Open edit page] element.

Example

As part of the process workflow, the user must edit the opportunity that was created earlier.

Use the [Open edit page] element to open edit page of a specific record.

To open the opportunity edit page:

1.Add the [Open edit page] element to the outgoing sequence flow of the “Add order“ element (Fig. 1).

Fig. 1 Sale process

 

2.Open the element setup area (Fig. 2):

Fig. 2 Parameters on the element setup area for editing an existing record

 

a.Enter element caption.

b.In the [Which page to open?] field, select “Opportunity edit page“.

c.In the [Editing mode] field, select “Edit existing record“.

d.Click the [Record Id] field and select [Process parameter] in the parameter value menu.

e.In the parameter value window, select [Create opportunity].

f.In the right area of the parameter value window, select [Record Id] (Fig. 3).

Fig. 3 Selecting a record id of an earlier created record

 

g.Click the [Select] button of the parameter value window.

3.Save the process.

As a result, the edit page of tie opportunity, which was created earlier by the “Add opportunity“ element will open.

Next

•How to manage completion conditions for the [Open record page] element

See also

•Getting started with Process Designer

•[Open edit page] process element

•Process parameters