Defining the Update Entity workflow step

CRM Workflows support an update entity step action that can be added and defined in the CRM Workflow Designer tab. The Update Entity step updates the current workflow entity based on the step definition. All string, datetime, and key properties types can be assigned both @mention values and static text to create complex result strings.
Note: Relationship-based properties are not applicable to define while creating or editing an entity.

To define a CRM Workflow Update Entity step:

  1. Select Integration > Integrations. The Integrations list view is displayed.
  2. Click CRM Workflow. The Integration detail view is displayed.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail view is displayed. See Using the Workflow Definition detail view.
  5. Click the Workflow Designer tab.
    Note: You can also update a Update Entity step. See Inserting a new CRM workflow step
  6. Click Setting for the Update Entity step to define or modify.
  7. Specify this information on the General tab:
    Caption
    The text that displays as a label.
    Delay Duration
    A numeric value for a number of days, hours, or minutes after the previous step to delay before this step is generated.
    Delay Increment
    The Days, Hours, or Minutes after the previous workflow step to delay before this step is generated.
    Edit Condition
    Define condition criteria that must occur before the step is generated.
  8. Specify this information on the Update Entity Options tab:
    Entity
    By default, this value is set to the workflow entity. If a parent entity is defined, you can click the drop-down arrow to select the parent entity from the list.
    Note: You can only update properties on a single entity for each step. If another entity is selected from the drop-down, properties from the previous entity are cleared. To update properties for another entity, you must create a separate Update Entity step.
    Entity Properties
    Click Search and use the Lookup to find and select the properties to update, click Add Selected. The selected properties are added to the Selected Properties list.
    Account Manager
    Select this check box to add Account Manager property to the Selected Properties section, and use the lookup to select the appropriate user.
    Note: This option is displayed only if the CRM workflow is of type Contact, Account, Lead, Quote, and Sales Order.
    Assigned To
    Select this check box to add Assigned To property to the Selected Properties list and use the lookup to select the appropriate team or user.
    Note: This option is displayed only if the CRM workflow is of type Return and Ticket.
    Owner
    Select the check box to add Owner property to the Selected Properties list and use the lookup to select the appropriate owner.
    Note: This option is only displayed only if the CRM Workflow is of type Contact, Account, Lead, Opportunity, Return, and Ticket CRM workflows.
    Selected Properties
    Define each of the Selected Properties by typing or selecting the information to be set when the entity is created.
    • For string properties you can type a static value or use the @mention user interface to select a token from the popup listing to include dynamic Infor CRM SLX content. Type the ‘@’ character followed by a portion of the required token content.
    • For date or time properties you can type a static value or use the @mention user interface to select a token from the popup listing to include dynamic Infor CRM SLX content.
      • For static values you can use any of the following supported date and time formats: 05/01/2009 14:57:32.8 2009-05-01 14:57:32.8 2009-05-01T14:57:32.8375298-04:00 5/01/2008 05/01/2008 5/01/2008 14:57:32.80 -07:00 1 May 2008 2:57:32.8 PM Fri, 15 May 2009 20:10:57 GMT 2023-11-05T13:15:30Z
      • For dynamic values: Type the ‘@’ character followed by a portion of the desired token content. For a date and time field, you can also specify a day incrementor using a date @mention token. For example, $CurrentDate +7 would calculate the date as 7 days after the date the step is generated.
    • Select or clear the check box for Boolean properties.
    • Type a number or use the up and down arrows to select a number value for numeric properties.
      Note: If a property type is not supported the text Property type is not supported is displayed and Infor CRM SLX recommends removing that property from the list.
    • Account Manager: Select the appropriate user using the lookup icon.
    • Assigned To: Select the appropriate user or team using the lookup icon.
    • Owner: Select the appropriate owner using the lookup icon.
    • Remove a property from the list, by clicking the Remove option displayed adjacent to each property.
  9. Click OK. Possible Scenario:
    Note: 
    • Create and define the next step if the Update Entity step is completed:
      • Click Add in the Update Entity step.
      • Click Complete in the Select a result window.
      • Select the step action to update.
      • Click Settings to define the step.
    • Create and define next step if the Update Entity step results in an error:
      • Click Add in the Update Entity step.
      • Click Error in the Select a result window.
      • Select the step action to update.
      • Click Settings to define the step.
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