Defining the Update Entity Workflow Step

You can use an update entity by using 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 page is displayed.
  2. Click CRM Workflow. The Integration detail page is displayed.Click the Workflows tab.
  3. Click the Workflows tab.
  4. Click the Workflow Name. The CRM Workflow Definition detail page is displayed. See Using the Workflow Definition Detail View.
  5. Click the Workflow Designer tab.
    Note: You can also update a Update Entity step.
  6. Click the Setting button for the Approve step to define or edit.
  7. Specify this information on the General tab:
    Caption
    The text that displays as a label.
    Delay Duration
    Specify a numeric value for a number of days, hours, or minutes after the previous step to delay before this step is generated.
    Delay Increment
    Select the Days, Hours, or Minutes after the previous workflow step to delay before this step is generated.
    Edit Condition
    Click Edit Condition to define condition criteria that must occur before the step is generated.
  8. Specify this information on the Update Entity Options tab:
    Entity
    This cannot be edited. You can only update the entity defined for the workflow.
    Entity Properties
    Click Search button and use the Lookup to find and select the properties needs to define for the new entity, click Add Selected.
    • Click Search button to add additional properties and use the Lookup to find and select all additional properties. The selected properties added to the list.
    • Click Remove button next to the property to be removed to remove a property from the list.
    Selected Properties
    Define each of the Selected Properties by typing or selecting the desired 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 desired token content.
    • For date or datetime 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 datetime 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 datetime 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” displays and Infor CRM SLX recommends removing that property from the list.
  9. Click OK. Possible Scenario:
    • If the Update Entity step completes, create and define the next step.
      • Click Add icon in the Update Entity step.
      • Click Complete in the Select a result window.
      • Select the step action to update.
      • Click Settings button to Define the step.
    • If the Update Entity step results in an error, create and define the next step.
      • Click Add icon in the Update Entity step.
      • Click Error in the Select a result window.
      • Select the step action to update.
      • Click Settings button to Define the step.