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:

Select Integration > Integrations. The Integrations list view is displayed.
Click CRM Workflow. The Integration detail view is displayed.
Click the Workflows tab.
Click the Workflow Name. The CRM Workflow Definition detail view is displayed. See Using the Workflow Definition detail view.
Click the Workflow Designer tab.

Note: You can also update a Update Entity step. See Inserting a new CRM workflow step
Click Setting for the Update Entity step to define or modify.
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.
Specify this information on the Update Entity Options tab:
Entity

This value cannot be edited. You can only update the entity defined for the workflow.

Entity Properties
Click Search and use the Lookup to find and select the properties needs to define for the new entity, click Add Selected.
- Click Search to add additional properties and use the Lookup to find and select all additional properties. The selected properties added to the list.
- Click Remove 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 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.
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.