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.
- Create
and define the next step if the Update Entity step is
completed: