Select Type to find records to Update and Set their Values

Select the type to identify the records or related records you want to update and set their values. Based on your selection, the system displays the remaining input elements on the screen.

• Update context object: Select this option to modify the record of the the Context object linked to your current workflow instance.
• Update related object: Select this option to update the record of the Related object associated with your current workflow instance.
• Use the IDs and all field values from a record or record collection: This option enables you to update the data stored in the variable created by the Get Records Activity in the database.
• Fetch records that meet the condition, loop through them, and update the fields: Select this option to retrieve records for a selected object that match the specified criteria, iterate through each matching record, update the selected fields with new values, and save the changes to the database.

Object

Search and select the context object containing the records you want to update.

Related Object

Search and select the related object containing the records you want to update.

Variable Name

Search and select the variable. This variable's data is stored in the database and was created using the Get Records Activity. It can hold either a single record or a list of records from a specific object. This activity will update the data for both types in the database.

Criteria

Set the conditions to narrow down the list of returned records.

• Field: Select the field you want to set as the condition criterion. It lists fields and constants associated with the object you have selected at the time of workflow creation.
• Operator: You must select the logical operator from the list. This forms the relationship between the field and its value.
• Value: You can populate field values manually or use dynamic values to automatically apply data. Place your cursor in a value text box, and the system's Intellisense capability will suggest options. The suggestions provided by Intellisense are specific to the data type of the field you are configuring. You may see options such as Picklist Values, Variables, Constants, and fields from the Context record.

To add more conditions, click Add Criteria. To remove all conditions, click Remove All.

Fields to Update

You can populate field values manually or use dynamic values to automatically apply data. Place your cursor in a value text box, and the system's Intellisense capability will suggest options. The suggestions provided by Intellisense are specific to the data type of the field you are configuring. You may see options such as Picklist Values, Variables, Constants, and fields from the Context record.

Lookup: {"Id":"28c22389-9441-4332-a6db-b4628e4b6cb0","Name":"ABC Corp"}
Currency: {"Value":12000}
Multi Picklist: ["Large Enterprise","Consumers & Vendors"]

For Lookup and RecordOwner fields, Intellisense provides suggestions for Identifier and Reference fields, allowing you to directly link records.

For example: Automatically create a new Agreement record and link it to its parent Account record whenever specific trigger conditions are met.

• You can select Account > ID to automatically link an Agreement to its parent Account.
• You can select User > ID to automatically set the record owner.

Entry Criteria

Entry Criteria

Set the conditions to narrow down the list of returned records.

• Field: Select the field you want to set as the condition criterion. It lists fields and constants associated with the object you have selected at the time of workflow creation.
• Operator: You must select the logical operator from the list. This forms the relationship between the field and its value.
• Value: You can populate field values manually or use dynamic values to automatically apply data. Place your cursor in a value text box, and the system's Intellisense capability will suggest options. The suggestions provided by Intellisense are specific to the data type of the field you are configuring. You may see options such as Picklist Values, Variables, Constants, and fields from the Context record.

To add more conditions, click Add Criteria. To remove all conditions, click Remove All.

Filter Expression

By default, the application applies AND logic to all criteria. You can adjust this to create more complex logical expressions if needed. You can customize your logic using parentheses, AND, OR, and NOT.

For example, if you enter “(1 AND 2 AND 3) OR 4”, the system will evaluate whether all three of the first conditions are true, or if the fourth condition is true.