Using the Update Object Quick Action
You can use the Update Object to update certain fields on a business object. For example, you can manage email statuses, as described in Email Examples.
You can update the status field on a change record to implemented, as described below.
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1.
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Open the for the change business object. |
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2.
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From the Create New Actions tab, choose Update Object. |
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3.
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Enter information into the fields. |
--fields--
| Set Action Name |
A name for this quick action. |
| Enter action description |
Optional. A description of this quick action. |
| Assign a Category |
The category. Select from the drop-down list. |
| Publish to |
The roles that need access to this quick action. |
| Hide when |
Hides this quick action under certain conditions.
For example, to disable the quick action when the change record is in the logged or closed state, enter the following command in the Hide when field: $(iif( (((Status == "Closed") || (Status == "Resolved")) || (Status == "Logged")), true, false))
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4.
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In the Apply Update to section, make a selection. |
By default, the action is applied to the change (selected object). However, you can check Child Object to indicate that this action should be run against a relationship. Then select a child object from the drop-down list.
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5.
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Complete the Field Name and Field Value sections to customize the update object action: |
| Field Name |
Choose Status. |
| Field Value |
Choose Implemented. |
- Click Add
. In the new line, enter:
| Field Name |
Choose LastModBy to update the Last Modified By field. |
| Field Value |
Enter $(CurrentLoginId()). |
- Click Add . In the new line, enter:
| Field Name |
Choose LastModBy to update the Modified On field. |
| Field Value |
Enter $(CurrentDateTime()). |