Service Manager powered by HEAT

Example: Using the Update Object Quick Action

You can use the Update Object quick action to update certain fields on a business object. For example, you can manage email statuses, as described in Example: Processing an Email Based on Incident Status.

You can update the status field on a change record to implemented, as described below.

See Service Manager powered by HEAT.

1.From the Configuration Console, click Build > Automation Tools > Quick Actions to open the Actions Manager workspace. The list of business objects that have quick actions appears.

2.Click Add/Edit for the Incident business object. The Quick Actions Center appears.

3.Click the Create New Actions tab.

4.Click Update Object.

5.Enter information into the fields.

Field	Description
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: $(if( (((Status == "Closed") || (Status == "Resolved")) || (Status == "Logged")), true, false))

6.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 quick action should be run against a relationship. Then select a child business object from the drop-down list.

7.Complete the Field Name and Field Value sections to customize the Update Object quick action:

Field	Value
Field Name	Choose Status.
Field Value	Choose Implemented.

8.Click Add . In the new line, enter:

Field	Value
Field Name	Choose LastModBy to update the Last Modified By field.
Field Value	Enter $(CurrentLoginId()).

9.Click Add . In the new line, enter:

Field	Value
Field Name	Choose LastModBy to update the Modified On field.
Field Value	Enter $(CurrentDateTime()).

10.Click Save.