Example: Using the Update Object Action

You can use the Update Object 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 Update Object Action.

Some of the field names given in this topic may differ in the Graphical Action Designer.

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

2.Click Add/Edit for the business object. The application displays the Action Designer selection popup.

3.Select one of the following designers:

Graphical Action Designer.

Classic Action Designer.

4.Click the Create New Actions tab (Classic Action Designer), or New Actions tab (Graphical Action Designer).

5.Select the action type:

In the Graphical Action Designer, drag and drop the Update a record action type onto the Design Area.

In the Classic Action Designer, click the Update Object action type to open the Update Object configuration page.

For information on using the Graphical Action Designer, see Using the Graphical Action Designer.
For information on using the Classic Action Designer, see Using the Classic Action Designer.

6.Enter information into the fields.

Field Description
Enter Action Name A name for this action.
Enter action description Optional. A description of this action.
Enter Category The category. Select from the drop-down list.
Publish to The roles that need access to this action.
Hide when

Hides this action under certain conditions.

For example, to disable the 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))

7.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 business object from the drop-down list.

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

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

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

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

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

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

11.Click Save.