Solution No. 132
This action updates the value of the specified field in the specified table for all records that meet the “Where” condition.
So Where Would We Use It ?
One of your Sales Representatives is moving to a new role, leaving you with the task of reassigning their clients to a new Sales Representative. Simply use this action to update the Sales Representative field to the new person for all clients involved.
Properties
To set the properties for this action, follow these steps:
1.Select Update Field in Table from the Action dropdown list.
2.Select Table containing the field to update from the dropdown list.
3.Select Field to update.
4.Select the condition for the new Value from the dropdown list.
The choices are:
- Type In – sets the condition to a value that the user types in manually.
- Action Result – sets the condition to a user-defined action result.
- Value From Screen – sets the condition to a value pulled from a specific field or object from the screen.
- Value From Session – sets the condition to a value that results from the current session information.
5.If you selected Type In for Step 4, enter the predefined value and proceed to Step 6; otherwise, specify a value in the dropdown list below.
6.Select Where the Field from the dropdown list to start setting criteria for the „Where? condition.
7.Select the operator condition from the dropdown list.
The operator choices are:
- Equal to – displays all records that exactly match.
- Not equal to – displays all records that do not exactly mach.
- Greater than – displays all records that are greater than value.
- Less than – displays all records that are less than value.
8.Select the condition for the Value from the dropdown list.
The choices are:
- Type In – sets the condition to a value that the user types in manually.
- Action Result – sets the condition to a user-defined action result.
- Value From Screen – sets the condition to a value pulled from a specific field within the specified screen.
- Value From Session – sets the condition to a value that results from the current session information.
- Value from Calendar – sets the condition to a value that is pulled from a value in a Calendar.
9.If you selected Type In for Step 8, enter the predefined value and proceed to Step 10; otherwise, specify a value in the dropdown list below.
10.Enter Internal note (Optional).
11.Click Save & Close to save changes and close the action properties window; otherwise, click Cancel to close the window without saving.
