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Add a Set property workflow action

Prerequisite

Procedure

Any prior if/then logic branches that restrict the related model instances impact the model instances affected here.

  1. On the workflow chart, select the plus (+) icon.
  2. In the Workflow action dialog box, select Set property.
  3. From the Target instance list, select the triggering model or the linked related model.
    • Triggering - This appears by default. It is the users who made the change to the property value.
    • Retrieved - This is the information you retrieved using the Retrieve information workflow action, which appears before this Set property workflow action in the workflow.
    • Created - This is the instance you created using the Create model instance workflow action, which appears before this Set property workflow action in the workflow.
  4. From the Target Property list, select the property you want to update. If you select a property with a type of one-to-many relationship, this sets the property for all related instances. Further options depend on the type of property you choose.
    • From the Base the value on options, select if you want to base it on A value from another property, or A static value.
    • In the New Property value box, type in the value you want the property to be.
      • You can type "@" or "#" to select a property or function.
      • If you chose A static value option, you can't enter a field or function, you can only enter a value static value.
      • If you're retrieving the standard Task model status property, you can select an option from a list of the status values.

      The field is validated based not the property you choose. For example, if you select an email type property, you need to enter an email in the format of someone@company.com.

  5. Select ADD.

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