Configuring Modify Object Node

Using this node, the workflow can modify some specific properties of the following objects - activities, cases, customers, emails, tasks, and custom activities.

To configure a modify object node:

  1. On the Properties page, on the Diagram tab, add the Modify Object node in the Workflow Editor.

  2. In the Modify Object Rule Configuration window, provide the following details.

    1. In the Name field, provide a name for the node.

    2. In the Rule Name field, provide a name for the rule and press the Enter Key. Select the rule name to configure the rule properties.

    3. On the Condition tab, select one of the following options:

      • This rule is always true

      • This rule is true under the following conditions

If you have selected the This rule is true under the following conditions option, configure the conditions when the rule is true.

modify object rule

    1. Next, go to the True tab to select the object you want to modify and specify the values for the objects that are to be modified. Through this node, you can modify the following attributes of the objects.

      • Activity: Activity Priority, Assigned To, Description, Due Date, Due Date Time, Queue, Subject

      • Case: Description, Due Date, Due Date Time, Owner, Severity, Solution Description.

      • Email: Content, Subject

      • Call Track: Content

      • Task: Content

      • Customer - common: Entitlements, How referred, Industry, Level, Marketing segment, Preferred Agent

      • Customer - individual: Date of birth, Employment status, First name, Middle name, Last name, Gender, Job title, Marital status

      • Customer - group: Customer name, Group type, No. of members, Region

      • Customer - organization: Customer name, No. of employees, Region, Sector type

There are four ways in which you can provide values for these attributes. They are:

      • Macro: The macro specified here is expanded and the value of the macro is assigned as the value for the attribute.

      • Link: The data usage link specified here is executed and the value of the link is assigned as the value for the attribute.

      • Constant: The value specified here is assigned directly as the value for the attribute.

      • Pattern: The pattern specified here is searched for in the body of the activity. The value immediately following the pattern, till the end of the line, is assigned as the value for the attribute.

      Modify object node

     

    1. Go to the False tab and select the object to be modified if the conditions configured in the rule are not met. The False tab is enabled only if you have selected the This rule is true under the following conditions option on the Condition tab. It is optional to configure the False tab.

Likewise, you can create multiple rules.

    1. If you have created more than one rule, use the Move Up and Move Down buttons to change the order of the rules.

  2. Click the Done button to close the window.

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