A field update exit action updates a field in a contact, KYC, company, or opportunity record to a specific value when a business process ends.
Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.
To add a field update exit action to a business process template:
- Navigate to the Customize workspace.
- In the Business Processes tab, select the template in which you want to modify field update exit actions.
- Click the Exit Actions subtab.
The Approval Actions and Rejection Actions areas are displayed. - Click the Add button in the area that corresponds to the kind of action that you want to create, then select Update Field. For an action that is triggered when a business process is approved, add the action in the Approval Actions area. For an action that is triggered when a business process is rejected, add the action in the Rejection Actions area.
The Add Update Field Action dialog opens. - In the Description field, enter a description of the field update exit action.
- In the Set value of field, select a KYC, contact, company, or opportunity record field to update when the business process ends.
- In the To field, select or enter the value you want populated in the selected field when the business process ends.
- Click OK.
The Add Update Field Action dialog closes.
The field update exit action is added to the business process template.
Activating business process templates