NexJ Logo

Adding field update exit actions to business process templates

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:

  1. Navigate to the Customize workspace.
  2. In the Business Processes tab, select the template in which you want to modify field update exit actions.
  3. Click the Exit Actions subtab.
    The Approval Actions and Rejection Actions areas are displayed.
  4. 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.
  5. In the Description field, enter a description of the field update exit action.
  6. In the Set value of field, select a KYC, contact, company, or opportunity record field to update when the business process ends.
  7. In the To field, select or enter the value you want populated in the selected field when the business process ends.
  8. 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