ModifyRecord
This action template can be assigned to buttons or to apply pre-defined changes.
Input Argument |
Description |
---|---|
RightsFilter |
See the |
TemplateFilter |
Name of the Template filter that defines the applied changes. |
LinkRecordId |
See >> the |
SavedAction |
Defines the action that is executed when the record is saved. Possible values:
|
RecordIdForSavedAction |
An alternative record that is handed over to the defined |
CopySourceFieldGroupName |
The field group where the fields you want to copy have been marked accordingly. Only available in CRM.pad 2.x |
Options |
Additional options can be given in JSON syntax. Example: Link fields can be set locally, e. g. if linked records are added in offline mode, >> System.OfflineStationNumber. If you specify |
ModifyRecord
action, the Copy
functions fields can also be applied:For example, if assigned in the Person info area, the CopyCountry
function copies the company name to the FreeC2 field. However, you must adjust the field length. By default, only the first 20 characters of the company name are copied.