ModifyRecord

This action template can be assigned to buttons or to apply pre-defined changes.

Input Argument

Description

RightsFilter

See the RightsFilterName input argument, >> General Input Arguments.

TemplateFilter

Name of the Template filter that defines the applied changes.

LinkRecordId

See >> the LinkRecord input argument in General Input Arguments.

SavedAction

Defines the action that is executed when the record is saved.

Possible values:

  • "Button:<buttonName>"
  • "Menu:<contextMenuName>"

RecordIdForSavedAction

An alternative record that is handed over to the defined SavedAction.

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 {"ComputeLinks" :true } in the Options argument, link record IDs are generated for the server records.

Note: If you use the 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.