Source Object Update - Checklist Designer
Update a Source Object field by using the expression that is configured. Submit the checklist process, and the source record will be updated on completion.
The following screen shows the Source Object Update in Checklist Designer:
The following table lists the fields in the Source Object Update tab:
Name | Description |
|---|---|
Object Field | Select your preferred field. You can also personalize fields and their sequences. |
Method | Method denotes the actions you can perform on the source object fields. Select the method based on the field you have selected. You can set the actions based on the following options: • Increment • Decrement • Set Value |
Operation Type | Operation type indicates the type of operation that is allowed on the chosen field. . Select the mode of operation in this field based on the following options: • Enter Value: You can enter a value based on the question you have selected. • Question: You can choose a question of your preference from the drop-down menu. The questions appearing in the drop-down menu are added in the Form Designer. • Copy Value From: You can copy value from another field. |
Value | The "Value" column shows only when Operation type is Enter Value. What you choose in Operation type determines the next column that is shown. Configure this value. Select a question from the list. The response of that selected question will be used to update the Source Object Update field. |