Data Activities

Purpose Create a new record of a selected object. Fields and relationships of that new record can also be updated.  Configuration Setting Description Object to create Select the object type for the record being created Note: if th...

Purpose Update multiple fields or relationships for a selected record Configuration Setting Description Record to update Select the record to updated Field or relationship to update Two part setting. Select the field or relat...

Purpose Deletes a selected record Configuration Setting Description Record to delete Select the record being deleted Parameters created None ...

Purpose Duplicate a record or clone an record from one object to another object. Configuration Setting Description Record The record that is to be cloned Object The object to clone to. This can be the same object as the source ...

Purpose The purpose of this activity to change the type of an existing record.  This is to avoid having to create a new record and delete the old one. Configuration Setting Description Record The record that is to be changed Obje...

Purpose Get a list of records from a selected object ( limits apply ).   Configuration Configure either Object OR Report Setting Description Object Gets all records of the selected object Report Gets all records of the select...

Purpose Run a sequence of activities down a list of records. As an example, an 'update' activity can be placed after the 'Loop' activity to update each record individually. At the end of the list, the activity will process through the 'Finished' e...

This activity routes the process based on a calculation. Multiple conditions can be added (based on a calculation), when a condition is found to be true, then the corresponding exit point is used to progress the workflow. As an example, a 'Gatewa...