Change Type

Purpose

To change the Type of an existing Record,  used to avoid having to create a new Record and delete the old one when migrating Records.  Triggers are suppressed on a Change Type activity - no Triggers are fired after the conversion.

Configuration

Setting

Description

RecordThe Record to change Types.  This can be set via:
  • Record
  • Parameter
  • Calculation
Object

The Object to change the Type to.

Note:
When using the Change Type activity to change the type of a record from A to B where the type of A is TA and the type of B is TB:

  • When Tis a base type of TB (i.e. TB inherits T) then all the Fields and Relationships of A will be automatically be present on the updated Record
  • When TB is a base type of TA (i.e. T inherits TB) then only the Fields and Relationships that exist on B should be present on the updated Record
  • When Tand Tboth derive from a common ancestor type TC then only the Fields and Relationships defined for TC will be present on the updated Record
Field or relationship

Click on Add Field or Relationship for each entry to create.

Name
The Name of the Field or Relationship to be additionally updated in this Activity. This can be set via:

  • Field
  • Relationship
  • Calculation

If updating via a Relationship, two additional options are displayed

  1. Add related record - used to link multiple Records via this Relationship
  2. Replace existing record -  Replace the currently linked Records

Value
The Value to set the Field or Relationship to.  This can be set via:

  • Parameter
  • Calculation


Parameters created

Parameter

Type

Description

[Activity Name].RecordRecordThe record created by the change type activity