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Tasks aka Nodes

Set process values

3min

This task changes the value of selected process properties when it`s executed. In the 'mapping' section you can select properties and enter values that should be set. Keep in mind that you should enter valid values to corresponding properties.

For example - 'entity' type properties work only with entity ID. If I want to refer to a certain item I need to enter the 'entity ID' of the item.

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If you want to map checkbox fields, please remember that there are only two available values - 'TRUE' and 'FALSE'.

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You can also use computed expressions during the mapping process.

You can choose between two modes if the chosen property is of a 'list-type'. Replace mode will replace all data in the field, add mode will add an item to the existing list.

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Example of usage

You can set the status of the Lead process at the start.

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First, we set needed values for the 'Status lead' and 'Status' deal properties.

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Because we are setting values for entity type properties, we are using entity ID`s of those values.

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The value that we set for the 'status lead' property is 'New lead', for the 'Status deal' it`s 'Pending'.

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Updated 03 Mar 2023
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