Set process values

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.

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

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.

If you want to clear a field, set the computed expression for the selected property to NULL





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

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

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

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

In the Set process values, Set entity values We have the options to 'Add' and 'Replace' items to the list in property mappings section.

We added an extra toggle with 'Remove', where We can pass an entityId, and if this item is in the list - we remove it, if not there - we do nothing.