Configuring Update Actions

An Update Action can be configured to update a field value such as record type, status, phase, etc. based on a field entry made by the end user which could prompt for the update. For example, a user creates an Internal Nonconformance record but the user selects a particular product code which only applies to a Supplier, then the system may update the Nonconformance Type to Supplier automatically. Update Actions can be configured for any of the tools.

1. From the Administrator Tools tab on the SmartSolve Portal Page, click Designer > Workflow Designer.
2. Create a new workflow or open an existing workflow.
3. On the design canvas, left click to highlight the tool object.

4. Click the On Submission, On Route, On Entryor On Exit tab in the Properties panel.
   Result: The Validation Rules/Actions window is displayed.
5. Click the Add Action drop down button and select the Update action option.
   Result: The Action window is displayed.

6. Enter the information in the following fields:
   

Field	Definition
Name	Enter the name of the action.
Rule	Associate a rule with the action, an example of which would be, if the action needs to be executed conditionally based on the result of the rule.
Entity	Zoom to select the entity containing the fields that are needed to be evaluated in this action.
Qualifying Condition	Zoom to select the qualifying condition for the entity selected (if applicable). See Configuring Formulas in Validation Rules for additional information.
Successful Message	Enter the message to display to the end user upon successful completion of the action.

7. Click the OK button to save the action.