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1. Click the Rules tab on an Entity Bulk Operations record.
2. Open a new Rules record from the Rules tab of the Entity Bulk Operations record.
3. Select a field from the Field Name drop-down list.
   
   • This list displays all field names from the Entity selected on the General tab of the Entity Bulk Operations record.
      
4. Enter a description of the rule in the Comments field (optional).
5. Leave Type set to Top Level.
6. Select the Value Type from the list:
   
   • Static: With this option, which is selected by default, the bulk operation updates the selected field to use the value specified in the Value field.
   • Prompt: With this option, the Entity Bulk Operation wizard prompts the user to enter a new value for the selected field. The bulk operation updates the records to use the specified value.
   • Formula: With this option, the bulk operation runs a specified SQL statement to obtain a new value for the selected field.
      
7. Configure the rule's value and related fields, depending on the Value Type you selected:
   
   • Static: Enter a static value in the Value field.  
     
      
   • Prompt: Enter a default value to use for this entity field (optional) in the Default Value field and a user message in the Prompt Message field.
   • Formula: Enter a SQL statement that defines a new value for the specified entity field in the Formula field.

     • For example, if you want to increase a company's current credit limit by $500, use this formula: 

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       CONVERT(int, CreditLimit + 500)

       
       The Entity Bulk Operation code takes this formula and updates the CreditLimit field in all records in the view.
       
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8. Click OK to save and close the Rules record.
9. Add additional rules as needed for the entity bulk operation.
   
   • Alternatively, you can click OK and New in Step 8 to save the current record and open a new Rules record in one step.
      
10. Save the Entity Bulk Operations record.

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