Creating an Entity Bulk Operation Rule for Top-Level Entity Field

Follow these steps to create a rule that modifies the value of a field in the top-level entity you specified on the Entity Bulk Operation's General tab.

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: 

       CONVERT(int, CreditLimit + 500)

       
       The Entity Bulk Operation code takes this formula and updates the CreditLimit field in all records in the view.
       
       
        

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.