Creating an Entity Bulk Operation Rule for Sub-Type Entity Field

You can create entity bulk operations that modify field values for sub-type data. For example, if you want to specify an End Date for a specific set of PersonFunctions sub-type records, you can create a rule-based Entity Bulk Operation for the Persons entity that modifies the relevant PersonFunctions sub-type records.

Follow these steps to create a rule that changes the value of a field in a sub-type entity for the 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. Set Type to Sub Type.
   
   • The Sub Type Name and Sub Type Filter fields appear automatically at the bottom of the form.
4. Enter the name of the sub-type entity in the Sub Type Name field.
   
   • This should be a sub-type of the entity you specified in the Entity field on the Entity Bulk Operations record's General tab.
   • Once the Sub Type Name field is populated, the set of fields from that sub-type entity automatically populate the Field Name drop-down list.
5. Select a field from the Field Name drop-down list.  
   
    
6. Enter a description of the rule in the Comments field (optional).
7. 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.
8. 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.
9. If needed, specify a valid WHERE clause in the Sub Type Filter field to target the value change to a specific set of sub-type records.
   
   • Do not enter the word WHERE in the filter statement. The system appends this keyword automatically.
   • In the example below, the rule only modifies PersonFunctions sub-type records where the FunctionID is 8.
     
     
      
10. Click OK to save and close the Rules record.
11. Add additional rules as needed for the entity bulk operation.
    
    • Alternatively, you can click OK and New in Step 10 to save the current record and open a new Rules record in one step.
12. Save the Entity Bulk Operations record.