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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.
  1. Enter a description of the rule in the Comments field (optional).
  2. Leave Type set to Top Level.
  3. 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.
  1. Configure the rule's value and related fields, depending on the Value Type you selected:
  • Static: Enter a static value in the Value field. Bulk Operation Rules Record
  • 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.
  • Bulk -Operation Rules Record with Formula

  1. Click OK to save and close the Rules record.
  2. 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.
  1. Save the Entity Bulk Operations record.
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