Data record change action

With the Data record change action of a rule, you define that the triggering data record is to be changed.

Examples

• When a support request is made on topic X, automatically assign it to user Y for processing.
• When a task of category XY is finished, do also change the values of fields Y and Z.

Procedure

• In the Add participants field, you either enter CAS genesisWorld users directly or select the participants via the button. Then, these users are added to the already existing participants.
• In the Field values table, you define the changes for each field.

With Set, the Value of change is entered for the selected table field.

• With Set in relation, a time value is set in relation to the entered time of the event, for example, "x days plus" the entered date.

As an administrator, you can also use the input helps for groups if you are not a member of the respective groups.