Record Actions

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Record Actions lets you update specific fields in one or more records as per the field values pre-defined in the Record Actions definition. You can create Record Actions for most common updates in each application and execute them with single-click on multiple records, instead of updating each record manually.

Key Features

• Create as many Record Actions for each module
• Flexible field mapping rules (Constants, Source fields, System fields, User fields etc)
• Pre-designed Record Actions for most common needs
• Execute Record Actions only if specific conditions are met by the record
• Option to control to execute on only one record at a time.

Examples

1. Record Action 'Approve Timesheets' can update ' Status = Approved, Approved by = Login user id, Approved on = system date' for one or more records with a single click.
2. Create a Record Action called 'Close Requirement' with specific condition as 'Requirement is open for more than 10 days' and execute this Record Action from Job Scheduling tools at specific intervals.