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Data Changes

Overview

Configure the data changes that occur when the process button is clicked. You can enter arbitrary values, copy values, and more.

The Data Changes tab of a process, used to configure what changes when the button is clicked

Operation Procedure

  1. Click the Data Changes tab.
  2. Click the "Create New" button.
  3. Select the change type.
  4. Configure the fields required for the selected change type.
  5. Click the "Change" button.
  6. Click the "Update" button in Process Management.

Change Types

No Choice Description
1 Copy Value The value of the specified "Copy From" field is copied to the specified field.
2 Copy Display Name The display name of the specified "Copy From" field is copied to the specified field.
3 Enter Value The specified "Value" is copied to the specified field. You can also specify a field's display name as the "Value." 1
4 Value Function Operation The result of the specified formula (extended) is copied to the specified field. 2
5 Enter Date The date obtained by adding "Value" (in units of "Period") to "Reference Date/Time" is set in the specified field. For example, entering "1" for Value and selecting "Day" for Period sets the date one day later.
6 Enter Date/Time The date/time obtained by adding "Value" (in units of "Period") to "Reference Date/Time" is set in the specified field. For example, entering "1" for Value and selecting "Day" for Period sets the date/time one day later.
7 Enter Department The department that the logged-in user belongs to is set.
8 Enter User The logged-in user is set.

Configuration Examples

Change Type: Copy Value

Copy the value of Class A to Class B

Configuration example for the "Copy Value" change type. Copies the value of Class A to Class B

Change Type: Copy Display Name

Copy the display name of Class C to Class D

Configuration example for the "Copy Display Name" change type. Copies the display name of Class C to Class D

Change Type: Enter Value

Copy a value (a fixed string plus the value of Class E) to Class F

Configuration example for the "Enter Value" change type. Puts a fixed string and the value of Class E into Class F

Change Type: Value Function Operation

Copy the result of the formula (extended) $DATE([NumA],[NumB],[NumC]) to Date A

Configuration example for the "Value Function Operation" change type. Puts the result of a formula (extended) into Date A

  • For details on "How to Write Formulas," "Do Not Use Display Name," and "Display Error," see Formula (Extended).
  • For details on "Output Log," located below the process list screen, see Formula (Extended).

Change Type: Enter Date

Set Date A to the date one day after the process runs

Configuration example for the "Enter Date" change type. Sets Date A to one day after the execution date

Change Type: Enter Date/Time

Set Date B to the date/time one month before the moment the process runs

Configuration example for the "Enter Date/Time" change type. Sets Date B to one month before execution

Change Type: Enter Department

Set Class G to the department that the logged-in user belongs to

Configuration example for the "Enter Department" change type. Sets Class G to the logged-in user's department

Change Type: Enter User

  • Set Class H to the name of the logged-in user

    Configuration example for the "Enter User" change type. Sets Class H to the logged-in user's name

  • Before the data change

    Record contents before the data change

  • After the data change

    Record contents after the data change, showing the results of each change type

Copying Data Between Fields of Different Types

Even when field types differ, you can copy values in the following cases.

Example: Copying a value from a string field such as Title or Class to a field such as Date or Check

Change Type Copy From Input String in Copy Source > Copy To Copy Result
Copy Value Title 2022/07/03 > Date A 2022/07/03
Copy Value Title Reiwa 4, July 3 > Date A 2022/07/03
Copy Value Title abc > Date A (Not copied)
Copy Value Title 1 > Check A Check ON
Copy Value Title 0 > Check A Check OFF
Copy Value Title true > Check A Check ON
Copy Value Title false > Check A Check OFF
Copy Value Title abc > Check A (Not copied)

* This applies to cases that can be converted using the C# ToString function.

Execution When Multiple Change Types Are Configured

  • When multiple change types are configured, they are processed in order from top to bottom.
  • If a lookup is set on a field, processing occurs after each change type is executed.

Executing Consecutive Data Changes in a Single Process

You can perform consecutive data changes in a single process. In the example below, performing operation No. 1 causes the processes in No. 2 through No. 4 to run consecutively.

No Operation/Process Supplementary Notes
1 Operation: Click the process button Configured using the Process feature.
2 Process: Copy Class A to Class B Configured with change type "Copy Value" on the Data Changes tab of the Process feature.
3 Process: Transfer Class B to Class C Configured with a lookup in the option list of the Editor feature.
4 Process: Copy Class C to Class D Configured with change type "Copy Value" on the Data Changes tab of the Process feature.

Supported Versions

Supported Version Details
1.4.10.0 and later Added "Value Function Operation" to change types
Added Cc and Bcc to email notification recipients
1.4.11.0 and later Added "Added Button / Create or Update" to execution types
Added an icon setting to the General tab of common settings

  1. Specifying a field name enclosed in square brackets ([ ]) lets you set a value dynamically.

    Requested Amount: [Amount]
     ↩

  2. You can use a formula (extended). ↩