1. Using B2C Service
  2. Edit Change Attributes

Edit Change Attributes

The Change element is used to find and load an existing record to associate with the working record.

After you add the Change element to your flow diagram, you must edit its attributes to select the primary and secondary search reports that will be used to find the record to be associated. The Load element can have two outgoing connectors to branch the flow based on the button clicked by staff on the Search window (OK or Cancel).

When using a Change element to change the contact associated with an incident, the behavior is the same as when you click Search on the Contact field in an incident workspace. If the new primary contact is not already associated to the incident (as a secondary contact, for example), the previous primary contact becomes disassociated from the incident. If the new primary contact is already associated to the incident as a secondary contact, the previous primary contact becomes a secondary contact. The same behavior applies to contacts associated with opportunities.

  1. From your open workflow, click a Change element on the canvas.
    The Element Tools tab displays on the ribbon.
  2. Click Search Report. The Select Report window opens.
    By default, the standard report for searching the designated record type is selected. For example, if you are associating an incident, the Incident Search report is selected by default.
  3. Select a primary report to display in the Search window.
  4. Click OK.
  5. To select a secondary search report to display in the Search window, click the Secondary Search Report. The Select Report window opens where you can select a secondary report.
    1. To select no secondary search report, select the No Value check box.
    2. Click OK.
    Note: When you associate records with the Change element, neither record is automatically saved or displayed to staff members. To save the change made by the Change element, be sure to open the working record in a workspace that has the Save button enabled or follow the Change element with a Save element. See Save Attributes.

What to do next

To display the working record or associated record to staff members, you will also need to follow the Change element with a workspace or workflow of the same record type and specify the record you want to display.