Category: Automation Database Actions

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

Select the Import Template from the drop down.

See Import Csv File for information on creating import templates.

Select the variable that will hold the path to the Csv file.

Note: Make sure to set that variable to the path within the script.

Import Csv File – takes a import template, a csv file path, imports the contents into a new record collection and sets that collection to a variable.

Loop Record Collection – this loops through the record collection. The current record will be set to the CurrentItem variable. This loop can be deleted if no other processing is needed on the records.

Commit All Changed – saves new records and updates to the database.

The Update Records by Criteria will retrieve all records that match a Criteria.

Loop through each record and set all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

The Record Criteria will be used to ascertain which records to retrieve from the database.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values to be updated have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Add Text Parameter – maps a Criteria Parameter to a value to be substituted with.

Get Records – retrieves all records that matches a Criteria and sets the record collection to a variable.

Loop Record Collection – loops through the record collection to process each record contained. The variable that holds the current record is CurrentItem.

Set Property (Set State) – this sets the value of the property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.

Commit Changes – saves all changes to the database.

The Update Existing Record Action Builder will retrieve all records for a particular object type.

Loop through each record and set all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values to be updated have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Get All Records – retrieves all records, for a object type, and sets the record collection to a variable.

Loop Record Collection – loops through the record collection to process each record contained. The variable that holds the current record is CurrentItem.

Set Property (Set State) – this sets the value of the property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.

Commit Changes – saves all changes to the database.

The Update Record by Criteria will retrieve a record that matches Critiera and set all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

The Record Criteria will be used to ascertain which records to retrieve from the database.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values to be updated have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Add Text Criteria Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Record by Criteria – retrieves the first record that matches a Criteria and sets the record to a variable.

Set Property (Set State) – this sets the value of the property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.

Commit Changes – saves all changes to the database.

The Update First Record Action Builder will retrieve the first record in the database and set all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values to be updated have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Get First Record – retrieves the first record, for a obect type, and sets the record to a variable.

Set Property (Set State) – this sets the value of the property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.

Commit Changes – saves all changes to the database.

The Update Existing Record Action Builder will retrieve a existing record by ID and set all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values to be updated have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Get Record – retrieves a records, based on ID, and sets the record collection to a variable.

Set Property (Set State) – this sets the value of the property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.

Commit Changes – saves all changes to the database.

The Create New Record Action Builder will create a new record, for a object type, and set all properties specified.

Select the Business Object Type that will be created.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

Select the properties, of the object type, that will be set.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values to be updated have been added.

Note: All property variables will need to be set prior to running this portion of the script.

New Record – creates a new record, for a object type, and sets the record to a variable.

Set Property (Set State) – this sets the value of the property to the value of a variable. There will be a Set Property action for each property that was added. Note: these variables will need to be set prior to this portion of the script.

Commit Changes – saves all changes to the database.

The Get Records by Criteria Action Builder will retrieve all records that match a criteria.

Loop through each record and get all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

The Record Criteria will be used to ascertain which records to retrieve from the database.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Select the properties, of the object type, that will be retrieved.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values have to be retrieved have been added.

Add Text Parameter – maps a Criteria Parameter to a value to be substituted with.

Get Records – retrieves all records that matches a Criteria and sets the record collection to a variable.

Loop Record Collection – loops through the record collection to process each record contained. The variable that holds the current record is CurrentItem.

Get Property (Get Product) – this retrieves the value of the property and puts that value into a variable. There will be a Get Property action for each property that was added.

The Get All Records Action Builder will retrieve all records for a given object type.

Loop through each record and get all properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

Select the properties, of the object type, that will be retrieved.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values have to be retrieved have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Get All Records – retrieves all records for a object type and sets the record collection to a variable.

Loop Record Collection – loops through the record collection to process each record contained. The variable that holds the current record is CurrentItem.

Get Property (Get Product) – this retrieves the value of the property and puts that value into a variable. There will be a Get Property action for each property that was added.

The Find Record Action Builder will retrieve a record based on criteria and get any properties specified.

Select the Business Object Type that will be retrieved.

Click the arrow on the right to select from a list of object types.

Click next once one is selected.

The Record Criteria will be used to ascertain which record(s) to retrieve from the database.

This action will only bring back the first record that matches the criteria.

Values can be passed into Criteria by creating a parameter.

By enclosing a value in { } brackets, that flags the word as a parameter. The name of the parameter, in the picture, would be statename.

Parameters will have the value substituted during the script execution.

If parameters are found in the Criteria, they wil be listed in the Name drop down.

Name – the name of the parameter within the criteria.

Type – type of value to be expected (String, Bool, Date, Decimal, Number).

Variable – the variable that will hold the value. The drop down will contain existing variables or type in a new variable name.

Click the Add button to add the parameter name and value to be substituted.

Select the properties, of the object type, that will be retrieved.

Select the Property.

Type in a Variable name or select from a list of existing Variables that will hold the value of the property.

Click the Plus button to add that property to the list to be retrieved.

Click Finish once all property values have to be retrieved have been added.

Note: All property variables will need to be set prior to running this portion of the script.

Add Text Parameter – maps a Criteria Parameter to a value to be substituted with.

Find Record – retrieves the first record, in the database, that matches a Criteria and sets that record to a variable.

Get Property (Get State) – this retrieves the value of the property and puts that value into a variable. There will be a Get Property action for each property that was added.