Case
How to create a process which is going to change every last name in uppercase?
Answer
You can refer to the record only be reading the record and selecting the result of selection. Meaning, you need to add element [Read data] in order to select the field read by this element in the element [Modify data] in your formula.
The way of implementation the business process:
- You need to add new field to the section, leave it empty
- Build a business-process using timer (for example 1 minute frequency )
- Then add [Read data] Filter record by last name filled in and new filled NOT filled it.
- Add the element [Modify data], select contact as an object, filter it (id=id From Read data element) and add formula and new field for modifying
- In formula you should select the last name field and add .ToUpper()
- Populate the field with any value (I used word YES)
- Save and check results.
Please, note that this solution is a workaround as there is no such functionality you want to use implement. We do not recommend using such a solution as the only one and check whether any solutions will be available in the future.
Why do you need a blank field in the section? Couldn't you just use Modify data to set the Last Name column using formula to [#Last Name#].ToUpper()? What is BP Test doing?
Dear Janine,
This post was created to describe the solution to one of our old cases. It is just an example and it can be improved and evolved. There were a couple customer's preferences to the business process, that is why there are a blank field and BP testing checkbox. You may disregard them since they are not required for the successful process execution. As for the formula, I believe it would not work, however you can try it an see the outcome. The formulas usually use some parameters that can taken by the read data element. Without the some parameters the formula may not work.
Best regards,
Dean