Is there any way how to modify only one record with help of "Modify" campaign's element?
For example, I've executed a campaign for event participants and want to change Response column if a participant clicked on a link in received email. But I want to change only a participant of the current event, not all. How can I arrange that?
To modify a single record using the "Modify" campaign element, you can follow these steps:
Set Up a Condition: Before the "Modify" element, use a condition to filter the participants based on specific criteria. In your case, you can set up a condition to check if the participant clicked on the link in the received email.
Use the "Modify" Element: Once the condition is met, you can use the "Modify" element to update the Response column for that specific participant. Ensure that the condition is specific enough to target only the participant of the current event.
FYI Modify data element updates all objects connected to this contact. In your situation, when you update a lead, all the leads associated with the corresponding contact are updated. More information about the element Modify data can be found in this article.
By setting up a precise condition, you can ensure that only the desired participant's record is modified. If you need further assistance with setting up the campaign or conditions, feel free to ask!
To modify a single record using the "Modify" campaign element, you can follow these steps: Set Up a Condition: Before the "Modify" element, use a condition to filter the participants based on specific criteria. In your case, you can set up a condition to check if the participant clicked on the link in the received email. Use the "Modify" Element: Once the condition is met, you can use the "Modify" element to update the Response column for that specific participant. Ensure that the condition is specific enough to target only the participant of the current event. By setting up a precise condition, you can ensure that only the desired participant's record is modified.
thanks a lot for the responses. So, as far as I understood, there is no option to define, what exactly lead should be updated, right? I can define some strict conditions for a campaign participant, whose linked records should be updated, but in any case the system will update _all_ leads linked to this participant (=contact). And there is no option to tell the system to update, for example, only leads from social media (or were created from a particular campaign) and not to update others, right?
There is indeed a way to filter the leads within the campaign flow. As shown in below picture, you can define specific conditions using the “Source” condition (or other filtering criteria) throughout the flow before “Modify Data” element.
For instance, you can set up conditions where the system only updates leads coming from certain sources, like “Facebook” or “LinkedIn,” by selecting the appropriate sources in the filtering options. This will prevent the update of all leads and ensure that only those meeting the specified conditions are modified. The use of filtering conditions allows you to restrict this to only the leads from selected sources or campaigns. You would need to set the conditions as required in the flow setup to make sure only the targeted leads get updated.
I have a subprocess that loops the returned records from an API call and adds a new record in a data object. I want to modify the process to check if the record already exists and if so, modify the existing record with the data changes.
First read the record using whatever Identifier you have on it from the source data. If the record exists the Id value will be a Guid and if it doesn't exist the Id of the record will be Guid.Empty.
So the condition for the update will look like:
[Id from the Read] != Guid.Empty (this means the Read found the record)
The "else" will proceed to the Add, just make sure you populate some identifying value from the API call that you'll use when you read if the record exists next time.
How do you use the Modify data action to set a String field to null or empty string? I've tried entering "" and String.Empty in the Notes formula and neither worked.
To do that you need to specify "String.Empty" value for this string as a formula in "Modify data" element (like on the screenshot http://prntscr.com/nfh32l).
The only thing that I've found that works is creating a dummy String Parameter that has nothing in it, i.e., Blank Text, then setting the Modify data field that I want to be empty to the dummy parameter.
Please email us to support@bpmonline.com and provide us with the link to the application and with the name of the section where you try to implement this logic and we will take a look closer. We can't reproduce this behavior on our side so we need to see the field you are trying to change and the process that was created on your side that should change this field.
