Set Active Record is used to change the workflow engine's focus to a different object while processing

The Set Active Record action is an advanced action type. Misuse of these could cause data loss or unwanted changes so be careful how you use this.


Options


    • Switch To - Specify the ID of the Record for the workflow engine to switch to. Whichever Record is found with that ID will become the "active" Record in workflow so all actions take in workflow will then be performed against that Record.


Set the ID to blank or zero (0) to tell the workflow engine to change back the Record that was active at the start of this set of actions. You should make a habit of switching back before ending your workflow. If another action is added later that is performed before the set of actions is complete then the incorrect Record may be acted upon.



All fields can all contain static values or variables.