ENUM

ProcessEntityOperationEnum

How a process action sets one field on the record it creates or updates: a custom value, a value taken from the triggered record, a specific user, or cleared.

link GraphQL Schema definition

  • enum ProcessEntityOperationEnum {
  • # Sets the value given in the action's input.
  • Custom
  • # Copies the value from the triggered record: the same field, or the field set in
  • # triggeredRecordFieldId; for an owner field, the triggered record's owner.
  • TriggeredRecordValue
  • # Like TriggeredRecordValue, but takes only the primary user from a user lookup
  • # field on the triggered record (TriggeredRecordValue takes all of its users).
  • TriggeredRecordPrimaryValue
  • # Clears the owner, leaving the record unassigned.
  • Unassigned
  • # Sets the owner to the user whose action triggered the process.
  • TriggerActor
  • # Sets the owner to the owner of the process.
  • ProcessOwner
  • # Combines the values from the action's input with the values copied from the
  • # triggered record.
  • CustomAndTriggered
  • # Sets the input value, replacing any existing values of the field.
  • CustomReplaceExisting
  • # Adds the input values to the values the field already has (multi-value, lookup,
  • # sharing and relation fields).
  • CustomAddToExisting
  • # Removes the input values from the values the field already has.
  • CustomRemoveExisting
  • # For a currency field, sets both the amount and the currency from the input and
  • # recalculates the value in the base currency.
  • CustomUpdateValueAndCode
  • # For a currency field, changes only the currency from the input, keeps the
  • # existing amount and recalculates the value in the base currency.
  • CustomUpdateOnlyCode
  • # Replaces the existing values with the values copied from the triggered record.
  • TriggeredRecordValueReplaceExisting
  • # Adds the values copied from the triggered record to the existing values.
  • TriggeredRecordValueAddToExisting
  • # Removes the values found on the triggered record from the existing values.
  • TriggeredRecordValueRemoveExisting
  • # Replaces the existing users with the primary user of a user lookup field on the
  • # triggered record.
  • TriggeredRecordPrimaryValueReplaceExisting
  • # Adds the primary user of a user lookup field on the triggered record to the
  • # existing users.
  • TriggeredRecordPrimaryValueAddToExisting
  • # Removes the primary user of a user lookup field on the triggered record from the
  • # existing users.
  • TriggeredRecordPrimaryValueRemoveExisting
  • # Takes the value from the triggered record's primary account and replaces the
  • # existing values.
  • TriggeredRecordPrimaryAccountReplaceExisting
  • # Takes the value from the triggered record's primary account and adds it to the
  • # existing values.
  • TriggeredRecordPrimaryAccountAddToExisting
  • # Takes the value from the triggered record's primary account and removes it from
  • # the existing values.
  • TriggeredRecordPrimaryAccountRemoveExisting
  • # Takes the value from the triggered record's primary contact and replaces the
  • # existing values.
  • TriggeredRecordPrimaryContactReplaceExisting
  • # Takes the value from the triggered record's primary contact and adds it to the
  • # existing values.
  • TriggeredRecordPrimaryContactAddToExisting
  • # Takes the value from the triggered record's primary contact and removes it from
  • # the existing values.
  • TriggeredRecordPrimaryContactRemoveExisting
  • # Takes the value from the triggered account's parent account and replaces the
  • # existing values.
  • TriggeredRecordParentAccountReplaceExisting
  • # Takes the value from the triggered account's parent account and adds it to the
  • # existing values.
  • TriggeredRecordParentAccountAddToExisting
  • # Takes the value from the triggered account's parent account and removes it from
  • # the existing values.
  • TriggeredRecordParentAccountRemoveExisting
  • # Takes the value from the account of the triggered record (such as a project's
  • # account) and adds it to the existing values.
  • TriggeredRecordAccountAddToExisting
  • # Takes the value from the account of the triggered record (such as a project's
  • # account) and replaces the existing values.
  • TriggeredRecordAccountReplaceExisting
  • # Takes the value from the account of the triggered record (such as a project's
  • # account) and removes it from the existing values.
  • TriggeredRecordAccountRemoveExisting
  • # Copies the value from the triggered record's primary account.
  • TriggeredRecordPrimaryAccountValue
  • # Copies the value from the triggered record's primary contact.
  • TriggeredRecordPrimaryContactValue
  • # Copies the value from the triggered account's parent account.
  • TriggeredRecordParentAccountValue
  • # Copies the value from the account of the triggered record (such as a project's
  • # account).
  • TriggeredRecordAccountValue
  • # Combines the input values with the values copied from the triggered record and
  • # replaces the existing values with them.
  • TriggeredRecordValueCustomReplaceExisting
  • # Combines the input values with the values copied from the triggered record and
  • # adds them to the existing values.
  • TriggeredRecordValueCustomAddToExisting
  • # Removes both the input values and the values copied from the triggered record
  • # from the existing values.
  • TriggeredRecordValueCustomRemoveExisting
  • # For a currency field, copies both the amount and the currency from the triggered
  • # record.
  • TriggeredRecordValueUpdateValueAndCode
  • # For a currency field, copies only the currency from the triggered record and
  • # keeps the existing amount.
  • TriggeredRecordValueUpdateOnlyCode
  • # Copies the value of the field set in triggeredRecordFieldId: a field of the
  • # submitted online form, or, for an owner field, the user held in that field of
  • # the triggered record.
  • TriggeredRecordField
  • # Sets the owner to the owner of the record the submitted online form belongs to.
  • TriggeredPrimaryRecordOwner
  • # Links the triggered record itself in a relation field, replacing the existing
  • # links (for example, sets the triggered account as the parent account).
  • TriggeredRecord
  • # Adds the triggered record itself to the existing links of a relation field.
  • TriggeredRecordAddToExisting
  • # Removes the triggered record itself from the existing links of a relation field.
  • TriggeredRecordRemoveExisting
  • # Sets the owner of the triggered record as the only watcher or editor, replacing
  • # the existing ones.
  • TriggeredRecordOwner
  • # Same as TriggeredRecordOwner: the triggered record's owner replaces the existing
  • # watchers or editors.
  • TriggeredRecordOwnerReplaceExisting
  • # Adds the owner of the triggered record to the existing watchers or editors.
  • TriggeredRecordOwnerAddToExisting
  • }