SECTIONSScoping Action Fields
The scoping action record includes the following fields.
Key:
* – Mandatory field
| Field | Description | |
|---|---|---|
| Action Type | * |
The type of action to be performed. You can select one of the following options:
|
| Field Value | The field value to use when the action's type is Set Field Value or Modify Field Value. When the action type is Set Field Value, the value of this field is used to populate the target field. When the action type is Modify Field Value, the value of this field is used with the specified operator to modify the target field. | |
| Flow |
The flow that runs when the action's type is Run Flow. |
|
| Modify Field Value Operator |
The operator used when the action's type is Modify Field Value. You can select one of the following options:
|
|
| Run Order | The order in which the action is run on an estimate created from a completed scoping session. If you do not manually specify a run order, actions are performed according to the order in which they were created. | |
| Scoping Action Name | * | The name of the scoping action. |
| Scoping Requirement Response | * | The scoping requirement response that relates to the scoping action. |
| Target Field | The field to update when the action's type is Set Field Value or Modify Field Value. | |
| Target Object | The object to update or delete when the action's type is Set Field Value, Modify Field Value, or Delete Record. You can select one of the following options:
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