Configuring Scoping Actions

To add a scoping action to a scoping response:

  1. Go to the response you want to add actions to, and click Manage Actions.

  2. Select an Action Type. You can select one of the following:

    • "Set Field Value"
    • "Modify Field Value"
    • "Delete Record"
    • "Run Flow"
    • "Set Input as Value"
  3. Depending on the action type selected, different fields are displayed. Complete the relevant fields according to the action type selected in the table below:
    4. Actions in Guided Scoping
    Action Type Steps
    Set Field Value
    1. Select a Target Object.
    2. Select a Target Field.
    3. Enter a Field Value.
    Modify Field Value
    1. Select a Target Object.
    2. Select a Target Field.
    3. Select a Modify Field Value Operator.
    4. Enter a Field Value.
    Delete Record Select a Target Object.
    Run Flow Search for and select a Flow.
    Set Input as Value Ensure the Target Object and Target Field are specified on the custom response.
  4. Click Save.