Upsert Multiple Records activity

An activity that creates or changes one or more records, if they exist, in an AgilePoint NX entity. AgilePoint NX recommends to use Upsert Multiple Records as an alternative to Create Record so you do not create duplicate records.


Upsert Multiple Records activity

Configure the Upsert Multiple Records activity

To configure the Upsert Multiple Records activity, do the procedure in this topic.

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In Process Builder, in the Activity Library, open the Data Entities tab.

    AgilePoint Data Entities tab
  3. On the Data Entities tab, drag the Upsert Multiple Records activity onto your process.

    Upsert Multiple Records activity

General Configuration

Specifies the basic settings for the Upsert Multiple Records activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name
Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description
Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Upsert Multiple Records Configuration

Specifies the information to create or change one or more records, if it exists, in AgilePoint NX.

Figure: Upsert Multiple Records Configuration screen

Upsert Multiple Records Configuration screen

Fields

Field NameDefinition

Standard Entities / Custom Entities
Function:
Specifies whether to show standard (out-of-the-box) entities or custom entities in the Entity Name list.
Accepted Values:
  • Standard Entities - Shows standard (out-of-the-box) entities in the Entity Name list.
  • Custom Entities - Shows custom entities in the Entity Name list.
Default Value:
Standard Entities

Entity
Function:
Specifies the name for your entity from the list.
Accepted Values:
An entity name from the list.
Default Value:
None
Example:
Refer to:

Update Record By
Function:
Specifies whether to change information of the record based on the record ID or the value of the primary field for the record in an entity.
Accepted Values:
  • Record ID - Changes the record's information in an entity based on the record ID.
  • Unique Record Field Value - Changes the record's information in an entity based on the value of the primary field.
Default Value:
Record ID
Limitations:

This field is available in these releases:

Request Mapping
Function:
Connects your process schema to the entity fields.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper screen.

Use this screen to connect the request to the data model for your process.

Default Value:
None
Example:
Refer to:

Response Mapping
Function:
Maps AgilePoint NX entity fields to your process schema.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper.

Use this screen to connect the response to the data model for your process.

Default Value:
None
Example:
Refer to: