Change Multi Ownership activity

An activity that changes the owner of more than one entity to a different user or group.

Configure the Change Multi Ownership activity

To configure the Change Multi Ownership activity, do the procedure in this topic.

Examples

(Example) How to Get the Access Token Credentials from Salesforce

Good to Know

To send an email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
In most text fields, you can use process data variables as an alternative to literal data values.
You can configure whether this activity waits for other activities before it runs.
For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Salesforce tab.
On the Salesforce tab, drag the Change Multi Ownership activity onto your process.

General Configuration

Specifies the basic settings for the Change Multi Ownership activity.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No
Connection Timeout (Seconds)	Description: Specifies the number of seconds permitted to complete an action before the connection stops. Allowed Values: An integer. Represents A number of seconds Default Value: 600 Accepts Variables: No

Change Multiple Ownership Configuration

Configures an owner change for multiple entities to another user or group.

Fields

Field Name	Definition
Salesforce	Description: Specifies the access token that connects to your Salesforce application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Create	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Entity Name	Description: Specifies the name for your entity. Allowed Values: An entity name from the list. Default Value: None When you select the Salesforce access token, the name that shows in the Entity Name field. Accepts Variables: No
New Owner Login Name	Description: Specifies a process data variable to set the owner for the entity. Allowed Values: A process data variable that stores the Salesforce user name of the new owner. Default Value: None Accepts Variables: Yes
Change Using	Description: Specifies how to change the ownership of multiple entities. Allowed Values: Change Using Record ID - Lets you specify an entity to change using an entity ID, or a process data variable that represents an entity ID. Change Using Where Clause (Query Builder) Where Clause - Lets you specify a SQL WHERE clause to change the entity. Default Value: Change Using Entity ID Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Build Where Clause	Opens this Screen: Change Multiple Ownership Configuration > WHERE Clause screen Function of this Screen: Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.
Edit	Function: Lets you change the WHERE clause.

Change Multiple Ownership Configuration > WHERE Clause

Configures a SQL where clause to filter the results of a query in Salesforce. It gets only the records that obey the rules in the WHERE clause.

Fields

Field Name	Definition
Column	Description: Specifies an entity column to use in your query. Allowed Values: An entity column name from the list. Default Value: None. When you select the name of the entity, the list of columns shows in Column field.
Comparer	Description: Specifies the operator to use in your WHERE clause. Allowed Values: = >= > < <= != Like Not in Default Value: =
Value	Description: Specifies the value for the column. Allowed Values: A valid column value. Default Value: None Accepts Variables: Yes Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
Add Row	Function: Adds a row for the Field Name and Field Value.
Indent Right	Function: Creates the statement that is a condition of a parent statement.
Delete	Function: Deletes the selected item. Example: Refer to: The videos on this page
Back	Function: Saves the rule and goes back to the activity configuration screen.