Friday, September 7, 2018

Transfer Value of a Free-Form Text Field to a List/Record Type Field Through Mass Update

The user is using the formula {custrecordfield1} on Field B in the mass update but the error: An unexpected error has occurred is returned when user clicks on Perform Update. Setup of custom field:

Field Name

Field ID

Type

List/Record

Store Value

Field A

custrecordfield1

Free-Form Text

 

Yes

Field B

custrecordfield2

List/Record

Numbers

Yes


Setup of the List/Record (Numbers):

Image


To resolve this error, perform the following steps:

     1. Navigate to Lists > Mass Update > Mass Updates.
     
     2. Expand General Updates.
     
     3. Select the record type where field is applied (e.g custom record name).
     
     4. In the Criteria tab, set a filter (e.g. Field A is One)
     
     5. In the Mass Update Fields tab, check Apply for Field B.
     
     6. In the Formula Field for Field B, use the formula below:

 Case WHEN {custrecord1} = 'One' THEN 1 ELSE 0 END

                      
          Note:

  • {custrecord1} = ID of Field A
  • One = Actual value of Field A
  • 1 = ID of the counterpart value in the List/Record

     7. Click Preview.
     
     8. If satisfied with the result, click Perform Update.
     

Note: Update the formula to update other field values. For example, if the value of Field A is Two, the updated formula is:

 Case WHEN {custrecord1} = 'Two' THEN 2 ELSE 0 END

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