Update Role
AutomatR.Zoho.Activities.UpdateRole
The "Update Role" activity in AutomatR is part of the Zoho Roles activities package, facilitating the automation of tasks related to updating role details within Zoho CRM. This activity allows for dynamic updates to role information, enhancing workflow flexibility.
Properties
| Name | Description |
|---|---|
| Input | |
| Result | Outputs the updated role ID in the form of a string. Variables of string type to store the updated role ID. |
| Role ID | Specifies the ID of the role to be updated. String variables containing the role ID. This is a required field. |
| Role Name | Specifies the new name for the role. String variables containing the updated role name. This is an optional field. |
| Reporting To | Represents the unique ID of the role higher in the role hierarchy to the current role. String variables containing the ID. This is an optional field. |
| Description | Represents the description of the role. String variables containing the updated role description. This is an optional field. |
| Share With Peers | If checked, users with the current role can share records with other users. Boolean variables to indicate whether sharing with peers is enabled. This is an optional field. |
| Misc | |
| Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
| Optional | |
| Delay | Specifies the amount of time (in seconds) to wait before executing the "Update Role" activity. This can be useful for handling synchronization issues. Integer variables containing the delay duration. Example: 5 seconds. |
| Output | |
| Result | Outputs the updated role ID in the form of a string. Variables of string type to store the updated role ID. |
How to use:
- Drag and drop the "Update Role" activity onto the workflow.
- Configure the properties by specifying the role ID and, optionally, the new name, reporting ID, description, and share with peers.
- Optionally, configure the delay and customize the display name.
- Execute the workflow to update the specified role in Zoho CRM.
Example: Consider an example where the "Update Role" activity is used to modify the name and description of a role with the ID "12345":
Update Role:
Delay: 2 seconds
Role ID: "12345"
Role Name: "Updated Role"
Reporting To: "54321"
Description: "Updated description of the role."
Share With Peers: true
Result: updatedRoleID
In this example, the activity updates the role with the ID "12345" by changing its name to "Updated Role," reporting to "54321," updating the description, and enabling sharing with peers. The ID of the updated role is stored in the variable "updatedRoleID" for further handling in the workflow.