SaveEntity<>
The SaveEntity<> activity uses an entity service to save an instance of an entity that was updated or created using a CreateEntity<> activity.
When you drag the SaveEntity<> activity into the Designer window, you are prompted to select the entity type.
When you select the 'Browse for Type' option, the list of assemblies and associated entities is displayed. Find and select the entity and click OK.
After you have selected an entity, the name of the entity is inserted into the DisplayName field, e.g., SaveEntity<TaskEntity>. Proceed to specify the entity to be saved and, optionally, a validation message.
Properties
Property | Value | Required | Notes |
---|---|---|---|
DisplayName | String
|
No | Specify a name for the activity or accept the default. |
Entity | InOutArgument<Entity>
|
Yes | Specify the entity previously created with a CreateEntity<> activity using a VB expression or variable. |
Messages | InArgument
|
No | Specify the validation message to be displayed when the entity is saved. Specify a variable that can be used to capture validation messages. For more information, see Capture Validation Errors. |
The following properties are mandatory to save the following CampusNexus CRM entities:
CRM Entity | Mandatory Property |
---|---|
Contact | One of the following properties:
|
Lead |
Team ID One of the following properties:
|
Account | Account name |
Custom Object (Global) | Name |
Custom Object (Team) |
Name Team ID |
Custom Object (Shared) |
Name Shared to |
If you are working with the ApplicantEntity in Anthology Student, refer to Create/Save ApplicantEntity and Update Derived Fields.