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Guide Section: Excel Desktop Client | EASAP Tree: EVENT PROCESSING > ACTION

SET CUSTOM ID is part of the Excel Desktop Client functionality.

SET CUSTOM ID allows modification of the custom_id field in the cases database table.

A custom_id is an organization's existing identifier for a case record.

An example of a custom_id is the record locator for an air travel itinerary.

Essential Parameters:
Custom Id: Enter an existing identifier for the given case record.
Case Id:Enter a percent delimited reference to a CASE VIEWER or another SCALAR reference holding a case_id in the database.
Optional Parameters:
Delimiter:Set a character to delimit SCALAR reference in Custom Id: or Case Id:
Do If:Enter a logical expression which if true then action will occur and not otherwise.