1. Set to: This operator is used to set value of the field of any data type.
2. Append with: This operator can only be used with text field. It will append specified field's value or the default value to the existing value. This operator has introduced in CRM 5.
3. Clear: This operator can be used with all data types. This will clear the field's value.
4. Increment by: This operator can only be used with decimal fields. This will increment the existing value with the specified field's value or default value.
5. Decrement by: This operator can only be used with decimal fields. This will decrement the existing value with the specified field's value or default value.
6. Multiply by: This operator can only be used with decimal fields. This will multiply the existing value with the specified field's value or default value.
Bulk or Mass edit is the great feature in CRM that allows us to edit multiple records at a time. But it will only allows us to set the value, we cannot perform above operations in bulk edit. With the help of workflows, we can perform above operations on multiple records.
Technically you are right that "append with" is new to CRM 2011 (or v5 if you insist). But you could do this in CRM 4 using the "increment" operator, even though that sounds like it should only apply to numeric fields it works just fine with text as well, eg to append a contact's company name on the topic of an opportunity.
ReplyDeleteHope this helps
AdamV