Update Custom Property
The Update Custom Property task can be used to change the value of a custom property within a site.
The custom property must be created in the site before the task runs. This can be done in Site Settings - Properties.
The task can then change the value of the property based on specified conditions.
A simple example of this would be to update a user custom property called “Membership” from a blank value to “Member” once a membership request has been submitted by the user, and approved by an administrator.
More complex examples can be accomplished with the additional use of sneq scripting. For example:
- Resource Custom Property (Equipment Return Request)
- Scenario: A user submits an equipment return request (e.g., a camera or laptop).
- How it works: On the attached form, the user selects where they dropped off the item from a dropdown list (e.g., Main Office or Storage Room B). Once the request is submitted, the script pulls that selected location and updates the item's Last Location custom property automatically so everyone knows where to find it.
- User Custom Property (New User Onboarding Form)
- Scenario: New users are required to complete an onboarding form as part of setting up their profile.
- How it works: On the form, the new user selects their Department from a dropdown list and enters an Emergency Contact. Once the request is approved by an admin, the script automatically copies those responses directly onto the user's profile as their Department and Emergency Contact custom properties.
