The Manipulate Actions
Articles
Ask AI action
The Ask AI action is available for the Premium and PDM editions. Use the Ask AI action to apply the strength of artificial intelligence to your daily operations. Use the action via the Action...
Ask ChatGPT Vision action
The Ask ChatGPT Vision action is available for the Premium and PDM editions. Use the Ask ChatGPT Vision action to extend the use of artificial intelligence in your daily operations even further....
Rollup action
The DAP Rollup action is available for Premium and PDM licenses. The DAP Rollup action provides extensive data aggregation for single or multiple records. Calculate total, average, count, min, max,...
Ask ChatGPT action
The Ask ChatGPT action is available for the Premium and PDM editions. Use the Ask ChatGPT action to apply the strength of artificial intelligence to your daily operations. Use the action via the...
Run An Apex Class action
The Run An Apex Class action is available for Premium and PDM licenses. This article is about running an Apex Class as a DAP Action. For starting a DAP Action from an Apex Class, see Start an...
Run A Flow action
The Run A Flow action is available for the Premium and PDM licenses. This article is about running a Flow as a Plauti Manipulate Action. For starting a Manipulate Action within a Flow, see Start an...
Find & Replace action
The Find & Replace action is available for the Advanced, Premium, and PDM editions. Use the Find & Replace action to find records with a certain value in a field, and replace that value in...
Set Account Hierarchy action
Use the Set Account Hierarchy action to set an account hierarchy in a drag-and-drop interface. See how accounts are related and change the hierarchy of multiple accounts in one go. To set an...
Assign Ownership action
Use the Assign Ownership action to assign ownership of records to users and/or queues, dividing the records evenly between users or based on a custom distribution. Select the records you want to...
Mass Update action
The Mass Update action is available for all license types. Setting conditions to only update records if certain criteria are met, is available for the Premium and PDM editions. Use the Mass Update...
Mass Delete action
Use the Mass Delete action to quickly delete multiple records in one go. Select the records you want to delete in a list view, or by creating a new job. In the Action Launcher (top right in list...
Mass Convert action
Use the Mass Convert action to quickly convert multiple Leads in one go. Leads with a Company Name filled in will convert to Accounts and Contacts. If you are using Person Accounts, Leads without a...
Create Tasks action
Use the Create Task action to create an identical task for a number of records in one go. Select one or more users to assign the tasks to; create tasks for all users or divide them evenly. To set...