Action > General Information

For a user-facing documentation of actions by field type in the Rules Engine (mapping and formulas), see the public guide and public guide:
This internal page keeps a more exhaustive, low-level description of each action and its XML representation.

Introduction

Here are the list of actions usable within Formulas and Mapping features.

SET_ATTACHMENT action

WARNING

For now, this action is only available within the mapping feature.

See details here: ATTACHMENT actions.

SET_CATEGORY action

WARNING

The SET_CATEGORY action is only available in Mapping Rules. To set a category in Formulas, use the SET_TEXT action.

See details here: CLASSIFICATION actions.

SET_DATE action

WARNING

The SET_DATE feature is in phase and is not available. To set dates, use the SET_TEXT action.

See details here: DATE, DATE-TIME actions.

SET_IMAGE action

WARNING

For now, this action is only available within the mapping feature.

See details here: IMAGE actions.

SET_NUMBER action

See details here: NUMBER actions.

SET_OPTION action

WARNING

For now, this action is only available within the mapping feature. To set an option in Formulas, use the SET_TEXT action.

See details here: SINGLE-SELECT, MULTIPLE-SELECT... actions.

REMOVE_VALUE action

See details here: Remove text.

See details here: Remove number.

SET_SELECTABLE_OPTIONS action

WARNING

For now, this action is only available on SINGLE-SELECT fields.

See details here: Set selectable options.

SET_TEXT action

See details here: IDENTIFIER, SINGLE-LINE-TEXT HTML-TEXT and LONG-TEXT actions.

Availability overview

Mapping Front

Target field (right) Source field (below)	IDENTIFIER	CLASSIFICATION	SINGLE-LINE-TEXT	LONG-TEXT	HTML-TEXT	NUMBER	SINGLE SELECT	MULTIPLE-SELECT	MULTIPLE-SELECT-QUANTIFIED	MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS	DATE	DATE-TIME	IMAGE	ATTACHMENT
IDENTIFIER	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
CLASSIFICATION	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
SINGLE-LINE-TEXT	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
LONG-TEXT	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
HTML-TEXT	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
NUMBER	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_NUMBER	❌	❌	❌	❌	❌	❌	❌	❌
SINGLE SELECT	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
MULTIPLE-SELECT	⚠️ Data Factory only	✔️ SET_CATEGORY	⚠️ Data Factory only	⚠️ Data Factory only	⚠️ Data Factory only	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
MULTIPLE-SELECT-QUANTIFIED	⚠️ Data Factory only	✔️ SET_CATEGORY	⚠️ Data Factory only	⚠️ Data Factory only	⚠️ Data Factory only	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS	⚠️ Data Factory only	✔️ SET_CATEGORY	⚠️ Data Factory only	⚠️ Data Factory only	⚠️ Data Factory only	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
DATE	⚠️ Data Factory only	❌	⚠️ Data Factory only	⚠️ Data Factory only	⚠️ Data Factory only	❌	❌	❌	❌	❌	⚠️ Data Factory only	⚠️ Data Factory only	❌	❌
DATE-TIME	⚠️ Data Factory only	❌	⚠️ Data Factory only	⚠️ Data Factory only	⚠️ Data Factory only	❌	❌	❌	❌	❌	⚠️ Data Factory only	⚠️ Data Factory only	❌	❌
IMAGE	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	✔️ SET_IMAGE	❌
ATTACHMENT	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	✔️ SET_ATTACHMENT

Mapping via Data Factory

Target field (right) Source field (below)	IDENTIFIER	CLASSIFICATION	SINGLE-LINE-TEXT	LONG-TEXT	HTML-TEXT	NUMBER	SINGLE SELECT	MULTIPLE-SELECT	MULTIPLE-SELECT-QUANTIFIED	MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS	DATE	DATE-TIME	IMAGE	ATTACHMENT
IDENTIFIER	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
CLASSIFICATION	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
SINGLE-LINE-TEXT	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
LONG-TEXT	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
HTML-TEXT	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌
NUMBER	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_NUMBER	❌	❌	❌	❌	❌	❌	❌	❌
SINGLE SELECT	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
MULTIPLE-SELECT	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
MULTIPLE-SELECT-QUANTIFIED	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS	✔️ SET_TEXT	✔️ SET_CATEGORY	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	✔️ SET_OPTION	✔️ SET_OPTIONS	✔️ SET_OPTIONS	✔️ SET_OPTIONS	❌	❌	❌	❌
DATE	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	✔️SET_TEXT	✔️ SET_TEXT	❌	❌
DATE-TIME	✔️ SET_TEXT	❌	✔️ SET_TEXT	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌	❌	❌	❌	✔️ SET_TEXT	✔️ SET_TEXT	❌	❌
IMAGE	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	✔️ SET_IMAGE	❌
ATTACHMENT	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	✔️ SET_ATTACHMENT

Formulas (via Data Factory)

Target field (right) Source field (below)	IDENTIFIER	CLASSIFICATION	SINGLE-LINE-TEXT	LONG-TEXT	HTML-TEXT	NUMBER	SINGLE SELECT	MULTIPLE-SELECT	MULTIPLE-SELECT-QUANTIFIED	MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS	DATE	DATE-TIME	IMAGE	ATTACHMENT
IDENTIFIER	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌
CLASSIFICATION	❌	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌
SINGLE-LINE-TEXT	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌
LONG-TEXT	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌
HTML-TEXT	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	✔️ SET_TEXT ✔️ REMOVE_VALUE	❌	✔️ SET_TEXT	❌	❌	❌	❌	❌	❌	❌
NUMBER	❌	❌	❌	❌	❌	✔️ SET_NUMBER ✔️ REMOVE_VALUE	❌	❌	❌	❌	❌	❌	❌	❌
SINGLE SELECT	❌	❌	❌	❌	❌	❌	✔️ SET_SELECTABLE_OPTIONS	❌	❌	❌	❌	❌	❌	❌
MULTIPLE-SELECT	❌	❌	❌	❌	❌	❌	✔️ SET_SELECTABLE_OPTIONS	❌	❌	❌	❌	❌	❌	❌
MULTIPLE-SELECT-QUANTIFIED	❌	❌	❌	❌	❌	❌	✔️ SET_SELECTABLE_OPTIONS	❌	❌	❌	❌	❌	❌	❌
MULTIPLE-SELECT-QUANTIFIED-WITH-COMMENTS	❌	❌	❌	❌	❌	❌	✔️ SET_SELECTABLE_OPTIONS	❌	❌	❌	❌	❌	❌	❌
DATE	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌
DATE-TIME	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌
IMAGE	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌
ATTACHMENT	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌	❌