Skip to main content
Question

Change customer staus with Business Event

  • November 25, 2025
  • 3 replies
  • 40 views

dales60
Freshman I

Customer wishes to chnage the customer status to Hold based on attribute change

Can this be done in a Business Event ?  How would you update / chnage the status?

 

 

3 replies

mohammadnawaz51
Jr Varsity I
Forum|alt.badge.img+4

@dales60 Yes we can change it.

Create a Generic Inquiry (GI) and include all key fields required for the inquiry.
Add a condition based on the attribute value (true or false) and trigger the appropriate action based on that condition.

Once the record is inserted into the GI, a business event should be configured to run an import scenario that updates the customer status according to the required logic.


nickcerri32
Jr Varsity III
Forum|alt.badge.img+1
  • Jr Varsity III
  • November 25, 2025

@dales60 Hey!  You’ll need to create a Generic Inquiry that pulls in the Customer ID, Attribute, and corresponding Business Account ID (along with any Key fields to appease the Business Event).  Then you’ll create a business event (triggered by record change) associated with the GI you built with criteria for a new value in the Attribute field.  Then you’ll create and link an Import Scenario to update the corresponding Business Account’s Customer Status field, because you can’t update the Customer Status directly.  


MissyMain41
Jr Varsity I
Forum|alt.badge.img
  • Jr Varsity I
  • November 25, 2025

Hey Dale!

If you get this to work through the attribute let me know your config, because the KB for Troubleshooting business events mentions attributes shouldn’t be used :)
 

  • Use user-defined fields (UDFs) instead of attributes:

    • Attributes should not be used. User-defined fields (UDFs) should be used instead for better stability and compatibility.

Troubleshooting business events | Community