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How to update a set of Custom fields under Subscription Rate Plan object in Zuora using workflow?

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Zuora Staff

How to update a set of Custom fields under Subscription Rate Plan object in Zuora using workflow?

A two-step process has to be incorporated to achieve the Custom Field update as follows:

Upload File Preparation:

As a first step, We would suggest you to follow the below steps for pulling the file report that has to be uploaded for Custom Field ID update.

  • Navigate to Reporting-> ‘Data sources’ in your tenant
  • Select ‘Rate Plan’ data source
  • Pull a report with Custom Field (already maintained in your tenant), ID from Rate Plan object and Subscription Name from Subscription object
  • Click Export and Download the file
  • Open the downloaded file and customize the Column names as follows

                           Rate Plan: Custom field values-> customvalues

                           Rate Plan: ID-> rateplanid

                           Subscription: Name -> subscriptionname

  • Update the file with Correct Custom Field values that has to be updated in the system, as per your records.

Custom Field Update:

  • Navigate to Workflows-> Add-> Blank workflow
  • Click on the ‘Edit’ option after naming the workflow

Direct to the ‘Settings’ tab and click the ‘+’ icon on the “Mapped Input Fields and Params” Section. Give the inputs as shown below for file upload setting and click update. 

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1.Iteration:

 For each->Logic->Iterate, provide the Object field as the Input_file that would be read for mapping and click update

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2. Callout for file update

On success->Notifications->Callout, you have to call the ‘Put’ Method for updating the Custom field using the Rate Plan Id.

Perform Callout using the below criteria under ‘Headers’, ‘Body’ & ‘Authentication’ tabs and click update

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Run the workflow, check if the tasks are completed successfully in ‘Run History’ and perform a cross check to see if the Custom field got updated as per your inputs.